行业研究
共 4,078 份研报 · 国内 2,405 · 国外 1,478
China Power Equipment
China Power Equipment: Downgrading the sector on trade concerns and looser supply
瑞银·—·75 页·文化传媒
瑞银-医疗设施与托管式医疗：每周图表集：医院住院量、临时人员配置招聘、JOLTS、流感、出生、死亡、GLP·1搜索、签证公告栏、HIX费率更新
Healthcare Facilities & Managed Care Weekly Chartbook: Hospital Vols, Temp Staffing Listings, JOLTS, Flu, Births, Deaths, GLP-1 Searches, Visa Bulletin, HIX Rate Updates
瑞银·—·29 页·医药生物
瑞银-医疗服务｜每周复盘：精神病院与透析板块跑赢大盘；IDR 改革陷入停滞，联邦医保相关法案推进；联邦医保优势计划（MA）保险公司承压，需承
Weekly Check-Up: Psych Hospitals and Dialysis Outperform; IDR Reform Stalls While Medicare Bills Advance; MA Insurers Face Pressure To Absorb GLP-1 Costs
瑞银·—·18 页·医药生物
瑞银-新兴市场与亚太股票策略：2026年二季度总结：新兴市场盈利保持韧性，但分化依然严重
Q226 wrap: EM Earnings Stay Resilient, but still narrow
瑞银·—·30 页·信息技术
Key Call: Samsung Electronics
Key Call: Samsung Electronics
瑞银·—·26 页·信息技术
Global Economics & Strategy
Global Economics & Strategy: Core Convictions (Multi-Asset Rundown)
瑞银·—·7 页·信息技术
UBS Global I/O Semiconductors
UBS Global I/O Semiconductors: ASICs and CPUs move to center stage, driving the next wave of CoWoS expansion
瑞银证券·—·18 页·信息技术
瑞银-SK海力士（000660.KS）：有望进一步复苏
SK Hynix (000660.KS): Ground to recover further
瑞银·—·23 页·信息技术
瑞银-SK海力士（000660.KS）：基本面复苏势头有望延续
SK Hynix (000660.KS): Ground to recover further
瑞银·—·23 页·信息技术
摩根大通-沙特传媒：应对广告市场疲软与行业格局变迁，首选 MBC (N)，看淡阿拉比亚电视台（减持）；将阿拉比亚电视台列入负面观察名单
Saudi Media: Navigating ad weakness and shifting landscape - prefer MBC (N) over Al Arabia (UW); place Al Arabia on -CW
摩根大通·—·62 页·文化传媒
摩根大通-钢铁日报：亚洲钢材价差+1%；SGM投资者日；美国钢材采购商情绪回暖；中国钢厂盈利走弱
Asia spreads +1%; SGM Investor Day; US steel buyers' sentiment rises; Chinese mill margins worsen
摩根大通·—·10 页·文化传媒
Pulp & Paper: China Recycled Pulp: Regulatory Tightening on Dry-Milled
Pulp & Paper: China Recycled Pulp: Regulatory Tightening on Dry-Milled Imports And Potential Impact on Kraft Pulp
高盛·—·7 页·化石能源
Banks and AI: A Credit-Positive Outlook
Banks and AI: A Credit-Positive Outlook
高盛·—·13 页·信息技术
Grant; Reinforces long-term incentive framework and talent retention;
Busy Ming Group (1768.HK): First Take: Announces 2026 H-Share Award Grant; Reinforces long-term incentive framework and talent retention
高盛·—·7 页·医药生物
China EV & Asia Emerging Robotics Tour Takeaways: Beyond the
China EV & Asia Emerging Robotics Tour Takeaways: Beyond the Downturn
伯恩斯坦·—·24 页·信息技术
Montage: CXL deep dive - a new growth engine from DDR4 reuse
Montage: CXL deep dive - a new growth engine from DDR4 reuse
伯恩斯坦·—·34 页·信息技术
China WFE Import Tracker (Aug 2026): Aug YTD YoY -4%, import
伯恩斯坦·—·35 页·文化传媒
大摩闭门会：人工智能应用与颠覆：开源权重模型竞赛
麦肯锡·—·5 页·信息技术
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