--- title: "#外资研报" topic_id: 55522145225144844 created_at: 2026-05-14T08:01:35.957+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：479 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522145225144844) - 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-科达利（002850）——管理层交流要点：增长势头强劲 Key Call：Shenzhen Kedali Industry Management call takeaways：robust growth momentum.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260514_0801__外资研报__UBS-科达利（002850）——管理层交流要点：增长势头强劲 Key Call：Shenzhen Kedali Industry Management call takeaways：robust growth momentum.pdf|UBS-科达利（002850）——管理层交流要点：增长势头强劲 Key Call：Shenzhen Kedali Industry Management call takeaways：robust growth momentum.pdf]] #### 预览 [[assets/docs/260514_0801__外资研报__UBS-科达利（002850）——管理层交流要点：增长势头强劲 Key Call：Shenzhen Kedali Industry Management call takeaways：robust growth momentum.pdf|UBS-科达利（002850）——管理层交流要点：增长势头强劲 Key Call：Shenzhen Kedali Industry Management call takeaways：robust growth momentum.pdf]] ### UBS-科伦药业（002422.SZ）——科伦集团投资者日核心要点 Kelun Pharmaceutical Takeaways from Kelun Group's investor day.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260514_0801__外资研报__UBS-科伦药业（002422.SZ）——科伦集团投资者日核心要点 Kelun Pharmaceutical Takeaways from Kelun Group's investor day.pdf|UBS-科伦药业（002422.SZ）——科伦集团投资者日核心要点 Kelun Pharmaceutical Takeaways from Kelun Group's investor day.pdf]] #### 预览 [[assets/docs/260514_0801__外资研报__UBS-科伦药业（002422.SZ）——科伦集团投资者日核心要点 Kelun Pharmaceutical Takeaways from Kelun Group's investor day.pdf|UBS-科伦药业（002422.SZ）——科伦集团投资者日核心要点 Kelun Pharmaceutical Takeaways from Kelun Group's investor day.pdf]] ### UBS-欧洲经济展望：欧洲央行观察 European Economic Perspectives European Central Bank Watch-20260408.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260514_0801__外资研报__UBS-欧洲经济展望：欧洲央行观察 European Economic Perspectives European Central Bank Watch-20260408.pdf|UBS-欧洲经济展望：欧洲央行观察 European Economic Perspectives European Central Bank Watch-20260408.pdf]] #### 预览 [[assets/docs/260514_0801__外资研报__UBS-欧洲经济展望：欧洲央行观察 European Economic Perspectives European Central Bank Watch-20260408.pdf|UBS-欧洲经济展望：欧洲央行观察 European Economic Perspectives European Central Bank Watch-20260408.pdf]] ### UBS-泡泡玛特（9992.HK）2026年一季度业绩前瞻——热潮退去后回归常态 Pop Mart International Group Q126E preview：Navigating the post-hype normalization.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260514_0801__外资研报__UBS-泡泡玛特（9992.HK）2026年一季度业绩前瞻——热潮退去后回归常态 Pop Mart International Group Q126E preview：Navigating the post-hype normalization.pdf|UBS-泡泡玛特（9992.HK）2026年一季度业绩前瞻——热潮退去后回归常态 Pop Mart International Group Q126E preview：Navigating the post-hype normalization.pdf]] #### 预览 [[assets/docs/260514_0801__外资研报__UBS-泡泡玛特（9992.HK）2026年一季度业绩前瞻——热潮退去后回归常态 Pop Mart International Group Q126E preview：Navigating the post-hype normalization.pdf|UBS-泡泡玛特（9992.HK）2026年一季度业绩前瞻——热潮退去后回归常态 Pop Mart International Group Q126E preview：Navigating the post-hype normalization.pdf]] ### UBS-三环集团（300408）MLCC及SOFC业务超预期，上调盈利预测与目标价 Chaozhou Three-Circle MLCC and SOFC segments beat our estimates; lift earnings estimates and price target.