Broker Research: Sector, Macro and Strategy Notes

Goldman Sachs·2026-09-14Macro

Goldman Sachs·2026-09-14Strategy

Brent crude: GS forecastend-2026Brent crude: GS forecast2027

BofA Securities·2026-09-14Sector

AMD NVDA ADI AMAT INTC LRCX MRVL MU ONNVIDIA·Top pickAMD·Top pickMarvell·Top pickGlobal semiconductor sales: BofA forecastCY30Wafer fab equipment spending: BofA forecastCY26Wafer fab equipment spending: BofA forecastCY27

Goldman Sachs·2026-09-14Strategy

Bernstein·2026-09-14Sector

NOW ADBEHUBS.USSAP.DETWLO

Morgan Stanley·2026-09-14Thematic

Citi·2026-09-14Sector

SKHYNIX SMSN MUDRAM bit supply growth: Citi forecast2027

Morgan Stanley·2026-09-14Sector

TENCENT BABAAlibaba·Top pickChina Internet·Overweight

Goldman Sachs·2026-09-14Sector

300308.SZ300757.SZ002384.SZ0522.HK3363.TWO

Goldman Sachs·2026-09-14Sector

ANET CSCO AXON CLS DELL HPE NTAP SMCI

Morgan Stanley·2026-09-14Sector

6981.T6762.T6971.T6976.TGlobal MLCC shipment value: MS forecast

Deutsche Bank·2026-09-14Macro

Asia GDP growth: DB forecast2026China CPI inflation: DB forecast2026India real GDP growth: DB forecastFY27

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

Nomura·2026-09-14Rates

USD/CNY daily fix: Nomura model projection2026-09-14

Bernstein·2026-09-14Sector

FCXAAL.LANTO.LBHP.AXBOL.STB.USGLEN.LNEM

Bernstein·2026-09-14Sector

DLR.USEQIX CRWVCSQR.US

Goldman Sachs·2026-09-14Sector

601567.SH

Goldman Sachs·2026-09-14Sector

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

Exports and Beyond—Asia's Broadening AI Dividend

ASIA-PACIFIC WEEKLY KICKSTART MXAPJ fell 1% as escalating

US Semiconductors State of the Union-raising estimates, industry TAM doubling to $3.2tn CY30

GOAL Kickstart: Market pricing across assets into a busy central bank week

U.S. SMID-Cap and Global Software Software: AI Agents need Line of Business software? How competitive moats evolve in an AI-world

Asset and Wealth Management: Breaking from the Pack: The Race for Above-Market Growth

Global_Semiconductors_Continual_Learning_to_Fuel_HBMeSSD_Demand_AI_TrainingInference

China's Al Path Consumer Al-Beyond the Chatbot Race

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

Electronic Components - Japan Jul Capacitor Output (METI)-Turning Point in MLCC Pricing

Asia Macro Insight: Fiscal Push, Monetary Pull

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

USD CNY fix model: Projection: 6.7114

Global Metals & Mining: Copper inventories and the final chapter of tariff risk?

US Communications Infrastructure Quick Take: Data centers and neoclouds-winners and losers if frontier models do slow development

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