Bernstein·2026-06-23SectorUS Communications Infrastructure & Global Digital Assets: Data Centers & Neoclouds: How much is a megawatt worth?DLR.USEQIX
Barclays·2026-06-23StrategyU.S. Equity Strategy Upgrading Into Uncertainty: Raise S&P 500 PT to 7800, FY26 EPS to $337
Morgan Stanley·2026-06-23SectorChina Industrials Humanoids The Tide is Rising, Lifting 2026 Forecast9880.HK
Nomura·2026-06-23StrategyJapan equity quant memo: Widening divide between AI stocks and everything else
J.P. Morgan·2026-06-23MacroChina: Fiscal deployment still slow in May,Expect a two-stage fiscal path ahead
Nomura·2026-06-23MacroJapan Economic Weekly: The focus of attention has shifted to growth strategies and consumption tax cuts
Goldman Sachs·2026-06-23SectorCHINA NEW ENERGY VEHICLE WEEKLY CHARTBOOK: 2026 Week 25 -Weekly NEV orders +31% +34% yoy wow driven by new model launchesBYD
Goldman Sachs·2026-06-23SectorJapan Shipbuilding: Abundant catalysts to buoy the medium-term earnings outlook, we remain bullish on sector stocks7003.T7014.T
J.P. Morgan·2026-06-23SectorHong Kong Residential Property: Home prices already hit our full-year target; momentum may slow in 2H0016.HK
Goldman Sachs·2026-06-23SectorCHINA SPIRITS: Accelerated destocking and healthier inventories, but awaiting clear broad-based demand recovery; Upgrade King’s Luck Gujing to Buy on risk reward000596.SZ603369.SH
Goldman Sachs·2026-06-23MacroOIL ANALYST: High Product Margins for Longer; Smaller Downside Risks Than for Crude Prices
Morgan Stanley·2026-06-23SectorChina EV Weekly Orders: New models drive conversions; quarter-end promotions pull demand forward before July lull