--- title: "#外资研报" topic_id: 14422588444515222 created_at: 2026-05-25T07:55:42.450+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：467 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422588444515222) - 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 ### BofA-为什么我们认为AI重塑工作，而非减少总就业 Global Research Unlocked Why we believe AI reshapes work more so than it reduces overall payrolls.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0755__外资研报__BofA-为什么我们认为AI重塑工作，而非减少总就业 Global Research Unlocked Why we believe AI reshapes work more so than it reduces overall payrolls.pdf|BofA-为什么我们认为AI重塑工作，而非减少总就业 Global Research Unlocked Why we believe AI reshapes work more so than it reduces overall payrolls.pdf]] #### 预览 [[assets/docs/260525_0755__外资研报__BofA-为什么我们认为AI重塑工作，而非减少总就业 Global Research Unlocked Why we believe AI reshapes work more so than it reduces overall payrolls.pdf|BofA-为什么我们认为AI重塑工作，而非减少总就业 Global Research Unlocked Why we believe AI reshapes work more so than it reduces overall payrolls.pdf]] ### BofA-英伟达公司 NVIDIA Corporation：业绩超预期与指引上调已充分说明问题，忽略市场噪音；维持买入评级，英伟达为首选标的 NVIDIA Corporation Beat_raise speaks volumes, ignore noise, Buy, top pick.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0755__外资研报__BofA-英伟达公司 NVIDIA Corporation：业绩超预期与指引上调已充分说明问题，忽略市场噪音；维持买入评级，英伟达为首选标的 NVIDIA Corporation Beat_raise speaks volumes, ignore noise, Buy, top pick.pdf|BofA-英伟达公司 NVIDIA Corporation：业绩超预期与指引上调已充分说明问题，忽略市场噪音；维持买入评级，英伟达为首选标的 NVIDIA Corporation Beat_raise speaks volumes, ignore noise, Buy, top pick.pdf]] #### 预览 [[assets/docs/260525_0755__外资研报__BofA-英伟达公司 NVIDIA Corporation：业绩超预期与指引上调已充分说明问题，忽略市场噪音；维持买入评级，英伟达为首选标的 NVIDIA Corporation Beat_raise speaks volumes, ignore noise, Buy, top pick.pdf|BofA-英伟达公司 NVIDIA Corporation：业绩超预期与指引上调已充分说明问题，忽略市场噪音；维持买入评级，英伟达为首选标的 NVIDIA Corporation Beat_raise speaks volumes, ignore noise, Buy, top pick.pdf]] ### BofA-元器件信号——MLCC产业跟踪：盈利支撑稳固，维持村田制作所、TDK“买入”评级 Component Signals MLCC production Maintain Buy on Murata and TDK on solid earnings support.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0755__外资研报__BofA-元器件信号——MLCC产业跟踪：盈利支撑稳固，维持村田制作所、TDK“买入”评级 Component Signals MLCC production Maintain Buy on Murata and TDK on solid earnings support.pdf|BofA-元器件信号——MLCC产业跟踪：盈利支撑稳固，维持村田制作所、TDK“买入”评级 Component Signals MLCC production Maintain Buy on Murata and TDK on solid earnings support.pdf]] #### 预览 [[assets/docs/260525_0755__外资研报__BofA-元器件信号——MLCC产业跟踪：盈利支撑稳固，维持村田制作所、TDK“买入”评级 Component Signals MLCC production Maintain Buy on Murata and TDK on solid earnings support.pdf|BofA-元器件信号——MLCC产业跟踪：盈利支撑稳固，维持村田制作所、TDK“买入”评级 Component Signals MLCC production Maintain Buy on Murata and TDK on solid earnings support.pdf]] ### BofA-中国消费（HA股）——2026年美银中国峰会：AI与一切的对垒 China Consumer (H_A) BofA China Conference AI vs. everything else.