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我这有日更的研报 每天约50-100全年约2w+ 基本覆盖华尔街最有影响力的投行 象征性收点
Bernstein-Bernstein Energy & Power： Falling in love with an accounting standard？ Hmm... Will it be in Jan 2027 with the new IFRS 18 ？ A playbook.-260522.pdf
Bernstein-China Pharma and Biotech China Pharma & Biotech： ASCO 2026 Part 1 ~meet the best Keytruda booster-260522.pdf
Bernstein-China Semiconductors China Semicap： The surging memory capacity expansion-260521.pdf
Bernstein-Cummins Inc（CMI.US）Cummins： 2026 Analyst Day ~ Entering prime power market， but guide falls short-260521.pdf
Bernstein-DoorDash Inc（DASH.US）DASH： Massively under~earning. A deep dive on segment profits-260522.pdf
Bernstein-easyJet PLC（EZJ.LN）easyJet： At the mercy of fuel and the intra~Europe supplydemand balance. Remain Market~Perform， TP ￡3.50-260522.pdf
Bernstein-European Utilities & Clean Energy：Battery Energy Storage Systems ~A primer for investors on their economics-260522.pdf
Bernstein-Global Hotels & Leisure OTAs in the Quarter （1Q26）： Winning the Phony War-260522.pdf
Bernstein-Global Semiconductor Capital Equipment China WFE Import Tracker （Apr 2026）： YTD YoY ~13% with weaker lithography import due to supply constrain-260521.pdf
Bernstein-Korea Internet and European Food Delivery Korea Food Delivery： A stable duopoly with fragile fault lines-260522.pdf
Bernstein-Spotify Technology SA（SPOT.US）Spotify 2030： Could the superfan opportunities in audiobooks & podcasts be as rich as in music （or richer）？-260521.pdf
Bernstein-US SMID~Cap Biopharmaceuticals US Biotech： Initiating an investment relationship with Biotech？ It’s complicated…-260521.pdf
Bernstein-Walmart （WMT.US） 1Q27： Fundamentals intact； EBIT growth needed to support momentum-260522.pdf
Bernstein-Workday Inc（WDAY.US）Workday 1Q27： good start， more to watch-260522.pdf
Goldman Sachs-Anjoy Foods Group （603345）： AGM： Sustaining growth supported by new products， channels and overseas expansion； Buy-260521.pdf
Goldman Sachs-Anta Sports Products （2020.HK）： Data update： factoring in stronger associate income from Amer； Buy-260522.pdf
Goldman Sachs-CHINA BEVERAGES：Factoring in higher and more enduring cost inflation； Competition yet to rationalize； Who is best positioned？-260522.pdf
Goldman Sachs-CHINA COSMETICS 618 pulse check： Top tier KOL Day 1 livestreaming better than Women’s day though not overly exciting； Mao Geping continues to lead-260522.pdf
Goldman Sachs-China Grid Tech： Power Transformer Export Tracker： April China transformer total exports at 27% yoy， while switchgear exports picked-260522.pdf
Goldman Sachs-HESAI GROUP （2525.HK）Main business robust， secondary growth curve set in motion； Buy-260522.pdf
Goldman Sachs-Japan Healthcare： Medical Devices： China business climate for Medtech： Global company views from results briefings-260522.pdf
Goldman Sachs-JAPAN WEEKLY KICKSTART：Net foreign inflows breakdown by region， and 4Q 3 26 earnings summary-260522.pdf
Goldman Sachs-Kelun Biotech （6990.HK）： Combo of sac~TMT pembro set a new bar in 1L PD~L1 positive NSCLC； eyes on maturing PFS and Lung06 data-260522.pdf
Goldman Sachs-Lenovo （0992.HK）： Mar~Q beat； Server OPM up to +3.6% with PC OPM sustaining at 7.0% despite rising memory costs； Buy-260522.pdf
Goldman Sachs-Mitsui Kinzoku Co. （5706.T）： MTP briefing： Large~scale capex in VSP~fueled copper foil business； agility key to enhancing EV-260522.pdf
Goldman Sachs-NAURA （002371）： Advanced tools ramp up； Strong orders on rising China Semis Capex； Buy-260522.pdf
Goldman Sachs-NIO INC. （9866.HK） Cost pressure well managed， expect non~GAAP OP break~even in 2026E； Neutral-260522.pdf
Goldman Sachs-NSIG （688126）： Mgmt. visit： Photonics SOI expansion on strong demand； 300mm capacity expansion with mix upgrade-260521.pdf
Goldman Sachs-Shengyi Tech （600183）： CCL pricing uptrend supported by increased AI demand； TP up to Rmb127.4； Buy-260522.pdf
Goldman Sachs-Sichuan Kelun Pharmaceutical Co. （002422.SZ）： Strong survival benefit of sac~TMT pembro combo in 1L PD~L1 positive NSCLC； maintain Buy-260522.pdf
Goldman Sachs-Taiyo Yuden （6976.T）： CEO meeting： Reaffirmed position to benefit from AI server demand； maintain Buy-260521.pdf
