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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。

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Refreshing the latest reports…正在刷新最新研报…
TS LombardIND

European equity: earning(s) respect

  • **Earnings Resilience**: Solid 10.7% 12m forward EPS growth since Iran war, with consensus rebounding on positive data despite geopolitical shocks, indicating stronger-than-expected corporate performance.
  • **US-EA Surprise Divergence**: US consistently shows higher economic surprise indices than EA, with EA volatility spiking (e.g., late 2024), signaling potential capital outflows from Eurozone to US markets.
  • **Earnings Revision Risk**: Negative earnings revision ratios spike during crises (e.g., Aug-09, Aug-19), correlating with Eurozone PMI downturns, highlighting economic weakness as a direct earnings risk for Stoxx 600.
Aug 18, 2026 · 14:44 UTC
S&TSELL

GS Novak Industrials Materials 18 Aug 2026

  • **Machinery Sector Sentiment Split**: Construction (most positive), Truck (negative), Agricultural (flat); CAT leads construction amid gas turbine vs backlog debate - **Geopolitical & Commodity Risks**: Strait of Hormuz attack spiking crude (WTI $85+, Brent $91), dollar flat (DXY ~100), S&P futures down 50bps on long-end Treasuries pressure
Aug 18, 2026 · 11:43 UTC
S&TSELL

GS Johnstone TMT Spec Sales 18 Aug 2026

  • **AI Revenue Scaling**: Anthropic’s $65bn annual revenue run rate (July) shows 18% MoM growth; Nvidia’s $100bn OpenAI data center backstop (Ohio) and DSY’s industrial AI agent exposure (Devin) signal accelerating AI infrastructure demand without direct CATIA/SIMULIA threat.
  • **Nvidia Supply Chain Criticality**: Nvidia’s SpectrumX switch entering mass production with TSMC (2330), ASE (3711), Hon Hai (2317), and Browave (3163) is pivotal for AI infrastructure supply chain resilience.
  • **Semiconductor Pricing Inflation**: Taiwan PMIC suppliers plan 10–15% price hikes from Oct 2026 due to wafer costs, positively impacting Pan Jit (2481), Taiwan Semi (5425), Eris Tech (3675) amid semiconductor cost inflation risk.
Aug 18, 2026 · 11:39 UTC

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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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