--- title: "#外资研报" topic_id: 14422541144854112 created_at: 2026-05-06T07:43:21.388+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：472 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541144854112) - 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 ### MS-联发科：因 TPU 业务增长再次上调目标价；维持超配与首选评级 MediaTek Asia Pacific “Target Price Up” again on TPU upside; OW and Top Pick.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260506_0743__外资研报__MS-联发科：因 TPU 业务增长再次上调目标价；维持超配与首选评级 MediaTek Asia Pacific “Target Price Up” again on TPU upside; OW and Top Pick.pdf|MS-联发科：因 TPU 业务增长再次上调目标价；维持超配与首选评级 MediaTek Asia Pacific “Target Price Up” again on TPU upside; OW and Top Pick.pdf]] #### 预览 [[assets/docs/260506_0743__外资研报__MS-联发科：因 TPU 业务增长再次上调目标价；维持超配与首选评级 MediaTek Asia Pacific “Target Price Up” again on TPU upside; OW and Top Pick.pdf|MS-联发科：因 TPU 业务增长再次上调目标价；维持超配与首选评级 MediaTek Asia Pacific “Target Price Up” again on TPU upside; OW and Top Pick.pdf]] ### MS-霍尔木兹通胀重定价-20260505.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260506_0743__外资研报__MS-霍尔木兹通胀重定价-20260505.pdf|MS-霍尔木兹通胀重定价-20260505.pdf]] #### 预览 [[assets/docs/260506_0743__外资研报__MS-霍尔木兹通胀重定价-20260505.pdf|MS-霍尔木兹通胀重定价-20260505.pdf]] ### MS-互联网（北美）：谷歌、亚马逊与 Meta 的惊喜与启示 Internet North America GOOGL, AMZN, and META Surprises and Learnings.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260506_0743__外资研报__MS-互联网（北美）：谷歌、亚马逊与 Meta 的惊喜与启示 Internet North America GOOGL, AMZN, and META Surprises and Learnings.pdf|MS-互联网（北美）：谷歌、亚马逊与 Meta 的惊喜与启示 Internet North America GOOGL, AMZN, and META Surprises and Learnings.pdf]] #### 预览 [[assets/docs/260506_0743__外资研报__MS-互联网（北美）：谷歌、亚马逊与 Meta 的惊喜与启示 Internet North America GOOGL, AMZN, and META Surprises and Learnings.pdf|MS-互联网（北美）：谷歌、亚马逊与 Meta 的惊喜与启示 Internet North America GOOGL, AMZN, and META Surprises and Learnings.pdf]] ### MS-鸿劲精密（7769.TW）_亚太：CPO 插入测试更新及台交所投资者会议要点 Hon Precision Asia Pacific CPO Insert Test Update；Key Takeaways from TWSE Investor Conference.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260506_0743__外资研报__MS-鸿劲精密（7769.TW）_亚太：CPO 插入测试更新及台交所投资者会议要点 Hon Precision Asia Pacific CPO Insert Test Update；Key Takeaways from TWSE Investor Conference.pdf|MS-鸿劲精密（7769.TW）_亚太：CPO 插入测试更新及台交所投资者会议要点 Hon Precision Asia Pacific CPO Insert Test Update；Key Takeaways from TWSE Investor Conference.pdf]] #### 预览 [[assets/docs/260506_0743__外资研报__MS-鸿劲精密（7769.TW）_亚太：CPO 插入测试更新及台交所投资者会议要点 Hon Precision Asia Pacific CPO Insert Test Update；Key Takeaways from TWSE Investor Conference.pdf|MS-鸿劲精密（7769.TW）_亚太：CPO 插入测试更新及台交所投资者会议要点 Hon Precision Asia Pacific CPO Insert Test Update；Key Takeaways from TWSE Investor Conference.pdf]] ### MS-供应链重构：中国关税与AI-20260505.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260506_0743__外资研报__MS-供应链重构：中国关税与AI-20260505.pdf|MS-供应链重构：中国关税与AI-20260505.pdf]] #### 预览 [[assets/docs/260506_0743__外资研报__MS-供应链重构：中国关税与AI-20260505.pdf|MS-供应链重构：中国关税与AI-20260505.pdf]] ### MS-全球科技网络直播：模拟半导体 —— 这次会不一样吗？ Technology - European Semiconductors Europe Global Technology Webcast：Analog Semiconductors - Is It Different This Time.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260506_0743__外资研报__MS-全球科技网络直播：模拟半导体 —— 这次会不一样吗？ Technology - European Semiconductors Europe Global Technology Webcast：Analog Semiconductors - Is It Different This Time.pdf|MS-全球科技网络直播：模拟半导体 —— 这次会不一样吗？ Technology - European Semiconductors Europe Global Technology Webcast：Analog Semiconductors - Is It Different This Time.pdf]] #### 预览 [[assets/docs/260506_0743__外资研报__MS-全球科技网络直播：模拟半导体 —— 这次会不一样吗？ Technology - European Semiconductors Europe Global Technology Webcast：Analog Semiconductors - Is It Different This Time.pdf|MS-全球科技网络直播：模拟半导体 —— 这次会不一样吗？ Technology - European Semiconductors Europe Global Technology Webcast：Analog Semiconductors - Is It Different This Time.pdf]] ### MS-全球科技 2026 年展望：一场双轨叙事 Global Technology 2026 Outlook – A Tale of Two Halves.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260506_0743__外资研报__MS-全球科技 2026 年展望：一场双轨叙事 Global Technology 2026 Outlook – A Tale of Two Halves.pdf|MS-全球科技 2026 年展望：一场双轨叙事 Global Technology 2026 Outlook – A Tale of Two Halves.pdf]] #### 预览 [[assets/docs/260506_0743__外资研报__MS-全球科技 2026 年展望：一场双轨叙事 Global Technology 2026 Outlook – A Tale of Two Halves.pdf|MS-全球科技 2026 年展望：一场双轨叙事 Global Technology 2026 Outlook – A Tale of Two Halves.pdf]] ### MS-沐曦股份（688802）：亚太地区风险回报更新 MetaX Integrated Circuits Asia Pacific Risk Reward Update.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260506_0743__外资研报__MS-沐曦股份（688802）：亚太地区风险回报更新 MetaX Integrated Circuits Asia Pacific Risk Reward Update.pdf|MS-沐曦股份（688802）：亚太地区风险回报更新 MetaX Integrated Circuits Asia Pacific Risk Reward Update.pdf]] #### 预览 [[assets/docs/260506_0743__外资研报__MS-沐曦股份（688802）：亚太地区风险回报更新 MetaX Integrated Circuits Asia Pacific Risk Reward Update.pdf|MS-沐曦股份（688802）：亚太地区风险回报更新 MetaX Integrated Circuits Asia Pacific Risk Reward Update.pdf]] ### MS-摩根士丹利全球宏观论坛：AI 生态系统的发展 —— 智能体 AI、AI 采用与金融 Morgan Stanley Global Macro Forum Developments in the AI Eco System – Agentic AI, AI Adoption and Financings.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260506_0743__外资研报__MS-摩根士丹利全球宏观论坛：AI 生态系统的发展 —— 智能体 AI、AI 采用与金融 Morgan Stanley Global Macro Forum Developments in the AI Eco System – Agentic AI, AI Adoption and Financings.pdf|MS-摩根士丹利全球宏观论坛：AI 生态系统的发展 —— 智能体 AI、AI 采用与金融 Morgan Stanley Global Macro Forum Developments in the AI Eco System – Agentic AI, AI Adoption and Financings.pdf]] #### 预览 [[assets/docs/260506_0743__外资研报__MS-摩根士丹利全球宏观论坛：AI 生态系统的发展 —— 智能体 AI、AI 采用与金融 Morgan Stanley Global Macro Forum Developments in the AI Eco System – Agentic AI, AI Adoption and Financings.pdf|MS-摩根士丹利全球宏观论坛：AI 生态系统的发展 —— 智能体 AI、AI 采用与金融 Morgan Stanley Global Macro Forum Developments in the AI Eco System – Agentic AI, AI Adoption and Financings.pdf]]