#外资研报
- 序号：448
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- 附件：图片 0，音频 0，文档 9
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- 原始列表正文可能被截断。
附件总结 GS-国瓷材料（300285.SZ）：2026年亚洲领军者大会纪要.pdf
- 1IPFVJjBpVcUdX9PaOaQoMnNnPpRjMmMuNjMnNnQ8OpOqRuOpNwPxNtPtM
GS-哈默纳科（6324.T）：电话会议纪要.pdf
- 4FOEYEiApVcUdXbR8Q7NtRqQtRsMkPmMwPlOqQtObRnMrQvPpNyRNZnQpN
GS-韩国市场周报：尽管回购资金持续强劲流入且韩元走强，KOSPI指数仍下跌1.5%.pdf
- BGRHWGm2qWcUfV7N9R9PoMnNoMsMfQoOuNkPoOrM8OnMrQuOtQnNxNoPvN
GS-瀚天天成（2726.HK）——亚洲领导者大会2026纪要：碳化硅外延片龙头的产能扩张之路.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 therefore does not
- Goldman Sachs expects to receive or intends to seek compensation for investment banking services in the next 3 months: EpiWorld International Co
- Goldman Sachs had an investment banking services client relationship during the past 12 months with: EpiWorld International Co (HK$104.50)
- 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
- Banking Act 1959 (Cth)) in Australia and do not provide banking services, nor carry on a banking business, in Australia. This research, and any access to
GS-华虹宏力（1347.HK）：中国AI巡回路演——CFO拜访：12英寸产能爬坡；强劲需求支撑ASP；买入.pdf
- 5ERHVJp5pVdVfV8OaO8OoMoOtRtNfQoOxOeRrQnN7NrQnNvPmQxPuOoOpQ
GS-华勤技术（603296.SS）：中国AI巡回路演——超级节点与交换机放量驱动数据中心增长.pdf
- 0JyAZFp5sYcUbZ6MbPbRsQpPpNoQlOoOyRlOrQoOaQpOnNxNnRyQuOmMqR
GS-捷佳伟创-300724-海外结算慢于预期导致2026年二季度业绩低于预期；下调目标价以反映海外订单前景预测下调；中性-20260831.pdf
- 4FOEWGp5pVeWfVbRdNbRpNmMtRrPeRnNvMjMqQoP6MrQpQNZnMrPxNpOpO
GS-顾家家居-603816-2026年二季度业绩分析：稳健的收入符合预期，但产品结构导致利润压力加大；中性-20260831.pdf
- 1IyAXHn3tZ9ZaY8O8Q9PsQmMpNtNeRqQwPeRpPqR9PpOrOxNoPoQMYpOpR
GS-光焱科技（7728.TWO）SEMICON Taiwan 观察：董事长调研.pdf
- 0JPFVJm2rXeWdX7NaO6MsQrRtRtNfQpPyRkPpPzR9PmNrRwMpMrQvPnQmP
文档
GS-国瓷材料（300285.SZ）：2026年亚洲领军者大会纪要.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：GS-国瓷材料（300285.SZ）：2026年亚洲领军者大会纪要.pdf
总结
- 1IPFVJjBpVcUdX9PaOaQoMnNnPpRjMmMuNjMnNnQ8OpOqRuOpNwPxNtPtM
预览
GS-国瓷材料（300285.SZ）：2026年亚洲领军者大会纪要.pdf
GS-哈默纳科（6324.T）：电话会议纪要.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：GS-哈默纳科（6324.T）：电话会议纪要.pdf
总结
- 4FOEYEiApVcUdXbR8Q7NtRqQtRsMkPmMwPlOqQtObRnMrQvPpNyRNZnQpN
预览
GS-韩国市场周报：尽管回购资金持续强劲流入且韩元走强，KOSPI指数仍下跌1.5%.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：GS-韩国市场周报：尽管回购资金持续强劲流入且韩元走强，KOSPI指数仍下跌1.5%.pdf
总结
- BGRHWGm2qWcUfV7N9R9PoMnNoMsMfQoOuNkPoOrM8OnMrQuOtQnNxNoPvN
