This week · Updated hourly本周 · 每小时更新

The desk research, the way the analysts wrote it. 分析师原文研报，原汁原味呈现。

Institutional research is being onboarded. New buy-side and sell-side desk reports land here hourly — read the ones that touch what you hold. 机构研报正在接入。买方与卖方研究每小时更新至此 —— 挑与你持仓相关的读。

The research the desks write for their clients — now on yours. 机构写给客户的研报 —— 现在也在你手中。
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Goldman SachsSELL

United Parcel Service Inc

  • **Q2 EPS Beat & Domestic Margin Improvement**: UPS reported $1.76 EPS (vs.
  • $1.64 consensus), with domestic margin at 8% (exceeding 7.5%-8.5% guide), driving EPS guide raise to $7.22/share.
  • **Valuation & Upside Catalyst**: Goldman Sachs reiterates Buy with $132 target (16.9% upside from $112.95), citing 13.5x NTM valuation, domestic margin runway, and declining P/E (14.6→12.6 by 2028).
  • **Revised Guidance & Domestic Strength**: 2026 EPS raised to $7.22 (from $7.05), driven by domestic revenue +4% above guidance (margins 8% vs.
Jul 29, 2026 · 00:43 UTC
Goldman SachsSELL

Seagate Technology (STX) First Take Strong quarter with significant upside to guidance relative to elevated expectations

  • **Strong Q1 results & guidance beat**: Actual revenue ($3.63bn) and gross margin (52.7%) exceeded Goldman Sachs ($3.58bn, 50.7%) and Street ($3.50bn, 50.6%); 1Q revenue guidance ($4.1bn) and EPS ($7.30) surpassed GS ($3.87bn, $6.11) and Street ($3.77bn, $5.89).
  • **EPS growth trajectory**: GS forecasts EPS rising from $3.86 (3/26) to $6.64 (12/26E), signaling robust multi-year growth potential.
  • **Guidance outperformance**: QoQ revenue growth guidance (13.0% vs Street’s 4.0%) and YoY revenue (67.8% vs Street’s 43.5%) highlight superior execution and demand strength.
Jul 29, 2026 · 00:43 UTC
Goldman SachsSELL

Chile MPC Keeps Policy Rate at 4.5 and Returns to More Cautious Guidance Amid Renewed Uncertainty

  • **MPC Rate Hold & Cautious Stance**: Unanimous 4.5% rate hold with shifted cautious tone post-Middle East war, citing higher uncertainty, weaker labor market, and supply-driven oil shocks as key risks.
  • **Middle East Conflict & Oil Volatility**: Oil price swings (spike to $100/bbl, then decline) driven by Middle East tensions, creating persistent uncertainty over inflation expectations and policy rate adjustments.
  • **Domestic Weakness vs.
  • Inflation**: MPC held rates amid weaker-than-expected domestic activity (natural resources, investment) and higher-than-expected inflation, emphasizing ongoing assessment of Middle East risks.
Jul 29, 2026 · 00:43 UTC

293 more institutional reports还有 293 篇机构研报

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Not investment advice. The Research Vault hosts third-party institutional research for reference and education. Highlighted reports are chosen for the quality of their argument, not as recommendations to buy or sell. Documents are provided by their authors; ratings and views are the authors', not ours. Access is metered and every download is watermarked — not for redistribution. 非投资建议。研报库仅收录第三方机构研究，供参考与学习之用。精选报告因其论证质量入选，并非买卖建议。文档由作者提供，其中评级与观点均属作者本人，与本平台无关。访问受配额限制，下载均加水印 —— 不得转发。

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