--- title: "#外资研报" topic_id: 45544851842441518 created_at: 2026-05-07T08:19:16.770+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：502 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544851842441518) - 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 ### 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：[[assets/docs/260507_0819__外资研报__Nomura-China Auto EV：Expert call： market’s key focus on large~size SUVs while demand remains muted-260503.pdf|Nomura-China Auto EV：Expert call： market’s key focus on large~size SUVs while demand remains muted-260503.pdf]] #### 预览 [[assets/docs/260507_0819__外资研报__Nomura-China Auto EV：Expert call： market’s key focus on large~size SUVs while demand remains muted-260503.pdf|Nomura-China Auto EV：Expert call： market’s key focus on large~size SUVs while demand remains muted-260503.pdf]] ### 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：[[assets/docs/260507_0819__外资研报__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-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]] #### 预览 [[assets/docs/260507_0819__外资研报__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-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：[[assets/docs/260507_0819__外资研报__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|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]] #### 预览 [[assets/docs/260507_0819__外资研报__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|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]] ### 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：[[assets/docs/260507_0819__外资研报__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|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]] #### 预览 [[assets/docs/260507_0819__外资研报__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|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]] ### 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：[[assets/docs/260507_0819__外资研报__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|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]] #### 预览 [[assets/docs/260507_0819__外资研报__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|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]] ### 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 - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### 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：[[assets/docs/260507_0819__外资研报__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|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]] #### 预览 [[assets/docs/260507_0819__外资研报__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|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]] ### 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：[[assets/docs/260507_0819__外资研报__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|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]] #### 预览 [[assets/docs/260507_0819__外资研报__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|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]] ### Nomura-Asia Apple supply chain：Apple results – strength from iPhone and Mac-260501.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260507_0819__外资研报__Nomura-Asia Apple supply chain：Apple results – strength from iPhone and Mac-260501.pdf|Nomura-Asia Apple supply chain：Apple results – strength from iPhone and Mac-260501.pdf]] #### 预览 [[assets/docs/260507_0819__外资研报__Nomura-Asia Apple supply chain：Apple results – strength from iPhone and Mac-260501.pdf|Nomura-Asia Apple supply chain：Apple results – strength from iPhone and Mac-260501.pdf]]