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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…
SafraSell-side卖方

Market Update US, Europe & Asia

  • Geopolitical Catalysts: Houthi strikes on Saudi infrastructure, Iran nuclear talks, Russia-Ukraine diesel deal (500Kt supply) create high-risk energy market volatility and regional instability, demanding portfolio hedging.
  • AI Sector Fundamental Shift: META-US, SLM-US, BIB-US upgraded on AI adoption (Watermelon model), while ADBE-US downgraded due to AI budget losses—signals critical tech/biotech valuation pivot.
  • S&P 500 Earnings & Fed Policy: Q3 S&P 500 earnings growth expected at +29.6% y/y (vs.
  • +26.7% consensus), with 27-28% Fed hike odds at Oct FOMC—directly impacts equity valuations and risk management.
Oct 14, 2026 · 02:40 UTC
SafraSell-side卖方

FSA FI Daily Commentary

  • US Rates Flat, EM Bonds & Equities Surge: UST yields unchanged; EM sovereign bonds +2.99% YTD, US equities (S&P +15.06%, NASDAQ +17.77%) and WTI oil +63.35% YTD signal strong risk-on flows and EM outperformance.
  • Credit Markets Split: US High Yield +0.31% YTD vs.
  • EUR IG -0.89% YTD; Asian USD HY Corp +3.43% YTD vs.
  • Global Corporate -3.16% YTD, highlighting divergent regional credit dynamics.
Oct 14, 2026 · 02:40 UTC
J.P. MorganSell-side卖方Highlighted精选

JPM US Market Intelligence Afternoon Briefing Oct 13

  • Fed Dovishness & CPI Catalyst: NY Fed signals no 2027 rate hike; CPI release tomorrow pivotal for rate-sensitive sectors and bond yields, with dovish prints curbing hike expectations.
  • Consumer Resilience Fundamentals: JPM/C card spending up 10-13% YoY, wage growth narrowing inequality, falling delinquencies; bullish macro read-through on sustainable consumer spending.
  • Bank Earnings & Positioning Shift: Banks underperformed despite in-line earnings; quant-driven selling fading, re-grossing into print minor; WFC NIM stable, C ROTCE likely 12% FY.
  • AI/Technology Flows & Catalysts: Hyperscalers (META/ORCL) led (+2.7%/+4.3%); SOX rebounding from July lows; SEMICON West/NVIDIA GTC (Oct 13-22) signal sector momentum amid capex slowdown fears overblown.
Oct 14, 2026 · 01:34 UTC

2861 more institutional reports还有 2861 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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