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共 928 份研报 · 国内 224 · 国外 682 · 个股
铁山公司（Iron Mountain Inc.，IRM）：数据中心驱动IRM下一阶段增长
Iron Mountain Inc. (IRM): Data centers powering the next phase of IRM's growth
高盛·2026-10-05·27 页·美股
从传统业务向平台型企业转型：业绩可见性与利润率具备上行空间；首次覆盖给予"增持"，2027年末目标价120美元
Graham Corporation (GHM): From Legacy to Platform: Visibility + Margins Upside; Initiating Overweight, YE27 PT $120
摩根大通·2026-10-02·36 页·美股
Spyre Therapeutics（SYRE）：多管齐下提升炎症性肠病疗效；首次覆盖，给予「超配」评级
Spyre Therapeutics (SYRE): Multiple Shots on Goal to Improve Efficacy in IBD – Initiating Coverage with Overweight Rating
摩根大通·2026-10-01·20 页·美股
摩根大通-Kura Oncology（KURA.US）：首次覆盖并给予"超配"评级；Komzifti奠定疗效底线，Darlifarnib有望重塑疗效上限
Initiating at Overweight – Komzifti Sets the Floor, While Darlifarnib Could Reset the Ceiling
摩根大通·2026-10-01·30 页·美股
首次覆盖给予"超配"评级：ELVN-001以二线及以上适应症切入，为其拓展一线治疗市场创造可能
Initiating at Overweight: ELVN-001's 2L+ Entry Point ENABLEs Frontline Expansion Potential
摩根大通·2026-10-01·26 页·美股
Nuvation Bio（NUVB.N）：新兴肿瘤领域龙头，管线与产品组合发展前景向好；首次覆盖给予"买入/高风险"评级，目标价12美元
Nuvation Bio (NUVB.N): Emerging oncology leader with exciting pipeline/portfolio trajectory: Initiate Buy/HR, $12 TP
花旗·2026-09-30·29 页·美股
Vertex Pharmaceuticals（VRTX.US）AMKD深度解析及电话会议：潜在20-30亿美元机会与2027年初III期数据
Vertex Pharmaceuticals (VRTX): AMKD Deep Dive + Doc Call: Pot'l $2-3B and Phase III Data Early 2027
瑞银·2026-09-28·62 页·美股
材料工程龙头，架构升级的长期赢家
华泰证券·2026-09-26·33 页·美股
Matador Resources Co：首次覆盖并给予「买入」评级；无需担心2027年的能源
Matador Resources Co: Initiate with a Buy - there's no need to Fret about Energy in 2027
德意志银行·2026-09-25·29 页·美股
嵌入式保险支撑利润率回升，住宅能源构成独立机遇
Cheche Group Inc. (NASDAQ: CCG): Embedded insurance supports margin recovery with residential energy as a separate opportunity
大西部证券(香港)有限公司·2026-09-24·29 页·美股
Almonty Industries Inc（ALM.US）：受益于钨供应链错配，但预期已偏高；首次覆盖评级为"中性"
Almonty Industries Inc (ALM): Beneficiary of Tungsten Dislocation, but Expectations Seem Elevated; Initiate at Neutral
高盛·2026-09-24·43 页·美股
Nu Holdings（NU）：美国发展路线图；竞争激烈但上行潜力巨大
Nu Holdings (NU): US Roadmap: Competitive market, but with significant upside potential
高盛·2026-09-23·37 页·美股
Wave Life Sciences（WVE.US）：重回正轨；调至中性
Wave Life Sciences (WVE): WAVing Back In; Moving to a Neutral Rating
摩根大通·2026-09-22·66 页·美股
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
NexGen Energy：具有战略重要性的领先铀资产——首次覆盖给予增持评级
NexGen Energy: Leading Uranium Asset With Strategic Importance - Initiate at Overweight
摩根大通·2026-09-21·58 页·美股
Tempus AI 公司（TEM）诊断业务增长催化因素叠加数据业务不确定性；给予中性初始评级
Tempus AI Inc. (TEM): Diagnostic Business Growth Catalysts Paired with Data Business Uncertainty; Initiate at Neutral
高盛·2026-09-21·16 页·美股
Sigma Lithium（SGML.US）：存量扩产标的，低资本开支强度、高经营杠杆；首次覆盖给予“增持”评级
Sigma Lithium (SGML): The brownfield growth play: low capex intensity, high operating leverage. Initiating with OW
摩根大通·2026-09-18·66 页·美股
高乐氏：清理整顿中的挑战与机遇
Clorox: Cleaning up Clorox: Challenges and opportunities
美银美林·2026-09-18·16 页·美股
Aon Plc (AON.US)：USI交易以折价倍数买入增长上行的机会，恢复覆盖给予“买入”评级
Aon Plc (AON.N): USI transaction an opportunity to buy growth upside at a discounted multiple/resuming coverage with Buy rating
花旗·2026-09-18·25 页·美股
高塔半导体（TSEM.US）：光学规模化的技术中性敞口——首次覆盖给予"增持"评级
Tower Semiconductor (TSEM.O): Agnostic exposure to optical scaling – Initiate at OW
巴克莱·2026-09-18·42 页·美股
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