---
title: "#外资研报"
topic_id: 55522128551452184
created_at: 2026-04-18T14:53:10.504+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：075
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522128551452184)
- 附件：图片 0，音频 0，文档 9
- 音频文件：_无音频_

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## 总体总结

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## 文档

### MS-阿斯麦控股_欧洲：上调 2026 年业绩指引 ASML Holding NV Europe Raises 2026 Guide.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/260418_1453__外资研报__MS-阿斯麦控股_欧洲：上调 2026 年业绩指引 ASML Holding NV Europe Raises 2026 Guide.pdf|MS-阿斯麦控股_欧洲：上调 2026 年业绩指引 ASML Holding NV Europe Raises 2026 Guide.pdf]]

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[[assets/docs/260418_1453__外资研报__MS-阿斯麦控股_欧洲：上调 2026 年业绩指引 ASML Holding NV Europe Raises 2026 Guide.pdf|MS-阿斯麦控股_欧洲：上调 2026 年业绩指引 ASML Holding NV Europe Raises 2026 Guide.pdf]]

### MS-北美软件：Neoclouds 有何新动态？CoreWeave 与 Nebius 对比：规模化领导力 + 透明度 vs. 多样性 + 选择权 Software North America Watt's New With The Neoclouds CoreWeave vs. Nebius Scaled Leadership + Visibility vs. Diversity + Optionality.pdf

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- 本地资源：[[assets/docs/260418_1453__外资研报__MS-北美软件：Neoclouds 有何新动态？CoreWeave 与 Nebius 对比：规模化领导力 + 透明度 vs. 多样性 + 选择权 Software North America Watt's New With The Neoclouds CoreWeave vs. Nebius Scaled Lea.pdf|MS-北美软件：Neoclouds 有何新动态？CoreWeave 与 Nebius 对比：规模化领导力 + 透明度 vs. 多样性 + 选择权 Software North America Watt's New With The Neoclouds CoreWeave vs. Nebius Scaled Leadership + Visibility vs. Diversity + Optionality.pdf]]

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[[assets/docs/260418_1453__外资研报__MS-北美软件：Neoclouds 有何新动态？CoreWeave 与 Nebius 对比：规模化领导力 + 透明度 vs. 多样性 + 选择权 Software North America Watt's New With The Neoclouds CoreWeave vs. Nebius Scaled Lea.pdf|MS-北美软件：Neoclouds 有何新动态？CoreWeave 与 Nebius 对比：规模化领导力 + 透明度 vs. 多样性 + 选择权 Software North America Watt's New With The Neoclouds CoreWeave vs. Nebius Scaled Leadership + Visibility vs. Diversity + Optionality.pdf]]

### Nomura-Asia Insights China： GDP growth rebounded in Q1 amid a great divide in Ma.pdf

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### Nomura-Global AI Trend Tracker：Optical circuit switch at center of AI network-260415.pdf

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- 本地资源：[[assets/docs/260418_1453__外资研报__Nomura-Global AI Trend Tracker：Optical circuit switch at center of AI network-260415.pdf|Nomura-Global AI Trend Tracker：Optical circuit switch at center of AI network-260415.pdf]]

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[[assets/docs/260418_1453__外资研报__Nomura-Global AI Trend Tracker：Optical circuit switch at center of AI network-260415.pdf|Nomura-Global AI Trend Tracker：Optical circuit switch at center of AI network-260415.pdf]]

### Nomura-深圳信维通信：具备卫星业务的消费电子组件供应商 Shenzhen Sunway Communication A CE component supplier with satellite business.pdf

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- 本地资源：[[assets/docs/260418_1453__外资研报__Nomura-深圳信维通信：具备卫星业务的消费电子组件供应商 Shenzhen Sunway Communication A CE component supplier with satellite business.pdf|Nomura-深圳信维通信：具备卫星业务的消费电子组件供应商 Shenzhen Sunway Communication A CE component supplier with satellite business.pdf]]

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[[assets/docs/260418_1453__外资研报__Nomura-深圳信维通信：具备卫星业务的消费电子组件供应商 Shenzhen Sunway Communication A CE component supplier with satellite business.pdf|Nomura-深圳信维通信：具备卫星业务的消费电子组件供应商 Shenzhen Sunway Communication A CE component supplier with satellite business.pdf]]

### The Information-Anthropic Changes Pricing to Bill Firms Based on AI Use Amid Compute Crunch.pdf

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- 本地资源：[[assets/docs/260418_1453__外资研报__The Information-Anthropic Changes Pricing to Bill Firms Based on AI Use Amid Compute Crunch.pdf|The Information-Anthropic Changes Pricing to Bill Firms Based on AI Use Amid Compute Crunch.pdf]]

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[[assets/docs/260418_1453__外资研报__The Information-Anthropic Changes Pricing to Bill Firms Based on AI Use Amid Compute Crunch.pdf|The Information-Anthropic Changes Pricing to Bill Firms Based on AI Use Amid Compute Crunch.pdf]]

### TMTB Morning News - TMT Breakout.pdf

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- 本地资源：[[assets/docs/260418_1453__外资研报__TMTB Morning News - TMT Breakout.pdf|TMTB Morning News - TMT Breakout.pdf]]

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[[assets/docs/260418_1453__外资研报__TMTB Morning News - TMT Breakout.pdf|TMTB Morning News - TMT Breakout.pdf]]

### JPM-中国房地产：二手房成交量强劲带动板块反弹.pdf

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- 本地资源：[[assets/docs/260418_1453__外资研报__JPM-中国房地产：二手房成交量强劲带动板块反弹.pdf|JPM-中国房地产：二手房成交量强劲带动板块反弹.pdf]]

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[[assets/docs/260418_1453__外资研报__JPM-中国房地产：二手房成交量强劲带动板块反弹.pdf|JPM-中国房地产：二手房成交量强劲带动板块反弹.pdf]]

### MS-2026 年第二季度（4 月）全球市场与资产配置季度指南 Quarterly Global Market and Asset Allocation Guide Q2 2026 - April.pdf

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- 本地资源：[[assets/docs/260418_1453__外资研报__MS-2026 年第二季度（4 月）全球市场与资产配置季度指南 Quarterly Global Market and Asset Allocation Guide Q2 2026 - April.pdf|MS-2026 年第二季度（4 月）全球市场与资产配置季度指南 Quarterly Global Market and Asset Allocation Guide Q2 2026 - April.pdf]]

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[[assets/docs/260418_1453__外资研报__MS-2026 年第二季度（4 月）全球市场与资产配置季度指南 Quarterly Global Market and Asset Allocation Guide Q2 2026 - April.pdf|MS-2026 年第二季度（4 月）全球市场与资产配置季度指南 Quarterly Global Market and Asset Allocation Guide Q2 2026 - April.pdf]]