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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 Contessa US Equities Color MO vs Consumer 17 Aug 2026

  • Document Missing**: No source document provided for extraction
Aug 18, 2026 · 02:14 UTC
Raymond JamesSELL

Earnings Blast

  • **Earnings Momentum**: 85% of S&P 500 firms beat 2Q26 EPS estimates by 29% aggregate, with 49% organic EPS growth (ex-one-time), confirming robust fundamental strength.
  • **Sector Performance Disparity**: Energy’s 145.4% EPS growth vs.
  • Health Care’s -6.0% (S&P 500: 49.4%) signals structural profitability shifts, demanding sector allocation reassessment.
  • **Tariff Volatility Risk**: Tapestry’s warning of tariff-induced H1 benefit turning H2 headwind highlights near-term profitability risk for trade-sensitive firms.
Aug 17, 2026 · 23:59 UTC
UBSSELL

What does the Warsh era mean for Fed policy

  • **Core CPI Moderation**: US core CPI cooled to 2.5% annual (vs 2.6% June), reinforcing disflation narrative and reducing near-term Fed rate cut urgency - **Fed Policy Stance**: Rates unchanged amid "watchful thinking," signaling cautious approach but data supports potential easing trajectory - **Bond Strategy**: Short/medium-duration quality bonds favored for yield appeal amid stable policy backdrop and inflation moderation - **Equity Support**: Fed policy environment remains constructive for US equities, aligning with disflation trend and reduced rate risk
Aug 17, 2026 · 23:56 UTC

1321 more institutional reports还有 1321 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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