--- title: "#外资研报" topic_id: 22255842552841421 created_at: 2026-05-14T08:02:16.221+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：475 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255842552841421) - 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 ### Citi-阿里巴巴集团 (9988.HK, BABA)：解读阿里云 AI 全栈并引入 MaaS 收入预测 Alibaba Group Holding (9988.HK, BABA) Decoding Alibaba Cloud AI Full Stack & Introduce MaaS Revs Forecast.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260514_0802__外资研报__Citi-阿里巴巴集团 (9988.HK, BABA)：解读阿里云 AI 全栈并引入 MaaS 收入预测 Alibaba Group Holding (9988.HK, BABA) Decoding Alibaba Cloud AI Full Stack & Introduce MaaS Revs Forecas.pdf|Citi-阿里巴巴集团 (9988.HK, BABA)：解读阿里云 AI 全栈并引入 MaaS 收入预测 Alibaba Group Holding (9988.HK, BABA) Decoding Alibaba Cloud AI Full Stack & Introduce MaaS Revs Forecast.pdf]] #### 预览 [[assets/docs/260514_0802__外资研报__Citi-阿里巴巴集团 (9988.HK, BABA)：解读阿里云 AI 全栈并引入 MaaS 收入预测 Alibaba Group Holding (9988.HK, BABA) Decoding Alibaba Cloud AI Full Stack & Introduce MaaS Revs Forecas.pdf|Citi-阿里巴巴集团 (9988.HK, BABA)：解读阿里云 AI 全栈并引入 MaaS 收入预测 Alibaba Group Holding (9988.HK, BABA) Decoding Alibaba Cloud AI Full Stack & Introduce MaaS Revs Forecast.pdf]] ### Citi-黄金进口税上调：供给风险大于需求风险-20260513.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260514_0802__外资研报__Citi-黄金进口税上调：供给风险大于需求风险-20260513.pdf|Citi-黄金进口税上调：供给风险大于需求风险-20260513.pdf]] #### 预览 [[assets/docs/260514_0802__外资研报__Citi-黄金进口税上调：供给风险大于需求风险-20260513.pdf|Citi-黄金进口税上调：供给风险大于需求风险-20260513.pdf]] ### Citrini-半导体备忘录：供应链传承.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### Goldman Sachs-GLOBAL ECONOMICS ANALYST AI Agents， Intangible Capital， and the Next Superstars-260512.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### GS-ACM Research (ACMR.US)：CEO 电话会跟进：迁移至先进工具提升产品性能；PECVD Track 扩产按计划推进 ACM Research (ACMR) CEO follow up call Migration to advanced tools with enhanced product performance; PECVD_Track expansion on track;.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260514_0802__外资研报__GS-ACM Research (ACMR.US)：CEO 电话会跟进：迁移至先进工具提升产品性能；PECVD Track 扩产按计划推进 ACM Research (ACMR) CEO follow up call Migration to advanced tools with enhanced produc.pdf|GS-ACM Research (ACMR.US)：CEO 电话会跟进：迁移至先进工具提升产品性能；PECVD Track 扩产按计划推进 ACM Research (ACMR) CEO follow up call Migration to advanced tools with enhanced product performance; PECVD_Track expansion on track;.pdf]] #### 预览 [[assets/docs/260514_0802__外资研报__GS-ACM Research (ACMR.US)：CEO 电话会跟进：迁移至先进工具提升产品性能；PECVD Track 扩产按计划推进 ACM Research (ACMR) CEO follow up call Migration to advanced tools with enhanced produc.pdf|GS-ACM Research (ACMR.US)：CEO 电话会跟进：迁移至先进工具提升产品性能；PECVD Track 扩产按计划推进 ACM Research (ACMR) CEO follow up call Migration to advanced tools with enhanced product performance; PECVD_Track expansion on track;.pdf]] ### GS-爱尔眼科（300015）：机构交流会核心要点——客单价提升驱动收入增长，全球化布局提速 Aier Eye Hospital (300015.SZ)：Group meeting key takeaways ASP expansion to drive revenue growth; Eyes on global market.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### GS-把脉中国互联网：展望巨头一季度财报 NAVIGATING CHINA INTERNET What to expect into mega-caps 1Q prints.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### Bernstein-中国半导体行业：中国智能驾驶芯片追踪报告（2026年第一季度）：受电动车销量疲软影响，NOA渗透率暂时回落至32% China Semiconductors China Smart Driving Chips Tracker (1Q26)：NOA penetration temporarily dropped to 32% with weaker EV sales.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260514_0802__外资研报__Bernstein-中国半导体行业：中国智能驾驶芯片追踪报告（2026年第一季度）：受电动车销量疲软影响，NOA渗透率暂时回落至32% China Semiconductors China Smart Driving Chips Tracker (1Q26)：NOA penetration temporarily.pdf|Bernstein-中国半导体行业：中国智能驾驶芯片追踪报告（2026年第一季度）：受电动车销量疲软影响，NOA渗透率暂时回落至32% China Semiconductors China Smart Driving Chips Tracker (1Q26)：NOA penetration temporarily dropped to 32% with weaker EV sales.pdf]] #### 预览 [[assets/docs/260514_0802__外资研报__Bernstein-中国半导体行业：中国智能驾驶芯片追踪报告（2026年第一季度）：受电动车销量疲软影响，NOA渗透率暂时回落至32% China Semiconductors China Smart Driving Chips Tracker (1Q26)：NOA penetration temporarily.pdf|Bernstein-中国半导体行业：中国智能驾驶芯片追踪报告（2026年第一季度）：受电动车销量疲软影响，NOA渗透率暂时回落至32% China Semiconductors China Smart Driving Chips Tracker (1Q26)：NOA penetration temporarily dropped to 32% with weaker EV sales.pdf]] ### Cerebras IPO路演：晶圆级处理器如何以15倍速度优势赢得OpenAI超200亿美元合同.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_