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

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  • Morgan Stanley·2026-11-06Sector

    2454.TW6531.TWSMIC2330.TW3443.TWGreater China semiconductors·OverweightMediaTek·Top pickAP Memory·Top pickAI semiconductor TAM: Estimate2027eCloud AI semiconductor TAM (bull case): Supply-chain driven assumption2027eCloud capex of top 14 listed CSPs: Growth slows to about 12% in 20282028eUS cloud capex growth: Year-over-year increase3Q26
  • Morgan Stanley·2026-11-05Sector

    002709.SZ002812.SZ300014.SZ300750.SZBattery separators·OverweightCATL A shares·OverweightEVE Energy·OverweightGlobal battery demand growth: EV plus ESS2027E
  • Morgan Stanley·2026-11-05Sector

    AMT.USCCI.USECHOQCOMSBAC.USSPCXTMUSTVZ
  • Morgan Stanley·2026-11-05Sector

    3037.TW8046.TWAMDATS.VIMRVLABF substrates·OverweightGreater China technology hardware·Neutral
  • Morgan Stanley·2026-11-04Sector

    China industrial automation·Neutral
  • Morgan Stanley·2026-11-03Sector

    European staples·NeutralStaples commodity cost inflation: Constant-spot/hedging model2027EHPC commodity inflation: Constant-spot/hedging model2027EFood commodity inflation: Constant-spot/hedging model2027E
  • Morgan Stanley·2026-11-03Sector

    CRWDCSCOPANWCybersecurity automation·Overweight
  • Morgan Stanley·2026-11-03Sector

    AMZNDDOGGOOGLMDBMSFTSNOWUS infrastructure software·Overweight
  • Morgan Stanley·2026-11-02Sector

    BMY.USGILDJNJMRKVRTX
  • Morgan Stanley·2026-11-02Sector

    1030.HK1109.HK601155.SHChina property·NeutralChina secondary home prices (100 cities): fallingOct 2026
  • Morgan Stanley·2026-11-02Sector

    000776.SZ1776.HK3908.HKChina brokers·Overweight
  • Morgan Stanley·2026-11-02Sector

    Low-end PC OEM/ODMs·UnderweightServer assemblers/CPU sockets/ABF·Overweight
  • Morgan Stanley·2026-11-02Sector

    Greater China AI/server supply chain·Overweight
  • Morgan Stanley·2026-11-02Sector

    5274.TW688008.SHCloud semiconductors·Overweight
  • Morgan Stanley·2026-10-30Sector

    2330.TW2449.TWAMZNGOOGLNVDAGreater China semiconductors·Overweight
  • Morgan Stanley·2026-10-29Sector

    000157.SZ600031.SH603338.SH
  • Morgan Stanley·2026-10-27Sector

    AMZNBKNGCART.USGOOGLMETARDDTNorth America internet·Overweight
  • Morgan Stanley·2026-10-26Sector

    ALGM.USAMKRINTCNXPI.USSNDK
  • Morgan Stanley·2026-10-26Sector

    1801.HK9688.HKAKESO
  • Morgan Stanley·2026-10-26Sector

    2383.TW3037.TW600183.SH6274.TWOABF substrates·Overweightglass fibre cloth·Overweight
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