--- title: "#外资研报" topic_id: 55522154414881814 created_at: 2026-05-05T23:37:50.473+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：003 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154414881814) - 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 ### GS-小米集团-1810.HK-2026年投资者日活动：AI与电动汽车的海外扩张路径是主要亮点；买入 （摘要）-20260427.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260505_2337__外资研报__GS-小米集团-1810.HK-2026年投资者日活动：AI与电动汽车的海外扩张路径是主要亮点；买入 （摘要）-20260427.pdf|GS-小米集团-1810.HK-2026年投资者日活动：AI与电动汽车的海外扩张路径是主要亮点；买入 （摘要）-20260427.pdf]] #### 预览 [[assets/docs/260505_2337__外资研报__GS-小米集团-1810.HK-2026年投资者日活动：AI与电动汽车的海外扩张路径是主要亮点；买入 （摘要）-20260427.pdf|GS-小米集团-1810.HK-2026年投资者日活动：AI与电动汽车的海外扩张路径是主要亮点；买入 （摘要）-20260427.pdf]] ### GS-希捷科技（STX）：初步解读：业绩再超预期，挑战高预期 Seagate Technology (STX) First Take Another very strong quarter, set against elevated expectation.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260505_2337__外资研报__GS-希捷科技（STX）：初步解读：业绩再超预期，挑战高预期 Seagate Technology (STX) First Take Another very strong quarter, set against elevated expectation.pdf|GS-希捷科技（STX）：初步解读：业绩再超预期，挑战高预期 Seagate Technology (STX) First Take Another very strong quarter, set against elevated expectation.pdf]] #### 预览 [[assets/docs/260505_2337__外资研报__GS-希捷科技（STX）：初步解读：业绩再超预期，挑战高预期 Seagate Technology (STX) First Take Another very strong quarter, set against elevated expectation.pdf|GS-希捷科技（STX）：初步解读：业绩再超预期，挑战高预期 Seagate Technology (STX) First Take Another very strong quarter, set against elevated expectation.pdf]] ### GS-西部数据公司（WDC）：初步观点：业绩稳健且指引强劲，预期已处高位 Western Digital Corp. (WDC) First Take Solid results and strong guidance, set against elevated expectations.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260505_2337__外资研报__GS-西部数据公司（WDC）：初步观点：业绩稳健且指引强劲，预期已处高位 Western Digital Corp. (WDC) First Take Solid results and strong guidance, set against elevated expectations.pdf|GS-西部数据公司（WDC）：初步观点：业绩稳健且指引强劲，预期已处高位 Western Digital Corp. (WDC) First Take Solid results and strong guidance, set against elevated expectations.pdf]] #### 预览 [[assets/docs/260505_2337__外资研报__GS-西部数据公司（WDC）：初步观点：业绩稳健且指引强劲，预期已处高位 Western Digital Corp. (WDC) First Take Solid results and strong guidance, set against elevated expectations.pdf|GS-西部数据公司（WDC）：初步观点：业绩稳健且指引强劲，预期已处高位 Western Digital Corp. (WDC) First Take Solid results and strong guidance, set against elevated expectations.pdf]] ### GS-潍柴动力（000338.SZ）NDR 会议要点：AI 数据中心发电业务有望带来更多上行空间，维持买入评级 WeichaiPower (000338.SZ) NDR takeaways More upside to the AIDC power gen business; Buy.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260505_2337__外资研报__GS-潍柴动力（000338.SZ）NDR 会议要点：AI 数据中心发电业务有望带来更多上行空间，维持买入评级 WeichaiPower (000338.SZ) NDR takeaways More upside to the AIDC power gen business; Buy.pdf|GS-潍柴动力（000338.SZ）NDR 会议要点：AI 数据中心发电业务有望带来更多上行空间，维持买入评级 WeichaiPower (000338.SZ) NDR takeaways More upside to the AIDC power gen business; Buy.pdf]] #### 预览 [[assets/docs/260505_2337__外资研报__GS-潍柴动力（000338.SZ）NDR 会议要点：AI 数据中心发电业务有望带来更多上行空间，维持买入评级 WeichaiPower (000338.SZ) NDR takeaways More upside to the AIDC power gen business; Buy.pdf|GS-潍柴动力（000338.SZ）NDR 会议要点：AI 数据中心发电业务有望带来更多上行空间，维持买入评级 WeichaiPower (000338.SZ) NDR takeaways More upside to the AIDC power gen business; Buy.pdf]] ### GS-潍柴动力（000338.SZ）：一季度业绩公布后上调盈利预测与目标价，维持买入评级 Weichai Power (000338.SZ)：Raising estimates and TPs post 1Q26 results; maintain Buy.