--- title: "#外资研报" topic_id: 22255811222821851 created_at: 2026-05-25T07:55:01.703+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：473 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255811222821851) - 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 ### Deutsche-中国太阳能行业——德意志银行虚拟全球太阳能大会中国企业要点总结 Takeaways from Chinese Companies at DB's Virtual Global Solar Conference.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0755__外资研报__Deutsche-中国太阳能行业——德意志银行虚拟全球太阳能大会中国企业要点总结 Takeaways from Chinese Companies at DB's Virtual Global Solar Conference.pdf|Deutsche-中国太阳能行业——德意志银行虚拟全球太阳能大会中国企业要点总结 Takeaways from Chinese Companies at DB's Virtual Global Solar Conference.pdf]] #### 预览 [[assets/docs/260525_0755__外资研报__Deutsche-中国太阳能行业——德意志银行虚拟全球太阳能大会中国企业要点总结 Takeaways from Chinese Companies at DB's Virtual Global Solar Conference.pdf|Deutsche-中国太阳能行业——德意志银行虚拟全球太阳能大会中国企业要点总结 Takeaways from Chinese Companies at DB's Virtual Global Solar Conference.pdf]] ### EDA Market Primer.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0755__外资研报__EDA Market Primer.pdf|EDA Market Primer.pdf]] #### 预览 [[assets/docs/260525_0755__外资研报__EDA Market Primer.pdf|EDA Market Primer.pdf]] ### Goldman Sachs-China Grid Tech： Power Transformer Export Tracker： April China transformer total exports at 27% yoy， while switchgear exports picked-260522.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0755__外资研报__Goldman Sachs-China Grid Tech： Power Transformer Export Tracker： April China transformer total exports at 27% yoy， while switchgear exports picked-260522.pdf|Goldman Sachs-China Grid Tech： Power Transformer Export Tracker： April China transformer total exports at 27% yoy， while switchgear exports picked-260522.pdf]] #### 预览 [[assets/docs/260525_0755__外资研报__Goldman Sachs-China Grid Tech： Power Transformer Export Tracker： April China transformer total exports at 27% yoy， while switchgear exports picked-260522.pdf|Goldman Sachs-China Grid Tech： Power Transformer Export Tracker： April China transformer total exports at 27% yoy， while switchgear exports picked-260522.pdf]] ### GS-Alphabet（GOOGL.US）近期系列活动要点 Alphabet Inc. (GOOGL) Takeaways from Recent Events (Google I_O, Marketing Live, YouTube Brandcast & Android Show)：Alphabet’s Agentic AI-Driven Future On Display.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0755__外资研报__GS-Alphabet（GOOGL.US）近期系列活动要点 Alphabet Inc. (GOOGL) Takeaways from Recent Events (Google I_O, Marketing Live, YouTube Brandcast & Android Show)：Alphabet’s Ag.pdf|GS-Alphabet（GOOGL.US）近期系列活动要点 Alphabet Inc. (GOOGL) Takeaways from Recent Events (Google I_O, Marketing Live, YouTube Brandcast & Android Show)：Alphabet’s Agentic AI-Driven Future On Display.pdf]] #### 预览 [[assets/docs/260525_0755__外资研报__GS-Alphabet（GOOGL.US）近期系列活动要点 Alphabet Inc. (GOOGL) Takeaways from Recent Events (Google I_O, Marketing Live, YouTube Brandcast & Android Show)：Alphabet’s Ag.pdf|GS-Alphabet（GOOGL.US）近期系列活动要点 Alphabet Inc. (GOOGL) Takeaways from Recent Events (Google I_O, Marketing Live, YouTube Brandcast & Android Show)：Alphabet’s Agentic AI-Driven Future On Display.pdf]] ### GS-ASMPT（0522.HK）——亚洲通信与科技大会核心纪要：热压键合（TCB）与光子学设备成增长双引擎，主流需求边际改善 ASMPT (0522.HK) Asia Communcopia + Technology — Key Takeaways TCBs_Photonics as key growth drivers; mainstream demand improving.