---
title: "#外资研报"
topic_id: 55522111458142454
created_at: 2026-04-24T07:54:32.719+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：416
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522111458142454)
- 附件：图片 0，音频 0，文档 7
- 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

### 【个股-9660】【英】UBS-地平线：转型汽车AI智能体解决方案供应商-20260423.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260424_0754__外资研报__【个股-9660】【英】UBS-地平线：转型汽车AI智能体解决方案供应商-20260423.pdf|【个股-9660】【英】UBS-地平线：转型汽车AI智能体解决方案供应商-20260423.pdf]]

#### 预览

[[assets/docs/260424_0754__外资研报__【个股-9660】【英】UBS-地平线：转型汽车AI智能体解决方案供应商-20260423.pdf|【个股-9660】【英】UBS-地平线：转型汽车AI智能体解决方案供应商-20260423.pdf]]

### 【个股-2276】【英】UBS-上海康耐特光学-20260422.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260424_0754__外资研报__【个股-2276】【英】UBS-上海康耐特光学-20260422.pdf|【个股-2276】【英】UBS-上海康耐特光学-20260422.pdf]]

#### 预览

[[assets/docs/260424_0754__外资研报__【个股-2276】【英】UBS-上海康耐特光学-20260422.pdf|【个股-2276】【英】UBS-上海康耐特光学-20260422.pdf]]

### 【个股-000660】【英】Citi-海力士：AI内存周期下的新产品与长期协议-20260423.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260424_0754__外资研报__【个股-000660】【英】Citi-海力士：AI内存周期下的新产品与长期协议-20260423.pdf|【个股-000660】【英】Citi-海力士：AI内存周期下的新产品与长期协议-20260423.pdf]]

#### 预览

[[assets/docs/260424_0754__外资研报__【个股-000660】【英】Citi-海力士：AI内存周期下的新产品与长期协议-20260423.pdf|【个股-000660】【英】Citi-海力士：AI内存周期下的新产品与长期协议-20260423.pdf]]

### Goldman Sachs-ASIA TECHNOLOGY：Updating supply demand heatmap for semis， components， and materials； tightness intensified YTD for AI servers-260422.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260424_0754__外资研报__Goldman Sachs-ASIA TECHNOLOGY：Updating supply demand heatmap for semis， components， and materials； tightness intensified YTD for AI servers-260422.pdf|Goldman Sachs-ASIA TECHNOLOGY：Updating supply demand heatmap for semis， components， and materials； tightness intensified YTD for AI servers-260422.pdf]]

#### 预览

[[assets/docs/260424_0754__外资研报__Goldman Sachs-ASIA TECHNOLOGY：Updating supply demand heatmap for semis， components， and materials； tightness intensified YTD for AI servers-260422.pdf|Goldman Sachs-ASIA TECHNOLOGY：Updating supply demand heatmap for semis， components， and materials； tightness intensified YTD for AI servers-260422.pdf]]

### 【个股-NOKIA】【英】UBS-诺基亚Q1业绩：光网络表现突出-20260423.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260424_0754__外资研报__【个股-NOKIA】【英】UBS-诺基亚Q1业绩：光网络表现突出-20260423.pdf|【个股-NOKIA】【英】UBS-诺基亚Q1业绩：光网络表现突出-20260423.pdf]]

#### 预览

[[assets/docs/260424_0754__外资研报__【个股-NOKIA】【英】UBS-诺基亚Q1业绩：光网络表现突出-20260423.pdf|【个股-NOKIA】【英】UBS-诺基亚Q1业绩：光网络表现突出-20260423.pdf]]

### 【个股-GEV】【英】Citi-GE Vernova：持久增长动能凸显-20260423.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260424_0754__外资研报__【个股-GEV】【英】Citi-GE Vernova：持久增长动能凸显-20260423.pdf|【个股-GEV】【英】Citi-GE Vernova：持久增长动能凸显-20260423.pdf]]

#### 预览

[[assets/docs/260424_0754__外资研报__【个股-GEV】【英】Citi-GE Vernova：持久增长动能凸显-20260423.pdf|【个股-GEV】【英】Citi-GE Vernova：持久增长动能凸显-20260423.pdf]]

### 【个股-ASML】【英】Citi-High NA技术对ASML销售影响有限-20260423.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260424_0754__外资研报__【个股-ASML】【英】Citi-High NA技术对ASML销售影响有限-20260423.pdf|【个股-ASML】【英】Citi-High NA技术对ASML销售影响有限-20260423.pdf]]

#### 预览

[[assets/docs/260424_0754__外资研报__【个股-ASML】【英】Citi-High NA技术对ASML销售影响有限-20260423.pdf|【个股-ASML】【英】Citi-High NA技术对ASML销售影响有限-20260423.pdf]]