--- title: "#外资研报" topic_id: 14422548524848822 created_at: 2026-05-07T08:18:06.450+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：514 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422548524848822) - 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 ### UBS-全球股票策略：为何更看好中美市场而非日本市场 Global Equity Strategy Why we prefer China and US to Japan.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260507_0818__外资研报__UBS-全球股票策略：为何更看好中美市场而非日本市场 Global Equity Strategy Why we prefer China and US to Japan.pdf|UBS-全球股票策略：为何更看好中美市场而非日本市场 Global Equity Strategy Why we prefer China and US to Japan.pdf]] #### 预览 [[assets/docs/260507_0818__外资研报__UBS-全球股票策略：为何更看好中美市场而非日本市场 Global Equity Strategy Why we prefer China and US to Japan.pdf|UBS-全球股票策略：为何更看好中美市场而非日本市场 Global Equity Strategy Why we prefer China and US to Japan.pdf]] ### UBS-全球宏观策略核心观点-20260505.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260507_0818__外资研报__UBS-全球宏观策略核心观点-20260505.pdf|UBS-全球宏观策略核心观点-20260505.pdf]] #### 预览 [[assets/docs/260507_0818__外资研报__UBS-全球宏观策略核心观点-20260505.pdf|UBS-全球宏观策略核心观点-20260505.pdf]] ### UBS-人形机器人行业洞察：中国研发热度持续升温；Optimus 或于夏季启动量产 Humanoid Robot Insight Development in China continues to heat up; potential Optimus production from summer.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260507_0818__外资研报__UBS-人形机器人行业洞察：中国研发热度持续升温；Optimus 或于夏季启动量产 Humanoid Robot Insight Development in China continues to heat up; potential Optimus production from summer.pdf|UBS-人形机器人行业洞察：中国研发热度持续升温；Optimus 或于夏季启动量产 Humanoid Robot Insight Development in China continues to heat up; potential Optimus production from summer.pdf]] #### 预览 [[assets/docs/260507_0818__外资研报__UBS-人形机器人行业洞察：中国研发热度持续升温；Optimus 或于夏季启动量产 Humanoid Robot Insight Development in China continues to heat up; potential Optimus production from summer.pdf|UBS-人形机器人行业洞察：中国研发热度持续升温；Optimus 或于夏季启动量产 Humanoid Robot Insight Development in China continues to heat up; potential Optimus production from summer.pdf]] ### UBS-日本宏观观察：日本央行汲取过往石油冲击的教训 Japan Macro Watch BoJ mindful of lessons from past oil shocks.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260507_0818__外资研报__UBS-日本宏观观察：日本央行汲取过往石油冲击的教训 Japan Macro Watch BoJ mindful of lessons from past oil shocks.pdf|UBS-日本宏观观察：日本央行汲取过往石油冲击的教训 Japan Macro Watch BoJ mindful of lessons from past oil shocks.pdf]] #### 预览 [[assets/docs/260507_0818__外资研报__UBS-日本宏观观察：日本央行汲取过往石油冲击的教训 Japan Macro Watch BoJ mindful of lessons from past oil shocks.pdf|UBS-日本宏观观察：日本央行汲取过往石油冲击的教训 Japan Macro Watch BoJ mindful of lessons from past oil shocks.pdf]] ### UBS-瑞银证据实验室：半导体分销商追踪 —— 分销商趋势持续向好 UBS Evidence Lab inside Semis Distributor Tracker - distributor trends remain supportive.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260507_0818__外资研报__UBS-瑞银证据实验室：半导体分销商追踪 —— 分销商趋势持续向好 UBS Evidence Lab inside Semis Distributor Tracker - distributor trends remain supportive.pdf|UBS-瑞银证据实验室：半导体分销商追踪 —— 分销商趋势持续向好 UBS Evidence Lab inside Semis Distributor Tracker - distributor trends remain supportive.pdf]] #### 预览 [[assets/docs/260507_0818__外资研报__UBS-瑞银证据实验室：半导体分销商追踪 —— 分销商趋势持续向好 UBS Evidence Lab inside Semis Distributor Tracker - distributor trends remain supportive.pdf|UBS-瑞银证据实验室：半导体分销商追踪 —— 分销商趋势持续向好 UBS Evidence Lab inside Semis Distributor Tracker - distributor trends remain supportive.pdf]] ### UBS-三美股份-603379-一季度净利润同比环比+26％+8％-20260428.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260507_0818__外资研报__UBS-三美股份-603379-一季度净利润同比环比+26％+8％-20260428.pdf|UBS-三美股份-603379-一季度净利润同比环比+26％+8％-20260428.pdf]] #### 预览 [[assets/docs/260507_0818__外资研报__UBS-三美股份-603379-一季度净利润同比环比+26％+8％-20260428.pdf|UBS-三美股份-603379-一季度净利润同比环比+26％+8％-20260428.pdf]] ### UBS-鹏鼎控股：2026 年一季度业绩：毛利率改善被运营费用及汇率因素导致的净利润不及预期所掩盖 Avary Holding Shenzhen：Q126 results：GPM beat masked by opex and FX-driven NP miss.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### UBS-苹果公司：供应链韧性与强劲的 iPhone_Mac 需求推动业绩超预期且 6 月展望向好 Apple Inc. Supply chain resiliency and strong iPhone_Mac demand drive a beat and solid June outlook.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260507_0818__外资研报__UBS-苹果公司：供应链韧性与强劲的 iPhone_Mac 需求推动业绩超预期且 6 月展望向好 Apple Inc. Supply chain resiliency and strong iPhone_Mac demand drive a beat and solid June outlook.pdf|UBS-苹果公司：供应链韧性与强劲的 iPhone_Mac 需求推动业绩超预期且 6 月展望向好 Apple Inc. Supply chain resiliency and strong iPhone_Mac demand drive a beat and solid June outlook.pdf]] #### 预览 [[assets/docs/260507_0818__外资研报__UBS-苹果公司：供应链韧性与强劲的 iPhone_Mac 需求推动业绩超预期且 6 月展望向好 Apple Inc. Supply chain resiliency and strong iPhone_Mac demand drive a beat and solid June outlook.pdf|UBS-苹果公司：供应链韧性与强劲的 iPhone_Mac 需求推动业绩超预期且 6 月展望向好 Apple Inc. Supply chain resiliency and strong iPhone_Mac demand drive a beat and solid June outlook.pdf]] ### UBS-全球策略：13条（对比6+2条）战术性偏好大盘股而非小盘股的理由-20260504 Global Strategy 13（vs 6+2）Reasons To Tactically Favour Large Caps over Small Caps.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260507_0818__外资研报__UBS-全球策略：13条（对比6+2条）战术性偏好大盘股而非小盘股的理由-20260504 Global Strategy 13（vs 6+2）Reasons To Tactically Favour Large Caps over Small Caps.pdf|UBS-全球策略：13条（对比6+2条）战术性偏好大盘股而非小盘股的理由-20260504 Global Strategy 13（vs 6+2）Reasons To Tactically Favour Large Caps over Small Caps.pdf]] #### 预览 [[assets/docs/260507_0818__外资研报__UBS-全球策略：13条（对比6+2条）战术性偏好大盘股而非小盘股的理由-20260504 Global Strategy 13（vs 6+2）Reasons To Tactically Favour Large Caps over Small Caps.pdf|UBS-全球策略：13条（对比6+2条）战术性偏好大盘股而非小盘股的理由-20260504 Global Strategy 13（vs 6+2）Reasons To Tactically Favour Large Caps over Small Caps.pdf]]