June 13, 2026 02:09 AM GMT Biotechnology | North America EHA 2026 Takeaways: IRON & ONC We provide takeaways from key presentations at EHA 2026 for DISC-0974 and bitopertin from Disc Medicine (conference call on 6/15) as well as tacabrutideg (BGB-16673) and ZS combo data from BeOne Medicines. Disc Medicine: RALLY-MF: Initial Efficacy of a Phase 2 Study of DISC-0974, an Anti-Hemojuvelin Antibody, to Treat Anemia in Myelofibrosis (Oral: S306): In 50 evaluable MF patients (31 non-transfusion-dependent; 11 low- ...

June 13, 2026 02:08 AM GMT KLA Corp | North America M Update Risk Reward Update What's Changed | KLA Corp (KLAC.O) | From | To | | --- | --- | --- | | Bull Case | NA | $233.00 | | Base Case | NA | $190.00 | | Bear Case | NA | $136.00 | | Updated Components | | | | EPS | | | Bull Base Bear Scenarios Risk Reward for KLA Corp (KLAC.O) has been updated Reason for change Stock Split Morgan Stanley & Co. LLC Shane Brett Equity Analyst Shane.Brett@morganstanley.com +1 212 761-1022 KLA Corp (KLAC.O, KLAC US) Semico ...

2019 2020 2021 2022 2023 2024 2025 2026 0 500 1,000 1,500 2,000 2,500 Dispersion in SASB Deal Size (in $mn) Source: Trepp, Morgan Stanley ICYMI: We published an update to our State of the CRE: Recovery Continues Despite Rate Volatility, highlighting the latest CRE data across origination volume, underwriting trends, and transaction activity. For those following our data center/AI- related coverage, we recently published our AI Debt Financing Tracker: Warming Up for a Hot Summer and our Securitized & Corpora ...

Vi e w p o i n t | 12 Jun 2026 22:00:00 ET │ 13 pages US Beverages and Household & Personal Care Postcard from Europe – Feedback from a Week of Marketing CITI'S TAKE Filippo Falorni, CFA AC +1-212-816-3743 filippo.falorni@citi.com Chasen Bender, CFA chasen.bender@citi.com Jonmichael Shekian jonmichael.shekian@citi.com Figure 1. European Investors Debated Names Across Our Coverage | Stock | Investor View | Positive Comments | Negative Comments | | --- | --- | --- | --- | | HPC | | | | | PG | +/= | Brand port ...

J P M O R G A N Global Credit Research 12 June 2026 EM Corporate Weekly Monitor In the heat of the summer – World Cup, rate hikes, and (hopefully) Strait opening Featured topics Emerging Markets Corporate Strategy Yang-Myung Hong AC (1-212) 834-4274 ym.hong@jpmorgan.com J.P. Morgan Securities LLC Alisa Meyers (1-212) 834-9151 alisa.meyers@jpmorgan.com J.P. Morgan Securities LLC Soham Gupta (91-22) 6157-4196 soham.gupta@jpmchase.com J.P. Morgan India Private Limited Dhawal U Mehta (91-22) 6157 3779 dhawal.me ...

J P M O R G A N North America Economic Research 12 June 2026 Michael Feroli (1-212) 834-5523 michael.e.feroli@jpmorgan.com Michael S Hanson (1-212) 622-8603 michael.s.hanson@jpmchase.com Abiel Reinhart (1-617) 712 9122 abiel.reinhart@jpmchase.com Bennett Parrish (1-212) 622-9003 bennett.parrish@jpmchase.com JPMorgan Chase Bank NA US Weekly Prospects Economic and Policy Research Contents | United States | 2 | | --- | --- | | US Focus: Not every labor market signal is up | 4 | | Global Data Watch: A tale of t ...

证券研究报告 | 2026年06月12日 策略周报 欧盟要求企业避免对华供应链过度依赖——每周海内外重要 政策跟踪 国内宏观：6 月 5 日，国常会审议通过《实施就业优先战略"十五五"规 划》，加强产业和就业协同，健全就业促进机制，拓展高校毕业生等青 年就业渠道，加大重点群体就业支持；同日，国家医保局印发《职工基 本医疗保险个人账户跨省共济经办规程（试行）》，实现职工个人账户 资金按规定支付近亲属在定点医药机构就医、购药发生的个人负担费 用，以及参保缴费。6 月 9 日，央行印发《人民币存贷款利率管理规定》， 核心是深化利率市场化、统一计息规则、规范市场秩序。6 月 11 日，人 社部印发《关于实施创业模式引领行动的通知》，推进"科技成果+创 业"模式引领，健全科技创新人才发现、培养、使用、保障机制，支持 引导科技人才创业。 核心观点 策略研究·策略周报 证券分析师：吴信坤 证券分析师：杨锦 021-61761046 021-61761017 wuxinkun@guosen.com.cn yangjin1@guosen.com.cn 产业政策：6 月 5 日，证监会印发关于加强监管防范风险促进私募投资基 金高 ...

厂商协同拓空间，稳定分红筑底色 江苏金租(600901) 江苏金租首次覆盖报告 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 刘欣琦(分析师) | 021-38676647 | liuxinqi@gtht.com | S0880515050001 | | 肖尧(分析师) | 021-23185695 | xiaoyao3@gtht.com | S0880525040115 | 本报告导读： 公司作为 A 股唯一上市金租标的，凭借深耕小微设备租赁的专业能力和科技驱动的 运营模式，形成稳健护城河。资产端扩张、净利差韧性与高分红策略共同支撑公司 长期可持续增长。 投资要点： | [Table_Finance] 财务摘要(百万元) | 2024A | 2025A | 2026E | 2027E | 2028E | | --- | --- | --- | --- | --- | --- | | 营业总收入 | 5,278 | 6,109 | 7,142 | 8,125 | 9,142 | | (+/-)% | 10.3% | 15. ...

Fiscal Impacts of Pension Systems and Their Reforms in the MENA Region Montserrat Pallares-Miralles Background Paper Public Disclosure Authorized Public Disclosure Authorized Public Disclosure Authorized Public Disclosure Authorized May 2025 1 The World Bank does not guarantee the accuracy, completeness, or currency of the data included in this work and does not assume responsibility for any errors, omissions, or discrepancies in the information, or liability with respect to the use of or failure to use the ...

2026 年 06 月 12 日 烽火通信(600498.SH) 中标国产算力大单，发布光互联产品赋能智算 事件概述 1）近日，人保集团人工智能 GPU 核心设备采购项目中标结果正式揭 晓，烽火通信旗下长江计算独家中标，中标金额超 8000 万元，成为 了国产算力服务金融数字化建设新标杆。 2）近日，烽火通信分别在 2026 能源网络通信创新应用大会期间发 布 "电力 400G 超高速光传输系统方案"，融合创新空芯光纤技术，为 "算电协同"提供坚实运力支撑；在 2026 年武汉光博会期间推出新一 代国产化 Fengine 51.2T NPO 交换机与 Fengine C2 数据中心互联设 备，凭借全光技术全面覆盖算内、算间互联场景。 国产算力服务助力各行业客户数智化转型 根据公司官方微信公众号披露：人保集团作为国内保险行业龙头企 业，近年来持续深化科技赋能战略，稳步推进核心业务系统国产化迭 代与数据中心升级，全方位加速企业数字化、智能化转型进程。此次 招标聚焦 AI 算力核心需求，对设备算力密度、运行稳定性、能效水 平及国产化适配能力提出较高要求。长江计算中标产品 G940K V2 超 节点服务器，具备高密度 ...