--- title: "#外资研报" topic_id: 14422588444515212 created_at: 2026-05-25T07:55:50.131+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：466 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422588444515212) - 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 ### GS-三星电子（005930.KS）：亚洲科技大会要点——存储器景气展望维持乐观；维持买入 Samsung Electronics (005930.KS)：Asia Communcopia + Technology— Key Takeaways：Positive outlook on memory intact; Buy.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0755__外资研报__GS-三星电子（005930.KS）：亚洲科技大会要点——存储器景气展望维持乐观；维持买入 Samsung Electronics (005930.KS)：Asia Communcopia + Technology— Key Takeaways：Positive outlook on memory intact;.pdf|GS-三星电子（005930.KS）：亚洲科技大会要点——存储器景气展望维持乐观；维持买入 Samsung Electronics (005930.KS)：Asia Communcopia + Technology— Key Takeaways：Positive outlook on memory intact; Buy.pdf]] #### 预览 [[assets/docs/260525_0755__外资研报__GS-三星电子（005930.KS）：亚洲科技大会要点——存储器景气展望维持乐观；维持买入 Samsung Electronics (005930.KS)：Asia Communcopia + Technology— Key Takeaways：Positive outlook on memory intact;.pdf|GS-三星电子（005930.KS）：亚洲科技大会要点——存储器景气展望维持乐观；维持买入 Samsung Electronics (005930.KS)：Asia Communcopia + Technology— Key Takeaways：Positive outlook on memory intact; Buy.pdf]] ### GS-商汤（0020.HK）——亚洲通信与科技大会核心纪要：原生多模态大模型构筑差异化优势 SenseTime (0020.HK)：Asia Communacopia + Technology - Key Takeaways Native multimodal AI model differentiates.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0755__外资研报__GS-商汤（0020.HK）——亚洲通信与科技大会核心纪要：原生多模态大模型构筑差异化优势 SenseTime (0020.HK)：Asia Communacopia + Technology - Key Takeaways Native multimodal AI model differentiates.pdf|GS-商汤（0020.HK）——亚洲通信与科技大会核心纪要：原生多模态大模型构筑差异化优势 SenseTime (0020.HK)：Asia Communacopia + Technology - Key Takeaways Native multimodal AI model differentiates.pdf]] #### 预览 [[assets/docs/260525_0755__外资研报__GS-商汤（0020.HK）——亚洲通信与科技大会核心纪要：原生多模态大模型构筑差异化优势 SenseTime (0020.HK)：Asia Communacopia + Technology - Key Takeaways Native multimodal AI model differentiates.pdf|GS-商汤（0020.HK）——亚洲通信与科技大会核心纪要：原生多模态大模型构筑差异化优势 SenseTime (0020.HK)：Asia Communacopia + Technology - Key Takeaways Native multimodal AI model differentiates.pdf]] ### GS-胜宏科技（300476）管理层交流纪要：AI PCB加速渗透，产能扩张抢抓成长机遇 Victory Giant (300476.SZ) Mgmt. visit AI PCB in migration; Capacity expansion to capture the growth trend.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0755__外资研报__GS-胜宏科技（300476）管理层交流纪要：AI PCB加速渗透，产能扩张抢抓成长机遇 Victory Giant (300476.SZ) Mgmt. visit AI PCB in migration; Capacity expansion to capture the growth trend.pdf|GS-胜宏科技（300476）管理层交流纪要：AI PCB加速渗透，产能扩张抢抓成长机遇 Victory Giant (300476.SZ) Mgmt. visit AI PCB in migration; Capacity expansion to capture the growth trend.pdf]] #### 预览 [[assets/docs/260525_0755__外资研报__GS-胜宏科技（300476）管理层交流纪要：AI PCB加速渗透，产能扩张抢抓成长机遇 Victory Giant (300476.SZ) Mgmt. visit AI PCB in migration; Capacity expansion to capture the growth trend.pdf|GS-胜宏科技（300476）管理层交流纪要：AI PCB加速渗透，产能扩张抢抓成长机遇 Victory Giant (300476.SZ) Mgmt. visit AI PCB in migration; Capacity expansion to capture the growth trend.pdf]] ### GS-石头科技（688169.SH）——亚洲通信与科技大会核心纪要：增长韧性凸显，关税环境边际改善 Beijing Roborock Technology (688169.SS) Asia Communcopia + Technology — Key Takeaways Resilient growth, improving tariff set-up.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0755__外资研报__GS-石头科技（688169.SH）——亚洲通信与科技大会核心纪要：增长韧性凸显，关税环境边际改善 Beijing Roborock Technology (688169.SS) Asia Communcopia + Technology — Key Takeaways Resilient growth, imp.pdf|GS-石头科技（688169.SH）——亚洲通信与科技大会核心纪要：增长韧性凸显，关税环境边际改善 Beijing Roborock Technology (688169.SS) Asia Communcopia + Technology — Key Takeaways Resilient growth, improving tariff set-up.pdf]] #### 预览 [[assets/docs/260525_0755__外资研报__GS-石头科技（688169.SH）——亚洲通信与科技大会核心纪要：增长韧性凸显，关税环境边际改善 Beijing Roborock Technology (688169.SS) Asia Communcopia + Technology — Key Takeaways Resilient growth, imp.pdf|GS-石头科技（688169.SH）——亚洲通信与科技大会核心纪要：增长韧性凸显，关税环境边际改善 Beijing Roborock Technology (688169.SS) Asia Communcopia + Technology — Key Takeaways Resilient growth, improving tariff set-up.pdf]] ### GS-数据中心——亚洲通信与科技大会核心纪要：AI基础设施——驱动下一轮智能周期 AI DataCenters Asia Communcopia + Technology — Key Takeaways AI Infrastructure Powering the Next Intelligence Cycle.