IT Spending Survey: AI momentum continues to build against a more muted broader outlook人工智能/ChatGPT/AIGC/生成式AI信息技术/信息服务Goldman Sachs2026-06-1737 页
China Mobility Tech: Going global: stronger growth & lower pricing risk新能源车企汽车Goldman Sachs (China) Securities Company Limited2026-06-2537 页
CHINA BATTERY Initiation: ESS Drives the Cycle, Quality Wins the Cycle; Buy CATL-A/H, Zenergy储能电气设备电池/锂电池/钠电池/动力电池Goldman Sachs2026-07-0990 页
GCC ONLINE FOOD DELIVERY Competition and shift to q-commerce outweigh benefits from consolidation: Talabat to Sell from Buy外卖/外卖配送/外卖骑手本地生活/即时零售零售/新零售Goldman Sachs2026-07-0635 页
ASIA TECHNOLOGY ABF price hikes to outpace our estimates, with solid GM expansion from 2Q26; revise up TPs for all our TW ABF substrate players by 81% to 112%人工智能/ChatGPT/AIGC/生成式AI半导体/芯片Goldman Sachs2026-07-1224 页