---
title: "#外资研报"
topic_id: 22255258558211881
created_at: 2026-05-28T07:47:26.855+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：516
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255258558211881)
- 附件：图片 0，音频 0，文档 7
- 音频文件：_无音频_

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## 总体总结

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## 文档

### Bernstein-华为τ定律：中国半导体的又一个“深度求索时刻” ChinaSemis：Huawei's Tau (τ) Law, another DeepSeek moment.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260528_0747__外资研报__Bernstein-华为τ定律：中国半导体的又一个“深度求索时刻” ChinaSemis：Huawei's Tau (τ) Law, another DeepSeek moment.pdf|Bernstein-华为τ定律：中国半导体的又一个“深度求索时刻” ChinaSemis：Huawei's Tau (τ) Law, another DeepSeek moment.pdf]]

#### 预览

[[assets/docs/260528_0747__外资研报__Bernstein-华为τ定律：中国半导体的又一个“深度求索时刻” ChinaSemis：Huawei's Tau (τ) Law, another DeepSeek moment.pdf|Bernstein-华为τ定律：中国半导体的又一个“深度求索时刻” ChinaSemis：Huawei's Tau (τ) Law, another DeepSeek moment.pdf]]

### Bernstein-味之素（2802.JP）：味之素全新定价范式登场——上调至跑赢大盘评级 Ajinomoto's new pricing paradigm - Upgrading to Outperform.pdf

- 状态：downloaded
- 错误：
- 本地资源：[[assets/docs/260528_0747__外资研报__Bernstein-味之素（2802.JP）：味之素全新定价范式登场——上调至跑赢大盘评级 Ajinomoto's new pricing paradigm - Upgrading to Outperform.pdf|Bernstein-味之素（2802.JP）：味之素全新定价范式登场——上调至跑赢大盘评级 Ajinomoto's new pricing paradigm - Upgrading to Outperform.pdf]]

#### 预览

[[assets/docs/260528_0747__外资研报__Bernstein-味之素（2802.JP）：味之素全新定价范式登场——上调至跑赢大盘评级 Ajinomoto's new pricing paradigm - Upgrading to Outperform.pdf|Bernstein-味之素（2802.JP）：味之素全新定价范式登场——上调至跑赢大盘评级 Ajinomoto's new pricing paradigm - Upgrading to Outperform.pdf]]

### Bernstein-亚洲工业科技与亚洲新兴机器人：人形机器人——仓库场景下迈向可观投资回报率之路 Asia Industrial Technology and Asia Emerging Robotics Humanoid robots：The road toward attractive ROI in warehouses.pdf

- 状态：failed
- 错误：内部错误
- 本地资源：_无本地文件_

### BofA-2026 年谁将率先制造出类人机器人？行走优先，操作跟进 Who Makes the Humanoid Robot (in 2026) Locomotion first, manipulation follows.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260528_0747__外资研报__BofA-2026 年谁将率先制造出类人机器人？行走优先，操作跟进 Who Makes the Humanoid Robot (in 2026) Locomotion first, manipulation follows.pdf|BofA-2026 年谁将率先制造出类人机器人？行走优先，操作跟进 Who Makes the Humanoid Robot (in 2026) Locomotion first, manipulation follows.pdf]]

#### 预览

[[assets/docs/260528_0747__外资研报__BofA-2026 年谁将率先制造出类人机器人？行走优先，操作跟进 Who Makes the Humanoid Robot (in 2026) Locomotion first, manipulation follows.pdf|BofA-2026 年谁将率先制造出类人机器人？行走优先，操作跟进 Who Makes the Humanoid Robot (in 2026) Locomotion first, manipulation follows.pdf]]

### Citi-铝展望：近50年来供应端最看涨的格局 Aluminium outlook：The most bullish supply-side set up in c.50 years-20260522.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260528_0747__外资研报__Citi-铝展望：近50年来供应端最看涨的格局 Aluminium outlook：The most bullish supply-side set up in c.50 years-20260522.pdf|Citi-铝展望：近50年来供应端最看涨的格局 Aluminium outlook：The most bullish supply-side set up in c.50 years-20260522.pdf]]

#### 预览

[[assets/docs/260528_0747__外资研报__Citi-铝展望：近50年来供应端最看涨的格局 Aluminium outlook：The most bullish supply-side set up in c.50 years-20260522.pdf|Citi-铝展望：近50年来供应端最看涨的格局 Aluminium outlook：The most bullish supply-side set up in c.50 years-20260522.pdf]]

### 【个股-1024】【英】CITI-快手1Q26业绩超预期-可灵ARR达5亿美元-20260527.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260528_0747__外资研报__【个股-1024】【英】CITI-快手1Q26业绩超预期-可灵ARR达5亿美元-20260527.pdf|【个股-1024】【英】CITI-快手1Q26业绩超预期-可灵ARR达5亿美元-20260527.pdf]]

#### 预览

[[assets/docs/260528_0747__外资研报__【个股-1024】【英】CITI-快手1Q26业绩超预期-可灵ARR达5亿美元-20260527.pdf|【个股-1024】【英】CITI-快手1Q26业绩超预期-可灵ARR达5亿美元-20260527.pdf]]

### 【个股-UBER】【英】Barclays-优步收购美佳的影响-20260527.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260528_0747__外资研报__【个股-UBER】【英】Barclays-优步收购美佳的影响-20260527.pdf|【个股-UBER】【英】Barclays-优步收购美佳的影响-20260527.pdf]]

#### 预览

[[assets/docs/260528_0747__外资研报__【个股-UBER】【英】Barclays-优步收购美佳的影响-20260527.pdf|【个股-UBER】【英】Barclays-优步收购美佳的影响-20260527.pdf]]