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共 944 份研报 · 国内 241 · 国外 682 · 个股
明晟（MSCI.US）：2026年三季度净订单与每股收益超预期；随着MSCI持续投资近期增长势头，费用支出高于预期
3Q26 Net Bookings and EPS Beat; Expenses Tracking Higher as MSCI Reinvests Behind Recent Momentum
摩根大通·2026-10-21·15 页·美股
李维斯（LEVI.US）：旧金山总部走访纪要及多年度盈利模型测算；“增持”评级，目标价33美元
Levi Strauss & Co. (LEVI): San Fran HQ Visit Takes & Multi-Year Model Math; Overweight w/ $33 Price Target
摩根大通·2026-10-21·13 页·美股
第一资本金融（COF.US）2026年三季度：拨备与净息差超预期，协同效应早于预期
Capital One COF 3Q26: Beat on Provision and NIM, Synergies Ahead of Schedule
摩根大通·2026-10-21·19 页·美股
艾可菲（EFX.US）：2026年三季度每股收益超预期；2026年业绩指引下调幅度小于市场担忧，股价迎来修复性反弹
3Q26 EPS Beat; EFX Stages a Relief Rally As 2026 Guidance Cut Proves Less-Drastic Than Feared
摩根大通·2026-10-21·15 页·美股
Viatris（VTRS.US）三季度前瞻：预计本季度业绩符合预期，关注中国政策压力最新进展；因PCRX交易更新盈利模型
Viatris Inc 3Q Preview: Anticipating Inline Qtr But Looking For Update On China Policy Headwinds, Updating Model For PCRX Deal
摩根大通·2026-10-21·11 页·美股
Valmont Industries（VMI.US）三季度业绩：公用事业业务增长动能持续增强，但价格与成本错配带来短期压力
Valmont Industries (VMI): 3Q Results: Utility Momentum Builds as Price/Cost Creates Near-Term Headwinds
摩根大通·2026-10-21·14 页·美股
Synchrony Financial：信贷表现超预期且暂无压力迹象；宏观环境令我们保持谨慎
Synchrony Financial: Credit Outperforms with No Signs of Stress Yet; Macro Keeps Us Cautious
摩根大通·2026-10-21·20 页·美股
Perrigo Company（PRGO.US）：三季度业绩前瞻：市场焦点仍在潜在消费趋势与婴幼儿配方奶粉
Perrigo Company (PRGO): 3Q Earnings Preview: Focus Remains On Underlying Consumer Trends & Infant Formula
摩根大通·2026-10-21·11 页·美股
Ally Financial（ALLY.US）：资产前景再度上调推动增长加速，利率与租赁残值压力致净息差指引收窄
Ally Financial: Growth Accelerates as Asset Outlook Raised Again; NIM Guide Narrowed on Rates and Lease Residuals
摩根大通·2026-10-21·17 页·美股
奈飞（NFLX.US）：2026年三季度财报点评：用户参与度与经营前景仍存分歧，但12个月维度风险收益比具吸引力
Netflix Inc. (NFLX): Q3'26 Earnings Review: Debates Around Engagement and Forward Operating Trajectory Remain but Risk/Reward on a 12-Month View Presents as Compelling
高盛·2026-10-21·10 页·美股
苹果（AAPL.US）2026财年四季度业绩前瞻：暂且搁置宏观扰动
Apple, Inc.: F4Q26 Earnings Preview – Putting the Macro Aside for a Day
摩根士丹利·2026-10-21·20 页·美股
康宁（GLW.US）2026年三季度业绩前瞻：在智能手机市场走弱的背景下，康宁能否超越市场一致预期？
GLW Q3 26 Preview: Can Corning beat consensus against a softening smartphone market?
伯恩斯坦·2026-10-21·20 页·美股
直觉外科（ISRG.US）：营收利润大幅超预期，美国诊疗量持平；业绩不错，但亮点有限
Intuitive Surgical, Inc. (ISRG): Strong Top & Bottom Line Beat vs. In-Line US Procedures; Good, But Not Enough
摩根大通·2026-10-20·12 页·美股
通用汽车（GM.US）：管理层沟通会后的3Q26模型更新；大宗商品逆风加剧致EBIT进一步下调，但回购力度强劲推动EPS上调；维持增持评级，目标价105美元
General Motors (GM): 3Q26 Model Update Post Management Follow-Up; Lower EBIT Further on Higher Commodity Headwinds, Though Raise EPS on Strong Buyback Pace; Maintain OW, $105 Dec 2027 PT
摩根大通·2026-10-20·21 页·美股
特斯拉（TSLA.US）：双方成立特别委员会商讨与SpaceX潜在合并；我们仍认为交易具备较强战略合理性；特斯拉中国业务或需风险隔离（分拆或控制权转让）
Tesla Inc (TSLA): Special Committees Formed to Discuss Potential Merger with SPCX; Continue to See Strong Strategic Logic; Potential TSLA China Ring-Fence Needed (Spin or Control Transfer)
摩根大通·2026-10-20·13 页·美股
甲骨文（ORCL.US）：投资者日前瞻：尽管存在算力供给瓶颈，依托算力业务变现能力提升，预计公司上调2030财年指引；资本获取与峰值资本开支可见性对股价更为关键
Investor Day Preview: Expect FY30 Raise Led by Stronger Monetization of Compute Despite Capacity Hurdles; Access to Capital & Visibility to Peak Capex More Crucial to Share Price
摩根大通·2026-10-20·10 页·美股
拖延战术
Crown Holdings (CCK)：Kicking the Can
摩根大通·2026-10-20·16 页·美股
超微电脑（SMCI.US）：2027财年第一季度业绩预告——AI业务占比提升、利润率好于预期驱动业绩上行；利润率可持续性将成为市场焦点
Super Micro (SMCI) F1Q27 Preannouncement: Stronger AI Mix and Better-Than-Expected Margins Drive Upside; Margin Sustainability to Be in Focus
摩根大通·2026-10-20·8 页·美股
Shopify（SHOP.US）：Zettler Digital铂金合作伙伴电话会核心要点——AI渠道流量占比目前约2-3%，长期有望升至10%以上；Sidekick、企业版、中小商家与定价受关注
Shopify (SHOP.US): Key Takeaways from Platinum Partner Call w/Zettler Digital; AI Channels Power 2-3% of Traffic But Could Approach 10%+ Over Time; Sidekick, Enterprise, SMBs, & Pricing In Focus
摩根大通·2026-10-20·11 页·美股
3M（MMM.US）：宏观震荡之下的优选标的；自救初见成效
3M (MMM): The right type of stock for a choppy macro; self-help is bearing fruit
摩根大通·2026-10-20·21 页·美股
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