October 5, 2026 04:00 AM GMT Transforming Healthcare | North America AI Is Altering The Competitive Landscape In Revenue Cycle Management M The most tangible impact of AI in healthcare is in revenue cycle management, the lifeblood of health systems. This technology transition has opened the door for new entrants, driven legacy vendors to evolve their business models and ultimately should lead to consolidation of a fragmented market. Key Takeaways Private companies featured in this report: Abridge AI, AKASA, ...

AIDC 电源更新：800V 产业进度加速，一次二次三次多 元方案落地 202610078 AI 电源产业链：26Q4 业绩兑现开启，PDB 与 VPD 驱动价值量 倍增 摘要 2026 年上半年的数千台水平，增长至七、八月份的每月一万多台（包含 18.5kW 和 5.5kW 型号），表明下半年收入将进入兑现期。此外，从供应链备 货情况看，PSU Tier 1 厂商在供应商大会后积极储备功率半导体、模拟 IC 等 物料，推断头部公司 2027 年的 PSU 收入有望达到百亿级别，其在北美大客户 的市占率符合市场预期。尽管当前阶段 PSU 和 Sidecar 的技术变化不大，但关 键在于产品已进入批量出货和业绩兑现的节点。 针对麦格米特和欧陆通这两家一次侧电源核心公司，其具体的投资逻辑和潜在 催化剂是什么？ 在一次侧电源领域，麦格米特和欧陆通是核心推荐标的。对于麦格米特，其投 资逻辑包含三个维度：首先，其主业稳健，市场预期约 200 亿市值。其次，其 PSU 业务预计在 2027 年可贡献百亿级收入和 20 亿利润。第三，公司在超级 电容业务上取得了突破性进展，据了解已基本敲定一笔大额订单，计划于 10 月份进 ...

October 7, 2026 09:00 PM GMT Internet and Software | North America Why Amazon Bedrock and Microsoft Foundry Should Become Household Names We detail why the hyperscalers' GenAI concierge layers (Amazon Bedrock, Microsoft Foundry, Gemini Enterprise Agent Platform) are positioned to drive and benefit from the GenAI age of inference ahead and why they leave us most constructive on AMZN and MSFT. Meet the Hyperscalers' GenAI Concierge Layers...Investor debates about the application, scalability and monetization ...

光模块监管预期缓和，OCS 与 CPO 成技术迭代核心，关注至上、腾景、 中际旭创等补涨机会。 AI PCB 景气度上行，26Q4 英伟达 IB 网络及谷歌 GPU 订单放量，ABF 载板需求因 Rubin 平台 EMIB 技术爆发。 国产算力进入订单验证期，26Q4 为产能释放拐点，华为与高通专利协 议达成推动全链条闭环。 国产 DRMOS 迎来放量机遇，杰华特作为唯一大规模供货商，受益于国 产 GPU 出货量 27 年同比增 2-3 倍预期。 先进封装重要性由制程驱动转向封装驱动，26 年国内 2.5D/3D 封装密 集扩产，LDI 设备由芯源微 100%供应。 国产交换芯片 26Q4 进入大厂验证关键期，盛科通信 25.6T 产品放量及 51.2T 流片进展为核心催化。 AI 服务器驱动 MLCC 与电感器共振上行，三星电机订单锁定至 27 年， 高压化架构带动钽电容等高弹性增长。 Q&A 在 2026 年国庆假期期间，海外市场尤其是光模块板块表现如何，其核心催化 因素是什么，这对 A 股相关产业链有何启示？ 海外大涨，节后电子板块怎么看 202610078 国产算力验证期开启，先进封装与 DRMOS ...

Thematic Alpha | North America October 5, 2026 04:00 AM GMT US Consumer Pulse Survey: AI Sentiment Splits Along Demographic Lines as Safety and Data Center Development Concerns Rise M • AI Sentiment is Divided Along Demographic Lines, While Concerns Around Safety and Data Centers Rise Sharply. Overall sentiment toward AI remains net positive at +14% (45% positive vs. 31% negative), but the aggregate masks substantial differences across demographic groups. Sentiment is considerably more positive among men (+ ...

长假全球 AI 产业全景复盘与核心研判 202710078 AI 硬件基本面强于宏观波动，OpenAI 与 Anthropic 加速商业化 与 IPO 摘要 硬件板块基本面强于宏观波动，Marvell 上调 2031 财年营收指引至 900 亿美元，谷歌签署 3.59GW 核电协议，驱动 AI 互联与电力板块逆 势上涨。 OpenAI 发布个人智能体 DOS，对标 Meta MUSE 但侧重生产力，订阅 费最高 500 美元/月；其年化收入接近 700 亿美元，企业端收入单季翻 倍。 Anthropic 拟于 2026 年底前 IPO，目标估值 1.8-2 万亿美元，博通提 供 420 亿美元信用担保；2025 年算力支出增长 3 倍，亏损达 80 亿美 元。 AI 安全事件频发导致 OpenAI 暂停 GP6.1 Extra 训练，英伟达推出 Sentry 硬件隔离平台，利好 Palo Alto 等网络安全标的业绩持续上升。 国产大模型出海获突破，智谱 GLM-5.3 与月之暗面 Kimi K3 原生托管 亚马逊 Bedrock，直接触达全球企业级客户并实现收入分成。 Q&A 从近期（2026 年 9 月 ...

E s s e n t i a l s | 07 Oct 2026 14:38:09 ET │ 22 pages Global Theme Machine Healthcare Momentum Fades as Resources and Energy Themes Take the Lead CITI'S TAKE Citi's Global Theme Machine evaluates the investment appeal of 83 global themes across nearly 3,600 listed companies, informed by insights from over 170 Citi Fundamental Analysts. As part of our regular annual process, we have refreshed our thematic review and stock mappings. Our latest publication, Global Theme Machine: Reassessment of Themes for 2 ...

October 9, 2026 04:01 AM GMT Telecom & Networking Equipment | North America OCP Preview: A Look into Cloud DC Design Weather Patterns OCP should provide greater clarity on directions of hyperscaler AI networking designs and the path toward NPO/CPO adoption. Given positive moves across the space in the past couple of weeks, more muted on stock moving impacts. We will be attending the Open Compute Project (OCP) Conference in San Jose next week. Key Takeaways Hyperscaler discussions should provide greater clar ...

North America Equity Research 07 October 2026 J P M O R G A N State of Security Cybersecurity Topics and Metrics We review prominent industry developments and investor themes over the past few weeks, plans for the weeks ahead, and highlights of recent news events across the cybersecurity landscape. Select Topics to Follow AI Pacing Evaluated as Incidents Weigh on Trust CEOs of several Frontier AI labs recently seemed to agree that Frontier AI capabilities are advancing faster than the safety and security in ...

Vi e w p o i n t | AI capabilities are advancing, but generating returns requires infrastructure and enterprises to keep pace. A central theme at infra/STRUCTURE Summit was that maintaining DC project timelines increasingly depends on working with local communities rather than simply building around them, making responsible development a key enabler of long-term capacity expansion. At AlphaSummit, AlphaSense said AI performs 98% of platform research, although Lanai CEO Lexi Reese estimated only about 2% of ...