---
title: "#外资研报"
topic_id: 45544884251184228
created_at: 2026-04-22T07:50:28.708+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：534
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544884251184228)
- 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

### Bernstein-亚洲新兴机器人：禾赛科技技术日与中国人形机器人半程马拉松要点 Asia Emerging Robotics Takeaways from Hesai’s Tech Day and China Humanoid Robot Half-Marathon.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260422_0750__外资研报__Bernstein-亚洲新兴机器人：禾赛科技技术日与中国人形机器人半程马拉松要点 Asia Emerging Robotics Takeaways from Hesai’s Tech Day and China Humanoid Robot Half-Marathon.pdf|Bernstein-亚洲新兴机器人：禾赛科技技术日与中国人形机器人半程马拉松要点 Asia Emerging Robotics Takeaways from Hesai’s Tech Day and China Humanoid Robot Half-Marathon.pdf]]

#### 预览

[[assets/docs/260422_0750__外资研报__Bernstein-亚洲新兴机器人：禾赛科技技术日与中国人形机器人半程马拉松要点 Asia Emerging Robotics Takeaways from Hesai’s Tech Day and China Humanoid Robot Half-Marathon.pdf|Bernstein-亚洲新兴机器人：禾赛科技技术日与中国人形机器人半程马拉松要点 Asia Emerging Robotics Takeaways from Hesai’s Tech Day and China Humanoid Robot Half-Marathon.pdf]]

### BofA-Celestica Inc：收入与利润率有望增长；目标价上调至 430 美元 Revenues and margins set to grow; raising PO to $430.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260422_0750__外资研报__BofA-Celestica Inc：收入与利润率有望增长；目标价上调至 430 美元 Revenues and margins set to grow; raising PO to $430.pdf|BofA-Celestica Inc：收入与利润率有望增长；目标价上调至 430 美元 Revenues and margins set to grow; raising PO to $430.pdf]]

#### 预览

[[assets/docs/260422_0750__外资研报__BofA-Celestica Inc：收入与利润率有望增长；目标价上调至 430 美元 Revenues and margins set to grow; raising PO to $430.pdf|BofA-Celestica Inc：收入与利润率有望增长；目标价上调至 430 美元 Revenues and margins set to grow; raising PO to $430.pdf]]

### BofA-康宁公司：长期展望：更新规模预估并量化 2030 年每股收益上行空间 The Long Term View：Updating our Scale Out ests & quantifying upside to C30 EPS.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260422_0750__外资研报__BofA-康宁公司：长期展望：更新规模预估并量化 2030 年每股收益上行空间 The Long Term View：Updating our Scale Out ests & quantifying upside to C30 EPS.pdf|BofA-康宁公司：长期展望：更新规模预估并量化 2030 年每股收益上行空间 The Long Term View：Updating our Scale Out ests & quantifying upside to C30 EPS.pdf]]

#### 预览

[[assets/docs/260422_0750__外资研报__BofA-康宁公司：长期展望：更新规模预估并量化 2030 年每股收益上行空间 The Long Term View：Updating our Scale Out ests & quantifying upside to C30 EPS.pdf|BofA-康宁公司：长期展望：更新规模预估并量化 2030 年每股收益上行空间 The Long Term View：Updating our Scale Out ests & quantifying upside to C30 EPS.pdf]]

### BofA-美国半导体：CPU 重获新生：智能体驱动增长，但需警惕竞争格局变化 US Semiconductors CPU Reborn： agentic drives growth, but watch for competition.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260422_0750__外资研报__BofA-美国半导体：CPU 重获新生：智能体驱动增长，但需警惕竞争格局变化 US Semiconductors CPU Reborn： agentic drives growth, but watch for competition.pdf|BofA-美国半导体：CPU 重获新生：智能体驱动增长，但需警惕竞争格局变化 US Semiconductors CPU Reborn： agentic drives growth, but watch for competition.pdf]]

#### 预览

[[assets/docs/260422_0750__外资研报__BofA-美国半导体：CPU 重获新生：智能体驱动增长，但需警惕竞争格局变化 US Semiconductors CPU Reborn： agentic drives growth, but watch for competition.pdf|BofA-美国半导体：CPU 重获新生：智能体驱动增长，但需警惕竞争格局变化 US Semiconductors CPU Reborn： agentic drives growth, but watch for competition.pdf]]

### BofA-全球存储科技：周度主题：三星一季度业绩超预期，市场对存储板块乐观情绪升温 Global Memory Tech Weekly theme more optimistic on memory following Samsung’s upbeat 1Q results.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260422_0750__外资研报__BofA-全球存储科技：周度主题：三星一季度业绩超预期，市场对存储板块乐观情绪升温 Global Memory Tech Weekly theme more optimistic on memory following Samsung’s upbeat 1Q results.pdf|BofA-全球存储科技：周度主题：三星一季度业绩超预期，市场对存储板块乐观情绪升温 Global Memory Tech Weekly theme more optimistic on memory following Samsung’s upbeat 1Q results.pdf]]

