---
title: "#外资研报"
topic_id: 82255821445414252
created_at: 2026-05-08T07:48:43.572+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：370
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255821445414252)
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## 文档

### GS-解码智能体经济：AI 使用与利润率的即将到来的拐点 Decoding the Agentic Economy The Coming Inflection in AI Usage and Margins.pdf

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[[assets/docs/260508_0748__外资研报__GS-解码智能体经济：AI 使用与利润率的即将到来的拐点 Decoding the Agentic Economy The Coming Inflection in AI Usage and Margins.pdf|GS-解码智能体经济：AI 使用与利润率的即将到来的拐点 Decoding the Agentic Economy The Coming Inflection in AI Usage and Margins.pdf]]

### GS-浪潮信息 (000977.SZ)：AI服务器受益于芯片多元化与推理趋势；估值合理下调至中性 Inspur (000977.sz) AI servers to ride on diversifying AI chips and the growing inferencing trend; down to Neutral on fair valuation.pdf

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[[assets/docs/260508_0748__外资研报__GS-浪潮信息 (000977.SZ)：AI服务器受益于芯片多元化与推理趋势；估值合理下调至中性 Inspur (000977.sz) AI servers to ride on diversifying AI chips and the growing inferencing trend; down to Ne.pdf|GS-浪潮信息 (000977.SZ)：AI服务器受益于芯片多元化与推理趋势；估值合理下调至中性 Inspur (000977.sz) AI servers to ride on diversifying AI chips and the growing inferencing trend; down to Neutral on fair valuation.pdf]]

### GS-美国关税影响追踪：4月底至5月初进口同比转正 US Tariff Impact Tracker Imports Flip Positive YoY to End April and Start May.pdf

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[[assets/docs/260508_0748__外资研报__GS-美国关税影响追踪：4月底至5月初进口同比转正 US Tariff Impact Tracker Imports Flip Positive YoY to End April and Start May.pdf|GS-美国关税影响追踪：4月底至5月初进口同比转正 US Tariff Impact Tracker Imports Flip Positive YoY to End April and Start May.pdf]]

### GS-新易盛（300502.SZ）：800G 1.6T 光模块即将迎来出货放量；目标价上调至 737 元人民币；维持“买入” Eoptolink (300502.SZ) 800G1.6T optical modules shipment ramp-up ahead; TP raised to Rmb737; Buy.pdf

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[[assets/docs/260508_0748__外资研报__GS-新易盛（300502.SZ）：800G 1.6T 光模块即将迎来出货放量；目标价上调至 737 元人民币；维持“买入” Eoptolink (300502.SZ) 800G1.6T optical modules shipment ramp-up ahead; TP raised to Rmb737; Bu.pdf|GS-新易盛（300502.SZ）：800G 1.6T 光模块即将迎来出货放量；目标价上调至 737 元人民币；维持“买入” Eoptolink (300502.SZ) 800G1.6T optical modules shipment ramp-up ahead; TP raised to Rmb737; Buy.pdf]]

### GS-兆易创新 (603986)：特种DRAM与NOR Flash将驱动二、三季度环比增长；2026年一季报营收净利超预期；维持“买入”评级 GigaDevice (603986.SS) Specialty DRAM and NOR Flash to drive sequential growth in 2Q3Q; 1Q26 RevNI beat; Buy.pdf

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[[assets/docs/260508_0748__外资研报__GS-兆易创新 (603986)：特种DRAM与NOR Flash将驱动二、三季度环比增长；2026年一季报营收净利超预期；维持“买入”评级 GigaDevice (603986.SS) Specialty DRAM and NOR Flash to drive sequential growth in 2Q3Q.pdf|GS-兆易创新 (603986)：特种DRAM与NOR Flash将驱动二、三季度环比增长；2026年一季报营收净利超预期；维持“买入”评级 GigaDevice (603986.SS) Specialty DRAM and NOR Flash to drive sequential growth in 2Q3Q; 1Q26 RevNI beat; Buy.pdf]]

### GS-中国大宗商品：板块基本面追踪与2025财年盈利总结（锂及其他电动车金属）：未来锂周期走向 Tracking sector fundamentals and summary of 2025A earnings(lithium and other EV metals)：direction of the lithium cycle-20260430.pdf

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[[assets/docs/260508_0748__外资研报__GS-中国大宗商品：板块基本面追踪与2025财年盈利总结（锂及其他电动车金属）：未来锂周期走向 Tracking sector fundamentals and summary of 2025A earnings(lithium and other EV metals)：direction of the lith.pdf|GS-中国大宗商品：板块基本面追踪与2025财年盈利总结（锂及其他电动车金属）：未来锂周期走向 Tracking sector fundamentals and summary of 2025A earnings(lithium and other EV metals)：direction of the lithium cycle-20260430.pdf]]

### GS-中国台湾市场周报：外资大举流出拖累台积电下跌2%，台股收平；零售情绪仍偏正面，中国台湾一季度GDP大增13.7%超预期 TAIWAN WEEKLY KICKSTART TAIEX closed flat, weighed down by a 2% decline in TSMC amid strong foreign outflows, despite continued positive retail sentiment; Taiwan..pdf

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[[assets/docs/260508_0748__外资研报__GS-中国台湾市场周报：外资大举流出拖累台积电下跌2%，台股收平；零售情绪仍偏正面，中国台湾一季度GDP大增13.7%超预期 TAIWAN WEEKLY KICKSTART TAIEX closed flat, weighed down by a 2% decline in TSMC amid strong fo.pdf|GS-中国台湾市场周报：外资大举流出拖累台积电下跌2%，台股收平；零售情绪仍偏正面，中国台湾一季度GDP大增13.7%超预期 TAIWAN WEEKLY KICKSTART TAIEX closed flat, weighed down by a 2% decline in TSMC amid strong foreign outflows, despite continued positive retail sentiment; Taiwan..pdf]]

### GS-2026年4月AI采用追踪——企业采用率升至19.8% AI ADOPTION TRACKER April 2026 Adoption Rises to 19.8%.pdf

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[[assets/docs/260508_0748__外资研报__GS-2026年4月AI采用追踪——企业采用率升至19.8% AI ADOPTION TRACKER April 2026 Adoption Rises to 19.8%.pdf|GS-2026年4月AI采用追踪——企业采用率升至19.8% AI ADOPTION TRACKER April 2026 Adoption Rises to 19.8%.pdf]]

### GS-Arista（ANET）：2026 年第一季度回顾：业绩超预期并上调指引，供应约束压制上行空间与毛利率 Arista Networks Inc. (ANET) 1Q26 review：Beat and raise, supply constraints weigh on upside and GM%.pdf

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[[assets/docs/260508_0748__外资研报__GS-Arista（ANET）：2026 年第一季度回顾：业绩超预期并上调指引，供应约束压制上行空间与毛利率 Arista Networks Inc. (ANET) 1Q26 review：Beat and raise, supply constraints weigh on upside and GM%.pdf|GS-Arista（ANET）：2026 年第一季度回顾：业绩超预期并上调指引，供应约束压制上行空间与毛利率 Arista Networks Inc. (ANET) 1Q26 review：Beat and raise, supply constraints weigh on upside and GM%.pdf]]