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260505_2337__外资研报__GS-潍柴动力（000338.SZ）：一季度业绩公布后上调盈利预测与目标价，维持买入评级 Weichai Power (000338.SZ)：Raising estimates and TPs post 1Q26 results; maintain Buy.pdf|GS-潍柴动力（000338.SZ）：一季度业绩公布后上调盈利预测与目标价，维持买入评级 Weichai Power (000338.SZ)：Raising estimates and TPs post 1Q26 results; maintain Buy.pdf]] #### 预览 [[assets/docs/260505_2337__外资研报__GS-潍柴动力（000338.SZ）：一季度业绩公布后上调盈利预测与目标价，维持买入评级 Weichai Power (000338.SZ)：Raising estimates and TPs post 1Q26 results; maintain Buy.pdf|GS-潍柴动力（000338.SZ）：一季度业绩公布后上调盈利预测与目标价，维持买入评级 Weichai Power (000338.SZ)：Raising estimates and TPs post 1Q26 results; maintain Buy.pdf]] ### GS-微软：多项全新里程碑足以反驳看空观点 Microsoft Corp. (MSFT) Several new milestones to disprove the bear case.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260505_2337__外资研报__GS-微软：多项全新里程碑足以反驳看空观点 Microsoft Corp. (MSFT) Several new milestones to disprove the bear case.pdf|GS-微软：多项全新里程碑足以反驳看空观点 Microsoft Corp. (MSFT) Several new milestones to disprove the bear case.pdf]] #### 预览 [[assets/docs/260505_2337__外资研报__GS-微软：多项全新里程碑足以反驳看空观点 Microsoft Corp. (MSFT) Several new milestones to disprove the bear case.pdf|GS-微软：多项全新里程碑足以反驳看空观点 Microsoft Corp. (MSFT) Several new milestones to disprove the bear case.pdf]] ### GS-亚太医疗保健行业：体重管理大众化，评估仿制药入场带来的机遇（摘要）-20260428.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260505_2337__外资研报__GS-亚太医疗保健行业：体重管理大众化，评估仿制药入场带来的机遇（摘要）-20260428.pdf|GS-亚太医疗保健行业：体重管理大众化，评估仿制药入场带来的机遇（摘要）-20260428.pdf]] #### 预览 [[assets/docs/260505_2337__外资研报__GS-亚太医疗保健行业：体重管理大众化，评估仿制药入场带来的机遇（摘要）-20260428.pdf|GS-亚太医疗保健行业：体重管理大众化，评估仿制药入场带来的机遇（摘要）-20260428.pdf]] ### GS-亚马逊公司（AMZN）：2026 年第一季度回顾：投资于计算、电商与广告的长期增长主题 Amazon.com Inc. (AMZN) Q1’26 Review：Investing Behind Secular Growth Themes Across Compute, Commerce & Advertising.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### GS-新兴市场资金流向周报：台湾遭外资周度大幅抛售 亚洲对冲基金 4 月反弹回升年内高位 EM WEEKLY FUND FLOWS MONITOR Heavy foreign selling ww, led by Taiwan; Asian Hedge funds reversed two-thirds of their March sell-off in April; EM_Asia MFs gained 14-16% in A....pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260505_2337__外资研报__GS-新兴市场资金流向周报：台湾遭外资周度大幅抛售 亚洲对冲基金 4 月反弹回升年内高位 EM WEEKLY FUND FLOWS MONITOR Heavy foreign selling ww, led by Taiwan; Asian Hedge funds reversed two-thirds of t.pdf|GS-新兴市场资金流向周报：台湾遭外资周度大幅抛售 亚洲对冲基金 4 月反弹回升年内高位 EM WEEKLY FUND FLOWS MONITOR Heavy foreign selling ww, led by Taiwan; Asian Hedge funds reversed two-thirds of their March sell-off in April; EM_Asia MFs gained 14-16% in A....pdf]] #### 预览 [[assets/docs/260505_2337__外资研报__GS-新兴市场资金流向周报：台湾遭外资周度大幅抛售 亚洲对冲基金 4 月反弹回升年内高位 EM WEEKLY FUND FLOWS MONITOR Heavy foreign selling ww, led by Taiwan; Asian Hedge funds reversed two-thirds of t.pdf|GS-新兴市场资金流向周报：台湾遭外资周度大幅抛售 亚洲对冲基金 4 月反弹回升年内高位 EM WEEKLY FUND FLOWS MONITOR Heavy foreign selling ww, led by Taiwan; Asian Hedge funds reversed two-thirds of their March sell-off in April; EM_Asia MFs gained 14-16% in A....pdf]]