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

  • Goldman Sachs·2026-10-12Strategy

  • UBS·2026-10-12Sector

    003010.SZ4911.TRuoyuchen·Top pick
  • UBS·2026-10-12Sector

  • Nomura·2026-10-12Macro

  • Morgan Stanley·2026-10-12Sector

    BKNGCHH.USEXPE.USGOOGL
  • UBS·2026-10-12Sector

    MUNVDASMTC.US
  • BofA Securities·2026-10-12Sector

  • Morgan Stanley·2026-10-12Sector

    ANETCRWDCSCOFFIV.USFTNT.USPANW
  • J.P. Morgan·2026-10-12Sector

  • Goldman Sachs·2026-10-12Thematic

  • BofA Securities·2026-10-12Sector

  • J.P. Morgan·2026-10-12Sector

    HLAG.DEMAERSKB.COZIM.US
  • Bernstein·2026-10-12Sector

    BYD300750.SZ
  • Nomura·2026-10-12Macro

  • J.P. Morgan·2026-10-12Sector

    600150.SH603308.SHBS6.SIGuangdong Songfa·Top pick
  • Goldman Sachs·2026-10-12Sector

    0325.HKPOPMARTMNSO.US
  • Citi·2026-10-12Sector

    GEELYBYD600104.SHChina NEV export VAT rebate: 9% from April 20272027-04
  • Goldman Sachs·2026-10-12Strategy

  • Goldman Sachs·2026-10-12Sector

    1364.HKLKNCY.US
  • Bernstein·2026-10-12Sector

    373220.KS7203.T