---
title: "#外资研报"
topic_id: 22255842552841851
created_at: 2026-05-14T08:01:47.099+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：478
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255842552841851)
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## 文档

### MS-全球科技：智能体 AI—— 浪潮开启 Agentic AI – The Surge Begins.pdf

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[[assets/docs/260514_0801__外资研报__MS-全球科技：智能体 AI—— 浪潮开启 Agentic AI – The Surge Begins.pdf|MS-全球科技：智能体 AI—— 浪潮开启 Agentic AI – The Surge Begins.pdf]]

### MS-全球主题：AI 应用与工作的未来 —— 银行、科技及专业服务领域 AI Adoption and the Future of Work：Banks, Tech and Professional Services.pdf

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### MS-生物技术：西海岸生物医药调研之旅核心要点 Biotechnology North America Takeaways from MS West Coast Biotech Bus Tour.pdf

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[[assets/docs/260514_0801__外资研报__MS-生物技术：西海岸生物医药调研之旅核心要点 Biotechnology North America Takeaways from MS West Coast Biotech Bus Tour.pdf|MS-生物技术：西海岸生物医药调研之旅核心要点 Biotechnology North America Takeaways from MS West Coast Biotech Bus Tour.pdf]]

### MS-中国AI 2.0的宏观影响 Investor Presentation Asia Pacific Macro Implications of China AI 2.0.pdf

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- 本地资源：[[assets/docs/260514_0801__外资研报__MS-中国AI 2.0的宏观影响 Investor Presentation Asia Pacific Macro Implications of China AI 2.0.pdf|MS-中国AI 2.0的宏观影响 Investor Presentation Asia Pacific Macro Implications of China AI 2.0.pdf]]

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[[assets/docs/260514_0801__外资研报__MS-中国AI 2.0的宏观影响 Investor Presentation Asia Pacific Macro Implications of China AI 2.0.pdf|MS-中国AI 2.0的宏观影响 Investor Presentation Asia Pacific Macro Implications of China AI 2.0.pdf]]

### MS-中国AI 2-0进入新阶段-20260513.pdf

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- 本地资源：[[assets/docs/260514_0801__外资研报__MS-中国AI 2-0进入新阶段-20260513.pdf|MS-中国AI 2-0进入新阶段-20260513.pdf]]

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[[assets/docs/260514_0801__外资研报__MS-中国AI 2-0进入新阶段-20260513.pdf|MS-中国AI 2-0进入新阶段-20260513.pdf]]

### MS-大中华区科技半导体_亚太地区：5 月 MCU 现货价格：意法半导体 32 位产品环比下跌 7%，兆易创新 32 位产品环比下跌 11% May MCU Spot Prices：STM's 32-Bit down 7% MoM, while GD's 32-Bit down 11% MoM.pdf

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- 本地资源：[[assets/docs/260514_0801__外资研报__MS-大中华区科技半导体_亚太地区：5 月 MCU 现货价格：意法半导体 32 位产品环比下跌 7%，兆易创新 32 位产品环比下跌 11% May MCU Spot Prices：STM's 32-Bit down 7% MoM, while GD's 32-Bit down 11% MoM.pdf|MS-大中华区科技半导体_亚太地区：5 月 MCU 现货价格：意法半导体 32 位产品环比下跌 7%，兆易创新 32 位产品环比下跌 11% May MCU Spot Prices：STM's 32-Bit down 7% MoM, while GD's 32-Bit down 11% MoM.pdf]]

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[[assets/docs/260514_0801__外资研报__MS-大中华区科技半导体_亚太地区：5 月 MCU 现货价格：意法半导体 32 位产品环比下跌 7%，兆易创新 32 位产品环比下跌 11% May MCU Spot Prices：STM's 32-Bit down 7% MoM, while GD's 32-Bit down 11% MoM.pdf|MS-大中华区科技半导体_亚太地区：5 月 MCU 现货价格：意法半导体 32 位产品环比下跌 7%，兆易创新 32 位产品环比下跌 11% May MCU Spot Prices：STM's 32-Bit down 7% MoM, while GD's 32-Bit down 11% MoM.pdf]]

### MS-黄金进口关税上调-20260513.pdf

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- 本地资源：[[assets/docs/260514_0801__外资研报__MS-黄金进口关税上调-20260513.pdf|MS-黄金进口关税上调-20260513.pdf]]

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[[assets/docs/260514_0801__外资研报__MS-黄金进口关税上调-20260513.pdf|MS-黄金进口关税上调-20260513.pdf]]

### MS-快手科技_亚太地区：可灵寻求 200 亿美元独立融资 Kuaishou Technology Asia Pacific Kling seeks independent financing at US$20bn.pdf

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[[assets/docs/260514_0801__外资研报__MS-快手科技_亚太地区：可灵寻求 200 亿美元独立融资 Kuaishou Technology Asia Pacific Kling seeks independent financing at US$20bn.pdf|MS-快手科技_亚太地区：可灵寻求 200 亿美元独立融资 Kuaishou Technology Asia Pacific Kling seeks independent financing at US$20bn.pdf]]

### MS-欧洲软件动态：更多裁员与AI增效举措公布 Software Snippets Europe More Job Cut and AI Efficiency Pronouncements-20260510.pdf

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