--- title: "#外资研报" topic_id: 22255824484115841 created_at: 2026-05-05T23:36:54.102+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：005 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255824484115841) - 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-人工智能与通胀：先升后降-20260504.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260505_2336__外资研报__GS-人工智能与通胀：先升后降-20260504.pdf|GS-人工智能与通胀：先升后降-20260504.pdf]] #### 预览 [[assets/docs/260505_2336__外资研报__GS-人工智能与通胀：先升后降-20260504.pdf|GS-人工智能与通胀：先升后降-20260504.pdf]] ### GS-全球科技：半导体资本设备 半导体设备股是否仍有投资价值？构建牛熊晶圆厂设备情景估值模型并上调相关预期 GLOBAL TECHNOLOGY：SEMICONDUCTOR CAPITAL EQUIPMENT Can Semi Cap stocks still work from here？Mapping bull_bear WFE scenarios to valuation & raising WFE estimates.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260505_2336__外资研报__GS-全球科技：半导体资本设备 半导体设备股是否仍有投资价值？构建牛熊晶圆厂设备情景估值模型并上调相关预期 GLOBAL TECHNOLOGY：SEMICONDUCTOR CAPITAL EQUIPMENT Can Semi Cap stocks still work from here？Mapping bull.pdf|GS-全球科技：半导体资本设备 半导体设备股是否仍有投资价值？构建牛熊晶圆厂设备情景估值模型并上调相关预期 GLOBAL TECHNOLOGY：SEMICONDUCTOR CAPITAL EQUIPMENT Can Semi Cap stocks still work from here？Mapping bull_bear WFE scenarios to valuation & raising WFE estimates.pdf]] #### 预览 [[assets/docs/260505_2336__外资研报__GS-全球科技：半导体资本设备 半导体设备股是否仍有投资价值？构建牛熊晶圆厂设备情景估值模型并上调相关预期 GLOBAL TECHNOLOGY：SEMICONDUCTOR CAPITAL EQUIPMENT Can Semi Cap stocks still work from here？Mapping bull.pdf|GS-全球科技：半导体资本设备 半导体设备股是否仍有投资价值？构建牛熊晶圆厂设备情景估值模型并上调相关预期 GLOBAL TECHNOLOGY：SEMICONDUCTOR CAPITAL EQUIPMENT Can Semi Cap stocks still work from here？Mapping bull_bear WFE scenarios to valuation & raising WFE estimates.pdf]] ### GS-苹果公司（AAPL）：2026 财年第二季度回顾：需求强劲，毛利率好于预期 Apple Inc. (AAPL) F2Q26 review：Strong demand with better-than-feared gross margins.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260505_2336__外资研报__GS-苹果公司（AAPL）：2026 财年第二季度回顾：需求强劲，毛利率好于预期 Apple Inc. (AAPL) F2Q26 review：Strong demand with better-than-feared gross margins.pdf|GS-苹果公司（AAPL）：2026 财年第二季度回顾：需求强劲，毛利率好于预期 Apple Inc. (AAPL) F2Q26 review：Strong demand with better-than-feared gross margins.pdf]] #### 预览 [[assets/docs/260505_2336__外资研报__GS-苹果公司（AAPL）：2026 财年第二季度回顾：需求强劲，毛利率好于预期 Apple Inc. (AAPL) F2Q26 review：Strong demand with better-than-feared gross margins.pdf|GS-苹果公司（AAPL）：2026 财年第二季度回顾：需求强劲，毛利率好于预期 Apple Inc. (AAPL) F2Q26 review：Strong demand with better-than-feared gross margins.pdf]] ### GS-美洲科技：软件 并购评估第三部分：与 Vista Equity Partners 的对话 Americas Technology Software Assessing M&A Part III A Conversation with Vista Equity Partners.