#外资研报
- 序号：352
- 星球链接：打开网页
- 附件：图片 0，音频 0，文档 9
- 音频文件：无音频
图片
无图片
正文
详情页仍未获取到全文。原始列表正文可能被截断。
总体总结
主题正文
- 详情页仍未获取到全文。
- 原始列表正文可能被截断。
附件总结 GS-西门子能源（ENR1n.DE）：聚焦核心业务有望推升利润率与股东回报价值？.pdf
- 4FOEZFo4qW9ZfV8O9RaQoMpPoMrPeRqQyQiNmOtNaQoPpPvPmRqPuOqMqP
GS-稀宇科技-0100.HK-2026年上半年业绩分析：ARR和研发投入增加，追求模型智能与成本效率的前沿；买入（摘要）-20260827.pdf
- BGRHZFm2rXfXaYaQ8QbRtRqQnPqOiNpPyQfQtRoR9PoPrMNZnOsQMYsOoM
GS-新宝股份-002705-2026年二季度业绩发布后更新数据.pdf
- AHPFUIiAsYfXaY6McM6MtRqQsQtNfQnNvNiNpNpQ9PqRoPMYnNrOuOqMqN
GS-新易盛(300502.SZ) - 800G_1.6T光模块放量带动环比增长；2Q26营收超预期；买入 - 2026-08-25_Ting Song，Allen Chang(原文).pdf
- companies under our rated coverage from 1 to 3, with 1 representing high (30%-50%) probability of the company becoming an acquisition target, 2
- representing medium (15%-30%) probability and 3 representing low (0%-15%) probability. For companies ranked 1 or 2, in line with our standard
- departmental guidelines we incorporate an M&A component into our target price. M&A rank of 3 is considered immaterial and thereore does not
- InnoScience, Inspur, Insta360, Inventec, JCET, Kematek, King Slide, Kingdee, Kingsoft Office, LandMark, Largan, Lenovo, Lingyi, Luxshare (A), Luxshare
- Goldman Sachs expects to receive or intends to seek compensationor investment banking services in the next 3 months: Eoptolin k (Rmb412.00)
- Goldman Sachs had an investment banking services client relationship during the past 12 months with: Eoptolink (Rmb412.00)
- As of July 1, 2026, Goldman Sachs Global Investment Research had investment ratings on 3,104 equity securities. Goldman Sachs assigns stocks as Buys
- Goldman Sachs & Co. LLC and therefore may not be subject to FINRA Rule 2241 or FINRA Rule 2242 restrictions on communications with a subject
GS-亚洲策略展望：全球物理AI、潍柴动力、腾讯、CXMT、美团、比亚迪、中国银行、M...-20260831.pdf
- Asian Equity Perspectives – Into the home stretch. We remain constructive on Asian Goldman Sachs (Asia) L.L.C.
- equities and raise our 12-month MXAPJ Index target to 1,120 from 1,080, driven by Caleb Chan
- exceptionally strong profit growth across tech hardware supply chains. We upgrade Goldman Sachs (Asia) L.L.C.
- Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result, investors
- should be aware that the firm may have a conflict of interest that could affect the objectivity of this report.
- Investors should consider this report as only a single factor in making their investment decision. For Reg AC
- www.gs.com/research/hedge.html. Analysts employed by non-US affiliates are not registered/qualified as research
- which added 5,488 net stores in the first half, alongside resilient positive per-store sales
GS-松下控股（6752.T）——CEO交流会.pdf
- 1IQGVJp5qW8YcW8OdN6MsQmMmOrPfQrRvNjMmOtO8OpOmMMYoNvNuOoOsN
GS-索菲亚-002572-2026年二季度业绩分析：需求压力拖累增长，更加注重盈利能力；中性-20260827.pdf
- 1IQGXHiArX8YfV6M9RaQpNpPpNpRlOqQuMlOoMwO8OqRqRvPpOrQxNrMmO
GS-通化东宝-600867-业绩分析：2026年上半年收入符合预期，净利润高于预期；卖出-20260825.pdf
- 0JyAUIm2sYdVbZ8OdN6MnPqQpNpRjMqQyQlOmOoRaQpOpONZqQoRuOpMrR
GS-潍柴动力-000338-简要分析：2Q26总体净利润（同比+57％）大幅超预期，核心业务表现强劲；提升派息率；买入（摘要）-20260827.pdf
- 4FRHVJjBrXeWeU6MbP9PpNmMmOtNjMqQxPiNtRyQ9PnMqRxNrQnPuOnNvM
文档
GS-西门子能源（ENR1n.DE）：聚焦核心业务有望推升利润率与股东回报价值？.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：GS-西门子能源（ENR1n.DE）：聚焦核心业务有望推升利润率与股东回报价值？.pdf
总结
- 4FOEZFo4qW9ZfV8O9RaQoMpPoMrPeRqQyQiNmOtNaQoPpPvPmRqPuOqMqP
预览
GS-西门子能源（ENR1n.DE）：聚焦核心业务有望推升利润率与股东回报价值？.pdf
GS-稀宇科技-0100.HK-2026年上半年业绩分析：ARR和研发投入增加，追求模型智能与成本效率的前沿；买入（摘要）-20260827.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：GS-稀宇科技-0100.HK-2026年上半年业绩分析：ARR和研发投入增加，追求模型智能与成本效率的前沿；买入（摘要）-20260827.pdf
总结
- BGRHZFm2rXfXaYaQ8QbRtRqQnPqOiNpPyQfQtRoR9PoPrMNZnOsQMYsOoM
预览
GS-稀宇科技-0100.HK-2026年上半年业绩分析：ARR和研发投入增加，追求模型智能与成本效率的前沿；买入（摘要）-20260827.pdf
GS-新宝股份-002705-2026年二季度业绩发布后更新数据.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：GS-新宝股份-002705-2026年二季度业绩发布后更新数据.pdf
