--- title: "#外资研报" topic_id: 82255255554452812 created_at: 2026-05-26T07:50:20.803+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：472 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255255554452812) - 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-全球经济评论：新兴经济体的技术采用周期及其对AI普及前景的影响（摘要）.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### GS-三井金属矿业（5706.T）：中期战略——VSP带动铜箔业务大规模资本开支；敏捷布局是强化电动车业务关键 Mitsui Kinzoku Co. (5706.T)：MTP briefing：Large-scale capex in VSP-fueled copper foil business; agility key to enhancing EV.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260526_0750__外资研报__GS-三井金属矿业（5706.T）：中期战略——VSP带动铜箔业务大规模资本开支；敏捷布局是强化电动车业务关键 Mitsui Kinzoku Co. (5706.T)：MTP briefing：Large-scale capex in VSP-fueled copper foil business; agilit.pdf|GS-三井金属矿业（5706.T）：中期战略——VSP带动铜箔业务大规模资本开支；敏捷布局是强化电动车业务关键 Mitsui Kinzoku Co. (5706.T)：MTP briefing：Large-scale capex in VSP-fueled copper foil business; agility key to enhancing EV.pdf]] #### 预览 [[assets/docs/260526_0750__外资研报__GS-三井金属矿业（5706.T）：中期战略——VSP带动铜箔业务大规模资本开支；敏捷布局是强化电动车业务关键 Mitsui Kinzoku Co. (5706.T)：MTP briefing：Large-scale capex in VSP-fueled copper foil business; agilit.pdf|GS-三井金属矿业（5706.T）：中期战略——VSP带动铜箔业务大规模资本开支；敏捷布局是强化电动车业务关键 Mitsui Kinzoku Co. (5706.T)：MTP briefing：Large-scale capex in VSP-fueled copper foil business; agility key to enhancing EV.pdf]] ### GS-深南电路 (002916.SZ)：规格升级与 800G_1.6T 光模块量产推动 AI PCB 业务增长；ABF 业务改善，建议买入 Shennan Circuits（002916.SZ）：AI PCB growth on spec upgrade and 800G_1.6T optical modules ramp up; Improving ABF business; Buy.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260526_0750__外资研报__GS-深南电路 (002916.SZ)：规格升级与 800G_1.6T 光模块量产推动 AI PCB 业务增长；ABF 业务改善，建议买入 Shennan Circuits（002916.SZ）：AI PCB growth on spec upgrade and 800G_1.6T optical modules.pdf|GS-深南电路 (002916.SZ)：规格升级与 800G_1.6T 光模块量产推动 AI PCB 业务增长；ABF 业务改善，建议买入 Shennan Circuits（002916.SZ）：AI PCB growth on spec upgrade and 800G_1.6T optical modules ramp up; Improving ABF business; Buy.pdf]] #### 预览 [[assets/docs/260526_0750__外资研报__GS-深南电路 (002916.SZ)：规格升级与 800G_1.6T 光模块量产推动 AI PCB 业务增长；ABF 业务改善，建议买入 Shennan Circuits（002916.SZ）：AI PCB growth on spec upgrade and 800G_1.6T optical modules.pdf|GS-深南电路 (002916.SZ)：规格升级与 800G_1.6T 光模块量产推动 AI PCB 业务增长；ABF 业务改善，建议买入 Shennan Circuits（002916.SZ）：AI PCB growth on spec upgrade and 800G_1.6T optical modules ramp up; Improving ABF business; Buy.pdf]] ### GS-生益科技（600183）：AI需求带动覆铜板（CCL）价格上行；目标价上调至127.4元；维持买入 ShengyiTech (600183.SS)：CCL pricing uptrend supported by increased AI demand; TP up to Rmb127.4; Buy.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260526_0750__外资研报__GS-生益科技（600183）：AI需求带动覆铜板（CCL）价格上行；目标价上调至127.4元；维持买入 ShengyiTech (600183.SS)：CCL pricing uptrend supported by increased AI demand; TP up to Rmb127.4; Buy.pdf|GS-生益科技（600183）：AI需求带动覆铜板（CCL）价格上行；目标价上调至127.4元；维持买入 ShengyiTech (600183.SS)：CCL pricing uptrend supported by increased AI demand; TP up to Rmb127.4; Buy.pdf]] #### 预览 [[assets/docs/260526_0750__外资研报__GS-生益科技（600183）：AI需求带动覆铜板（CCL）价格上行；目标价上调至127.4元；维持买入 ShengyiTech (600183.SS)：CCL pricing uptrend supported by increased AI demand; TP up to Rmb127.4; Buy.pdf|GS-生益科技（600183）：AI需求带动覆铜板（CCL）价格上行；目标价上调至127.4元；维持买入 ShengyiTech (600183.SS)：CCL pricing uptrend supported by increased AI demand; TP up to Rmb127.4; Buy.pdf]] ### GS-斯达半导（603290.SH）调研纪要：SiC与MCU新品拓展应用场景，拉动产能利用率回升；维持中性评级 StarPower (603290.SS)：Mgmt. visit：SiC and MCU to expand applications and drive utilization rate; Neutral.