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

Showing the latest saved institutional reports.Refreshing the latest institutional reports. New buy-side and sell-side desk reports land here hourly — read the ones that touch what you hold. 正在显示最近保存的机构研报。正在刷新最新机构研报。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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Refreshing the latest reports…正在刷新最新研报…
J.P. MorganSELL

JPM Europe Equity Research | Today’s Morning Meeting

  • **Diageo Capital Markets Day**: Investor skepticism on growth path, $1bn cost savings, FY27 soft guide, top-line recovery risk - **Rolls-Royce**: 9x consecutive H1 beat, 2026-30E EPS up 19%/14%/13%/14%, PT raised 20% to 1,800p - **Global Banks Risk Shift**: Cybersecurity now primary risk over credit risk, critical sector pivot - **EPS Divergence**: Extreme contrast—Worldline +6045.7% vs Taylor Wimpey -16.5%, signaling sector rotation opportunities - **European Utilities Catalyst**: Low gas storage driving earnings momentum for generators/integrated utilities - **JPMorgan Roadshows**: Targeting AstraZeneca, Weir Group, BAE Systems (pharma/industrials/defense), active capital flow catalyst
Aug 4, 2026 · 07:39 UTC
CitiSELL

Citi The Point for Europe Tuesday, 04 August 2026

  • **Iron Ore Break-Even Shift**: Producer break-evens rising to ~$85/t with cost support emerging; non-mainstream supply pressure in $85-$95/t range signals potential price troughs below this level, critical for commodity pricing fundamentals.
  • **ArcelorMittal EU Policy Tailwinds**: TRQ protections, CBAM, and EU ETS changes drive structural earnings/FCF growth; Q3 guidance confirms shift, TP raised to €75, representing a key policy-driven sector opportunity.
  • **Gold Interest Resurgence**: Lower real rates and weaker dollar drive renewed gold interest; potential September-December return with conflict-dependent catalyst, a macro data release trigger.
  • **Equity Positioning Shift**: Europe shows improved risk appetite (long accumulation, earnings) vs.
Aug 4, 2026 · 07:38 UTC
J.P. MorganSELL

JPM US Market Intell | Morning Briefing

  • **J.P.
  • Morgan Data Assets & Alpha Group**: Institutional-grade market intelligence for tactical positioning, prioritizing data-driven trading decisions.
  • **AI/MOMO Correction & JPY Intervention**: AI/MOMO factor correction complete; JPM survey confirms AI investment mainstream (spend growth); USDJPY intervention (July 31) targets 160-164, countering JPY strength.
  • **China Fiscal Dependency & Growth**: Post-pandemic GDP ~1.5% below trend (4.5%-5.5% headline); 2H growth hinges on faster fiscal deployment after 1H under-execution; exports vulnerable to tariffs.
Aug 4, 2026 · 07:36 UTC

721 more institutional reports还有 721 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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