--- title: "#外资研报" topic_id: 45544851224212428 created_at: 2026-05-08T07:48:29.320+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：372 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544851224212428) - 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-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 - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260508_0748__外资研报__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-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]] #### 预览 [[assets/docs/260508_0748__外资研报__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-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 - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260508_0748__外资研报__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-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]] #### 预览 [[assets/docs/260508_0748__外资研报__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-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 - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### 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 - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260508_0748__外资研报__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]] #### 预览 [[assets/docs/260508_0748__外资研报__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 - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260508_0748__外资研报__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]] #### 预览 [[assets/docs/260508_0748__外资研报__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 - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260508_0748__外资研报__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-美国股票策略：2026年第一季度业绩跟踪 US Equity Strategy 1Q26 Earnings Brief：May 05.pdf]] #### 预览 [[assets/docs/260508_0748__外资研报__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 - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260508_0748__外资研报__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-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]] #### 预览 [[assets/docs/260508_0748__外资研报__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-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 - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260508_0748__外资研报__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-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]] #### 预览 [[assets/docs/260508_0748__外资研报__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-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 - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260508_0748__外资研报__UBS-UBS四月商务机飞行追踪报告-20260507.pdf|UBS-UBS四月商务机飞行追踪报告-20260507.pdf]] #### 预览 [[assets/docs/260508_0748__外资研报__UBS-UBS四月商务机飞行追踪报告-20260507.pdf|UBS-UBS四月商务机飞行追踪报告-20260507.pdf]]