J.P. Morgan·2026-07-12SectorChina technology: Key takeaways from China AI PCB tour: AI upcycle intact, capacity and execution matter2476.HK
Goldman Sachs·2026-07-12MacroOil Comment: Gulf Exports: Short-Term Uncertainty, Long-Term Pipeline Hedge
J.P. Morgan·2026-07-12SectorChina Artificial Intelligence: Capital accelerates race; Zhipu (OW) PT to HK$2400 on higher ARR visibility; MiniMax (N) needs stronger model validationMINIMAXZHIPU
J.P. Morgan·2026-07-12StrategyChina Quant Strategy: Expensive leadership is starting to look fragile;hedge with low vol,high quality yielders
Morgan Stanley·2026-07-12SectorInternet - North America $1.4trln of Capex, 4X in Compute Capacity, and AI Revenue Streams to Watch into '28AMZNGOOGLMETA
Bernstein·2026-07-12SectorJapan and EU Semiconductors: Japan EU Semi Taiwan Import Tracker (Jun 26): SPE import +58% YoYADVANTEST
Goldman Sachs·2026-07-12MacroAUSTRALIA AND NEW ZEALAND ECONOMICS ANALYST: House Prices to Fall, Incomes to Stall, Spending to Slow
Goldman Sachs·2026-07-12SectorAsia Pacific Textile, Apparel & Footwear: Monthly Tracker: OEM mixed trend continued; PS softer; refreshing our estimates for OEM sector0551.HK2313.HK
Goldman Sachs·2026-07-12MacroUS ECONOMICS ANALYST: Tracking Inflation Risks from the Middle East Conflict
Goldman Sachs·2026-07-12SectorChina Restaurants: Luckin Chagee initiation feedback; addressing key investor questionsCHA.USLKNCY.US
Morgan Stanley·2026-07-12SectorImplications of Japanese OEM New Auto Sales in China (June 2026) for Auto Parts Industry
J.P. Morgan·2026-07-12MacroJPM FX Positioning Monitor: First evidence of yen short covering; USD CNY downside demand ebbs
Goldman Sachs·2026-07-11StrategyCHINA WEEKLY KICKSTART: MXCN gained 3% while A-shares lost 1%; PBoC Governor Pan unveiled package to support CNH market in HK; CPI inflation softened in June
Goldman Sachs·2026-07-11SectorChina Restaurants: Monthly Tracker: Jun update: weakness continued with weather headwind; FMD relatively resilient despite high base9922.HKCHA.US