---
title: "#外资研报"
topic_id: 45544548448511458
created_at: 2026-05-28T07:47:13.563+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：518
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544548448511458)
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### GS-联想(0992.HK)：AI驱动增长，目标价上调至27港元，维持买入 Lenovo (0992.HK) AI to drive growth ahead; TP up to HK$27; Buy.pdf

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- 本地资源：[[assets/docs/260528_0747__外资研报__GS-联想(0992.HK)：AI驱动增长，目标价上调至27港元，维持买入 Lenovo (0992.HK) AI to drive growth ahead; TP up to HK$27; Buy.pdf|GS-联想(0992.HK)：AI驱动增长，目标价上调至27港元，维持买入 Lenovo (0992.HK) AI to drive growth ahead; TP up to HK$27; Buy.pdf]]

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[[assets/docs/260528_0747__外资研报__GS-联想(0992.HK)：AI驱动增长，目标价上调至27港元，维持买入 Lenovo (0992.HK) AI to drive growth ahead; TP up to HK$27; Buy.pdf|GS-联想(0992.HK)：AI驱动增长，目标价上调至27港元，维持买入 Lenovo (0992.HK) AI to drive growth ahead; TP up to HK$27; Buy.pdf]]

### GS-美股市场观点：盈利增长之路崎岖，高收益并非坦途 US EQUITY VIEWS Earnings growth paves a bumpy path to higher returns.pdf

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- 本地资源：[[assets/docs/260528_0747__外资研报__GS-美股市场观点：盈利增长之路崎岖，高收益并非坦途 US EQUITY VIEWS Earnings growth paves a bumpy path to higher returns.pdf|GS-美股市场观点：盈利增长之路崎岖，高收益并非坦途 US EQUITY VIEWS Earnings growth paves a bumpy path to higher returns.pdf]]

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[[assets/docs/260528_0747__外资研报__GS-美股市场观点：盈利增长之路崎岖，高收益并非坦途 US EQUITY VIEWS Earnings growth paves a bumpy path to higher returns.pdf|GS-美股市场观点：盈利增长之路崎岖，高收益并非坦途 US EQUITY VIEWS Earnings growth paves a bumpy path to higher returns.pdf]]

### GS-盛美半导体（ACMR.US）：升级设备受益于先进逻辑与存储芯片扩张；差异化技术新品放量；维持买入评级 ACM Research (ACMR) Enhanced tools riding on advanced logic_memory expansion; New products with differentiated technology; Buy.pdf

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- 本地资源：[[assets/docs/260528_0747__外资研报__GS-盛美半导体（ACMR.US）：升级设备受益于先进逻辑与存储芯片扩张；差异化技术新品放量；维持买入评级 ACM Research (ACMR) Enhanced tools riding on advanced logic_memory expansion; New products with differe.pdf|GS-盛美半导体（ACMR.US）：升级设备受益于先进逻辑与存储芯片扩张；差异化技术新品放量；维持买入评级 ACM Research (ACMR) Enhanced tools riding on advanced logic_memory expansion; New products with differentiated technology; Buy.pdf]]

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[[assets/docs/260528_0747__外资研报__GS-盛美半导体（ACMR.US）：升级设备受益于先进逻辑与存储芯片扩张；差异化技术新品放量；维持买入评级 ACM Research (ACMR) Enhanced tools riding on advanced logic_memory expansion; New products with differe.pdf|GS-盛美半导体（ACMR.US）：升级设备受益于先进逻辑与存储芯片扩张；差异化技术新品放量；维持买入评级 ACM Research (ACMR) Enhanced tools riding on advanced logic_memory expansion; New products with differentiated technology; Buy.pdf]]

### GS-亚洲指数策略：恒生指数调整回顾与资金流向影响（2026年6月） Hang Seng Indexes Rebalancing Review and Flow Implications(June 2026)-20260524.pdf

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- 本地资源：[[assets/docs/260528_0747__外资研报__GS-亚洲指数策略：恒生指数调整回顾与资金流向影响（2026年6月） Hang Seng Indexes Rebalancing Review and Flow Implications(June 2026)-20260524.pdf|GS-亚洲指数策略：恒生指数调整回顾与资金流向影响（2026年6月） Hang Seng Indexes Rebalancing Review and Flow Implications(June 2026)-20260524.pdf]]

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[[assets/docs/260528_0747__外资研报__GS-亚洲指数策略：恒生指数调整回顾与资金流向影响（2026年6月） Hang Seng Indexes Rebalancing Review and Flow Implications(June 2026)-20260524.pdf|GS-亚洲指数策略：恒生指数调整回顾与资金流向影响（2026年6月） Hang Seng Indexes Rebalancing Review and Flow Implications(June 2026)-20260524.pdf]]

