高盛

共 779 份研报 · 海外机构

中国每周快评：市场下跌约1%；习近平主席对美国进行国事访问

China Weekly Kickstart: Markets lost around 1%; President Xi conducted a US state visit

高盛·2026-09-26·27 页·市场策略

市场策略27 页

NTT（9432.T）：新定价公告——现有移动套餐涨价时点带来超预期利好

NTT (9432.T): New pricing announcement - Timing of existing mobile plan price hikes a positive surprise

高盛·2026-09-26·8 页·其它

其它8 页

Money Forward（3994.T）：宣布对个体工商户/企业计划进行早于预期的价格上调

Money Forward (3994.T): Announces earlier-than-expected price hikes for sole proprietor/corporate plans

高盛·2026-09-26·8 页·其它

其它8 页

高盛-中国台湾市场周报：加权指数周涨2%首破48,000点创收盘新高，大型科技股领涨，外资买盘支撑，油价及美债收益率走高背景下金融与多数内需板块逆势收跌

Taiwan Weekly Kickstart: TAIEX rose 2% to a record close above 48k, led by large-cap Tech and supported by foreign buying, despite higher oil prices and US yields, with Financials and most domestic sectors falling

高盛·2026-09-25·29 页·市场策略

市场策略29 页

中兴通讯（0763.HK）：政企业务持续扩张；产品结构拖累毛利率；维持“中性”评级

ZTE (0763.HK): Enterprise and government business in expansion; Product mix weighing on GM; Neutral

高盛·2026-09-25·9 页·港股

港股9 页

中国经济活动与政策追踪：9月25日

China Economic Activity and Policy Tracker: Sep 25

高盛·2026-09-25·16 页·中国经济

中国经济16 页

受美债收益率及油价风险拖累NIFTY周跌1%；8月消费显现放缓迹象；新兴市场共同基金8月增配印度幅度居首；AI基础设施公司推动资本开支增长

NIFTY fell 1% amid US yields/Oil risks; August saw consumption moderate; EM Mutual funds have added India exposure the most in August; AI Enablers boosting capex growth

高盛·2026-09-25·18 页·市场策略

市场策略18 页

MSCI新兴市场指数周涨1.3%，由科技、东北亚领跑；美债收益率飙升背景下利率敏感板块落后；巴西聚焦10月4日首轮选举

MSCI EM gained 1.3% w/w, led by Tech/North Asia; Rate-sensitive pockets lagged amid a spike in US bond yields; Brazil in focus ahead of First-round Elections on October 4th

高盛·2026-09-25·23 页·市场策略

市场策略23 页

中国台湾地区外资（FII）强劲流入，短交易周内南向资金持续净流入；对冲基金9月净卖出亚洲、以韩国AI敞口领跌；共同基金8月加仓中国台湾/印度；50只最广泛持有的新兴市场股票筛选

EM Weekly Fund Flows Monitor: Strong FII inflows in Taiwan, Southbound flows in a short trading week; HFs sold Asia in September, led by Korea AI exposure; MFs added Taiwan/India in August; 50 most widely held EM stock Screen

高盛·2026-09-25·21 页·基金策略

基金策略21 页