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Goldman Sachs adds Applied Materials (AMAT.O), Delta Air Lines (DAL.N), Microsoft (MSFT.O) and United Parcel Service (UPS.N) to its U.S. Conviction Buy List, and removes Broadcom (AVGO.O), Dick's Sporting Goods (DKS.N), Johnson & Johnson (JNJ.N) and

2026-08-03

Goldman Sachs adds Applied Materials (AMAT.O), Delta Air Lines (DAL.N), Microsoft (MSFT.O) and United Parcel Service (UPS.N) to its U.S. Conviction Buy List, and removes Broadcom (AVGO.O), Dick's Sporting Goods (DKS.N), Johnson & Johnson (JNJ.N) and ServiceNow.

Other News
2026-08-03

The main polysilicon futures contract rose by 8.00% during the day, currently trading at 35,565 yuan/ton.

The main polysilicon futures contract rose by 8.00% during the day, currently trading at 35,565 yuan/ton.
2026-08-03

MORGAN STANLEY says Xiaomi Group (01810.HK) will report Q2 results on Aug. 18 and expects quarterly revenue to exceed 100 bln yuan and recurring net profit of about 6 bln yuan. Citing Omdia, MS notes Q2 smartphone shipments of 31.2 mln units, ~15% ab

MORGAN STANLEY says Xiaomi Group (01810.HK) will report Q2 results on Aug. 18 and expects quarterly revenue to exceed 100 bln yuan and recurring net profit of about 6 bln yuan. Citing Omdia, MS notes Q2 smartphone shipments of 31.2 mln units, ~15% above its estimate. With average selling price at a record high and Resilient volumes, MS expects smartphone gross margin to stay above 8% in Q2, reflecting pass-through of higher costs. The firm reiterates an Overweight rating and a HKD32 target price.
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