#外资研报
- 序号：502
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- 附件：图片 0，音频 0，文档 9
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Nomura-China Auto EV：Expert call： market’s key focus on large~size SUVs while demand remains muted-260503.pdf
- 状态：downloaded
- 错误：
- 本地资源：Nomura-China Auto EV：Expert call： market’s key focus on large~size SUVs while demand remains muted-260503.pdf
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Nomura-风华高科：行业上行周期下盈利有望迎来复苏 Fenghua Advanced Tech Earnings recovery ahead on sector upcycle.pdf
- 状态：downloaded
- 错误：
- 本地资源：Nomura-风华高科：行业上行周期下盈利有望迎来复苏 Fenghua Advanced Tech Earnings recovery ahead on sector upcycle.pdf
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Nomura-风华高科：行业上行周期下盈利有望迎来复苏 Fenghua Advanced Tech Earnings recovery ahead on sector upcycle.pdf
Nomura-全球 AI 趋势追踪：解读全球超大规模云厂商 3 月季度业绩 Global AI Trend Tracker Read through of global hyperscalers' March quarter results.pdf
- 状态：downloaded
- 错误：
- 本地资源：Nomura-全球 AI 趋势追踪：解读全球超大规模云厂商 3 月季度业绩 Global AI Trend Tracker Read through of global hyperscalers' March quarter results.pdf
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Nomura-胜宏科技：将迎来新一轮 AI PCB 升级周期，首次覆盖给予买入评级 Victory Giant Eyeing a new AI PCB upgrade cycle; initiate coverage at Buy.pdf
- 状态：downloaded
- 错误：
- 本地资源：Nomura-胜宏科技：将迎来新一轮 AI PCB 升级周期，首次覆盖给予买入评级 Victory Giant Eyeing a new AI PCB upgrade cycle; initiate coverage at Buy.pdf
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Nomura-亚洲洞察：中国：4 月官方制造业 PMI 维持在荣枯线 50 上方 Asia Insights China：Official manufacturing PMI stays above 50 in April.pdf
- 状态：downloaded
- 错误：
- 本地资源：Nomura-亚洲洞察：中国：4 月官方制造业 PMI 维持在荣枯线 50 上方 Asia Insights China：Official manufacturing PMI stays above 50 in April.pdf
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MS-中国云与数据中心：实地调研心得：市场低估了乐观预期 China Cloud and Data Centers Asia Pacific Field trip takeaways underappreciated optimism.pdf
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MS-中微公司（688012）：亚太地区风险回报更新 Advanced Micro-Fabrication Equipment Inc Asia Pacific Risk Reward Update.pdf
- 状态：downloaded
- 错误：
- 本地资源：MS-中微公司（688012）：亚太地区风险回报更新 Advanced Micro-Fabrication Equipment Inc Asia Pacific Risk Reward Update.pdf
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MS-中远海控（1919.HK）：2026 年一季度业绩简报要点 COSCO Shipping Holdings Ltd Asia Pacific 1Q26 Results Briefing Takeaways.pdf
- 状态：downloaded
- 错误：
- 本地资源：MS-中远海控（1919.HK）：2026 年一季度业绩简报要点 COSCO Shipping Holdings Ltd Asia Pacific 1Q26 Results Briefing Takeaways.pdf
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Nomura-Asia Apple supply chain：Apple results – strength from iPhone and Mac-260501.pdf
- 状态：downloaded
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- 本地资源：Nomura-Asia Apple supply chain：Apple results – strength from iPhone and Mac-260501.pdf
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Nomura-Asia Apple supply chain：Apple results – strength from iPhone and Mac-260501.pdf