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0755__外资研报__GS-数据中心——亚洲通信与科技大会核心纪要：AI基础设施——驱动下一轮智能周期 AI DataCenters Asia Communcopia + Technology — Key Takeaways AI Infrastructure Powering the Next Intelligence Cycle.pdf|GS-数据中心——亚洲通信与科技大会核心纪要：AI基础设施——驱动下一轮智能周期 AI DataCenters Asia Communcopia + Technology — Key Takeaways AI Infrastructure Powering the Next Intelligence Cycle.pdf]] #### 预览 [[assets/docs/260525_0755__外资研报__GS-数据中心——亚洲通信与科技大会核心纪要：AI基础设施——驱动下一轮智能周期 AI DataCenters Asia Communcopia + Technology — Key Takeaways AI Infrastructure Powering the Next Intelligence Cycle.pdf|GS-数据中心——亚洲通信与科技大会核心纪要：AI基础设施——驱动下一轮智能周期 AI DataCenters Asia Communcopia + Technology — Key Takeaways AI Infrastructure Powering the Next Intelligence Cycle.pdf]] ### GS-舜宇光学（2382.HK）——亚洲通信与科技大会核心要点：智能手机摄像头规格升级持续 Sunny Optical (2382.HK) Asia Communcopia + Technology — Key Takeaways Smartphone camera specification upgrades continues.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0755__外资研报__GS-舜宇光学（2382.HK）——亚洲通信与科技大会核心要点：智能手机摄像头规格升级持续 Sunny Optical (2382.HK) Asia Communcopia + Technology — Key Takeaways Smartphone camera specification upgrades.pdf|GS-舜宇光学（2382.HK）——亚洲通信与科技大会核心要点：智能手机摄像头规格升级持续 Sunny Optical (2382.HK) Asia Communcopia + Technology — Key Takeaways Smartphone camera specification upgrades continues.pdf]] #### 预览 [[assets/docs/260525_0755__外资研报__GS-舜宇光学（2382.HK）——亚洲通信与科技大会核心要点：智能手机摄像头规格升级持续 Sunny Optical (2382.HK) Asia Communcopia + Technology — Key Takeaways Smartphone camera specification upgrades.pdf|GS-舜宇光学（2382.HK）——亚洲通信与科技大会核心要点：智能手机摄像头规格升级持续 Sunny Optical (2382.HK) Asia Communcopia + Technology — Key Takeaways Smartphone camera specification upgrades continues.pdf]] ### GS-台湾周报：台股创新高-科技领涨：TAIEX +3% to fresh recor...-20260523.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### GS-日本经济分析：探索日本央行未来国债购买路径 JAPAN ECONOMICS ANALYST Exploring the BOJ’s Future JGB Purchase Path-20260521.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0755__外资研报__GS-日本经济分析：探索日本央行未来国债购买路径 JAPAN ECONOMICS ANALYST Exploring the BOJ’s Future JGB Purchase Path-20260521.pdf|GS-日本经济分析：探索日本央行未来国债购买路径 JAPAN ECONOMICS ANALYST Exploring the BOJ’s Future JGB Purchase Path-20260521.pdf]] #### 预览 [[assets/docs/260525_0755__外资研报__GS-日本经济分析：探索日本央行未来国债购买路径 JAPAN ECONOMICS ANALYST Exploring the BOJ’s Future JGB Purchase Path-20260521.pdf|GS-日本经济分析：探索日本央行未来国债购买路径 JAPAN ECONOMICS ANALYST Exploring the BOJ’s Future JGB Purchase Path-20260521.pdf]] ### GS-瑞声科技（2018.HK）——亚洲通信与科技大会纪要：液冷业务扩张，AIAR眼镜机遇升温 AAC (2018.HK) Asia Communcopia + Technology — Key Takeaways Expanding liquid cooling business; Rising opportunities in AI_AR.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0755__外资研报__GS-瑞声科技（2018.HK）——亚洲通信与科技大会纪要：液冷业务扩张，AIAR眼镜机遇升温 AAC (2018.HK) Asia Communcopia + Technology — Key Takeaways Expanding liquid cooling business; Rising opportu.pdf|GS-瑞声科技（2018.HK）——亚洲通信与科技大会纪要：液冷业务扩张，AIAR眼镜机遇升温 AAC (2018.HK) Asia Communcopia + Technology — Key Takeaways Expanding liquid cooling business; Rising opportunities in AI_AR.pdf]] #### 预览 [[assets/docs/260525_0755__外资研报__GS-瑞声科技（2018.HK）——亚洲通信与科技大会纪要：液冷业务扩张，AIAR眼镜机遇升温 AAC (2018.HK) Asia Communcopia + Technology — Key Takeaways Expanding liquid cooling business; Rising opportu.pdf|GS-瑞声科技（2018.HK）——亚洲通信与科技大会纪要：液冷业务扩张，AIAR眼镜机遇升温 AAC (2018.HK) Asia Communcopia + Technology — Key Takeaways Expanding liquid cooling business; Rising opportunities in AI_AR.pdf]]