---
title: "#外资研报"
topic_id: 22255821854551881
created_at: 2026-05-07T08:19:03.943+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：504
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255821854551881)
- 附件：图片 0，音频 0，文档 9
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## 文档

### The Information-How Nadella and Altman Averted a Legal War Over AWS.pdf

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- 本地资源：[[assets/docs/260507_0819__外资研报__The Information-How Nadella and Altman Averted a Legal War Over AWS.pdf|The Information-How Nadella and Altman Averted a Legal War Over AWS.pdf]]

#### 预览

[[assets/docs/260507_0819__外资研报__The Information-How Nadella and Altman Averted a Legal War Over AWS.pdf|The Information-How Nadella and Altman Averted a Legal War Over AWS.pdf]]

### UBS-Alphabet（GOOGL）：26 财年第一财季初读 Alphabet Inc. - Class A GOOGL 1Q26 First Read.pdf

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- 本地资源：[[assets/docs/260507_0819__外资研报__UBS-Alphabet（GOOGL）：26 财年第一财季初读 Alphabet Inc. - Class A GOOGL 1Q26 First Read.pdf|UBS-Alphabet（GOOGL）：26 财年第一财季初读 Alphabet Inc. - Class A GOOGL 1Q26 First Read.pdf]]

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[[assets/docs/260507_0819__外资研报__UBS-Alphabet（GOOGL）：26 财年第一财季初读 Alphabet Inc. - Class A GOOGL 1Q26 First Read.pdf|UBS-Alphabet（GOOGL）：26 财年第一财季初读 Alphabet Inc. - Class A GOOGL 1Q26 First Read.pdf]]

### UBS-Alphabet公司（GOOGL.US）_A 类股：市场对营收预期已追上，但成本 资本开支将上升 Alphabet Inc. - Class A：Street Catches up to Revenue, but Costs_CapEx Will Now Rise.pdf

- 状态：failed
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### UBS-ASX黄金生产商对比与合并分析-20260505.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/260507_0819__外资研报__UBS-ASX黄金生产商对比与合并分析-20260505.pdf|UBS-ASX黄金生产商对比与合并分析-20260505.pdf]]

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[[assets/docs/260507_0819__外资研报__UBS-ASX黄金生产商对比与合并分析-20260505.pdf|UBS-ASX黄金生产商对比与合并分析-20260505.pdf]]

### UBS-China A~Share Style Guide：Low Risk and Value factors down in risk~on sentiment-260504.pdf

- 状态：failed
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### SemiAnalysis-AI Value Capture - The Shift To Model Labs.pdf

- 状态：downloaded
- 错误：
- 本地资源：[[assets/docs/260507_0819__外资研报__SemiAnalysis-AI Value Capture - The Shift To Model Labs.pdf|SemiAnalysis-AI Value Capture - The Shift To Model Labs.pdf]]

#### 预览

[[assets/docs/260507_0819__外资研报__SemiAnalysis-AI Value Capture - The Shift To Model Labs.pdf|SemiAnalysis-AI Value Capture - The Shift To Model Labs.pdf]]

### SemiAnalysis-AI 价值捕获 - 向模型实验室的转移 --- AI Value Capture - The Shift To Model Labs.pdf

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- 本地资源：[[assets/docs/260507_0819__外资研报__SemiAnalysis-AI 价值捕获 - 向模型实验室的转移 --- AI Value Capture - The Shift To Model Labs.pdf|SemiAnalysis-AI 价值捕获 - 向模型实验室的转移 --- AI Value Capture - The Shift To Model Labs.pdf]]

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[[assets/docs/260507_0819__外资研报__SemiAnalysis-AI 价值捕获 - 向模型实验室的转移 --- AI Value Capture - The Shift To Model Labs.pdf|SemiAnalysis-AI 价值捕获 - 向模型实验室的转移 --- AI Value Capture - The Shift To Model Labs.pdf]]

### Nomura-阳光电源：因风险回报比趋于中性下调评级 Sungrow Power Supply Downgrade to Neutral on balanced risk_reward.pdf

- 状态：downloaded
- 错误：
- 本地资源：[[assets/docs/260507_0819__外资研报__Nomura-阳光电源：因风险回报比趋于中性下调评级 Sungrow Power Supply Downgrade to Neutral on balanced risk_reward.pdf|Nomura-阳光电源：因风险回报比趋于中性下调评级 Sungrow Power Supply Downgrade to Neutral on balanced risk_reward.pdf]]

#### 预览

[[assets/docs/260507_0819__外资研报__Nomura-阳光电源：因风险回报比趋于中性下调评级 Sungrow Power Supply Downgrade to Neutral on balanced risk_reward.pdf|Nomura-阳光电源：因风险回报比趋于中性下调评级 Sungrow Power Supply Downgrade to Neutral on balanced risk_reward.pdf]]

### Nomura-专家系列讲座：关于 CRESS 及关键挑战的见解 Expert speaker series Insights on CRESS and key challenges.pdf

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- 错误：
- 本地资源：[[assets/docs/260507_0819__外资研报__Nomura-专家系列讲座：关于 CRESS 及关键挑战的见解 Expert speaker series Insights on CRESS and key challenges.pdf|Nomura-专家系列讲座：关于 CRESS 及关键挑战的见解 Expert speaker series Insights on CRESS and key challenges.pdf]]

#### 预览

[[assets/docs/260507_0819__外资研报__Nomura-专家系列讲座：关于 CRESS 及关键挑战的见解 Expert speaker series Insights on CRESS and key challenges.pdf|Nomura-专家系列讲座：关于 CRESS 及关键挑战的见解 Expert speaker series Insights on CRESS and key challenges.pdf]]