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260505_2336__外资研报__GS-美洲科技：软件 并购评估第三部分：与 Vista Equity Partners 的对话 Americas Technology Software Assessing M&A Part III A Conversation with Vista Equity Partners.pdf|GS-美洲科技：软件 并购评估第三部分：与 Vista Equity Partners 的对话 Americas Technology Software Assessing M&A Part III A Conversation with Vista Equity Partners.pdf]] #### 预览 [[assets/docs/260505_2336__外资研报__GS-美洲科技：软件 并购评估第三部分：与 Vista Equity Partners 的对话 Americas Technology Software Assessing M&A Part III A Conversation with Vista Equity Partners.pdf|GS-美洲科技：软件 并购评估第三部分：与 Vista Equity Partners 的对话 Americas Technology Software Assessing M&A Part III A Conversation with Vista Equity Partners.pdf]] ### GS-美国每日简报：4月FOMC会议回顾：围绕政策指引的“激烈讨论” US Daily_ April FOMC Recap_ A “Vigorous Discussion” About the Policy Guidance.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260505_2336__外资研报__GS-美国每日简报：4月FOMC会议回顾：围绕政策指引的“激烈讨论” US Daily_ April FOMC Recap_ A “Vigorous Discussion” About the Policy Guidance.pdf|GS-美国每日简报：4月FOMC会议回顾：围绕政策指引的“激烈讨论” US Daily_ April FOMC Recap_ A “Vigorous Discussion” About the Policy Guidance.pdf]] #### 预览 [[assets/docs/260505_2336__外资研报__GS-美国每日简报：4月FOMC会议回顾：围绕政策指引的“激烈讨论” US Daily_ April FOMC Recap_ A “Vigorous Discussion” About the Policy Guidance.pdf|GS-美国每日简报：4月FOMC会议回顾：围绕政策指引的“激烈讨论” US Daily_ April FOMC Recap_ A “Vigorous Discussion” About the Policy Guidance.pdf]] ### GS-美国经济状况-20260504.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260505_2336__外资研报__GS-美国经济状况-20260504.pdf|GS-美国经济状况-20260504.pdf]] #### 预览 [[assets/docs/260505_2336__外资研报__GS-美国经济状况-20260504.pdf|GS-美国经济状况-20260504.pdf]] ### GS-美股每周速览：市场定位、资金流向及全市场观察 US Equities Weekly Rundown Positioning, Flows, and Observations Across the Floor.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### GS-日本周度展望：截至 4 月 30 日四季度业绩汇总 工业自动化领涨 美国再工业化成关注焦点 JAPAN WEEKLY KICKSTART 4Q 3_26 results summary (as of Apr 30); US re-industrialization back in focus as FA names outperform.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260505_2336__外资研报__GS-日本周度展望：截至 4 月 30 日四季度业绩汇总 工业自动化领涨 美国再工业化成关注焦点 JAPAN WEEKLY KICKSTART 4Q 3_26 results summary (as of Apr 30); US re-industrialization back in focus as FA n.pdf|GS-日本周度展望：截至 4 月 30 日四季度业绩汇总 工业自动化领涨 美国再工业化成关注焦点 JAPAN WEEKLY KICKSTART 4Q 3_26 results summary (as of Apr 30); US re-industrialization back in focus as FA names outperform.pdf]] #### 预览 [[assets/docs/260505_2336__外资研报__GS-日本周度展望：截至 4 月 30 日四季度业绩汇总 工业自动化领涨 美国再工业化成关注焦点 JAPAN WEEKLY KICKSTART 4Q 3_26 results summary (as of Apr 30); US re-industrialization back in focus as FA n.pdf|GS-日本周度展望：截至 4 月 30 日四季度业绩汇总 工业自动化领涨 美国再工业化成关注焦点 JAPAN WEEKLY KICKSTART 4Q 3_26 results summary (as of Apr 30); US re-industrialization back in focus as FA names outperform.pdf]] ### GS-日本科技：半导体资本设备 上调晶圆厂设备展望；预计增长动能将在 2027 财年加速；维持对 Lasertec_Ebara_TEL_Ulvac 的买入评级 JAPAN TECHNOLOGY SEMICONDUCTOR CAPITAL EQUIPMENT Raising WFE outlook; expect growth momentum to accelerate into CY27; maintain Buys on La....pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_