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260526_0750__外资研报__GS-斯达半导（603290.SH）调研纪要：SiC与MCU新品拓展应用场景，拉动产能利用率回升；维持中性评级 StarPower (603290.SS)：Mgmt. visit：SiC and MCU to expand applications and drive utilization rate; Neut.pdf|GS-斯达半导（603290.SH）调研纪要：SiC与MCU新品拓展应用场景，拉动产能利用率回升；维持中性评级 StarPower (603290.SS)：Mgmt. visit：SiC and MCU to expand applications and drive utilization rate; Neutral.pdf]] #### 预览 [[assets/docs/260526_0750__外资研报__GS-斯达半导（603290.SH）调研纪要：SiC与MCU新品拓展应用场景，拉动产能利用率回升；维持中性评级 StarPower (603290.SS)：Mgmt. visit：SiC and MCU to expand applications and drive utilization rate; Neut.pdf|GS-斯达半导（603290.SH）调研纪要：SiC与MCU新品拓展应用场景，拉动产能利用率回升；维持中性评级 StarPower (603290.SS)：Mgmt. visit：SiC and MCU to expand applications and drive utilization rate; Neutral.pdf]] ### GS-逻辑串联：利率波动、AI投资与资本纪律、油气资本开支及核心研究观点 CONNECTING THE DOTS Rates volatility, AI investment vs. discipline and Oil capex plus key research.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260526_0750__外资研报__GS-逻辑串联：利率波动、AI投资与资本纪律、油气资本开支及核心研究观点 CONNECTING THE DOTS Rates volatility, AI investment vs. discipline and Oil capex plus key research.pdf|GS-逻辑串联：利率波动、AI投资与资本纪律、油气资本开支及核心研究观点 CONNECTING THE DOTS Rates volatility, AI investment vs. discipline and Oil capex plus key research.pdf]] #### 预览 [[assets/docs/260526_0750__外资研报__GS-逻辑串联：利率波动、AI投资与资本纪律、油气资本开支及核心研究观点 CONNECTING THE DOTS Rates volatility, AI investment vs. discipline and Oil capex plus key research.pdf|GS-逻辑串联：利率波动、AI投资与资本纪律、油气资本开支及核心研究观点 CONNECTING THE DOTS Rates volatility, AI investment vs. discipline and Oil capex plus key research.pdf]] ### GS-美国每周开局：对冲基金与共同基金继续从软件板块转向半导体板块 Hedge funds and mutual funds continue their rotations from Software to Semiconductors.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260526_0750__外资研报__GS-美国每周开局：对冲基金与共同基金继续从软件板块转向半导体板块 Hedge funds and mutual funds continue their rotations from Software to Semiconductors.pdf|GS-美国每周开局：对冲基金与共同基金继续从软件板块转向半导体板块 Hedge funds and mutual funds continue their rotations from Software to Semiconductors.pdf]] #### 预览 [[assets/docs/260526_0750__外资研报__GS-美国每周开局：对冲基金与共同基金继续从软件板块转向半导体板块 Hedge funds and mutual funds continue their rotations from Software to Semiconductors.pdf|GS-美国每周开局：对冲基金与共同基金继续从软件板块转向半导体板块 Hedge funds and mutual funds continue their rotations from Software to Semiconductors.pdf]] ### GS-美国市场周报：对冲基金与共同基金持续从软件板块转向半导体板块 US WEEKLY KICKSTART Hedge funds and mutual funds continue their rotations from Software to Semiconductors.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260526_0750__外资研报__GS-美国市场周报：对冲基金与共同基金持续从软件板块转向半导体板块 US WEEKLY KICKSTART Hedge funds and mutual funds continue their rotations from Software to Semiconductors.pdf|GS-美国市场周报：对冲基金与共同基金持续从软件板块转向半导体板块 US WEEKLY KICKSTART Hedge funds and mutual funds continue their rotations from Software to Semiconductors.pdf]] #### 预览 [[assets/docs/260526_0750__外资研报__GS-美国市场周报：对冲基金与共同基金持续从软件板块转向半导体板块 US WEEKLY KICKSTART Hedge funds and mutual funds continue their rotations from Software to Semiconductors.pdf|GS-美国市场周报：对冲基金与共同基金持续从软件板块转向半导体板块 US WEEKLY KICKSTART Hedge funds and mutual funds continue their rotations from Software to Semiconductors.pdf]] ### GS-全球基金资金流向周报：欧洲资金再度买入美国资产 WEEKLY FUND FLOWS Europe Buys US Again.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260526_0750__外资研报__GS-全球基金资金流向周报：欧洲资金再度买入美国资产 WEEKLY FUND FLOWS Europe Buys US Again.pdf|GS-全球基金资金流向周报：欧洲资金再度买入美国资产 WEEKLY FUND FLOWS Europe Buys US Again.pdf]] #### 预览 [[assets/docs/260526_0750__外资研报__GS-全球基金资金流向周报：欧洲资金再度买入美国资产 WEEKLY FUND FLOWS Europe Buys US Again.pdf|GS-全球基金资金流向周报：欧洲资金再度买入美国资产 WEEKLY FUND FLOWS Europe Buys US Again.pdf]]