FirstLook

研报英文原文证据摘录

FirstLook

July 24, 2026

First Look

Hartford Financial Services Group Inc. (HIG) Evercore ISI Focus

2Q26 Headline EPS Beat Offset by Worse Margins &

Intel Corporation (INTC) Reserve Noise Page 10

Another Beat & Raise: CPU Renaissance Thesis Playing David Motemaden In Line

Out Page 5

Mark Lipacis Outperform Ameriprise Financial, Inc. (AMP)

Changing the Playbook Page 11

IT Hardware & Networking

Thomas Gallagher In Line

IT Hardware & Networking – The De-Commoditization of the

Hardware Stack Begins Page 5

Quest Diagnostics Inc. (DGX)

Amit Daryanani

Notes from the Top: Lots of Moving Pieces, but 2H Guide

Reasonable Page 11

T-Mobile US, Inc. (TMUS)

Elizabeth Anderson In Line

Selloff Overdone; Still the Best Signal in Telecom Page 6

Kutgun Maral Outperform Allegion Plc (ALLE)

Locking in momentum Page 12

Central Banks

Alexander Virgo Outperform

FED JULY PREVIEW – WILL WARSH HIKE? Page 6

Krishna Guha SL Green Realty Corp. (SLG)

Stock Rises On Guidance Raise & Strong Fundamentals

Political Analysis Page 12

The SEC’s Semiannual Reporting Proposal: Who Might Steve Sakwa In Line

Switch—and Would the Benefits Outweigh the Risks?Page 7

Matthew Aks RingCentral, Inc. (RNG)

Solid 2Q Print, AI Momentum Builds, But The Monetization

Restaurants Survey Thesis Needs More Proof Page 13

Restaurants Survey Moves Up A 2nd Week Page 7 Peter Levine In Line

Oscar Sloterbeck

SAP SE (SAP-ETR)

Solid C2Q CCB Growth But EBIT Headwinds Likely KeepEquity Strategy

Shares Range-Bound; PT to €160 Page 13

The Road to 5% is Being Paved: Earnings EDGE Daily -

Kirk Materne In LineJuly 24, 2026 Page 8

Julian Emanuel

Norfolk Southern Corporation (NSC)

Hockey Assist Page 14

Price Target Changes

Jonathan Chappell In Line

Comcast Corporation (CMCSA)