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20260814-高盛-华虹半导体-1347.HK-3Q26三季度毛利率指引高于预期，预计收入环比+7_9％；2Q毛利率好于预期；买入（摘要）

海外研报

GS McGeoch - Materials, Copper ATH - 17 Aug 2026

海外研报

GS Novak - Industrials and Materials - 17 Aug 2026

海外研报

GS Privorotsky - Basics - 17 Aug 2026

海外研报

GS Ranganath - Share Repurchase Weekly - 17 Aug 2026

海外研报

MUFG Asia FX Talk - US data softens, focus shifts to China

海外研报

GS Duttenhoefer - Daily 17 Aug 2026

海外研报

GS Johnstone - TMT Spec Sales - 17 Aug 2026

海外研报

MS HF Highlights - 2026.08.14

海外研报

JPM US Market Intelligence _ Morning Briefing_ Tactically Bullish; Roadmap to Q4; EM Update; Consumer Deep Dive

海外研报