---
title: "#外资研报"
topic_id: 22255885851412451
created_at: 2026-04-21T07:43:43.944+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：575
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255885851412451)
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## 文档

### MS-宁德时代_亚太区：一季度业绩超预期：销量_市占率与产品结构 Contemporary Amperex Technology Co. Ltd. Asia Pacific 1Q Beat：Volume, Share and Mix.pdf

- 状态：skipped_existing
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- 本地资源：[[assets/docs/260421_0743__外资研报__MS-宁德时代_亚太区：一季度业绩超预期：销量_市占率与产品结构 Contemporary Amperex Technology Co. Ltd. Asia Pacific 1Q Beat：Volume, Share and Mix.pdf|MS-宁德时代_亚太区：一季度业绩超预期：销量_市占率与产品结构 Contemporary Amperex Technology Co. Ltd. Asia Pacific 1Q Beat：Volume, Share and Mix.pdf]]

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[[assets/docs/260421_0743__外资研报__MS-宁德时代_亚太区：一季度业绩超预期：销量_市占率与产品结构 Contemporary Amperex Technology Co. Ltd. Asia Pacific 1Q Beat：Volume, Share and Mix.pdf|MS-宁德时代_亚太区：一季度业绩超预期：销量_市占率与产品结构 Contemporary Amperex Technology Co. Ltd. Asia Pacific 1Q Beat：Volume, Share and Mix.pdf]]

### MS-全球估值_会计与税务_北美：人工智能：表外资产_市场焦点热点 Global Valuation, Accounting & Tax North America AI Off Balance Sheet, On the Hook.pdf

- 状态：skipped_existing
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- 本地资源：[[assets/docs/260421_0743__外资研报__MS-全球估值_会计与税务_北美：人工智能：表外资产_市场焦点热点 Global Valuation, Accounting & Tax North America AI Off Balance Sheet, On the Hook.pdf|MS-全球估值_会计与税务_北美：人工智能：表外资产_市场焦点热点 Global Valuation, Accounting & Tax North America AI Off Balance Sheet, On the Hook.pdf]]

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[[assets/docs/260421_0743__外资研报__MS-全球估值_会计与税务_北美：人工智能：表外资产_市场焦点热点 Global Valuation, Accounting & Tax North America AI Off Balance Sheet, On the Hook.pdf|MS-全球估值_会计与税务_北美：人工智能：表外资产_市场焦点热点 Global Valuation, Accounting & Tax North America AI Off Balance Sheet, On the Hook.pdf]]

### MS-软件（北美）：软件与开发者数量激增…… 再探 Software North America More Software and More Developers.... Revisited.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260421_0743__外资研报__MS-软件（北美）：软件与开发者数量激增…… 再探 Software North America More Software and More Developers.... Revisited.pdf|MS-软件（北美）：软件与开发者数量激增…… 再探 Software North America More Software and More Developers.... Revisited.pdf]]

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[[assets/docs/260421_0743__外资研报__MS-软件（北美）：软件与开发者数量激增…… 再探 Software North America More Software and More Developers.... Revisited.pdf|MS-软件（北美）：软件与开发者数量激增…… 再探 Software North America More Software and More Developers.... Revisited.pdf]]

### MS-软件_北美：新云生态有何新变化？CoreWeave 与 Nebius 对比：规模化优势_透明度对比多元选择_灵活配置 Software North America Watt's New With The Neoclouds CoreWeave vs. Nebius Scaled Leadership + Visibility vs. Diversity + Optionality.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260421_0743__外资研报__MS-软件_北美：新云生态有何新变化？CoreWeave 与 Nebius 对比：规模化优势_透明度对比多元选择_灵活配置 Software North America Watt's New With The Neoclouds CoreWeave vs. Nebius Scaled Leadership + V.pdf|MS-软件_北美：新云生态有何新变化？CoreWeave 与 Nebius 对比：规模化优势_透明度对比多元选择_灵活配置 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/260421_0743__外资研报__MS-软件_北美：新云生态有何新变化？CoreWeave 与 Nebius 对比：规模化优势_透明度对比多元选择_灵活配置 Software North America Watt's New With The Neoclouds CoreWeave vs. Nebius Scaled Leadership + V.pdf|MS-软件_北美：新云生态有何新变化？CoreWeave 与 Nebius 对比：规模化优势_透明度对比多元选择_灵活配置 Software North America Watt's New With The Neoclouds CoreWeave vs. Nebius Scaled Leadership + Visibility vs. Diversity + Optionality.pdf]]

