---
title: "#外资研报"
topic_id: 14422588444515552
created_at: 2026-05-25T07:55:54.757+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：465
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422588444515552)
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### GS-比亚迪（002594.SZ 1211.HK）——亚洲通信与科技大会核心纪要：海外与高端车型占比提升，闪充技术构筑深厚护城河 BYD Co. (002594.SZ_1211.HK)：Asia Communcopia + Technology——Key Takeaways：Higher overseas_premium mix, strong moat in flash charging.pdf

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### GS-壁仞科技-6082.HK-亚洲Communacopia+科技大会要点：第二三代GPU即将登场；国内GPU需求强劲-20260518.pdf

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### GS-大中华区科技：USI(601231.SS，未评级)管理层拜访：光学引擎与光学模组扩张；AI加速器更快上量 GCI Tech USI (601231.SS, NC) Mgmt. visit Optical engine_Optical modules expansion; faster AI accelerators ramp-up-20260521.pdf

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### GS-地平线机器人（9660.HK）——亚洲科技大会：NOA渗透率持续提升，舱驾一体芯片与操作系统加速落地 Horizon Robotics (9660.HK) Asia Communcopia + Technology — Key Takeaways NOA penetration up; Integrating Cockpit-Driving SoC_OS.pdf

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### GS-福耀玻璃（600660.SH 3606.HK）——亚洲通信与科技大会纪要：ASP强劲增长，盈利能力持续改善 Fuyao Glass Industry Group (600660.SS_3606.HK) Asia Communcopia + Technology — Key Takeaways Strong ASP growth and improving.pdf

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### GS-共同基金基本面：基金对半导体板块的配置倾斜程度超过软件板块 MUTUAL FUNDAMENTALS Funds widen tilt to Semis over Software.pdf

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### GS-Metro Brands（METB.BO）：2026财年第四季度业绩超预期，销售额增速连续季度加快；维持买入评级 Metro Brands (METB.BO) 4QFY26 beat Another quarter of sales growth acceleration; Buy-20260522.pdf

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### GS-阿里巴巴集团（BABA）：云栖大会及董事长兼CEO致股东信核心要点；抓住AI智能体机遇 Alibaba Group (BABA)：Key highlights from Chairman & CEO Letter_Alibaba Cloud Summit：Seizing the AI agentic opportunity.pdf

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### GS-阿里巴巴集团（BABA.US）——亚洲通信与科技大会纪要：AI驱动云业务加速增长，MaaS规模化推进 Alibaba Group (BABA)：Asia Communacopia + Technology - Key Takeaways AI driving accelerating cloud growth as MaaS scales.pdf

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