#外资研报

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附件总结高盛早报0914 - 预期9月联储加息1次 - 美股策略积极 - 中国科技调研反....pdf 要点：AI顺⻛推动MLCC与ABF载板⾛强——买⼊评级…SEMCO – US NDR Takeaways: AI tailwinds driving MLCC and ABF strength – Buy 汽⻋|侯雪婷Tina 中国乘⽤⻋⽉度图评: 2026年8⽉ - 强劲出⼝增⻓持续但国内零售销量⾛弱，⽐亚迪改款⻋型提价…China Passenger Vehicle Monthly Chartbook: Aug 2026 - Strong ex 近期⼤会 Date Event CONFERENCES & CORPORATE DAYS 23-Sep (Wed) to 25-Sep (Fri) Asia Healthcare CDMO Day 2026 Upd 30-Sep (Wed) Singapore Value Unlock Corporate Da 5-Oct (Mon) to 6-Oct (Tue) Vietnam Corporate Day 2026 Updated 3-Nov (Tue) to 6-Nov (Fri) APAC Healthcare Corporate Day 2026 24-Nov (Tue) Korea KRXKosdaq Corporate Day in S Korea KRXKosdaq Corporate Day in H 25-Nov (Wed) Kong 24-Nov (Tue) to 27-Nov (Fri) APAC Healthcare Corporate Day 2026 30-Nov (Mon) to 1-Dec (Tue) India Corporate Day in Hong Kong 30-Nov (Mon) to 4-Dec (Fri) Japan Conference 2026 2-Dec (Wed) to 3-Dec (Thu) India Corporate Day in Singapore FIELD TRIPS Date & Time (HKT) Event 17-Sep (Thu) to 19-Sep (Sat) GS Make in India Trip 2026 2H26 GS China Commodity Trip (Sem 21-Sep (Mon) to 24-Sep (Thu) Tour with Trina Chen) 21-Sep (Mon) to 24-Sep (Thu) GS Asia LNG Tour 22-Sep (Tue) to 24-Sep (Thu) GS China Biopharma Investor Trip GS Asia Healthcare CDMO Tour - Sart 25-Sep (Fri) Application Center 14-Oct (Wed) GS Power Semi-Rohm Sic Factory Tou 3-Nov (Tue) GS China CIO Tour New! https://marquee.gs.com/s/content/markets/b102f303-586d-48f5-982d-20c66a75393d 2/7 2026/9/14 10:33 ⾼盛早报0914 - 预期9⽉联储加息1次 | 美股策略积极 | 中国科技调研反馈 | 韩国存储、MLCC | 美国科技论坛总结 7-Dec (Mon) to 11- Dec (Fri) GS Asia Tech Tour New! INTERNATIONAL Date & Time Event 18-Sep (Fri) Marathon Petroleum Corporation (M 5-Oct (Mon) to 9-Oct (Fri) Liberty Formula One (FWONK) 4-Nov (Wed) to 6-Nov (Fri) Tryg AS (TRYG.CO) EXPERT CALL Date & Time (HKT) Event GS China Property Expert Series: 17 Sep (Thu) @ 4:00pm HKT China Property 4Q Outlook - Are New Taking Effect? NON-DEAL ROADSHOWS / POST-RESULTS BRIEFING Date & Time (HKT) Event *For events with self-registration, your personalized pin code will be sent to your registered email. *I: In-person; V: Virtual; H: Hybrid AGRICULTURE Dekon Food and Agriculture Group (2 14-Sep (Mon) to 15-Sep (Tue) New! CONSUMER 29-Sep (Tue) - 30-Sep (Wed) Devyani International (DEVY.BO) FINANCIALS 14-Sep (Mon) to 17-Sep (Thu) Hyundai Marine & Fire (001450.KS) Industrial and Commercial Bank of Ch 15-Sep (Tue) (ICBC) (1398.HK) New! China Bank and Broker 1H26 Post Res 15-Sep (Tue) @ 9:30am HKT Series - Bank of Ningbo(宁波银⾏, 002 China Bank and Broker 1H26 Post Res 16-Sep (Wed) @ 10:00am HKT Series - GF Securi

