Broker Research: Sector, Macro and Strategy Notes

Morgan Stanley·2026-09-23Sector

3037.TW8046.TWATS.AVMRVLGreater China Technology Hardware·NeutralABF substrates·Overweight

Morgan Stanley·2026-09-23Macro

Morgan Stanley·2026-09-23Sector

2801.T2269.T2802.TJapan Food·Neutral

Morgan Stanley·2026-09-22Sector

AMZN GOOGL META

Morgan Stanley·2026-09-21Sector

600584.SH

Morgan Stanley·2026-09-21Thematic

Morgan Stanley·2026-09-21Strategy

3988.HK002142.SZ002371.SZ

Morgan Stanley·2026-09-21Sector

6160.HKAKESOChina biotechnology·Overweight

Morgan Stanley·2026-09-21Sector

DELLPSTG.USCDW.USHPEHPQ.USSNX.USSTXHP Inc·AvoidTD SYNNEX·Top pick

Morgan Stanley·2026-09-21Sector

600519.SH000568.SZ000858.SZ600809.SH

Morgan Stanley·2026-09-20Sector

XUNCE

Morgan Stanley·2026-09-20Sector

Morgan Stanley·2026-09-18Sector

4307.T6701.T6702.T2327.T3626.T4768.T

Morgan Stanley·2026-09-18Thematic

AAPL AMZN EBAY SHOPCHWY.USMETA

Morgan Stanley·2026-09-18Macro

US core PCE inflation: MS forecast2026 (4Q/4Q)US real GDP growth: MS forecast2027US real consumer spending growth: MS forecast2027 (4Q/4Q)

Morgan Stanley·2026-09-18Sector

1164.HKKAP.L

Morgan Stanley·2026-09-17Sector

002371.SZ688012.SHACMRChina WFE spending: MS forecast2028

Morgan Stanley·2026-09-17Sector

BP.LSHEL.LTTE.PA

Morgan Stanley·2026-09-17Sector

2383.TW6274.TWO

Morgan Stanley·2026-09-17Sector

INCY.USAGMB.USARQT.USATTO.USCMPS.USRGNX.US

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

Greater China Technology Hardware: ABF substrates – AT&S announces expanded collaboration with Marvell-260923 (1)

Asia Economics The Viewpoint: A consumption recovery is emerging

Asia Marketing Feedback

Internet Where Are We Trading Now Musing the AI Acceleration Ahead

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

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

China Equity Strategy: Correction: Focus List Changes – China HK and China A-share Thematic

China Biotechnology - Asia Pacific 15th Five-Year Plan - Domestic Growth and Infrastructure As Actual Upside Beyond Headlines

IT Hardware: The State of Enterprise Hardware Spending

China-Hong Kong Consumer - Asia Pacific F&B Call Takeaways

Greater China IT Services and Software - Asia Pacific China BEST Conference 2026 Takeaways

Greater China Technology Hardware - Asia Pacific China BEST Conference 2026 Feedback

IT & Software: Investment Ideas for Late 2026– 2027: Solid Demand but Sector Underperformance; Expect Share Price Recovery in Line With Profit Growth

Internet: The Morgan Stanley Agentic Playbook

Goodbye disinflation, hello oil risk premium

Acid supply risks re-emerge: positive for uranium prices

Greater China Semiconductors: China WFE: Stronger for Longer

Energy: Key Takeaways from Our 2026 London Summit

Greater China Technology Hardware CPO unlikely to disrupt high-end CCL demand in the near term

Biotechnology: MS Global Healthcare Conference Takeaways Day 3: INCY, RGNX, AGMB, ATTO, CMPS, ARQT