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0755__外资研报__GS-ASMPT（0522.HK）——亚洲通信与科技大会核心纪要：热压键合（TCB）与光子学设备成增长双引擎，主流需求边际改善 ASMPT (0522.HK) Asia Communcopia + Technology — Key Takeaways TCBs_Photonics as key growth dr.pdf|GS-ASMPT（0522.HK）——亚洲通信与科技大会核心纪要：热压键合（TCB）与光子学设备成增长双引擎，主流需求边际改善 ASMPT (0522.HK) Asia Communcopia + Technology — Key Takeaways TCBs_Photonics as key growth drivers; mainstream demand improving.pdf]] #### 预览 [[assets/docs/260525_0755__外资研报__GS-ASMPT（0522.HK）——亚洲通信与科技大会核心纪要：热压键合（TCB）与光子学设备成增长双引擎，主流需求边际改善 ASMPT (0522.HK) Asia Communcopia + Technology — Key Takeaways TCBs_Photonics as key growth dr.pdf|GS-ASMPT（0522.HK）——亚洲通信与科技大会核心纪要：热压键合（TCB）与光子学设备成增长双引擎，主流需求边际改善 ASMPT (0522.HK) Asia Communcopia + Technology — Key Takeaways TCBs_Photonics as key growth drivers; mainstream demand improving.pdf]] ### GS-Credo Technology（CRDO.US）2026财年第四季度业绩前瞻——聚焦光通信业务上量与2027财年AEC强劲增长 Credo Technology Group (CRDO) FY4Q Preview Focus on optical ramp and AEC strength in FY27.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### Deutsche-新能源汽车行业——全球前15大市场销量追踪 Top 15 countries' new energy vehicle sales volume tracker - March 2026.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0755__外资研报__Deutsche-新能源汽车行业——全球前15大市场销量追踪 Top 15 countries' new energy vehicle sales volume tracker - March 2026.pdf|Deutsche-新能源汽车行业——全球前15大市场销量追踪 Top 15 countries' new energy vehicle sales volume tracker - March 2026.pdf]] #### 预览 [[assets/docs/260525_0755__外资研报__Deutsche-新能源汽车行业——全球前15大市场销量追踪 Top 15 countries' new energy vehicle sales volume tracker - March 2026.pdf|Deutsche-新能源汽车行业——全球前15大市场销量追踪 Top 15 countries' new energy vehicle sales volume tracker - March 2026.pdf]] ### Deutsche-中国宏观——进口大幅攀升，将推动人民币进一步走强 China Macro Surge in imports should lead to further RMB strength.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0755__外资研报__Deutsche-中国宏观——进口大幅攀升，将推动人民币进一步走强 China Macro Surge in imports should lead to further RMB strength.pdf|Deutsche-中国宏观——进口大幅攀升，将推动人民币进一步走强 China Macro Surge in imports should lead to further RMB strength.pdf]] #### 预览 [[assets/docs/260525_0755__外资研报__Deutsche-中国宏观——进口大幅攀升，将推动人民币进一步走强 China Macro Surge in imports should lead to further RMB strength.pdf|Deutsche-中国宏观——进口大幅攀升，将推动人民币进一步走强 China Macro Surge in imports should lead to further RMB strength.pdf]] ### Deutsche-中国汽车及汽车科技——中国车企欧洲市场月度销量监测 Chinese Automakers Monthly European Market Volume Monitor：Mar. 2026.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0755__外资研报__Deutsche-中国汽车及汽车科技——中国车企欧洲市场月度销量监测 Chinese Automakers Monthly European Market Volume Monitor：Mar. 2026.pdf|Deutsche-中国汽车及汽车科技——中国车企欧洲市场月度销量监测 Chinese Automakers Monthly European Market Volume Monitor：Mar. 2026.pdf]] #### 预览 [[assets/docs/260525_0755__外资研报__Deutsche-中国汽车及汽车科技——中国车企欧洲市场月度销量监测 Chinese Automakers Monthly European Market Volume Monitor：Mar. 2026.pdf|Deutsche-中国汽车及汽车科技——中国车企欧洲市场月度销量监测 Chinese Automakers Monthly European Market Volume Monitor：Mar. 2026.pdf]]