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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…
Bank of AmericaSELL

Asia Fund Manager Survey Tech is still king, but defensives are rising

  • **AI Hedging Rotation**: 59% of fund managers shifting to value/cyclical/defensive sectors to hedge AI downside risk (vs.
  • 41% vs.
  • 20% prior), signaling market underpricing of AI-driven growth.
  • **BoJ Rate Hike & FX Intervention**: 59% expect BoJ rate hike in September 2026; 55% identify USD/JPY 165 as key intervention trigger, critical for JPY exposure hedging.
Aug 21, 2026 · 01:29 UTC
Deutsche BankSELL

SpaceX Aug 17 1

  • **SpaceX-Cursor Synergy**: Enterprise adoption (64% Fortune 500 penetration, 3,000+ $100k+ accounts) and vertical integration with SpaceX’s >2GW compute drive AI monetization, validating $4B ARR by June 2026 and enabling 25-40% gross margins.
  • **Financial Upside**: Revised 2026-27 forecasts beat consensus (Revenue $115.3M vs.
  • $97.1M, EBITDA $78.3M vs.
  • $63.3M), with EPS rising 10.9% (0.96→1.06 USD) and revenue growing 0.9% (46,041→46,439 USD).
Aug 21, 2026 · 00:27 UTC
J.P. MorganSELL

JPM US Market Intelligence Macro Week Ahead Aug 20

  • **Jackson Hole Symposium (Aug 27-29)**: Fed policy expectations driven by Warsh’s speech and agenda directly impact equity/bond flows and rate-sensitive asset volatility.
  • **PCE Price Index (Aug 26)**: Core inflation data is pivotal for Fed policy direction; deviations trigger immediate rate hike expectations or market turbulence.
  • **Geopolitical & Tech Catalysts**: US-China AI talks, Mid-term elections, and major tech earnings (NVDA, AVGO, AWS) create sector-specific volatility and policy-driven risk shifts.
Aug 21, 2026 · 00:26 UTC

1531 more institutional reports还有 1531 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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