---
title: "#外资研报"
topic_id: 55522112458812554
created_at: 2026-04-22T07:50:20.609+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：535
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522112458812554)
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## 文档

### BofA-希捷科技：强劲需求推动毛利率创历史新高；目标价上调至 605 美元 Strong demand pushes gross margins to all time highs; PO to $605.pdf

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- 本地资源：[[assets/docs/260422_0750__外资研报__BofA-希捷科技：强劲需求推动毛利率创历史新高；目标价上调至 605 美元 Strong demand pushes gross margins to all time highs; PO to $605.pdf|BofA-希捷科技：强劲需求推动毛利率创历史新高；目标价上调至 605 美元 Strong demand pushes gross margins to all time highs; PO to $605.pdf]]

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[[assets/docs/260422_0750__外资研报__BofA-希捷科技：强劲需求推动毛利率创历史新高；目标价上调至 605 美元 Strong demand pushes gross margins to all time highs; PO to $605.pdf|BofA-希捷科技：强劲需求推动毛利率创历史新高；目标价上调至 605 美元 Strong demand pushes gross margins to all time highs; PO to $605.pdf]]

### Citi-大族数控 (3200.HK_301200.SZ)：花旗会议核心要点，PCB 产能扩张热潮延续，超快激光钻孔成为未来主流趋势 Han's CNC (3200.HK 301200.SZ) Citi Meeting Takeaways PCB Capacity Expansion Spree Continues, Ultrafast Laser Drilling the Future Trend.pdf

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[[assets/docs/260422_0750__外资研报__Citi-大族数控 (3200.HK_301200.SZ)：花旗会议核心要点，PCB 产能扩张热潮延续，超快激光钻孔成为未来主流趋势 Han's CNC (3200.HK 301200.SZ) Citi Meeting Takeaways PCB Capacity Expansion Spree Continue.pdf|Citi-大族数控 (3200.HK_301200.SZ)：花旗会议核心要点，PCB 产能扩张热潮延续，超快激光钻孔成为未来主流趋势 Han's CNC (3200.HK 301200.SZ) Citi Meeting Takeaways PCB Capacity Expansion Spree Continues, Ultrafast Laser Drilling the Future Trend.pdf]]

### Citi-深度剖析内存长期协议-20260421.pdf

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- 本地资源：[[assets/docs/260422_0750__外资研报__Citi-深度剖析内存长期协议-20260421.pdf|Citi-深度剖析内存长期协议-20260421.pdf]]

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[[assets/docs/260422_0750__外资研报__Citi-深度剖析内存长期协议-20260421.pdf|Citi-深度剖析内存长期协议-20260421.pdf]]

### Deutsche-Meta 超级智能的早期萌芽 The Early Sparks of Meta's Superintelligence.pdf

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[[assets/docs/260422_0750__外资研报__Deutsche-Meta 超级智能的早期萌芽 The Early Sparks of Meta's Superintelligence.pdf|Deutsche-Meta 超级智能的早期萌芽 The Early Sparks of Meta's Superintelligence.pdf]]

### Google&Deloitte-2500 亿美元商业新前沿：灵感_沉浸_即时_智能四大力量驱动新一轮增长 The $250 Billion Commerce Frontier How Inspired, Immersive, Instant, and Intelligent forces are fueling the next wave of growth.pdf

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- 本地资源：[[assets/docs/260422_0750__外资研报__Google&Deloitte-2500 亿美元商业新前沿：灵感_沉浸_即时_智能四大力量驱动新一轮增长 The $250 Billion Commerce Frontier How Inspired, Immersive, Instant, and Intelligent forces are fueling.pdf|Google&Deloitte-2500 亿美元商业新前沿：灵感_沉浸_即时_智能四大力量驱动新一轮增长 The $250 Billion Commerce Frontier How Inspired, Immersive, Instant, and Intelligent forces are fueling the next wave of growth.pdf]]

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[[assets/docs/260422_0750__外资研报__Google&Deloitte-2500 亿美元商业新前沿：灵感_沉浸_即时_智能四大力量驱动新一轮增长 The $250 Billion Commerce Frontier How Inspired, Immersive, Instant, and Intelligent forces are fueling.pdf|Google&Deloitte-2500 亿美元商业新前沿：灵感_沉浸_即时_智能四大力量驱动新一轮增长 The $250 Billion Commerce Frontier How Inspired, Immersive, Instant, and Intelligent forces are fueling the next wave of growth.pdf]]

### GS-工业富联 (601138.SS)：AI 服务器机柜出货量攀升 规格升级巩固龙头优势 给予买入评级 Foxconn Industrial Internet (601138.SS) AI server racks ramp up with specification upgrade to enhance leading market position; Buy.pdf

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[[assets/docs/260422_0750__外资研报__GS-工业富联 (601138.SS)：AI 服务器机柜出货量攀升 规格升级巩固龙头优势 给予买入评级 Foxconn Industrial Internet (601138.SS) AI server racks ramp up with specification upgrade to enhance lea.pdf|GS-工业富联 (601138.SS)：AI 服务器机柜出货量攀升 规格升级巩固龙头优势 给予买入评级 Foxconn Industrial Internet (601138.SS) AI server racks ramp up with specification upgrade to enhance leading market position; Buy.pdf]]

### GS-公用事业与可持续发展：AI 数据中心电力需求：行业交流凸显短期看好 BTM、PJM 改革及政策的理由 Utilities & GS SUSTAIN AIData Center Power Demand Industry conversations highlight near-term case for BTM, PJM reform, and policy.pdf

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[[assets/docs/260422_0750__外资研报__GS-公用事业与可持续发展：AI 数据中心电力需求：行业交流凸显短期看好 BTM、PJM 改革及政策的理由 Utilities & GS SUSTAIN AIData Center Power Demand Industry conversations highlight near-term case for B.pdf|GS-公用事业与可持续发展：AI 数据中心电力需求：行业交流凸显短期看好 BTM、PJM 改革及政策的理由 Utilities & GS SUSTAIN AIData Center Power Demand Industry conversations highlight near-term case for BTM, PJM reform, and policy.pdf]]

### GS-光通信网络 AI基础设施的下一个超级趋势-20260419.pdf

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[[assets/docs/260422_0750__外资研报__GS-光通信网络 AI基础设施的下一个超级趋势-20260419.pdf|GS-光通信网络 AI基础设施的下一个超级趋势-20260419.pdf]]

### BofA-闪迪：NAND 供应持续紧张，上调 ASP 预期；目标价上调至 1080 美元 Sandisk Corporation NAND supply remains tight, raising ASP estimates; PO to $1,080.pdf

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[[assets/docs/260422_0750__外资研报__BofA-闪迪：NAND 供应持续紧张，上调 ASP 预期；目标价上调至 1080 美元 Sandisk Corporation NAND supply remains tight, raising ASP estimates; PO to $1,080.pdf|BofA-闪迪：NAND 供应持续紧张，上调 ASP 预期；目标价上调至 1080 美元 Sandisk Corporation NAND supply remains tight, raising ASP estimates; PO to $1,080.pdf]]