Broker Research: Sector, Macro and Strategy Notes

UBS·2026-09-22Sector

2330.TW2308.TW2345.TWADVANTEST

UBS·2026-09-22Sector

SMSN AAPL2454.TW3008.TW

UBS·2026-09-22Sector

TAT&T·Top pick

Goldman Sachs·2026-09-22Sector

MNST MO PMCHD.USPRMB.USSAM.US

Nomura·2026-09-22Thematic

002281.SZ300308.SZYOFC NVDA

Morgan Stanley·2026-09-21Sector

600584.SH

Goldman Sachs·2026-09-21Sector

MCO.USSPGITRI.USFDS.US

UBS·2026-09-21Sector

NVDA

UBS·2026-09-21Sector

601100.SH688686.SH002747.SZ002850.SZUNITREEOPT Machine Vision·Top pickKedali·Top pickJiangsu Hengli Hydraulic·Top pick

Bernstein·2026-09-21Thematic

BE CEG FSLR GEVLNG.USNEE

Bernstein·2026-09-21Sector

BYD175.HKXIAOMI2015.HK9866.HK

Morgan Stanley·2026-09-21Thematic

UBS·2026-09-21Sector

Goldman Sachs·2026-09-21Macro

Korea 20-day trade balance: actual2026-09

Bernstein·2026-09-21Sector

EMRPH.USAGCO.USCARR HON JCIMMM.USOTIS.USROK VRT

Bernstein·2026-09-21Thematic

VIK.USRCL.USTUI1.DE

Bernstein·2026-09-21Sector

AVGO NVDA AMAT INTCNXPI.US

UBS·2026-09-21Strategy

BBCA.JKAMMN.JKASII.JKBBNI.JKBBRI.JKBMRI.JKBRPT.JK

Goldman Sachs·2026-09-21Thematic

UBS·2026-09-21Sector

AAPL DELLHPQ.US

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

Global I O Tech Hardware & Semis: 3Q26 UBS APAC Tech Tour: AI strength unaltered, Semiscap noticeably bullish

Global I O Smartphones: Memory to continue to weigh in on Smartphones in 2027

U.S. Cable & Telecom Services: Marketing Deck

Americas Consumer Staples: Geopolitical volatility & elevated freight rates suggest margin pressures ahead

Global AI Trend Tracker: AI networking – scale-across & scale-in

Greater China Technology: Tuesday TMT Webcast,China Advanced Packaging, CCL and AI advertising

Americas Business & Information Services: Written Off but Still Winning Part III: Testing AI Resilience Against Organic Growth

US Semiconductors: AI Infra Summit 2026 Takeaways

China Robot Sector APAC Focus: Humanoids on the horizon, but AIenabled traditional robotics to advance first

Americas Power & Energy Transition: Beyond the cheapest MWh-a note on levelized cost metrics

Asian Autos Chinese Autos: Weak gets weaker — August domestic sales-22.7% YoY, EV penetration 63.1%; Export + 67.1% YoY

China Emerging Frontiers-_Industry 5.0 - China's Next Industrial Revolution

Met Coal: China supply inflection point (again)

South Korea: Chip-Driven Acceleration in Early September Exports, with a Record High Trade Surplus of US$23bn

US Industrials US Multis and Machinery: Midwest Malaise? Thoughts from our time marketing in America's industrial heartland.

Global Hotels & Leisure: The Long View-Is River Cruise at long term risk from climate change?

U.S. Semiconductors and Semicap Equipment: Notes from the road-takeaways from management meetings in Silicon Valley

ASEAN Equity Strategy: Positioning for a more hawkish Fed

China Entertainment: Infinite content,finite attention in the age of AI

US Enterprise Hardware and Networking: UBS Evidence Lab inside: Consumer PC survey suggests memory weighing on demand