Broker Research: Sector, Macro and Strategy Notes

Goldman Sachs·2026-09-14Sector

300308.SZ300757.SZ002384.SZ0522.HK3363.TWO

Goldman Sachs·2026-09-14Sector

ANET CSCO AXON CLS DELL HPE NTAP SMCI

Goldman Sachs·2026-09-14Macro

Goldman Sachs·2026-09-14Sector

CMCSA VZAMT.USCCI.USCHTR.USDIS FOXA TMUS T

Goldman Sachs·2026-09-14Sector

SKHYNIX SMSN

Goldman Sachs·2026-09-14Sector

601567.SH

Goldman Sachs·2026-09-14Sector

SMIC688012.SH002371.SZHHGRACE688256.SHACMR

Goldman Sachs·2026-09-14Thematic

Goldman Sachs·2026-09-14Sector

000333.SZ600690.SH000651.SZ603486.SH688169.SH

Goldman Sachs·2026-09-14Sector

MATOST.USVFOUR.USGPN.USPYPLVisa·Top pickMastercard·Top pickToast·Top pick

Goldman Sachs·2026-09-14Macro

Goldman Sachs·2026-09-14Sector

0939.HK3988.HK

Goldman Sachs·2026-09-14Sector

HHGRACE688012.SHGIGADEV6082.HK688200.SH688729.SHACMR

Goldman Sachs·2026-09-14Macro

Federal funds rate (midpoint): GS forecastend-2026

Goldman Sachs·2026-09-14Sector

SAP.DEADYEN.ASCAP.PANEM.DEWISE.L

Goldman Sachs·2026-09-13Sector

5631.T

Goldman Sachs·2026-09-13Sector

META AMZN GOOGL

Goldman Sachs·2026-09-13Sector

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

Optical Tour_ Top 10 takeaways from our visits with entrepreneurs on technology development, demand, supply, and competition

AMERICAS TECHNOLOGY: HARDWARE & NETWORKING Communacopia+Technology 2026 - Key Takeaways

Oil Tracker: Mideast Exports: Resilient, But Increasingly at Risk

AMERICAS TELECOM AND MEDIA: Communacopia + Technology 2026 — Key Takeaways

South Korea Technology Investor Feedback on Memory

China Grid Tech: China going global-Power Transformers

China Consumer Staples: Assessing potential impact on price volatility of key input costs #2-Super El Ni-o poses further risk

US Tariff Impact Tracker: Indicated Imports into LA to Decrease Next Week And Sharply Increase Two Weeks Out

Greater China Semis: Aug: IC import export value +83.6% +129.8% YoY

CHINA IN TRANSITION: China's great Go Global expansion-From peripheral to core

China Consumer Durables: China going global-HVAC, White goods, RVC

Payments and Fintech: Communacopia+Technology 2026— Key Takeaways

China: Market expectations for the meeting: Signals from our investor survey

CHINA BANKS: Aug TSF growth driven by stronger bond financing; bank credit demand remained subdued

Semis Tour: Takeaways from Chairman, C-level and factory visits

FOMC Roundtable: September 15-16 Meeting

Europe Technology: Software: Communacopia + Technology 2026 — Key Takeaways

Japan Clean Energy: Nuclear: Japan-US strategic investment: Reports suggest third tranche likely to focus on SMRs; highlight our Buy on JSW

Americas Technology Internet Key Takeaways

Nuclear Nuggets: Global reactor tracker-September edition; Takeaways from World Nuclear Symposium in London