总结
- AHPFUIiAsYfXaY6McM6MtRqQsQtNfQnNvNiNpNpQ9PqRoPMYnNrOuOqMqN
预览
GS-新宝股份-002705-2026年二季度业绩发布后更新数据.pdf
GS-新易盛(300502.SZ) - 800G_1.6T光模块放量带动环比增长；2Q26营收超预期；买入 - 2026-08-25_Ting Song，Allen Chang(原文).pdf
- 状态：skipped_existing
- 错误：
- 本地资源：GS-新易盛(300502.SZ) - 800G_1.6T光模块放量带动环比增长；2Q26营收超预期；买入 - 2026-08-25_Ting Song，Allen Chang(原文).pdf
总结
- companies under our rated coverage from 1 to 3, with 1 representing high (30%-50%) probability of the company becoming an acquisition target, 2
- representing medium (15%-30%) probability and 3 representing low (0%-15%) probability. For companies ranked 1 or 2, in line with our standard
- departmental guidelines we incorporate an M&A component into our target price. M&A rank of 3 is considered immaterial and thereore does not
- InnoScience, Inspur, Insta360, Inventec, JCET, Kematek, King Slide, Kingdee, Kingsoft Office, LandMark, Largan, Lenovo, Lingyi, Luxshare (A), Luxshare
- Goldman Sachs expects to receive or intends to seek compensationor investment banking services in the next 3 months: Eoptolin k (Rmb412.00)
- Goldman Sachs had an investment banking services client relationship during the past 12 months with: Eoptolink (Rmb412.00)
- As of July 1, 2026, Goldman Sachs Global Investment Research had investment ratings on 3,104 equity securities. Goldman Sachs assigns stocks as Buys
- Goldman Sachs & Co. LLC and therefore may not be subject to FINRA Rule 2241 or FINRA Rule 2242 restrictions on communications with a subject
预览
GS-新易盛(300502.SZ) - 800G_1.6T光模块放量带动环比增长；2Q26营收超预期；买入 - 2026-08-25_Ting Song，Allen Chang(原文).pdf
GS-亚洲策略展望：全球物理AI、潍柴动力、腾讯、CXMT、美团、比亚迪、中国银行、M...-20260831.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：GS-亚洲策略展望：全球物理AI、潍柴动力、腾讯、CXMT、美团、比亚迪、中国银行、M...-20260831.pdf
总结
- Asian Equity Perspectives – Into the home stretch. We remain constructive on Asian Goldman Sachs (Asia) L.L.C.
- equities and raise our 12-month MXAPJ Index target to 1,120 from 1,080, driven by Caleb Chan
- exceptionally strong profit growth across tech hardware supply chains. We upgrade Goldman Sachs (Asia) L.L.C.
- Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result, investors
- should be aware that the firm may have a conflict of interest that could affect the objectivity of this report.
- Investors should consider this report as only a single factor in making their investment decision. For Reg AC
- www.gs.com/research/hedge.html. Analysts employed by non-US affiliates are not registered/qualified as research
- which added 5,488 net stores in the first half, alongside resilient positive per-store sales
预览
GS-亚洲策略展望：全球物理AI、潍柴动力、腾讯、CXMT、美团、比亚迪、中国银行、M...-20260831.pdf
GS-松下控股（6752.T）——CEO交流会.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：GS-松下控股（6752.T）——CEO交流会.pdf
总结
- 1IQGVJp5qW8YcW8OdN6MsQmMmOrPfQrRvNjMmOtO8OpOmMMYoNvNuOoOsN
预览
GS-索菲亚-002572-2026年二季度业绩分析：需求压力拖累增长，更加注重盈利能力；中性-20260827.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：GS-索菲亚-002572-2026年二季度业绩分析：需求压力拖累增长，更加注重盈利能力；中性-20260827.pdf
总结
- 1IQGXHiArX8YfV6M9RaQpNpPpNpRlOqQuMlOoMwO8OqRqRvPpOrQxNrMmO
预览
GS-索菲亚-002572-2026年二季度业绩分析：需求压力拖累增长，更加注重盈利能力；中性-20260827.pdf
GS-通化东宝-600867-业绩分析：2026年上半年收入符合预期，净利润高于预期；卖出-20260825.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：GS-通化东宝-600867-业绩分析：2026年上半年收入符合预期，净利润高于预期；卖出-20260825.pdf
总结
- 0JyAUIm2sYdVbZ8OdN6MnPqQpNpRjMqQyQlOmOoRaQpOpONZqQoRuOpMrR
预览
GS-通化东宝-600867-业绩分析：2026年上半年收入符合预期，净利润高于预期；卖出-20260825.pdf
GS-潍柴动力-000338-简要分析：2Q26总体净利润（同比+57％）大幅超预期，核心业务表现强劲；提升派息率；买入（摘要）-20260827.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：GS-潍柴动力-000338-简要分析：2Q26总体净利润（同比+57％）大幅超预期，核心业务表现强劲；提升派息率；买入（摘要）-20260827.pdf
总结
- 4FRHVJjBrXeWeU6MbP9PpNmMmOtNjMqQxPiNtRyQ9PnMqRxNrQnPuOnNvM
预览
GS-潍柴动力-000338-简要分析：2Q26总体净利润（同比+57％）大幅超预期，核心业务表现强劲；提升派息率；买入（摘要）-20260827.pdf