--- title: "#外资研报" topic_id: 14422552528184282 created_at: 2026-04-21T07:43:21.168+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：579 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422552528184282) - 附件：图片 0，音频 0，文档 9 - 音频文件：_无音频_ ## 图片 _无图片_ ## 正文 _无正文_ ## 总体总结 _暂无总结_ ## 文档 ### UBS-美航空航天国防周报：聚焦业绩季-20260420.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260421_0743__外资研报__UBS-美航空航天国防周报：聚焦业绩季-20260420.pdf|UBS-美航空航天国防周报：聚焦业绩季-20260420.pdf]] #### 预览 [[assets/docs/260421_0743__外资研报__UBS-美航空航天国防周报：聚焦业绩季-20260420.pdf|UBS-美航空航天国防周报：聚焦业绩季-20260420.pdf]] ### UBS-全球股票策略：若中东冲突得到缓解 哪些个股受益最多与最少 Global Equity Strategy Which stocks stand to benefit most and least if the Middle East conflict is resolved.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260421_0743__外资研报__UBS-全球股票策略：若中东冲突得到缓解 哪些个股受益最多与最少 Global Equity Strategy Which stocks stand to benefit most and least if the Middle East conflict is resolved.pdf|UBS-全球股票策略：若中东冲突得到缓解 哪些个股受益最多与最少 Global Equity Strategy Which stocks stand to benefit most and least if the Middle East conflict is resolved.pdf]] #### 预览 [[assets/docs/260421_0743__外资研报__UBS-全球股票策略：若中东冲突得到缓解 哪些个股受益最多与最少 Global Equity Strategy Which stocks stand to benefit most and least if the Middle East conflict is resolved.pdf|UBS-全球股票策略：若中东冲突得到缓解 哪些个股受益最多与最少 Global Equity Strategy Which stocks stand to benefit most and least if the Middle East conflict is resolved.pdf]] ### UBS-中国股票策略：从增量资金流入视角研判市场风格 China Equity Strategy Gauging market styles Incremental fund inflow perspective.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260421_0743__外资研报__UBS-中国股票策略：从增量资金流入视角研判市场风格 China Equity Strategy Gauging market styles Incremental fund inflow perspective.pdf|UBS-中国股票策略：从增量资金流入视角研判市场风格 China Equity Strategy Gauging market styles Incremental fund inflow perspective.pdf]] #### 预览 [[assets/docs/260421_0743__外资研报__UBS-中国股票策略：从增量资金流入视角研判市场风格 China Equity Strategy Gauging market styles Incremental fund inflow perspective.pdf|UBS-中国股票策略：从增量资金流入视角研判市场风格 China Equity Strategy Gauging market styles Incremental fund inflow perspective.pdf]] ### UBS-中国互联网数据中心行业：2026 年 3 月乌兰察布 IDC 月度追踪 对 2026 年一季度业绩有积极影响 Chinese Internet Data Centre Sector Ulanqab IDC monthly tracker - Mar 2026 positive implication for Q126 results.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260421_0743__外资研报__UBS-中国互联网数据中心行业：2026 年 3 月乌兰察布 IDC 月度追踪 对 2026 年一季度业绩有积极影响 Chinese Internet Data Centre Sector Ulanqab IDC monthly tracker - Mar 2026 positive implication fo.pdf|UBS-中国互联网数据中心行业：2026 年 3 月乌兰察布 IDC 月度追踪 对 2026 年一季度业绩有积极影响 Chinese Internet Data Centre Sector Ulanqab IDC monthly tracker - Mar 2026 positive implication for Q126 results.pdf]] #### 预览 [[assets/docs/260421_0743__外资研报__UBS-中国互联网数据中心行业：2026 年 3 月乌兰察布 IDC 月度追踪 对 2026 年一季度业绩有积极影响 Chinese Internet Data Centre Sector Ulanqab IDC monthly tracker - Mar 2026 positive implication fo.pdf|UBS-中国互联网数据中心行业：2026 年 3 月乌兰察布 IDC 月度追踪 对 2026 年一季度业绩有积极影响 Chinese Internet Data Centre Sector Ulanqab IDC monthly tracker - Mar 2026 positive implication for Q126 results.pdf]] ### UBS-中游油气管道：地缘紧张局势显现缓和迹象 能源板块承压 Midstream Hydrocarbon Express Energy under pressure, as geopolitical tensions show signs of easing.