--- title: "#外资研报" topic_id: 82255824484142112 created_at: 2026-05-05T23:35:07.967+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：009 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824484142112) - 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 ### BofA-全球经济周报 中期激励 Global Economic Weekly Midterm incentives.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260505_2335__外资研报__BofA-全球经济周报 中期激励 Global Economic Weekly Midterm incentives.pdf|BofA-全球经济周报 中期激励 Global Economic Weekly Midterm incentives.pdf]] #### 预览 [[assets/docs/260505_2335__外资研报__BofA-全球经济周报 中期激励 Global Economic Weekly Midterm incentives.pdf|BofA-全球经济周报 中期激励 Global Economic Weekly Midterm incentives.pdf]] ### BofA-美国半导体：云端畅想：AI 或推动 2027 年资本支出达 1 万亿美元 US Semiconductors Head in the Clouds：AI could take capex to $1Tn in CY27.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### BofA-北美贵金属 2026 年第一季度业绩：AEM 和 EGO 均盈利超预期 斯库里厄斯资本支出已上调 North American Precious Metals Q1’26 results AEM and EGO both out with earning beats. Skouries capex now higher.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260505_2335__外资研报__BofA-北美贵金属 2026 年第一季度业绩：AEM 和 EGO 均盈利超预期 斯库里厄斯资本支出已上调 North American Precious Metals Q1’26 results AEM and EGO both out with earning beats. Skouries capex no.pdf|BofA-北美贵金属 2026 年第一季度业绩：AEM 和 EGO 均盈利超预期 斯库里厄斯资本支出已上调 North American Precious Metals Q1’26 results AEM and EGO both out with earning beats. Skouries capex now higher.pdf]] #### 预览 [[assets/docs/260505_2335__外资研报__BofA-北美贵金属 2026 年第一季度业绩：AEM 和 EGO 均盈利超预期 斯库里厄斯资本支出已上调 North American Precious Metals Q1’26 results AEM and EGO both out with earning beats. Skouries capex no.pdf|BofA-北美贵金属 2026 年第一季度业绩：AEM 和 EGO 均盈利超预期 斯库里厄斯资本支出已上调 North American Precious Metals Q1’26 results AEM and EGO both out with earning beats. Skouries capex now higher.pdf]] ### BofA-The Flow Show_The Boom Loop-20260501.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260505_2335__外资研报__BofA-The Flow Show_The Boom Loop-20260501.pdf|BofA-The Flow Show_The Boom Loop-20260501.pdf]] #### 预览 [[assets/docs/260505_2335__外资研报__BofA-The Flow Show_The Boom Loop-20260501.pdf|BofA-The Flow Show_The Boom Loop-20260501.pdf]] ### BofA-IT 硬件行业：盈利路径清晰；上调希捷科技与西部数据目标价 IT Hardware Industry Clear path to higher earnings; Raising PO for STX and WDC.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260505_2335__外资研报__BofA-IT 硬件行业：盈利路径清晰；上调希捷科技与西部数据目标价 IT Hardware Industry Clear path to higher earnings; Raising PO for STX and WDC.pdf|BofA-IT 硬件行业：盈利路径清晰；上调希捷科技与西部数据目标价 IT Hardware Industry Clear path to higher earnings; Raising PO for STX and WDC.pdf]] #### 预览 [[assets/docs/260505_2335__外资研报__BofA-IT 硬件行业：盈利路径清晰；上调希捷科技与西部数据目标价 IT Hardware Industry Clear path to higher earnings; Raising PO for STX and WDC.pdf|BofA-IT 硬件行业：盈利路径清晰；上调希捷科技与西部数据目标价 IT Hardware Industry Clear path to higher earnings; Raising PO for STX and WDC.pdf]] ### Bernstein-周末医疗健康观察：别再说这是反弹 ——4 月行情由财报与政治情绪共同驱动 Weekend Healthcare Pulse Don't call it a comeback - How earnings and political sentiment drove an April to remember.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### Bernstein-中国互联网：AI 推理利润率补充说明；DeepSeek-V4、hy3-preview 观点 China Internet China Internet：AI inference margins addendum; DeepSeek-V4, hy3-preview thoughts.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260505_2335__外资研报__Bernstein-中国互联网：AI 推理利润率补充说明；DeepSeek-V4、hy3-preview 观点 China Internet China Internet：AI inference margins addendum; DeepSeek-V4, hy3-preview thoughts.pdf|Bernstein-中国互联网：AI 推理利润率补充说明；DeepSeek-V4、hy3-preview 观点 China Internet China Internet：AI inference margins addendum; DeepSeek-V4, hy3-preview thoughts.pdf]] #### 预览 [[assets/docs/260505_2335__外资研报__Bernstein-中国互联网：AI 推理利润率补充说明；DeepSeek-V4、hy3-preview 观点 China Internet China Internet：AI inference margins addendum; DeepSeek-V4, hy3-preview thoughts.pdf|Bernstein-中国互联网：AI 推理利润率补充说明；DeepSeek-V4、hy3-preview 观点 China Internet China Internet：AI inference margins addendum; DeepSeek-V4, hy3-preview thoughts.pdf]] ### BofA-英伟达（NVIDIA）：回归基本面：提升现金回报或成又一估值重估催化剂 NVIDIA Corporation Back to Basics：Boosting cash returns could be another rerating catalyst.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260505_2335__外资研报__BofA-英伟达（NVIDIA）：回归基本面：提升现金回报或成又一估值重估催化剂 NVIDIA Corporation Back to Basics：Boosting cash returns could be another rerating catalyst.pdf|BofA-英伟达（NVIDIA）：回归基本面：提升现金回报或成又一估值重估催化剂 NVIDIA Corporation Back to Basics：Boosting cash returns could be another rerating catalyst.pdf]] #### 预览 [[assets/docs/260505_2335__外资研报__BofA-英伟达（NVIDIA）：回归基本面：提升现金回报或成又一估值重估催化剂 NVIDIA Corporation Back to Basics：Boosting cash returns could be another rerating catalyst.pdf|BofA-英伟达（NVIDIA）：回归基本面：提升现金回报或成又一估值重估催化剂 NVIDIA Corporation Back to Basics：Boosting cash returns could be another rerating catalyst.pdf]] ### BofA-全球外汇周报 预警信号 Global FX weekly Warning Shot.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260505_2335__外资研报__BofA-全球外汇周报 预警信号 Global FX weekly Warning Shot.pdf|BofA-全球外汇周报 预警信号 Global FX weekly Warning Shot.pdf]] #### 预览 [[assets/docs/260505_2335__外资研报__BofA-全球外汇周报 预警信号 Global FX weekly Warning Shot.pdf|BofA-全球外汇周报 预警信号 Global FX weekly Warning Shot.pdf]]