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0755__外资研报__BofA-中国消费（HA股）——2026年美银中国峰会：AI与一切的对垒 China Consumer (H_A) BofA China Conference AI vs. everything else.pdf|BofA-中国消费（HA股）——2026年美银中国峰会：AI与一切的对垒 China Consumer (H_A) BofA China Conference AI vs. everything else.pdf]] #### 预览 [[assets/docs/260525_0755__外资研报__BofA-中国消费（HA股）——2026年美银中国峰会：AI与一切的对垒 China Consumer (H_A) BofA China Conference AI vs. everything else.pdf|BofA-中国消费（HA股）——2026年美银中国峰会：AI与一切的对垒 China Consumer (H_A) BofA China Conference AI vs. everything else.pdf]] ### Citi-美光科技（MU.O）——上调目标价，HBM价格或在2027年迎来新一轮上涨 Micron Technology Inc (MU.O) Raising TP; HBM Price Hikes Likely in 2027.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0755__外资研报__Citi-美光科技（MU.O）——上调目标价，HBM价格或在2027年迎来新一轮上涨 Micron Technology Inc (MU.O) Raising TP; HBM Price Hikes Likely in 2027.pdf|Citi-美光科技（MU.O）——上调目标价，HBM价格或在2027年迎来新一轮上涨 Micron Technology Inc (MU.O) Raising TP; HBM Price Hikes Likely in 2027.pdf]] #### 预览 [[assets/docs/260525_0755__外资研报__Citi-美光科技（MU.O）——上调目标价，HBM价格或在2027年迎来新一轮上涨 Micron Technology Inc (MU.O) Raising TP; HBM Price Hikes Likely in 2027.pdf|Citi-美光科技（MU.O）——上调目标价，HBM价格或在2027年迎来新一轮上涨 Micron Technology Inc (MU.O) Raising TP; HBM Price Hikes Likely in 2027.pdf]] ### CITI-美国半导体与硬件每周通览-20260522.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0755__外资研报__CITI-美国半导体与硬件每周通览-20260522.pdf|CITI-美国半导体与硬件每周通览-20260522.pdf]] #### 预览 [[assets/docs/260525_0755__外资研报__CITI-美国半导体与硬件每周通览-20260522.pdf|CITI-美国半导体与硬件每周通览-20260522.pdf]] ### Deutsche-美国经济笔记：市场与大众预期一致，美联储加息风险正在上升 US Economic Notes Wisdom of crowds and markets agree：Rate hike risks are rising.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0755__外资研报__Deutsche-美国经济笔记：市场与大众预期一致，美联储加息风险正在上升 US Economic Notes Wisdom of crowds and markets agree：Rate hike risks are rising.pdf|Deutsche-美国经济笔记：市场与大众预期一致，美联储加息风险正在上升 US Economic Notes Wisdom of crowds and markets agree：Rate hike risks are rising.pdf]] #### 预览 [[assets/docs/260525_0755__外资研报__Deutsche-美国经济笔记：市场与大众预期一致，美联储加息风险正在上升 US Economic Notes Wisdom of crowds and markets agree：Rate hike risks are rising.pdf|Deutsche-美国经济笔记：市场与大众预期一致，美联储加息风险正在上升 US Economic Notes Wisdom of crowds and markets agree：Rate hike risks are rising.pdf]] ### BofA-太平洋定位：分化市场 Pacific Positioning Dividing the crowd.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0755__外资研报__BofA-太平洋定位：分化市场 Pacific Positioning Dividing the crowd.pdf|BofA-太平洋定位：分化市场 Pacific Positioning Dividing the crowd.pdf]] #### 预览 [[assets/docs/260525_0755__外资研报__BofA-太平洋定位：分化市场 Pacific Positioning Dividing the crowd.pdf|BofA-太平洋定位：分化市场 Pacific Positioning Dividing the crowd.pdf]] ### BofA-通胀恐慌 High Frequency Monitor Inflation scare.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0755__外资研报__BofA-通胀恐慌 High Frequency Monitor Inflation scare.pdf|BofA-通胀恐慌 High Frequency Monitor Inflation scare.pdf]] #### 预览 [[assets/docs/260525_0755__外资研报__BofA-通胀恐慌 High Frequency Monitor Inflation scare.pdf|BofA-通胀恐慌 High Frequency Monitor Inflation scare.pdf]]