### GS-中国4月工业利润收入双升及PMI预览-20260527.pdf

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- 本地资源：[[assets/docs/260528_0747__外资研报__GS-中国4月工业利润收入双升及PMI预览-20260527.pdf|GS-中国4月工业利润收入双升及PMI预览-20260527.pdf]]

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[[assets/docs/260528_0747__外资研报__GS-中国4月工业利润收入双升及PMI预览-20260527.pdf|GS-中国4月工业利润收入双升及PMI预览-20260527.pdf]]

### GS-中国宏观：近期三大核心观察 China：Three things in China.pdf

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- 本地资源：[[assets/docs/260528_0747__外资研报__GS-中国宏观：近期三大核心观察 China：Three things in China.pdf|GS-中国宏观：近期三大核心观察 China：Three things in China.pdf]]

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[[assets/docs/260528_0747__外资研报__GS-中国宏观：近期三大核心观察 China：Three things in China.pdf|GS-中国宏观：近期三大核心观察 China：Three things in China.pdf]]

### GS-华测导航(300627.SZ)：中国科技：面向精准农业、智能驾驶、机器人领域高精度服务的卫星信号接收机 GC Tech：Huace Navigation(300627.SZ)：Satellite signal receivers for high-precision services in Precision Agriculture,-20260523.pdf

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[[assets/docs/260528_0747__外资研报__GS-华测导航(300627.SZ)：中国科技：面向精准农业、智能驾驶、机器人领域高精度服务的卫星信号接收机 GC Tech：Huace Navigation(300627.SZ)：Satellite signal receivers for high-precision services in Precisio.pdf|GS-华测导航(300627.SZ)：中国科技：面向精准农业、智能驾驶、机器人领域高精度服务的卫星信号接收机 GC Tech：Huace Navigation(300627.SZ)：Satellite signal receivers for high-precision services in Precision Agriculture,-20260523.pdf]]

### GS-珂玛科技（301611.SZ）：管理层交流纪要——半导体陶瓷零部件受益行业增长与国产化趋势 Kematek (301611.SZ)：Mgmt. visit：Ceramic semis component to ride on market growth and localization trend.pdf

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[[assets/docs/260528_0747__外资研报__GS-珂玛科技（301611.SZ）：管理层交流纪要——半导体陶瓷零部件受益行业增长与国产化趋势 Kematek (301611.SZ)：Mgmt. visit：Ceramic semis component to ride on market growth and localization trend.pdf|GS-珂玛科技（301611.SZ）：管理层交流纪要——半导体陶瓷零部件受益行业增长与国产化趋势 Kematek (301611.SZ)：Mgmt. visit：Ceramic semis component to ride on market growth and localization trend.pdf]]

### GS-科伦药业(002422.SZ)：一线PD-L1阳性非小细胞肺癌sac-TMT联合方案生存获益强劲，维持买入评级 Sichuan Kelun Pharmaceutical Co.(002422.SZ)：Strong survival benefit of sac-TMTpembro combo in 1L PD-L1 positive NSCLC-20260522.pdf

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- 本地资源：[[assets/docs/260528_0747__外资研报__GS-科伦药业(002422.SZ)：一线PD-L1阳性非小细胞肺癌sac-TMT联合方案生存获益强劲，维持买入评级 Sichuan Kelun Pharmaceutical Co.(002422.SZ)：Strong survival benefit of sac-TMTpembro combo in 1L P.pdf|GS-科伦药业(002422.SZ)：一线PD-L1阳性非小细胞肺癌sac-TMT联合方案生存获益强劲，维持买入评级 Sichuan Kelun Pharmaceutical Co.(002422.SZ)：Strong survival benefit of sac-TMTpembro combo in 1L PD-L1 positive NSCLC-20260522.pdf]]

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[[assets/docs/260528_0747__外资研报__GS-科伦药业(002422.SZ)：一线PD-L1阳性非小细胞肺癌sac-TMT联合方案生存获益强劲，维持买入评级 Sichuan Kelun Pharmaceutical Co.(002422.SZ)：Strong survival benefit of sac-TMTpembro combo in 1L P.pdf|GS-科伦药业(002422.SZ)：一线PD-L1阳性非小细胞肺癌sac-TMT联合方案生存获益强劲，维持买入评级 Sichuan Kelun Pharmaceutical Co.(002422.SZ)：Strong survival benefit of sac-TMTpembro combo in 1L PD-L1 positive NSCLC-20260522.pdf]]