---
title: "#外资研报"
topic_id: 82255824422182522
created_at: 2026-05-06T07:42:37.669+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：474
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824422182522)
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## 文档

### MS-Lumentum公司（LITE.US）：第三财季预览：目前尚未出现反驳看涨论点的证据 Lumentum Holdings Inc North America FQ3 Preview：Nothing Disproving the Bull Thesis For Now.pdf

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[[assets/docs/260506_0742__外资研报__MS-Lumentum公司（LITE.US）：第三财季预览：目前尚未出现反驳看涨论点的证据 Lumentum Holdings Inc North America FQ3 Preview：Nothing Disproving the Bull Thesis For Now.pdf|MS-Lumentum公司（LITE.US）：第三财季预览：目前尚未出现反驳看涨论点的证据 Lumentum Holdings Inc North America FQ3 Preview：Nothing Disproving the Bull Thesis For Now.pdf]]

### MS-Lumentum 控股公司（北美）：2026 财年第三财季预览：目前尚无证据否定多头论点 Lumentum Holdings Inc North America FQ3 Preview：Nothing Disproving the Bull Thesis For Now.pdf

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[[assets/docs/260506_0742__外资研报__MS-Lumentum 控股公司（北美）：2026 财年第三财季预览：目前尚无证据否定多头论点 Lumentum Holdings Inc North America FQ3 Preview：Nothing Disproving the Bull Thesis For Now.pdf|MS-Lumentum 控股公司（北美）：2026 财年第三财季预览：目前尚无证据否定多头论点 Lumentum Holdings Inc North America FQ3 Preview：Nothing Disproving the Bull Thesis For Now.pdf]]

### MS-CoreWeave：新云业务有何新动态？在供应受限环境中寻求维持增长动力 Watt's New With The Neoclouds Looking to Sustain Momentum in a Supply Constrained Environment.pdf

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[[assets/docs/260506_0742__外资研报__MS-CoreWeave：新云业务有何新动态？在供应受限环境中寻求维持增长动力 Watt's New With The Neoclouds Looking to Sustain Momentum in a Supply Constrained Environment.pdf|MS-CoreWeave：新云业务有何新动态？在供应受限环境中寻求维持增长动力 Watt's New With The Neoclouds Looking to Sustain Momentum in a Supply Constrained Environment.pdf]]

### MS-China Cloud and Data Centers - Asia Pacific Field trip takeaways-underappreciated optimism-260503.pdf

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### Mikko的全球市场日志（2026年4月27日）.pdf

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### MS-北美互联网：亚马逊与 Meta：Graviton 芯片能否为 Muse 模型带来助力？ Internet North America AMZN and META A Graviton Enabled Muse Ahead.pdf

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[[assets/docs/260506_0742__外资研报__MS-北美互联网：亚马逊与 Meta：Graviton 芯片能否为 Muse 模型带来助力？ Internet North America AMZN and META A Graviton Enabled Muse Ahead.pdf|MS-北美互联网：亚马逊与 Meta：Graviton 芯片能否为 Muse 模型带来助力？ Internet North America AMZN and META A Graviton Enabled Muse Ahead.pdf]]

### MS-北美半导体周报：财报周 2（恩智浦、安森美、高通） Semiconductors _ North America Weekly：Earnings Week 2 (NXPI, ON, QCOM).pdf

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### MS-北美半导体：第二周财报预告（恩智浦、安森美、高通） Semiconductors North America Weekly：Earnings Week 2 (NXPI, ON, QCOM).pdf

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### MS-北方华创：亚太地区风险回报更新 NAURA Technology Group Co Ltd Asia Pacific Risk Reward Update.pdf

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[[assets/docs/260506_0742__外资研报__MS-北方华创：亚太地区风险回报更新 NAURA Technology Group Co Ltd Asia Pacific Risk Reward Update.pdf|MS-北方华创：亚太地区风险回报更新 NAURA Technology Group Co Ltd Asia Pacific Risk Reward Update.pdf]]