---
title: "#外资研报"
topic_id: 45544811555824158
created_at: 2026-05-25T07:55:39.056+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：468
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544811555824158)
- 附件：图片 0，音频 0，文档 9
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## 文档

### Nomura-2026-2030大中华半导体复兴指南 Greater China Semi A guide to Semi renaissance in 2026-30F.pdf

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- 本地资源：[[assets/docs/260525_0755__外资研报__Nomura-2026-2030大中华半导体复兴指南 Greater China Semi A guide to Semi renaissance in 2026-30F.pdf|Nomura-2026-2030大中华半导体复兴指南 Greater China Semi A guide to Semi renaissance in 2026-30F.pdf]]

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[[assets/docs/260525_0755__外资研报__Nomura-2026-2030大中华半导体复兴指南 Greater China Semi A guide to Semi renaissance in 2026-30F.pdf|Nomura-2026-2030大中华半导体复兴指南 Greater China Semi A guide to Semi renaissance in 2026-30F.pdf]]

### Nomura-阿里巴巴（BABA.US）阿里云峰会核心要点 Alibaba Group Holding：Takeaways from Alibaba’s Cloud Summit.pdf

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- 本地资源：[[assets/docs/260525_0755__外资研报__Nomura-阿里巴巴（BABA.US）阿里云峰会核心要点 Alibaba Group Holding：Takeaways from Alibaba’s Cloud Summit.pdf|Nomura-阿里巴巴（BABA.US）阿里云峰会核心要点 Alibaba Group Holding：Takeaways from Alibaba’s Cloud Summit.pdf]]

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[[assets/docs/260525_0755__外资研报__Nomura-阿里巴巴（BABA.US）阿里云峰会核心要点 Alibaba Group Holding：Takeaways from Alibaba’s Cloud Summit.pdf|Nomura-阿里巴巴（BABA.US）阿里云峰会核心要点 Alibaba Group Holding：Takeaways from Alibaba’s Cloud Summit.pdf]]

### Nomura-日本半导体封装产业更新——2026年3月封装基板出货量创历史新高 Japan semiconductor packaging industry update Record-high shipments of package substrates in March.pdf

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### Nomura-万国数据(GDS) 2026年一季度业绩点评 GDS Holdings_GDS.OQ GDS US_1Q26 review.pdf

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[[assets/docs/260525_0755__外资研报__Nomura-万国数据(GDS) 2026年一季度业绩点评 GDS Holdings_GDS.OQ GDS US_1Q26 review.pdf|Nomura-万国数据(GDS) 2026年一季度业绩点评 GDS Holdings_GDS.OQ GDS US_1Q26 review.pdf]]

### SemiAnalysis-EDA Market Primer.pdf

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- 本地资源：[[assets/docs/260525_0755__外资研报__SemiAnalysis-EDA Market Primer.pdf|SemiAnalysis-EDA Market Primer.pdf]]

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[[assets/docs/260525_0755__外资研报__SemiAnalysis-EDA Market Primer.pdf|SemiAnalysis-EDA Market Primer.pdf]]

### SemiAnalysis-EDA 市场入门指南 --- EDA Market Primer.pdf

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- 本地资源：[[assets/docs/260525_0755__外资研报__SemiAnalysis-EDA 市场入门指南 --- EDA Market Primer.pdf|SemiAnalysis-EDA 市场入门指南 --- EDA Market Primer.pdf]]

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[[assets/docs/260525_0755__外资研报__SemiAnalysis-EDA 市场入门指南 --- EDA Market Primer.pdf|SemiAnalysis-EDA 市场入门指南 --- EDA Market Primer.pdf]]

### UBS-基于业绩和ODM销售上调NVIDIA机架预测-20260521.pdf

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- 本地资源：[[assets/docs/260525_0755__外资研报__UBS-基于业绩和ODM销售上调NVIDIA机架预测-20260521.pdf|UBS-基于业绩和ODM销售上调NVIDIA机架预测-20260521.pdf]]

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[[assets/docs/260525_0755__外资研报__UBS-基于业绩和ODM销售上调NVIDIA机架预测-20260521.pdf|UBS-基于业绩和ODM销售上调NVIDIA机架预测-20260521.pdf]]

### MS-英伟达公司（NVDA.US）：北美英伟达业绩直击要点 NVIDIA earnings straight down the fairway-20260521.pdf

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- 本地资源：[[assets/docs/260525_0755__外资研报__MS-英伟达公司（NVDA.US）：北美英伟达业绩直击要点 NVIDIA earnings straight down the fairway-20260521.pdf|MS-英伟达公司（NVDA.US）：北美英伟达业绩直击要点 NVIDIA earnings straight down the fairway-20260521.pdf]]

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[[assets/docs/260525_0755__外资研报__MS-英伟达公司（NVDA.US）：北美英伟达业绩直击要点 NVIDIA earnings straight down the fairway-20260521.pdf|MS-英伟达公司（NVDA.US）：北美英伟达业绩直击要点 NVIDIA earnings straight down the fairway-20260521.pdf]]

### MS-中国调味品行业｜亚太：盈利扩张尾声已至，2026年二季度迎盈利拐点 China Condiments _ Asia Pacific：Margin Expansion Behind; 2Q26 Inflection Ahead.pdf

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- 本地资源：[[assets/docs/260525_0755__外资研报__MS-中国调味品行业｜亚太：盈利扩张尾声已至，2026年二季度迎盈利拐点 China Condiments _ Asia Pacific：Margin Expansion Behind; 2Q26 Inflection Ahead.pdf|MS-中国调味品行业｜亚太：盈利扩张尾声已至，2026年二季度迎盈利拐点 China Condiments _ Asia Pacific：Margin Expansion Behind; 2Q26 Inflection Ahead.pdf]]

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[[assets/docs/260525_0755__外资研报__MS-中国调味品行业｜亚太：盈利扩张尾声已至，2026年二季度迎盈利拐点 China Condiments _ Asia Pacific：Margin Expansion Behind; 2Q26 Inflection Ahead.pdf|MS-中国调味品行业｜亚太：盈利扩张尾声已至，2026年二季度迎盈利拐点 China Condiments _ Asia Pacific：Margin Expansion Behind; 2Q26 Inflection Ahead.pdf]]