Workflow
Goldman Sachs
icon
Search documents
高盛:ASIC 人工智能服务器及组件强劲增长;2025 年第三季度机型转换
Goldman Sachs· 2025-06-11 02:16
11 June 2025 | 9:06AM HKT Allen Chang +852-2978-2930 | allen.k.chang@gs.com Goldman Sachs (Asia) L.L.C. Verena Jeng +852-2978-1681 | verena.jeng@gs.com Goldman Sachs (Asia) L.L.C. Xuan Zhang +852-2978-1478 | xuan.zhang@gs.com Goldman Sachs (Asia) L.L.C. Taiwan Technology: May review: ASIC AI servers & Components in strong growth; model transition in 3Q25 ASIC / baseboard-based AI servers, and components stay strong: (1) ASIC AI servers in strong growth: Wiwynn delivered +187% YoY of revenues growth in May, ...
高盛:美国经济-探究高技能移民对美国经济的影响
Goldman Sachs· 2025-06-11 02:16
10 June 2025 | 11:20AM EDT US Economics Analyst Examining the Impact of High-Skilled Immigrants on the US Economy (Rindels) Jan Hatzius +1(212)902-0394 | jan.hatzius@gs.com Goldman Sachs & Co. LLC Alec Phillips +1(202)637-3746 | alec.phillips@gs.com Goldman Sachs & Co. LLC David Mericle +1(212)357-2619 | david.mericle@gs.com Goldman Sachs & Co. LLC Ronnie Walker +1(917)343-4543 | ronnie.walker@gs.com Goldman Sachs & Co. LLC Manuel Abecasis +1(212)902-8357 | manuel.abecasis@gs.com Goldman Sachs & Co. LLC Els ...
高盛:江波龙_存储模组供应商拓展企业级市场;控制芯片预计 2025 年放量
Goldman Sachs· 2025-06-11 02:16
10 June 2025 | 11:03AM HKT China Semis: Longsys (301308.SZ): Memory module supplier expanding to enterprise market; Controller IC to ramp up in 2025E We talked to Longsys (301308.SZ, Not Covered) management recently. Longsys is memory module supplier and provides embedded memory, SSD, DRAM modules for consumer, automotive and enterprise clients. Overall, management is positive on company's expansion to enterprise market, driven by rising demand on storage solution with high bandwidth and low latency, with r ...
高盛:北京君正_计算及存储芯片组借产品组合升级迈向更先进解决方案
Goldman Sachs· 2025-06-11 02:16
10 June 2025 | 10:26AM HKT China Semis: Ingenic (300223.SZ; NC): Computing and memory chipsets riding on mix upgrade towards more advanced solutions We talked to Ingenic (300223.SZ, Not Covered) management recently. Ingenic provides computing, memory, and analog chipsets for industry clients (consumer, automotive, industrial etc.). Overall, management is positive on a 2025 growth recovery post a weak 2024, with inventory bottoming and improving demand from automotive and industrial clients. The company is w ...
高盛:石油追踪_需求担忧缓解与供应紧张信号混杂下的价格回升
Goldman Sachs· 2025-06-11 02:16
9 June 2025 | 9:44PM EDT Oil Tracker: Price Recovery Amid Easing Demand Concerns and Mixed Tightness Signals Brent prices rose by $3 to $67/bbl over the past 10 days on: 1) fading demand fears, 2) downside risks to North American supply, and 3) geopolitical tensions between Russia-Ukraine and Israel-Iran. Prices rose despite mixed signals about physical tightness—including rising inventories—and about OPEC+ supply. The US May jobs report and ISM surveys suggest the economy is slowing slightly. However, mark ...
高盛:中国医疗保健_2025 年 5 月中国医院设备招标_同比增长延续,而药品集中采购冲击超声设备价格
Goldman Sachs· 2025-06-11 02:16
10 June 2025 | 6:06PM CST China Healthcare: May 2025 China hospital equipment bidding: YoY growth continued, while VBP hits ultrasound price We continue to track the procurement value of main medical devices in China. As we expected, the May data showed continued strong YoY growth (+91%), but a MoM decline (-13%). Taking into account that May 2024 was a low base caused by delays in trade-in program, comparing the May 2025 data to May 2023 still reveals a 33% increase. In our view, this indicates that hospit ...
快手-W:可灵AI次季收入趋势胜预期,评级“买入”-20250610
Goldman Sachs· 2025-06-10 09:40
高盛发布研报称,快手-W(61,-1.40,-2.24%)(01024)旗下可灵AI的年化收入运行率于3月突破1亿美元, 其后4月和5月的月度付费金额亦超过1亿元人民币,相信运行率将超越公司指引及市场预期。该行预计,可灵 AI的2025财年的收入将超过1.2亿美元,其后仍将快速增长。该行予快手"买入"评级,目标价63港元。 快手-W(01024):可灵AI次季收入趋势胜预期,评级"买入" 美国高盛 ...
高盛:亚洲股票观点 - 强调独特性,关注韩国,优化台湾地区配置
Goldman Sachs· 2025-06-10 07:30
7 June 2025 | 4:17AM SGT Asian Equity Perspectives Asian Equity Perspectives: Emphasizing idiosyncrasy - leaning into Korea, toning up Taiwan Timothy Moe, CFA +65-6889-1199 | timothy.moe@gs.com Goldman Sachs (Singapore) Pte Alvin So, CFA +852-2978-1585 | alvin.so@gs.com Goldman Sachs (Asia) L.L.C. Kinger Lau, CFA +852-2978-1224 | kinger.lau@gs.com Goldman Sachs (Asia) L.L.C. Sunil Koul +44(20)7051-4931 | sunil.koul@gs.com Goldman Sachs International John Kwon +65-6654-6337 | jongmin.kwon@gs.com Goldman Sach ...
高盛:快手科技-Kling AI 收入确认趋势强于预期,进入第二季度;买入评级
Goldman Sachs· 2025-06-10 07:30
6 June 2025 | 1:41PM HKT Key highlights: Kling 2.1 offer more price affordability: Kuaishou recently launched its Kling 2.1 version with a much lower price vs. 2.0 master, at per video cost of US$0.27-0.47 or 60-80% lower vs. 2.0 version. This will put Kling's product at more competitive position, we note global leading peers such as Google's VEO 3 is now offering the service at a bundle plan ($250/month) with limited number of video generation per day. Further Kling monetization upside on expanding use cas ...
美国例外论- 899条款带来的根本性转变和技术阻力
Goldman Sachs· 2025-06-10 02:55
10 June 2025 | 12:24AM BST GOAL Kickstart US exceptionalism - fundamental shifts and technical headwinds from Section 899 Last week both US Manufacturing and Services ISM came in below consensus, while NFPs growth slightly beat consensus (but still points to slowing US growth) and the unemployment rate remained flat. Key economic data releases this week will be US CPI and UofM reports. The ECB lowered the deposit rate by 25bps and downgraded its 2026 inflation projection to 1.6%. Yield curves flattened acro ...