#### 预览

[[assets/docs/260422_0750__外资研报__BofA-全球存储科技：周度主题：三星一季度业绩超预期，市场对存储板块乐观情绪升温 Global Memory Tech Weekly theme more optimistic on memory following Samsung’s upbeat 1Q results.pdf|BofA-全球存储科技：周度主题：三星一季度业绩超预期，市场对存储板块乐观情绪升温 Global Memory Tech Weekly theme more optimistic on memory following Samsung’s upbeat 1Q results.pdf]]

### Bernstein-全球半导体与亚洲硬件：人工智能迟早会来 —— 为 AI 数据中心的未来赋能 Global Semiconductors and Asia Hardware Global Semis & Asia Hardware Artificial Intelligence... Sooner or Later - Energizing the Future of AI Data Centers.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260422_0750__外资研报__Bernstein-全球半导体与亚洲硬件：人工智能迟早会来 —— 为 AI 数据中心的未来赋能 Global Semiconductors and Asia Hardware Global Semis & Asia Hardware Artificial Intelligence... Sooner or Lat.pdf|Bernstein-全球半导体与亚洲硬件：人工智能迟早会来 —— 为 AI 数据中心的未来赋能 Global Semiconductors and Asia Hardware Global Semis & Asia Hardware Artificial Intelligence... Sooner or Later - Energizing the Future of AI Data Centers.pdf]]

#### 预览

[[assets/docs/260422_0750__外资研报__Bernstein-全球半导体与亚洲硬件：人工智能迟早会来 —— 为 AI 数据中心的未来赋能 Global Semiconductors and Asia Hardware Global Semis & Asia Hardware Artificial Intelligence... Sooner or Lat.pdf|Bernstein-全球半导体与亚洲硬件：人工智能迟早会来 —— 为 AI 数据中心的未来赋能 Global Semiconductors and Asia Hardware Global Semis & Asia Hardware Artificial Intelligence... Sooner or Later - Energizing the Future of AI Data Centers.pdf]]

### Bernstein-全球储能周报：电池行业动态 Global Energy Storage Battery Weekly 19 April.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260422_0750__外资研报__Bernstein-全球储能周报：电池行业动态 Global Energy Storage Battery Weekly 19 April.pdf|Bernstein-全球储能周报：电池行业动态 Global Energy Storage Battery Weekly 19 April.pdf]]

#### 预览

[[assets/docs/260422_0750__外资研报__Bernstein-全球储能周报：电池行业动态 Global Energy Storage Battery Weekly 19 April.pdf|Bernstein-全球储能周报：电池行业动态 Global Energy Storage Battery Weekly 19 April.pdf]]

### Bernstein-全球航空科技：中东局势大概率导致业绩指引下调_2026 年一季度前瞻 Global Air Tech Global Air Tech Middle East war all but assures guidance cuts... But how steep (Q1 preview).pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260422_0750__外资研报__Bernstein-全球航空科技：中东局势大概率导致业绩指引下调_2026 年一季度前瞻 Global Air Tech Global Air Tech Middle East war all but assures guidance cuts... But how steep (Q1 preview).pdf|Bernstein-全球航空科技：中东局势大概率导致业绩指引下调_2026 年一季度前瞻 Global Air Tech Global Air Tech Middle East war all but assures guidance cuts... But how steep (Q1 preview).pdf]]

#### 预览

[[assets/docs/260422_0750__外资研报__Bernstein-全球航空科技：中东局势大概率导致业绩指引下调_2026 年一季度前瞻 Global Air Tech Global Air Tech Middle East war all but assures guidance cuts... But how steep (Q1 preview).pdf|Bernstein-全球航空科技：中东局势大概率导致业绩指引下调_2026 年一季度前瞻 Global Air Tech Global Air Tech Middle East war all but assures guidance cuts... But how steep (Q1 preview).pdf]]

### Bernstein-日本半导体：硅片短缺或将显现，但前提假设存在极高风险 Japan Semis Silicon wafer shortage in sight... but with a highly risky assumption.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260422_0750__外资研报__Bernstein-日本半导体：硅片短缺或将显现，但前提假设存在极高风险 Japan Semis Silicon wafer shortage in sight... but with a highly risky assumption.pdf|Bernstein-日本半导体：硅片短缺或将显现，但前提假设存在极高风险 Japan Semis Silicon wafer shortage in sight... but with a highly risky assumption.pdf]]

#### 预览

[[assets/docs/260422_0750__外资研报__Bernstein-日本半导体：硅片短缺或将显现，但前提假设存在极高风险 Japan Semis Silicon wafer shortage in sight... but with a highly risky assumption.pdf|Bernstein-日本半导体：硅片短缺或将显现，但前提假设存在极高风险 Japan Semis Silicon wafer shortage in sight... but with a highly risky assumption.pdf]]