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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…
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
S&TSELL

GS Duttenhoefer Daily 18 Aug 2026

  • **Geopolitical Oil Supply Risk**: Strait of Hormuz attack threat (Trump warning) post-60-day deadline expiry, escalating US-Iran tensions with direct impact on global oil flows and market volatility.
  • **Tech Supply Chain Disruption**: Trump administration likely blocking Apple from China's CXMT (confirmed by Howard Lutnick), heightening near-term tech sector supply chain risks and regulatory uncertainty.
  • **Central Bank Gold Demand Surge**: GS forecasts 57 tonnes June central bank buying (100 tonnes/month seasonal), driven by China, anchoring $4,900/oz gold price forecast and shifting precious metals fundamentals.
Aug 18, 2026 · 11:39 UTC
S&TSELL

GS Privorotsky GS Basics 18 Aug 2026

  • **Global Rate Supply Stress**: Sovereign deficits and $1tn+ AI capex drive supply-side rate pressures; Japan JGB 10s at 2.94% (3-decade high) and France election risks amplify global rate stress.
  • **Private Sector Crowding Out**: Real rates + public/AI capital demands force private sector adjustment, compressing equity multiples (P/E) and driving K-shaped consumer spending divergence.
Aug 18, 2026 · 11:39 UTC

1336 more institutional reports还有 1336 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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