Goldman Sachs-Tongcheng Travel Holdings （0780.HK）1Q26 results inline ~ Lower revenue guidance on long~haul travel slowdown； potential readacross for TCOM； Buy-260522.pdf
Goldman Sachs-Workday Inc. （WDAY.US） 1Q27： More tangible paths to AI~driven value-260522.pdf
J.P. Morgan-Asian Tech NVDA 1QFY27 key takeaways-260521.pdf
J.P. Morgan-China Banks：Diverging views on JSBs post China Summit and Financial Tour-260521.pdf
J.P. Morgan-China Healthcare Global China Summit Takeaways （Day 2）： AI applications in early and late drug development； China pharma panel-260522.pdf
J.P. Morgan-China： Trade blows out， but composition matters-260522.pdf
J.P. Morgan-Cummins Inc（CMI.US）2026 Analyst Day Recap-260521.pdf
J.P. Morgan-GDS Holdings（GDS.US）Strong 3~year bookings target； revenue expected to accelerate from 2H27-260521.pdf
J.P. Morgan-Hana Microelectronics（HANA.BK）AI optionality compounds with new customers； Stay OW-260521.pdf
J.P. Morgan-Japan Equity Strategy ：Japanese equities heading into a phase of 3% yields； where to go， AI and financials？-260521.pdf
J.P. Morgan-JPM - CHINA SUMMIT： Day 2 Wrap~No Sulfur or Diesel Shortages， Stark Aluminum Dislocation， Trouble in Mali， Indonesia’s latest shocker， ESS Cost Pressures-260522.pdf
J.P. Morgan-JPM CHINA SUMMIT： Day 2 Wrap~ESS & NEV-260522.pdf
J.P. Morgan-NIO （NIO.US）A solid beat in 1Q26 and upbeat in 2026-260522.pdf
J.P. Morgan-Ping An Insurance Group ~ H（2318.HK）Global China Summit Takeaways： Strong confidence in the core earnings growth outlook-260521.pdf
J.P. Morgan-Sany Heavy（600031）Global China Summit takeaways： Share gains drive 2Q momentum； discipline over price wars-260521.pdf
J.P. Morgan-Shell PLC（SHEL.L）ARC proforma； Value in the liquids， upside in the gas-260522.pdf
J.P. Morgan-SK Inc（034730.KS）All about semi NAV asset upside； PT raised to streethigh W870K-260521.pdf
J.P. Morgan-Tongcheng Travel Holdings Ltd（0780.HK）Better prudent than sorry； staying Neutral-260522.pdf
Morgan Stanley-Beijing Kingsoft Office Software Inc（688111） 2026 618 Promotion Observation-260521.pdf
Morgan Stanley-Dell Technologies Inc.（DELL.UN）F1Q27 Earnings Preview – It's A Tricky One-260521.pdf
Morgan Stanley-Energy：Refreshing Estimates & Revisiting Sensitivities-260521.pdf
Morgan Stanley-FUJIFILM Holdings （4901.T）Japan Summit 2026 Feedback： High Investor Interest in the Semiconductor Materials Business-260521.pdf
Morgan Stanley-Gosuncn Technology Group Co Ltd（300098）Risk Reward Update-260521.pdf
Morgan Stanley-Greater China Materials：China Steel and Iron Ore Weekly Update-260521.pdf
Morgan Stanley-HSBC Holdings（0005.HK）Feedback from the Asia Seminar-260522.pdf
Morgan Stanley-HSBC（HSBA.L）Feedback from the Asia Seminar-260521.pdf
Morgan Stanley-Kawasaki Heavy Industries（7012.T）Partnering on AI Adoption in Robot Business with US Semi Makers， Says Media Report-260522.pdf
Morgan Stanley-KIOXIA Holdings （285A.T）Japan Summit 2026 Feedback-260521.pdf
Morgan Stanley-Knowledge Atlas Technology JSC Ltd（2513.HK） ZCube： New Network Architecture to Improve Inference Efficiency-260521.pdf
Morgan Stanley-Mitsubishi Heavy Industries （7011.T）Japan Summit 2026： Sustained Growth and Margin Improvement in Energy business-260521.pdf
Morgan Stanley-Murata Manufacturing （6981.T）Japan Summit 2026： Expects 85~ 90% YoY Sales Growth for MLCCs for AI Servers-260521.pdf
Morgan Stanley-NVIDIA Corp.（NVDA.US）Risk Reward Update-260521.pdf
Morgan Stanley-Standard Chartered Bank（STAN.L）Feedback from Asia Seminar-260522.pdf
Morgan Stanley-Taiyo Yuden （6976.T）Sell~side Small Meeting with President Sase-260521.pdf
Morgan Stanley-Walmart Inc（WMT.US）：Sweating Some Small Things， But Not The Big Stuff-260522.pdf
Morgan Stanley-Walmart Inc（WMT.US）Is Fine Good Enough？-260521.pdf
Morgan Stanley-Xiaomi Corp（1810.HK）YU7 GT Launched with another Price Competitive Family Member-260521.pdf
Nomura-CNH： BoP flow dynamics remain supportive-260521.pdf
Nomura-Innovent（1801.HK）IBI363 PoC data released-260522.pdf
Nomura-Kelun Biotech（6990.HK）Another big win for sac~TMT in upcoming ASCO-260522.pdf
Nomura-NIO Inc（NIO.US）Solid 1Q26； expecting sequential improvement ahead-260522.pdf
Nomura-USD CNY fix model-260522.pdf
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