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260421_0743__外资研报__UBS-中游油气管道：地缘紧张局势显现缓和迹象 能源板块承压 Midstream Hydrocarbon Express Energy under pressure, as geopolitical tensions show signs of easing.pdf|UBS-中游油气管道：地缘紧张局势显现缓和迹象 能源板块承压 Midstream Hydrocarbon Express Energy under pressure, as geopolitical tensions show signs of easing.pdf]] #### 预览 [[assets/docs/260421_0743__外资研报__UBS-中游油气管道：地缘紧张局势显现缓和迹象 能源板块承压 Midstream Hydrocarbon Express Energy under pressure, as geopolitical tensions show signs of easing.pdf|UBS-中游油气管道：地缘紧张局势显现缓和迹象 能源板块承压 Midstream Hydrocarbon Express Energy under pressure, as geopolitical tensions show signs of easing.pdf]] ### 大摩-半导体库存跟踪：逐步改善+20260416.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260421_0743__外资研报__大摩-半导体库存跟踪：逐步改善+20260416.pdf|大摩-半导体库存跟踪：逐步改善+20260416.pdf]] #### 预览 [[assets/docs/260421_0743__外资研报__大摩-半导体库存跟踪：逐步改善+20260416.pdf|大摩-半导体库存跟踪：逐步改善+20260416.pdf]] ### UBS-半导体公司财报前瞻-20260420.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260421_0743__外资研报__UBS-半导体公司财报前瞻-20260420.pdf|UBS-半导体公司财报前瞻-20260420.pdf]] #### 预览 [[assets/docs/260421_0743__外资研报__UBS-半导体公司财报前瞻-20260420.pdf|UBS-半导体公司财报前瞻-20260420.pdf]] ### UBS-大族激光：PCB 设备需求强劲带动经常性收益显著反弹 给予买入评级 Han's Laser Technology Industry Recurring earnings rebounded notably amid strong PCB equipment fundamentals; Buy.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260421_0743__外资研报__UBS-大族激光：PCB 设备需求强劲带动经常性收益显著反弹 给予买入评级 Han's Laser Technology Industry Recurring earnings rebounded notably amid strong PCB equipment fundamentals; Buy.pdf|UBS-大族激光：PCB 设备需求强劲带动经常性收益显著反弹 给予买入评级 Han's Laser Technology Industry Recurring earnings rebounded notably amid strong PCB equipment fundamentals; Buy.pdf]] #### 预览 [[assets/docs/260421_0743__外资研报__UBS-大族激光：PCB 设备需求强劲带动经常性收益显著反弹 给予买入评级 Han's Laser Technology Industry Recurring earnings rebounded notably amid strong PCB equipment fundamentals; Buy.pdf|UBS-大族激光：PCB 设备需求强劲带动经常性收益显著反弹 给予买入评级 Han's Laser Technology Industry Recurring earnings rebounded notably amid strong PCB equipment fundamentals; Buy.pdf]] ### UBS-电子元器件行业动态更新：美国实地路演调研反馈 Electronic Components Sector Update Feedback from US marketing trip.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260421_0743__外资研报__UBS-电子元器件行业动态更新：美国实地路演调研反馈 Electronic Components Sector Update Feedback from US marketing trip.pdf|UBS-电子元器件行业动态更新：美国实地路演调研反馈 Electronic Components Sector Update Feedback from US marketing trip.pdf]] #### 预览 [[assets/docs/260421_0743__外资研报__UBS-电子元器件行业动态更新：美国实地路演调研反馈 Electronic Components Sector Update Feedback from US marketing trip.pdf|UBS-电子元器件行业动态更新：美国实地路演调研反馈 Electronic Components Sector Update Feedback from US marketing trip.pdf]]