Morgan Stanley·2026-09-14SectorGreater China Technology Hardware: Monthly Databook: Aug-26 Shipments -19% vs. MSe; Lowering 3Qe by 7%, Introducing 4Qe Builds2382.TW4938.TW2324.TW2353.TW3231.TW
Morgan Stanley·2026-09-13ThematicAI Infrastructure-The Materials Super-cycle3110.T603256.SHKBLAM4061.T4182.T5706.T5801.T8358.TWOGLWNittobo·OverweightGrace Fabric Technology·OverweightCorning·Overweight
Morgan Stanley·2026-09-13SectorGreater China Technology Hardware: Key Takeaways from 2026 CIOE300308.SZ300502.SZ601869.SH
Morgan Stanley·2026-09-13ThematicChina's AI Path From Rmb8.5tr Capex to 3x ComputeTENCENTBABAKC.USChina Internet and Other Services·OverweightChina AI IT power capacity: MS forecast2030E
Morgan Stanley·2026-09-13ThematicAutos & Shared Mobility: Introducing EREV: The Goldilocks PowertrainFHYUNDAIABG.USBWA.USLAD.USSTLA.US
Morgan Stanley·2026-09-13SectorGreater China Technology Semiconductors: CIOE Key Takeaways: Expanding the Growth Runway0522.HK601231.SH
Morgan Stanley·2026-09-13SectorAsia Pacific Technology AI’s Hidden Backbone2383.TW6274.TWOKBLAM603256.SH8358.TWOGlobal CCL market size: MS forecast2030
Morgan Stanley·2026-09-11SectorBack to School: Operating with CautionSTMN.SAFX.DEDEMANT.CODIAS.MIFRE.DEPHG.ASQGEN.USTECN.SFresenius·Top pickCarl Zeiss Meditec·Avoid
Morgan Stanley·2026-09-11SectorCapital Goods: Industrials CEOs Unplugged Conference – All roads lead back to data centersLR.PAATCO-A.STENR.DEEPI-A.STKGX.DEKNEBV.HELIGHT.ASRXL.PAWRT1V.HELegrand·Top pick
Morgan Stanley·2026-09-11SectorAuto Parts & Tires: Focus on Differentiation Amid Industry Uncertainty5991.T7282.T7988.T3116.T5108.T593A.T6674.T6902.T7259.T7313.TJapan Auto Parts·NeutralJapan Tires·Neutral
Morgan Stanley·2026-09-11SectorIndustrial CEOs Unplugged 2026: A&D Key TakeawaysAIR.PABA.LRHM.DERR.LRolls-Royce·Top pickEuropean Aerospace & Defence·Overweight
Morgan Stanley·2026-09-11SectorBiopharma: GLP-1's-Takeaways from Physician Survey and Credit Card Spend DataLLYNVO
Morgan Stanley·2026-09-10SectorFeedback on Our European MedTech InitiationsAFX.DEAMP.MICOLO-B.COCTEC.LDEMANT.COSN.LSOON.S
Morgan Stanley·2026-09-10SectoriPhone 18: Real Upgrade Cycle, but Select Optical Valuations Look Stretched3008.TW3406.TW002273.SZ1688.HK2018.HK2382.HK2475.HK
Morgan Stanley·2026-09-10SectorAI Supply Chain-Prelim 2028 AI semis vs. CSP capex growth2330.TW2454.TWAVGOAI semiconductors·Overweight
Morgan Stanley·2026-09-10StrategyJapan Equity Strategy: From AI-Dominated to Earnings-Based Stock Selection: Exploring All-Weather Strategy with Our Analysts Key takeaways
Morgan Stanley·2026-09-10SectorHow to Position in Supply Chain Stocks amid iPhone 18 Launching011070.KS2317.TW2330.TW
Morgan Stanley·2026-09-10StrategyChina Equity Strategy: A-Share Sentiment Remains Soft Amid Macro HeadwindsCSI 300: target lowered12MMSCI China: target lowered12MHSCEI: target lowered12M