#外资研报

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UBS-伯克希尔·哈撒韦 (BRKa.US):原则延续,聚焦运营改善 Berkshire Hathaway Inc Continuity of Principles with Focus on Improvement.pdf

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UBS-伯克希尔·哈撒韦 (BRKa.US):原则延续,聚焦运营改善 Berkshire Hathaway Inc Continuity of Principles with Focus on Improvement.pdf

UBS-东方电气 (600875.SH):首个北美燃气轮机出口订单落地,重申“买入”评级 Dongfang Electric Corporation Reiterate Buy rating on first North America gas turbine export order.pdf

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UBS-东方电气 (600875.SH):首个北美燃气轮机出口订单落地,重申“买入”评级 Dongfang Electric Corporation Reiterate Buy rating on first North America gas turbine export order.pdf

UBS-美国半导体与半导体设备行业 SemiBytes:PMI数据、模拟芯片业绩回顾、半导体Gamma机会、拥挤度分析、超大规模云厂商资本开支及HOLT视角下的硬盘股 US Semiconductors and Semi Equipment SemiBytes ISMPMI and Analog Earnings So Far, Semis Gamma Rentals, Crowding, Hyperscaler Capex, HDDs in H.pdf

UBS-美国电力行业:独立发电商(IPP)的DCF估值支持看涨观点 US Power DCF Valuations For IPPs Support Bullish View.pdf

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UBS-美国电力行业:独立发电商(IPP)的DCF估值支持看涨观点 US Power DCF Valuations For IPPs Support Bullish View.pdf

UBS-美国电气设备与多元工业:财报季迄今的十大要点 US Electrical Equipment & Multi-Industry Top 10 takes from earnings (so far...).pdf

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UBS-美国电气设备与多元工业:财报季迄今的十大要点 US Electrical Equipment & Multi-Industry Top 10 takes from earnings (so far...).pdf

UBS-美国股票策略:2026年第一季度业绩跟踪 US Equity Strategy 1Q26 Earnings Brief:May 05.pdf

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UBS-美国股票策略:2026年第一季度业绩跟踪 US Equity Strategy 1Q26 Earnings Brief:May 05.pdf

UBS-美国软件行业:建筑活动保持韧性;AI 仍处于早期阶段 U.S. Software Construction Activity Holds Up; AI Remains Early.pdf

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UBS-美国软件行业:建筑活动保持韧性;AI 仍处于早期阶段 U.S. Software Construction Activity Holds Up; AI Remains Early.pdf

UBS-诺基亚(Nokia):AI 领域的实质性进展已反映在股价中 Nokia Tangible progress in AI is in the price.pdf

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UBS-诺基亚(Nokia):AI 领域的实质性进展已反映在股价中 Nokia Tangible progress in AI is in the price.pdf

UBS-UBS四月商务机飞行追踪报告-20260507.pdf

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UBS-UBS四月商务机飞行追踪报告-20260507.pdf