#外资研报
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附件总结 GS-科士达-002518-2026年二季度业绩因新能源产品销售影响而不及预期；数据中心产品订单势头强劲，下半年销售有望提速；买入-20260831.pdf
- 5EyAVJjBsYeWaY8OcM9PnPqQtRtNiNnNzQeRnNnM9PrQoRwMrQsMMYrQrM
GS-快手科技（1024.HK）——2026年亚洲领袖峰会纪要.pdf
- AHzBYEm2pV8YbZ8OdN7NoMpPsQoQiNnNyRjMoOrNaQmNnNMYsQzQMYtQpP
GS-蓝思科技（300433.SZ）2026年亚洲大会纪要.pdf
- BGyAWGjBsYdVfVbRaO8OmOqQnPsMfQqQwPjMpPqP6MoPqQuOmMnQuOmPqQ
GS-澜起科技（688008.SS）：2026年亚洲领袖峰会要点：PCIe Switch_CXL MXC芯片拓展；新一代DDR5放量；买入 - 2026-08-31_Allen Chang，Verena Jeng(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 therefore does not
- Hwatsing, Iluvatar, InnoScience, Inspur, Insta360, Inventec, JCET, Kematek, King Slide, Kingdee, Kingsoft Office, LandMark, Largan, Lenovo, Lingyi,
- Goldman Sachs beneficially owned 1% or more of common equity (excluding positions managed by affiliates and business units not required to be
- aggregated under US securities law) as of the month end preceding this report: Montage (A) (Rmb213.00) and Montage (H) (HK$285.00)
- Goldman Sachs has received compensation for investment banking services in the past 12 months: Montage (A) (Rmb213.00) and Montage (H)
- Goldman Sachs expects to receive or intends to seek compensation for investment banking services in the next 3 months: Montage (A) (Rmb213.00)
GS-老板电器-002508-2026年二季度业绩分析：业绩疲弱，2026年下半年2027年有望环比改善；派息提供下行保护；买入.pdf
- BGyAZFjBqW8YdXaQ8QaQmOqQnPpRjMqQyReRrRmNaQoPtMuOnMsMxNnMsM
GS-立讯精密（002475.SZ）：2026年亚洲领袖会议要点：AIDC产品与AI终端扩张；买入 - 2026-08-31_Verena Jeng，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 therefore does not
- Hwatsing, Iluvatar, InnoScience, Inspur, Insta360, Inventec, JCET, Kematek, King Slide, Kingdee, Kingsoft Office, LandMark, Largan, Lenovo, Lingyi,
- Goldman Sachs beneficially owned 1% or more of common equity (excluding positions managed by affiliates and business units not required to be
- aggregated under US securities law) as of the month end preceding this report: Luxshare (A) (Rmb56.60) and Luxshare (H) (HK$63.55)
- Goldman Sachs has received compensation for investment banking services in the past 12 months: Luxshare (A) (Rmb56.60) and Luxshare (H)
- Goldman Sachs expects to receive or intends to seek compensation for investment banking services in the next 3 months: Luxshare (A) (Rmb56.60) and
GS-麦格米特(002851.SZ) - 2Q26营业利润不及预期；AIDC电源爬坡符合预期且Vera Rubin电源已出货；核心业务面临毛利率压力与国内逆风；中性 - 2026-08-31_Hao Chen，Jacqueline Du(原文) (2).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 beneficially owned 1% or more of common equity (excluding positions managed by affiliates and business units not required to be
- Goldman Sachs expects to receive or intends to seek compensation for investment banking services in the next 3 months: Megmeet (Rmb125.95)
- Goldman Sachs had an investment banking services client relationship during the past 12 months with: Megmeet (Rmb125.95)
- 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-每日720：台积电、潍柴动力、LeaderDrive、新鸿基地产、壁仞、Busy...-20260911.pdf
- TSMC – Communacopia + Technology Conference 2026: Strong AI Demand and Goldman Sachs (Asia) L.L.C.
- Communacopia + Technology 2026. Management remains confident in the 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
- We see no major surprises from Apple’s launch of the iPhone 18 Pro/Pro Max and its first
- growth in CY27. Additionally, Mr. Huang struck a bullish tone on Physical AI applications
GS-京东集团（JD.US 9618.HK）Communacopia+Technology 2026大会要点.pdf
- 4FQGXHjBsYfXeU6MaO8OtRpPmOqOkPoOwPeRqRrQbRqRrRwMmQoRvPsRtN
文档
GS-科士达-002518-2026年二季度业绩因新能源产品销售影响而不及预期；数据中心产品订单势头强劲，下半年销售有望提速；买入-20260831.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：GS-科士达-002518-2026年二季度业绩因新能源产品销售影响而不及预期；数据中心产品订单势头强劲，下半年销售有望提速；买入-20260831.pdf
总结
- 5EyAVJjBsYeWaY8OcM9PnPqQtRtNiNnNzQeRnNnM9PrQoRwMrQsMMYrQrM
预览
GS-科士达-002518-2026年二季度业绩因新能源产品销售影响而不及预期；数据中心产品订单势头强劲，下半年销售有望提速；买入-20260831.pdf
GS-快手科技（1024.HK）——2026年亚洲领袖峰会纪要.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：GS-快手科技（1024.HK）——2026年亚洲领袖峰会纪要.pdf
总结
- AHzBYEm2pV8YbZ8OdN7NoMpPsQoQiNnNyRjMoOrNaQmNnNMYsQzQMYtQpP
预览
GS-快手科技（1024.HK）——2026年亚洲领袖峰会纪要.pdf
GS-蓝思科技（300433.SZ）2026年亚洲大会纪要.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：GS-蓝思科技（300433.SZ）2026年亚洲大会纪要.pdf
总结
