--- title: "#外资研报" topic_id: 22255821854585421 created_at: 2026-05-07T08:19:32.832+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：499 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255821854585421) - 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-大中华区半导体_亚太：中国 CIO 云端、旧存储与边缘 AI 调研 Greater China Semiconductors Asia Pacific China CIO survey on cloud, old memory and edge AI.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260507_0819__外资研报__MS-大中华区半导体_亚太：中国 CIO 云端、旧存储与边缘 AI 调研 Greater China Semiconductors Asia Pacific China CIO survey on cloud, old memory and edge AI.pdf|MS-大中华区半导体_亚太：中国 CIO 云端、旧存储与边缘 AI 调研 Greater China Semiconductors Asia Pacific China CIO survey on cloud, old memory and edge AI.pdf]] #### 预览 [[assets/docs/260507_0819__外资研报__MS-大中华区半导体_亚太：中国 CIO 云端、旧存储与边缘 AI 调研 Greater China Semiconductors Asia Pacific China CIO survey on cloud, old memory and edge AI.pdf|MS-大中华区半导体_亚太：中国 CIO 云端、旧存储与边缘 AI 调研 Greater China Semiconductors Asia Pacific China CIO survey on cloud, old memory and edge AI.pdf]] ### MS-寒武纪科技_亚太：借力中国 AI 国产化浪潮，供应链透明度提升 Cambricon Technology Corporation Asia Pacific Riding China's AI localization with improving supply visibility.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260507_0819__外资研报__MS-寒武纪科技_亚太：借力中国 AI 国产化浪潮，供应链透明度提升 Cambricon Technology Corporation Asia Pacific Riding China's AI localization with improving supply visibility.pdf|MS-寒武纪科技_亚太：借力中国 AI 国产化浪潮，供应链透明度提升 Cambricon Technology Corporation Asia Pacific Riding China's AI localization with improving supply visibility.pdf]] #### 预览 [[assets/docs/260507_0819__外资研报__MS-寒武纪科技_亚太：借力中国 AI 国产化浪潮，供应链透明度提升 Cambricon Technology Corporation Asia Pacific Riding China's AI localization with improving supply visibility.pdf|MS-寒武纪科技_亚太：借力中国 AI 国产化浪潮，供应链透明度提升 Cambricon Technology Corporation Asia Pacific Riding China's AI localization with improving supply visibility.pdf]] ### MS-天岳先进（SICC，688234）：亚太地区风险回报更新 SICC Co Ltd Asia Pacific Risk Reward Update.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260507_0819__外资研报__MS-天岳先进（SICC，688234）：亚太地区风险回报更新 SICC Co Ltd Asia Pacific Risk Reward Update.pdf|MS-天岳先进（SICC，688234）：亚太地区风险回报更新 SICC Co Ltd Asia Pacific Risk Reward Update.pdf]] #### 预览 [[assets/docs/260507_0819__外资研报__MS-天岳先进（SICC，688234）：亚太地区风险回报更新 SICC Co Ltd Asia Pacific Risk Reward Update.pdf|MS-天岳先进（SICC，688234）：亚太地区风险回报更新 SICC Co Ltd Asia Pacific Risk Reward Update.pdf]] ### MS-微软（北美）：2026 年第三季度财报结果 —— 迈向更新更好的阶段 Microsoft North America 3Q26 Results – Onto Newer and Better Things.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260507_0819__外资研报__MS-微软（北美）：2026 年第三季度财报结果 —— 迈向更新更好的阶段 Microsoft North America 3Q26 Results – Onto Newer and Better Things.pdf|MS-微软（北美）：2026 年第三季度财报结果 —— 迈向更新更好的阶段 Microsoft North America 3Q26 Results – Onto Newer and Better Things.pdf]] #### 预览 [[assets/docs/260507_0819__外资研报__MS-微软（北美）：2026 年第三季度财报结果 —— 迈向更新更好的阶段 Microsoft North America 3Q26 Results – Onto Newer and Better Things.pdf|MS-微软（北美）：2026 年第三季度财报结果 —— 迈向更新更好的阶段 Microsoft North America 3Q26 Results – Onto Newer and Better Things.pdf]] ### MS-亚马逊供应链服务初步看法-20260505.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260507_0819__外资研报__MS-亚马逊供应链服务初步看法-20260505.pdf|MS-亚马逊供应链服务初步看法-20260505.pdf]] #### 预览 [[assets/docs/260507_0819__外资研报__MS-亚马逊供应链服务初步看法-20260505.pdf|MS-亚马逊供应链服务初步看法-20260505.pdf]] ### MS-亚太区全球科技：2026 年全球科技展望 —— 双轮驱动的故事 Global Technology Asia Pacific Global Technology 2026 Outlook – A Tale of Two Halves.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260507_0819__外资研报__MS-亚太区全球科技：2026 年全球科技展望 —— 双轮驱动的故事 Global Technology Asia Pacific Global Technology 2026 Outlook – A Tale of Two Halves.pdf|MS-亚太区全球科技：2026 年全球科技展望 —— 双轮驱动的故事 Global Technology Asia Pacific Global Technology 2026 Outlook – A Tale of Two Halves.pdf]] #### 预览 [[assets/docs/260507_0819__外资研报__MS-亚太区全球科技：2026 年全球科技展望 —— 双轮驱动的故事 Global Technology Asia Pacific Global Technology 2026 Outlook – A Tale of Two Halves.pdf|MS-亚太区全球科技：2026 年全球科技展望 —— 双轮驱动的故事 Global Technology Asia Pacific Global Technology 2026 Outlook – A Tale of Two Halves.pdf]] ### MS-云半导体：催化剂前瞻 Cloud Semis：Catalyst Preview.pdf - 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North America 1Q26 Results – Growth + Profitability Remains Best in Class.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_