### MS-投资者推介会（亚太）：中国电力与电网设备 —— 全球超级周期仍在继续；寻找下一波上涨行情 Investor Presentation Asia Pacific China Power and Grid Equipment – Global Supercycle Ongoing； Looking for the Next Leg Up.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260421_0743__外资研报__MS-投资者推介会（亚太）：中国电力与电网设备 —— 全球超级周期仍在继续；寻找下一波上涨行情 Investor Presentation Asia Pacific China Power and Grid Equipment – Global Supercycle Ongoing； Looking for th.pdf|MS-投资者推介会（亚太）：中国电力与电网设备 —— 全球超级周期仍在继续；寻找下一波上涨行情 Investor Presentation Asia Pacific China Power and Grid Equipment – Global Supercycle Ongoing； Looking for the Next Leg Up.pdf]]

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[[assets/docs/260421_0743__外资研报__MS-投资者推介会（亚太）：中国电力与电网设备 —— 全球超级周期仍在继续；寻找下一波上涨行情 Investor Presentation Asia Pacific China Power and Grid Equipment – Global Supercycle Ongoing； Looking for th.pdf|MS-投资者推介会（亚太）：中国电力与电网设备 —— 全球超级周期仍在继续；寻找下一波上涨行情 Investor Presentation Asia Pacific China Power and Grid Equipment – Global Supercycle Ongoing； Looking for the Next Leg Up.pdf]]

### MS-亚洲罗盘_亚太地区：受限且处于转型阶段 Asia Compass Asia Pacific Under Constraint, In Transition.pdf

- 状态：skipped_existing
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- 本地资源：[[assets/docs/260421_0743__外资研报__MS-亚洲罗盘_亚太地区：受限且处于转型阶段 Asia Compass Asia Pacific Under Constraint, In Transition.pdf|MS-亚洲罗盘_亚太地区：受限且处于转型阶段 Asia Compass Asia Pacific Under Constraint, In Transition.pdf]]

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[[assets/docs/260421_0743__外资研报__MS-亚洲罗盘_亚太地区：受限且处于转型阶段 Asia Compass Asia Pacific Under Constraint, In Transition.pdf|MS-亚洲罗盘_亚太地区：受限且处于转型阶段 Asia Compass Asia Pacific Under Constraint, In Transition.pdf]]

### MS-伊朗冲突的结构性影响.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260421_0743__外资研报__MS-伊朗冲突的结构性影响.pdf|MS-伊朗冲突的结构性影响.pdf]]

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[[assets/docs/260421_0743__外资研报__MS-伊朗冲突的结构性影响.pdf|MS-伊朗冲突的结构性影响.pdf]]

### MS-大中华区科技硬件_亚太地区：散热解决方案_人工智能液冷市场规模持续扩容 Greater China Technology Hardware Asia Pacific Thermal Solutions - AI Liquid Cooling TAM Expanding.pdf

- 状态：skipped_existing
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[[assets/docs/260421_0743__外资研报__MS-大中华区科技硬件_亚太地区：散热解决方案_人工智能液冷市场规模持续扩容 Greater China Technology Hardware Asia Pacific Thermal Solutions - AI Liquid Cooling TAM Expanding.pdf|MS-大中华区科技硬件_亚太地区：散热解决方案_人工智能液冷市场规模持续扩容 Greater China Technology Hardware Asia Pacific Thermal Solutions - AI Liquid Cooling TAM Expanding.pdf]]

### MS-工业富联_亚太：深度受益于人工智能基础设施高需求 维持超配评级 Foxconn Industrial Internet Co. Ltd. Asia Pacific Grow with AI Infrastructure Demand Surge; Stay OW.pdf

- 状态：skipped_existing
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- 本地资源：[[assets/docs/260421_0743__外资研报__MS-工业富联_亚太：深度受益于人工智能基础设施高需求 维持超配评级 Foxconn Industrial Internet Co. Ltd. Asia Pacific Grow with AI Infrastructure Demand Surge; Stay OW.pdf|MS-工业富联_亚太：深度受益于人工智能基础设施高需求 维持超配评级 Foxconn Industrial Internet Co. Ltd. Asia Pacific Grow with AI Infrastructure Demand Surge; Stay OW.pdf]]

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[[assets/docs/260421_0743__外资研报__MS-工业富联_亚太：深度受益于人工智能基础设施高需求 维持超配评级 Foxconn Industrial Internet Co. Ltd. Asia Pacific Grow with AI Infrastructure Demand Surge; Stay OW.pdf|MS-工业富联_亚太：深度受益于人工智能基础设施高需求 维持超配评级 Foxconn Industrial Internet Co. Ltd. Asia Pacific Grow with AI Infrastructure Demand Surge; Stay OW.pdf]]