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Crestwire Brief

Opening Call | Institutional Research Desk

Sell-side notes and market cues condensed before the cash open.

3-source brief generated from 3 collected documents, led by Ai, Allocation, Hbm.

Published2026. 3. 20. AM 6:3006:30 / 12:30 / 19:40 KST
AudienceIB, IR, strategy, and buy-side teamsKorea / US
Review13 minEditorial QA and sponsor checks included
01

Section

AI infrastructure demand still anchors the open

Goldman Sachs keeps memory and accelerator suppliers at the top of the stack as cloud capex stays firm into the March check-in.

  • Goldman Sachs Global Investment Research: HBM pricing still points to second-half upside
02

Section

Allocation language is setting the desk risk budget

Morgan Stanley says higher-for-longer rates are not a reason to abandon cyclicals, but they do force portfolios back toward balance-sheet quality.

  • Morgan Stanley Research: Allocation tone still favors funded quality over speculative beta
03

Section

HBM pricing remains the cleanest supply-chain tell

Goldman Sachs keeps memory and accelerator suppliers at the top of the stack as cloud capex stays firm into the March check-in.

  • Goldman Sachs Global Investment Research: HBM pricing still points to second-half upside