J.P. Morgan·2026-10-26Sector
DRAM contract price growth: +13% q/q4Q26ENAND contract price growth: +18% q/q4Q26E
Research: Broker notes on sectors, macro, rates and strategy
- Goldman Sachs·2026-10-26MacroWorld real GDP growth: 2.7%2027US real GDP growth: 2.1%2027China real GDP growth: 4.6%2027
- Goldman Sachs·2026-10-26Sector
- Morgan Stanley·2026-10-26Thematic
- Goldman Sachs·2026-10-26Sector300751.SZ600438.SHDQ.USPolysilicon·Underweight
- Morgan Stanley·2026-10-26Sector
- J.P. Morgan·2026-10-26Sector
- Bernstein·2026-10-26Sector
- J.P. Morgan·2026-10-26Sector3017.TW6805.TWliquid cooling components·Overweight
- Bernstein·2026-10-26Sector
- Nomura·2026-10-26MacroIDR·UnderweightKorea rates (receive 5-10y)·Overweight
- Goldman Sachs·2026-10-26StrategyEquities·OverweightCredit·UnderweightCash·OverweightBonds·Overweight
- Bernstein·2026-10-26Sector
- Bernstein·2026-10-26Sector006400.KS051910.KS373220.KS
- Morgan Stanley·2026-10-26Sector2383.TW3037.TW600183.SH6274.TWOABF substrates·Overweightglass fibre cloth·Overweight
- Goldman Sachs·2026-10-26MacroDM core inflation boost from AI: 25bp average2026
- BofA Securities·2026-10-26Sector2383.TW3037.TW3189.TW8046.TWIC substrates·Overweight
- Barclays·2026-10-26Credit
- Morgan Stanley·2026-10-26StrategyQuality factor·OverweightS&P 500: 80002026-12
- Morgan Stanley·2026-10-26StrategyGold·Top pickGold price: $5,000/oz2027-Q2