- BGyAWGjBsYdVfVbRaO8OmOqQnPsMfQqQwPjMpPqP6MoPqQuOmMnQuOmPqQ
预览
GS-蓝思科技（300433.SZ）2026年亚洲大会纪要.pdf
GS-澜起科技（688008.SS）：2026年亚洲领袖峰会要点：PCIe Switch_CXL MXC芯片拓展；新一代DDR5放量；买入 - 2026-08-31_Allen Chang，Verena Jeng(原文).pdf
- 状态：skipped_existing
- 错误：
- 本地资源：GS-澜起科技（688008.SS）：2026年亚洲领袖峰会要点：PCIe Switch_CXL MXC芯片拓展；新一代DDR5放量；买入 - 2026-08-31_Allen Chang，Verena Jeng(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 therefore does not
- Hwatsing, Iluvatar, InnoScience, Inspur, Insta360, Inventec, JCET, Kematek, King Slide, Kingdee, Kingsoft Office, LandMark, Largan, Lenovo, Lingyi,
- Goldman Sachs beneficially owned 1% or more of common equity (excluding positions managed by affiliates and business units not required to be
- aggregated under US securities law) as of the month end preceding this report: Montage (A) (Rmb213.00) and Montage (H) (HK$285.00)
- Goldman Sachs has received compensation for investment banking services in the past 12 months: Montage (A) (Rmb213.00) and Montage (H)
- Goldman Sachs expects to receive or intends to seek compensation for investment banking services in the next 3 months: Montage (A) (Rmb213.00)
预览
GS-老板电器-002508-2026年二季度业绩分析：业绩疲弱，2026年下半年2027年有望环比改善；派息提供下行保护；买入.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：GS-老板电器-002508-2026年二季度业绩分析：业绩疲弱，2026年下半年2027年有望环比改善；派息提供下行保护；买入.pdf
总结
- BGyAZFjBqW8YdXaQ8QaQmOqQnPpRjMqQyReRrRmNaQoPtMuOnMsMxNnMsM
预览
GS-老板电器-002508-2026年二季度业绩分析：业绩疲弱，2026年下半年2027年有望环比改善；派息提供下行保护；买入.pdf
GS-立讯精密（002475.SZ）：2026年亚洲领袖会议要点：AIDC产品与AI终端扩张；买入 - 2026-08-31_Verena Jeng，Allen Chang(原文).pdf
- 状态：skipped_existing
- 错误：
- 本地资源：GS-立讯精密（002475.SZ）：2026年亚洲领袖会议要点：AIDC产品与AI终端扩张；买入 - 2026-08-31_Verena Jeng，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 therefore does not
- Hwatsing, Iluvatar, InnoScience, Inspur, Insta360, Inventec, JCET, Kematek, King Slide, Kingdee, Kingsoft Office, LandMark, Largan, Lenovo, Lingyi,
- Goldman Sachs beneficially owned 1% or more of common equity (excluding positions managed by affiliates and business units not required to be
- aggregated under US securities law) as of the month end preceding this report: Luxshare (A) (Rmb56.60) and Luxshare (H) (HK$63.55)
- Goldman Sachs has received compensation for investment banking services in the past 12 months: Luxshare (A) (Rmb56.60) and Luxshare (H)
- Goldman Sachs expects to receive or intends to seek compensation for investment banking services in the next 3 months: Luxshare (A) (Rmb56.60) and
预览
GS-立讯精密（002475.SZ）：2026年亚洲领袖会议要点：AIDC产品与AI终端扩张；买入 - 2026-08-31_Verena Jeng，Allen Chang(原文).pdf
GS-麦格米特(002851.SZ) - 2Q26营业利润不及预期；AIDC电源爬坡符合预期且Vera Rubin电源已出货；核心业务面临毛利率压力与国内逆风；中性 - 2026-08-31_Hao Chen，Jacqueline Du(原文) (2).pdf
- 状态：skipped_existing
- 错误：
- 本地资源：GS-麦格米特(002851.SZ) - 2Q26营业利润不及预期；AIDC电源爬坡符合预期且Vera Rubin电源已出货；核心业务面临毛利率压力与国内逆风；中性 - 2026-08-31_Hao Chen，Jacqueline Du(原文) (2).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 beneficially owned 1% or more of common equity (excluding positions managed by affiliates and business units not required to be
- Goldman Sachs expects to receive or intends to seek compensation for investment banking services in the next 3 months: Megmeet (Rmb125.95)
- Goldman Sachs had an investment banking services client relationship during the past 12 months with: Megmeet (Rmb125.95)
- 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-每日720：台积电、潍柴动力、LeaderDrive、新鸿基地产、壁仞、Busy...-20260911.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：GS-每日720：台积电、潍柴动力、LeaderDrive、新鸿基地产、壁仞、Busy...-20260911.pdf
总结
- TSMC – Communacopia + Technology Conference 2026: Strong AI Demand and Goldman Sachs (Asia) L.L.C.
- Communacopia + Technology 2026. Management remains confident in the 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
- We see no major surprises from Apple’s launch of the iPhone 18 Pro/Pro Max and its first
- growth in CY27. Additionally, Mr. Huang struck a bullish tone on Physical AI applications
预览
GS-每日720：台积电、潍柴动力、LeaderDrive、新鸿基地产、壁仞、Busy...-20260911.pdf
GS-京东集团（JD.US 9618.HK）Communacopia+Technology 2026大会要点.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：GS-京东集团（JD.US 9618.HK）Communacopia+Technology 2026大会要点.pdf
总结
- 4FQGXHjBsYfXeU6MaO8OtRpPmOqOkPoOwPeRqRrQbRqRrRwMmQoRvPsRtN