Broker Research: Sector, Macro and Strategy Notes

Goldman Sachs·2026-08-10Macro

HSBC·2026-08-10Sector

China property·Overweight

Nomura·2026-08-10Sector

China AI healthcare·Overweight

Morgan Stanley·2026-08-10Sector

LENOVO DELLSNX.USIT hardware·Neutral

Morgan Stanley·2026-08-10Sector

ADI CBRSUS semiconductors·Overweight

Deutsche Bank·2026-08-10Macro

LatAm·Neutral

J.P. Morgan·2026-08-10Strategy

Global equities·OverweightCyclicals·Overweight

Goldman Sachs·2026-08-10Strategy

Global equities·OverweightKorea equities·Neutral

Goldman Sachs·2026-08-10Macro

Global equities·Overweight

Goldman Sachs·2026-08-10Macro

US·Overweight

Morgan Stanley·2026-08-10Sector

China biotech·Overweight

Bernstein·2026-08-10Sector

UBS·2026-08-10Sector

ALGM.USAMD CBRS NVDA TXNUS semiconductors·Overweight

J.P. Morgan·2026-08-10Credit

CTEV.US

Bernstein·2026-08-10Sector

300124.SZ6273.TSOFTBANKABBN.SWChina factory automation·Overweight

Goldman Sachs·2026-08-10Sector

China medical equipment·Overweight

Goldman Sachs·2026-08-10Sector

0780.HKMEITUANATAT.USHTHT.USTCOMChina hotels and OTA·Neutral

Goldman Sachs·2026-08-10Macro

BofA Securities·2026-08-10Credit

AVGO

Bernstein·2026-08-10Sector

Cybersecurity·Overweight

Research: Broker notes on sectors, macro, rates and strategy

Global: GS Economic Indicators Update: US Wage Growth Moderates to 3.6%

China Real Estate Beijing relaxation: Well-timed ahead of peak season

China Internet & New Media: Takeaways from Ant Afu expert call

Global IT Hardware AI + Chipflation Two Tailwinds, One Trade... For Now

Semiconductors Weekly: Earnings Week 4 (QNT, CBRS, ADI); June SIA

Macro Monthly: Cacophony of Risks

Equity Strategy: Stay bullish on equities; Cyclicals are rallying past Low Vol stocks again

Global Weekly Kickstart: Global equities advance as earnings broaden and AI volatility rises

Global Market Views: Same Macro, Different Marks

US ECONOMICS ANALYST: What Is AI Investment Crowding Out?

China Healthcare: China Biotech Valuation and Liquidity Monthly

Global Energy Storage: Battery Weekly 10 August

US Semiconductors & Semi Equipment SemiBytes: Thoughts on AMD's Acquisition of Taalas, Future of Memory Storage Takes, Analog Earnings Retrospective

Claritev Corp (CTEV.US) Results slight beat; ACV bookings strong; NSA was a driver and we believe there are more opportunities; Maintain OW-260810 (1)

Asian Industrial Technology Global Automation: An evolving landscape -FA demand and market share trends in China (1H2026)

China Healthcare: Jul 2026 China hospital equipment bidding: Strong momentum reinforces our recovery view

CHINA HOTEL OTA: 2Q26 results preview: Atour to beat on retail sales. Focus on 3Q26 guidance on RevPar, unit growth and TCOM’s take rates

India: AI Tracker: AI adoption and its impact on India’s labour market

Broadcom Inc. XPV uncertainty to remain an overhang; Downgrade to Marketweight

U.S. SMID-Cap Software Cybersecurity: Off-cycle readthrough from earnings thus far