摩根大通
共 878 份研报 · 海外机构
PCB、CCL与基板：Prismark专家电话会议纪要
PCB, CCL, and Substrate: Takeaways from Prismark expert call
摩根大通·2026-09-22·8 页·电子设备
Meta平台（META.US）：模型与智能体已就位，Muse的C端及B端产品后续推出；重申"增持"评级
The Models and Agents Are Here, With Muse Consumers and Businesses Coming Next; Reiterate Overweight
摩根大通·2026-09-22·13 页·美股
Everpure（P.US）投资者日前瞻：份额增长与超大规模数据中心赢单锚定增长前景；毛利率复苏与杠杆驱动营业利润率扩张
Everpure Investor Day Preview: Share Gains and Hyperscaler Wins Anchor Growth Outlook; GM Recovery and Leverage to Drive OPM Expansion
摩根大通·2026-09-22·10 页·美股
2026新兴与前沿市场机会会议——圆桌讨论要点：宏观不确定性之下，短期基本面有望维持韧性
2026 Emerging and Frontier Markets Opportunities Conference — Key takeaways from the panel discussions: Macro uncertainty met by expectations of near-term resilience
摩根大通·2026-09-22·41 页·市场策略
紫金矿业-A/H 西藏调研纪要：巨龙项目稳步推进，区域内增量项目在即
Zijin Mining - A/H: Tibet trip takeaways: Julong delivery on track with incremental pipeline in the region
摩根大通·2026-09-22·12 页·A股
中国房地产：按揭补贴将于国庆前推出？
China Property: Mortgage subsidies to be rolled out before National Day?
摩根大通·2026-09-22·12 页·房地产
医疗用品与器械：医疗科技情绪与定位——亚洲版
Medical Supplies & Devices: MedTech Sentiment and Positioning — Asia Edition
摩根大通·2026-09-22·9 页·医药生物
亚洲科技追踪
Asia Technology Tracker
摩根大通·2026-09-22·7 页·电子设备
亚太信用汇总
APAC Credit Roundup
摩根大通·2026-09-22·12 页·市场策略
亚太跨区域信用周报：利差回到两个月来的低位
APAC Cross Regional Credit Weekly: Spreads returned to two-month tights
摩根大通·2026-09-22·31 页·市场策略
亚太股票风格配置：合理价格下的优质股
APAC Equity Style Positioning: Quality at a Reasonable Price
摩根大通·2026-09-22·27 页·市场策略
诺和诺德：2026年资本市场日主要要点
Novo Nordisk: Key Takeaways from the 2026 Capital Markets Day
摩根大通·2026-09-22·10 页·其它
人工智能新进入者聚焦——扩散还是参与？审视Federato对Guidewire的透视意义
Guidewire (GWRE): AI Entrant Spotlight - Proliferate or Participate? Examining Federato for Read-Throughs to Guidewire
摩根大通·2026-09-22·18 页·美股
美国分析师重点关注名单
U.S. Analyst Focus List
摩根大通·2026-09-22·11 页·市场策略
摩根大通｜炼油厂最新动态、Capstone以溢价出售Cozamin、铜宏观、煤炭展望电话会议
JPM: Latest on Refiners, Capstone Sells Cozamin at Premium, Copper Macro, Coal Outlook Call
摩根大通·2026-09-22·9 页·化石能源
摩根大通矿业日报：铁矿石-0.1%，锂辉石+3.8%，RMS维持增持，中国金属活动追踪等
JPM Mining Daily: Iron Ore -0.1%, Spodumene +3.8%, RMS Retain OW, China Metals Activity Tracker & More
摩根大通·2026-09-22·14 页·有色金属
北美钢铁：表观消费量仪表盘——7月数据
North America Steel: Apparent Consumption Dashboard: July Data
摩根大通·2026-09-22·19 页·钢铁
SAP 26年第三季度前瞻：反弹后门槛提高；预计业绩大致符合预期
SAP Q3'26 preview - Bar higher post rebound; expecting broadly in-line results
摩根大通·2026-09-22·13 页·其它
On Holding：公布新财务目标与股票回购，维持2026财年指引
On Holding: New Financial Targets and Share Buyback Announced, FY26 Guidance Maintained
摩根大通·2026-09-22·11 页·美股
MercadoLibre，Inc. 利润率压力拆解：运费补贴和信用卡是主要驱动力
Margin Pressure Decomposition Exercise: Shipping Subsidies and Credit Card as Main Drivers
摩根大通·2026-09-22·11 页·美股
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