预览
GS-韩国市场周报：尽管回购资金持续强劲流入且韩元走强，KOSPI指数仍下跌1.5%.pdf
GS-瀚天天成（2726.HK）——亚洲领导者大会2026纪要：碳化硅外延片龙头的产能扩张之路.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：GS-瀚天天成（2726.HK）——亚洲领导者大会2026纪要：碳化硅外延片龙头的产能扩张之路.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 therefore does not
- Goldman Sachs expects to receive or intends to seek compensation for investment banking services in the next 3 months: EpiWorld International Co
- Goldman Sachs had an investment banking services client relationship during the past 12 months with: EpiWorld International Co (HK$104.50)
- 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
- Banking Act 1959 (Cth)) in Australia and do not provide banking services, nor carry on a banking business, in Australia. This research, and any access to
预览
GS-瀚天天成（2726.HK）——亚洲领导者大会2026纪要：碳化硅外延片龙头的产能扩张之路.pdf
GS-华虹宏力（1347.HK）：中国AI巡回路演——CFO拜访：12英寸产能爬坡；强劲需求支撑ASP；买入.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：GS-华虹宏力（1347.HK）：中国AI巡回路演——CFO拜访：12英寸产能爬坡；强劲需求支撑ASP；买入.pdf
总结
- 5ERHVJp5pVdVfV8OaO8OoMoOtRtNfQoOxOeRrQnN7NrQnNvPmQxPuOoOpQ
预览
GS-华虹宏力（1347.HK）：中国AI巡回路演——CFO拜访：12英寸产能爬坡；强劲需求支撑ASP；买入.pdf
GS-华勤技术（603296.SS）：中国AI巡回路演——超级节点与交换机放量驱动数据中心增长.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：GS-华勤技术（603296.SS）：中国AI巡回路演——超级节点与交换机放量驱动数据中心增长.pdf
总结
- 0JyAZFp5sYcUbZ6MbPbRsQpPpNoQlOoOyRlOrQoOaQpOnNxNnRyQuOmMqR
预览
GS-华勤技术（603296.SS）：中国AI巡回路演——超级节点与交换机放量驱动数据中心增长.pdf
GS-捷佳伟创-300724-海外结算慢于预期导致2026年二季度业绩低于预期；下调目标价以反映海外订单前景预测下调；中性-20260831.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：GS-捷佳伟创-300724-海外结算慢于预期导致2026年二季度业绩低于预期；下调目标价以反映海外订单前景预测下调；中性-20260831.pdf
总结
- 4FOEWGp5pVeWfVbRdNbRpNmMtRrPeRnNvMjMqQoP6MrQpQNZnMrPxNpOpO
预览
GS-捷佳伟创-300724-海外结算慢于预期导致2026年二季度业绩低于预期；下调目标价以反映海外订单前景预测下调；中性-20260831.pdf
GS-顾家家居-603816-2026年二季度业绩分析：稳健的收入符合预期，但产品结构导致利润压力加大；中性-20260831.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：GS-顾家家居-603816-2026年二季度业绩分析：稳健的收入符合预期，但产品结构导致利润压力加大；中性-20260831.pdf
总结
- 1IyAXHn3tZ9ZaY8O8Q9PsQmMpNtNeRqQwPeRpPqR9PpOrOxNoPoQMYpOpR
预览
GS-顾家家居-603816-2026年二季度业绩分析：稳健的收入符合预期，但产品结构导致利润压力加大；中性-20260831.pdf
GS-光焱科技（7728.TWO）SEMICON Taiwan 观察：董事长调研.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：GS-光焱科技（7728.TWO）SEMICON Taiwan 观察：董事长调研.pdf
总结
- 0JPFVJm2rXeWdX7NaO6MsQrRtRtNfQpPyRkPpPzR9PmNrRwMpMrQvPnQmP