高盛
共 779 份研报 · 海外机构
微软公司（MSFT）：非交易路演会议——企业向AI平台迁移验证了过去3年的关键战略决策
Microsoft Corp. (MSFT): NDR Meetings: Enterprise shift to AI platforms is validating key strategic decisions from the last 3 years
高盛·2026-09-20·10 页·美股
中国事宜：阻力最小的路径
China Matters: Path of Least Resistance
高盛·2026-09-20·9 页·中国经济
印度IT服务：实地考察纪要——近期需求低迷，AI影响令中期前景模糊
India IT Services: Tour takeaways: Subdued near-term, with medium-term outlook blurred by impact of AI
高盛·2026-09-20·13 页·信息技术
欧洲日报：西班牙——大选后动能放缓、持续跑赢与债务下降
European Daily: Spain—Slowing Momentum, Sustained Outperformance and Lower Debt After the Election
高盛·2026-09-20·11 页·海外经济
韩国——追踪企业现金与金融市场资金流向
Korea – Tracking Corporate Cash and Financial-market Flows
高盛·2026-09-20·16 页·海外经济
生益科技（600183.SS）：AI覆铜板驱动未来增长；产能持续扩张；买入
Shengyi Tech (600183.SS): AI CCL drives growth ahead; Capacity expansion ongoing; Buy
高盛·2026-09-19·7 页·A股
日本通运控股（9147.T）：投资者日：着眼于改善国内外利润率并部署端到端解决方案
Nippon Express Holdings (9147.T): IR Day: Looks to improve domestic/overseas margins and deploy end-to-end solutions
高盛·2026-09-19·6 页·其它
领益智造（002600.SZ）：智能手机新机型上量、液冷、端侧AI与机器人驱动未来增长；26年第二季度业绩不及预期；买入
Lingyi (002600.SZ): Smartphone new model ramp up, Liquid cooling, Edge AI, and Robotics to drive growth ahead; 2Q26 miss; Buy
高盛·2026-09-19·9 页·A股
珂玛科技（301611.SZ）：陶瓷加热器、静电卡盘、碳化硅产品扩产中；26年第二季度业绩不及预期；买入
Kematek (301611.SZ): Ceramic heaters, Electrostatic chunks, SiC products in expansion; 2Q26 miss; Buy
高盛·2026-09-19·8 页·创业板
珂玛科技（301611.SZ）：陶瓷加热器、静电吸盘、碳化硅产品产能扩张，2026年二季度业绩不及预期，维持"买入"评级
Kematek (301611.SZ): Ceramic heaters, Electrostatic chunks, SiC products in expansion; 2Q26 miss; Buy
高盛·2026-09-19·8 页·创业板
亚太市场周报：明晟亚洲除日本指数下跌0.4%，受外资流出及鹰派美联储与偏鸽派日本央行加息背景下的亚洲外汇走弱拖累；北亚及科技板块整体跑赢
MXAPJ fell 0.4%, weighed by foreign outflows and weaker Asian FX amid hawkish Fed and dovish BOJ rate hikes; North Asia and Tech broadly outperformed
高盛·2026-09-19·34 页·市场策略
欧元区：推出通胀近实时预测模型
Euro Area—Introducing Our Nearcast Model for Inflation
高盛·2026-09-19·15 页·海外经济
Food & Life Cos.（3563.T）：近期股价说明会——确认中国业务无放缓迹象；买入
Food & Life Cos. (3563.T): Briefing on recent share price: Confirms no signs of slowdown in China; Buy
高盛·2026-09-18·6 页·其它
住友电气工业（5802.T）：会议纪要：光器件产出已恢复正常，二季度有望改善；估值具吸引力；给予"买入"评级
Sumitomo Electric Industries (5802.T): Conf. takeaways: Optical device output normalized, set to improve in 2Q; valuation attractive; Buy
高盛·2026-09-18·10 页·其它
中国市场周报：市场持平；香港发布首份五年计划；受8月活动数据喜忧参半影响下调中国GDP预测
China Weekly Kickstart: Markets flat; HK unveiled its first FYP; Lower China GDP forecast on mixed activity data in August
高盛·2026-09-18·27 页·市场策略
中国经济活动与政策追踪：9月18日
China Economic Activity and Policy Tracker: Sep 18
高盛·2026-09-18·17 页·中国经济
新兴市场周报：鹰派美联储加息周MSCI新兴市场指数周跌0.7%，原油及美债收益率自高位回落，土耳其因监管行动大跌；聚焦天然气风险与本地催化剂下的中东欧市场分化
EM WEEKLY KICKSTART: MSCI EM fell 0.7% w/w amid a hawkish Fed hike; Oil / US yields eased from highs; Turkey saw sharp declines from regulatory actions; Focusing on CEE markets amid Gas risks and Local catalysts
高盛·2026-09-18·28 页·市场策略
新兴市场亚洲外汇与利率观点：为更高能源价格、高企核心收益率及AI投资持续增长布局
EM Asia FX/Rates Views: Positioning for Higher Energy, Elevated Core Yields and Further AI Investment
高盛·2026-09-18·9 页·海外经济
新兴市场每周基金资金流监测：外资本周持续净卖出韩国；9月至今对冲基金在新兴市场亚洲维持净卖出，而中国敞口出现复苏
EM WEEKLY FUND FLOWS MONITOR: Foreign selling in Korea continues this week; Hedge funds remain net sellers in EM Asia in September MTD, while China exposure sees a recovery
高盛·2026-09-18·20 页·基金策略
天味食品（603317.SH）2026年二季度业绩回顾：在广告与促销投入增加的支撑下二季度持续复苏；纳入因子考量
Sichuan Teway Food Group (603317.SS): 2Q26 Review: Continued recovery in 2Q with support from increased A&P investments; factoring
高盛·2026-09-18·8 页·A股
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