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260514_0801__外资研报__UBS-三环集团（300408）MLCC及SOFC业务超预期，上调盈利预测与目标价 Chaozhou Three-Circle MLCC and SOFC segments beat our estimates; lift earnings estimates and price target.pdf|UBS-三环集团（300408）MLCC及SOFC业务超预期，上调盈利预测与目标价 Chaozhou Three-Circle MLCC and SOFC segments beat our estimates; lift earnings estimates and price target.pdf]] #### 预览 [[assets/docs/260514_0801__外资研报__UBS-三环集团（300408）MLCC及SOFC业务超预期，上调盈利预测与目标价 Chaozhou Three-Circle MLCC and SOFC segments beat our estimates; lift earnings estimates and price target.pdf|UBS-三环集团（300408）MLCC及SOFC业务超预期，上调盈利预测与目标价 Chaozhou Three-Circle MLCC and SOFC segments beat our estimates; lift earnings estimates and price target.pdf]] ### MS-中国材料：从香港LME周中获悉的要点 China Materials Asia Pacific What We Learned from LME Week in Hong Kong.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260514_0801__外资研报__MS-中国材料：从香港LME周中获悉的要点 China Materials Asia Pacific What We Learned from LME Week in Hong Kong.pdf|MS-中国材料：从香港LME周中获悉的要点 China Materials Asia Pacific What We Learned from LME Week in Hong Kong.pdf]] #### 预览 [[assets/docs/260514_0801__外资研报__MS-中国材料：从香港LME周中获悉的要点 China Materials Asia Pacific What We Learned from LME Week in Hong Kong.pdf|MS-中国材料：从香港LME周中获悉的要点 China Materials Asia Pacific What We Learned from LME Week in Hong Kong.pdf]] ### MS-中国材料：矿产资源法新实施条例更新——对锂产业的潜在影响 China Materials Asia Pacific New Mineral Resources Law Update：Potential Impact on Lithium.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260514_0801__外资研报__MS-中国材料：矿产资源法新实施条例更新——对锂产业的潜在影响 China Materials Asia Pacific New Mineral Resources Law Update：Potential Impact on Lithium.pdf|MS-中国材料：矿产资源法新实施条例更新——对锂产业的潜在影响 China Materials Asia Pacific New Mineral Resources Law Update：Potential Impact on Lithium.pdf]] #### 预览 [[assets/docs/260514_0801__外资研报__MS-中国材料：矿产资源法新实施条例更新——对锂产业的潜在影响 China Materials Asia Pacific New Mineral Resources Law Update：Potential Impact on Lithium.pdf|MS-中国材料：矿产资源法新实施条例更新——对锂产业的潜在影响 China Materials Asia Pacific New Mineral Resources Law Update：Potential Impact on Lithium.pdf]] ### MS-中国工业——4月挖掘机销量：增长动能延续，关注涨价影响 China Industrials Asia Pacific April Excavator Sales：Sustained Momentum, Look for Price Hike Impact.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260514_0801__外资研报__MS-中国工业——4月挖掘机销量：增长动能延续，关注涨价影响 China Industrials Asia Pacific April Excavator Sales：Sustained Momentum, Look for Price Hike Impact.pdf|MS-中国工业——4月挖掘机销量：增长动能延续，关注涨价影响 China Industrials Asia Pacific April Excavator Sales：Sustained Momentum, Look for Price Hike Impact.pdf]] #### 预览 [[assets/docs/260514_0801__外资研报__MS-中国工业——4月挖掘机销量：增长动能延续，关注涨价影响 China Industrials Asia Pacific April Excavator Sales：Sustained Momentum, Look for Price Hike Impact.pdf|MS-中国工业——4月挖掘机销量：增长动能延续，关注涨价影响 China Industrials Asia Pacific April Excavator Sales：Sustained Momentum, Look for Price Hike Impact.pdf]] ### The EDA Primer_ From RTL to Silicon.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260514_0801__外资研报__The EDA Primer_ From RTL to Silicon.pdf|The EDA Primer_ From RTL to Silicon.pdf]] #### 预览 [[assets/docs/260514_0801__外资研报__The EDA Primer_ From RTL to Silicon.pdf|The EDA Primer_ From RTL to Silicon.pdf]]