--- title: "#外资研报" topic_id: 82255848885854252 created_at: 2026-05-12T08:17:50.441+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：384 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255848885854252) - 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 ### Nomura-中国汽车_EV：2026 年 4 月国内市场需求依旧低迷 China AutoEV Apr-26 local market demand remains unexciting.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### Nomura-中国汽车_EV：专家电话会议：市场聚焦大型 SUV，整体需求仍低迷 China AutoEV Expert call market’s key focus on large-size SUVs while demand remains muted.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### UBS-美国半导体 探索智能体 AI 对 CPU 市场的影响 US Semiconductors Exploring the Impact of Agentic AI on the CPU Market.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260512_0817__外资研报__UBS-美国半导体 探索智能体 AI 对 CPU 市场的影响 US Semiconductors Exploring the Impact of Agentic AI on the CPU Market.pdf|UBS-美国半导体 探索智能体 AI 对 CPU 市场的影响 US Semiconductors Exploring the Impact of Agentic AI on the CPU Market.pdf]] #### 预览 [[assets/docs/260512_0817__外资研报__UBS-美国半导体 探索智能体 AI 对 CPU 市场的影响 US Semiconductors Exploring the Impact of Agentic AI on the CPU Market.pdf|UBS-美国半导体 探索智能体 AI 对 CPU 市场的影响 US Semiconductors Exploring the Impact of Agentic AI on the CPU Market.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 HOLT.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### UBS-先导智能（300450）——估值已透支新技术与资本开支预期，下调至卖出评级 Wuxi Lead Intelligent Equipment Priced for elevated expectations on new tech and capex extrapolation; downgrade to Sell.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### UBS-英伟达（NVDA.US）：中国台湾3月出口强势反弹后，4月数据回归常态 NVIDIA Corp April Taiwan Export Data Normalizes After Strong March Rebound.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### UBS-中国房地产专家电话会要点：上海和深圳房价是否正在触底？ China Property Expert call takeaway are Shanghai and Shenzhen property prices bottoming.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260512_0817__外资研报__UBS-中国房地产专家电话会要点：上海和深圳房价是否正在触底？ China Property Expert call takeaway are Shanghai and Shenzhen property prices bottoming.pdf|UBS-中国房地产专家电话会要点：上海和深圳房价是否正在触底？ China Property Expert call takeaway are Shanghai and Shenzhen property prices bottoming.pdf]] #### 预览 [[assets/docs/260512_0817__外资研报__UBS-中国房地产专家电话会要点：上海和深圳房价是否正在触底？ China Property Expert call takeaway are Shanghai and Shenzhen property prices bottoming.pdf|UBS-中国房地产专家电话会要点：上海和深圳房价是否正在触底？ China Property Expert call takeaway are Shanghai and Shenzhen property prices bottoming.pdf]] ### Nomura-亚洲苹果供应链：苹果财报：iPhone 与 Mac 业务表现强劲 Asia Apple supply chain Apple results – strength from iPhone and Mac.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260512_0817__外资研报__Nomura-亚洲苹果供应链：苹果财报：iPhone 与 Mac 业务表现强劲 Asia Apple supply chain Apple results – strength from iPhone and Mac.pdf|Nomura-亚洲苹果供应链：苹果财报：iPhone 与 Mac 业务表现强劲 Asia Apple supply chain Apple results – strength from iPhone and Mac.pdf]] #### 预览 [[assets/docs/260512_0817__外资研报__Nomura-亚洲苹果供应链：苹果财报：iPhone 与 Mac 业务表现强劲 Asia Apple supply chain Apple results – strength from iPhone and Mac.pdf|Nomura-亚洲苹果供应链：苹果财报：iPhone 与 Mac 业务表现强劲 Asia Apple supply chain Apple results – strength from iPhone and Mac.pdf]] ### Nomura-中国：上调贸易增长预测 Asia Insights China Raising our trade growth forecasts.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260512_0817__外资研报__Nomura-中国：上调贸易增长预测 Asia Insights China Raising our trade growth forecasts.pdf|Nomura-中国：上调贸易增长预测 Asia Insights China Raising our trade growth forecasts.pdf]] #### 预览 [[assets/docs/260512_0817__外资研报__Nomura-中国：上调贸易增长预测 Asia Insights China Raising our trade growth forecasts.pdf|Nomura-中国：上调贸易增长预测 Asia Insights China Raising our trade growth forecasts.pdf]]