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总结

要点：AI顺⻛推动MLCC与ABF载板⾛强——买⼊评级…SEMCO – US NDR Takeaways: AI tailwinds driving MLCC and ABF strength – Buy 汽⻋|侯雪婷Tina 中国乘⽤⻋⽉度图评: 2026年8⽉ - 强劲出⼝增⻓持续但国内零售销量⾛弱，⽐亚迪改款⻋型提价…China Passenger Vehicle Monthly Chartbook: Aug 2026 - Strong ex 近期⼤会 Date Event CONFERENCES & CORPORATE DAYS 23-Sep (Wed) to 25-Sep (Fri) Asia Healthcare CDMO Day 2026 Upd 30-Sep (Wed) Singapore Value Unlock Corporate Da 5-Oct (Mon) to 6-Oct (Tue) Vietnam Corporate Day 2026 Updated 3-Nov (Tue) to 6-Nov (Fri) APAC Healthcare Corporate Day 2026 24-Nov (Tue) Korea KRXKosdaq Corporate Day in S Korea KRXKosdaq Corporate Day in H 25-Nov (Wed) Kong 24-Nov (Tue) to 27-Nov (Fri) APAC Healthcare Corporate Day 2026 30-Nov (Mon) to 1-Dec (Tue) India Corporate Day in Hong Kong 30-Nov (Mon) to 4-Dec (Fri) Japan Conference 2026 2-Dec (Wed) to 3-Dec (Thu) India Corporate Day in Singapore FIELD TRIPS Date & Time (HKT) Event 17-Sep (Thu) to 19-Sep (Sat) GS Make in India Trip 2026 2H26 GS China Commodity Trip (Sem 21-Sep (Mon) to 24-Sep (Thu) Tour with Trina Chen) 21-Sep (Mon) to 24-Sep (Thu) GS Asia LNG Tour 22-Sep (Tue) to 24-Sep (Thu) GS China Biopharma Investor Trip GS Asia Healthcare CDMO Tour - Sart 25-Sep (Fri) Application Center 14-Oct (Wed) GS Power Semi-Rohm Sic Factory Tou 3-Nov (Tue) GS China CIO Tour New! https://marquee.gs.com/s/content/markets/b102f303-586d-48f5-982d-20c66a75393d 2/7 2026/9/14 10:33 ⾼盛早报0914 - 预期9⽉联储加息1次 | 美股策略积极 | 中国科技调研反馈 | 韩国存储、MLCC | 美国科技论坛总结 7-Dec (Mon) to 11- Dec (Fri) GS Asia Tech Tour New! INTERNATIONAL Date & Time Event 18-Sep (Fri) Marathon Petroleum Corporation (M 5-Oct (Mon) to 9-Oct (Fri) Liberty Formula One (FWONK) 4-Nov (Wed) to 6-Nov (Fri) Tryg AS (TRYG.CO) EXPERT CALL Date & Time (HKT) Event GS China Property Expert Series: 17 Sep (Thu) @ 4:00pm HKT China Property 4Q Outlook - Are New Taking Effect? NON-DEAL ROADSHOWS / POST-RESULTS BRIEFING Date & Time (HKT) Event *For events with self-registration, your personalized pin code will be sent to your registered email. *I: In-person; V: Virtual; H: Hybrid AGRICULTURE Dekon Food and Agriculture Group (2 14-Sep (Mon) to 15-Sep (Tue) New! CONSUMER 29-Sep (Tue) - 30-Sep (Wed) Devyani International (DEVY.BO) FINANCIALS 14-Sep (Mon) to 17-Sep (Thu) Hyundai Marine & Fire (001450.KS) Industrial and Commercial Bank of Ch 15-Sep (Tue) (ICBC) (1398.HK) New! China Bank and Broker 1H26 Post Res 15-Sep (Tue) @ 9:30am HKT Series - Bank of Ningbo(宁波银⾏, 002 China Bank and Broker 1H26 Post Res 16-Sep (Wed) @ 10:00am HKT Series - GF Securi

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高盛早报0914 - 预期9月联储加息1次 - 美股策略积极 - 中国科技调研反....pdf

源文件：2026-09-15/topics/362.md

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#外资研报

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