FirstLook

研报英文原文证据摘录

FirstLook

July 13, 2026

First Look

Evercore ISI Focus Price Target Changes

Sandisk Corporation (SNDK) Global Energy

NBMs Driving a New Memory Paradigm. Maintain OP; PT to Ceasefire Intermission; Refining Estimates & Targets Move

$3,100. Page 4 Higher Page 9

Amit Daryanani Outperform Stephen Richardson

Internet ASML Holding NV (ASML-NL)

Some Recovery But Plenty of DHQs Page 4 2Q26 Preview: Unique Dislocation. We're Buyers Page 10

Mark Mahaney Mark Lipacis Outperform

Machinery Industry Updates

Proprietary 2Q26 Construction Dlr Survey: End Demand Retail Broadlines & Hardlines

Still On Upswing Though Industry Appetite to Bld Inventory Retail Web Traffic: Prime Day Loses Its Punch, But The

Slows; CAT Dlrs’ Outperform Again In 2Q But Now Less Consumer Read Holds Up Page 10

Differentiated Outlooks; DE Results Strongest Page 5

Oliver Wintermantel

David Raso

Global Retailing, Softlines & Luxury Brands

Honeywell International, Inc (HON)

The Rundown: Evercore Softlines Weekly Recap Page 11

New Technologies, New Opportunities Page 5

Michael Binetti

Alexander Virgo Outperform

Beverages, Household & Personal Care

Brokers, Banks & Asset Managers Week in Review: PEP U.S. weakness leads to lowered EPS

Slim Carry On These Wayward Funds... Page 6 outlook; BodyArmor Fit launch; ABI consensus; CCH Egypt;

Glenn Schorr Latest scanner Page 11

Robert Ottenstein

Global Insurance - Life

2Q26 Lifeco Earnings Preview – Rinse and Repeat; D/G Medical Supplies & Devices

SLF to In Line Page 6 BDX, BLCO – Rx Tracker: Injectable GLPs, Miebo & Xiidra

Thomas Gallagher Trends Page 12

Vijay Kumar

Company Survey Report

Healthcare Technology & DistributionCompany Surveys Moderate, Still Solid. Back-End Cos.

Better Than Front-End Cos.. Page 7 EVR ISI 2Q'26 Preclinical CRO Survey: AI Likely a Tailwind