---
title: "#外资研报"
topic_id: 14422452451581152
created_at: 2026-06-01T07:48:25.109+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：496
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422452451581152)
- 附件：图片 0，音频 0，文档 9
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## 图片

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## 正文

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## 总体总结

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## 文档

### Barclays-中国科技隔夜快报-20260528.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260601_0748__外资研报__Barclays-中国科技隔夜快报-20260528.pdf|Barclays-中国科技隔夜快报-20260528.pdf]]

#### 预览

[[assets/docs/260601_0748__外资研报__Barclays-中国科技隔夜快报-20260528.pdf|Barclays-中国科技隔夜快报-20260528.pdf]]

### Barclays-中国展望-20260530.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260601_0748__外资研报__Barclays-中国展望-20260530.pdf|Barclays-中国展望-20260530.pdf]]

#### 预览

[[assets/docs/260601_0748__外资研报__Barclays-中国展望-20260530.pdf|Barclays-中国展望-20260530.pdf]]

### Bernstein-ABF 基板：CPU 复苏引发 ABF 基板短缺，将 Ibiden 目标价上调至 23900 日元 Japan Semiconductors, Asia Hardware and APAC Food & Beverages ABF Substrate：Renaissance of CPU drives ABF shortage; Lifting Ibiden PT to ¥23,900.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260601_0748__外资研报__Bernstein-ABF 基板：CPU 复苏引发 ABF 基板短缺，将 Ibiden 目标价上调至 23900 日元 Japan Semiconductors, Asia Hardware and APAC Food & Beverages ABF Substrate：Renaissance of CPU dr.pdf|Bernstein-ABF 基板：CPU 复苏引发 ABF 基板短缺，将 Ibiden 目标价上调至 23900 日元 Japan Semiconductors, Asia Hardware and APAC Food & Beverages ABF Substrate：Renaissance of CPU drives ABF shortage; Lifting Ibiden PT to ¥23,900.pdf]]

#### 预览

[[assets/docs/260601_0748__外资研报__Bernstein-ABF 基板：CPU 复苏引发 ABF 基板短缺，将 Ibiden 目标价上调至 23900 日元 Japan Semiconductors, Asia Hardware and APAC Food & Beverages ABF Substrate：Renaissance of CPU dr.pdf|Bernstein-ABF 基板：CPU 复苏引发 ABF 基板短缺，将 Ibiden 目标价上调至 23900 日元 Japan Semiconductors, Asia Hardware and APAC Food & Beverages ABF Substrate：Renaissance of CPU drives ABF shortage; Lifting Ibiden PT to ¥23,900.pdf]]

### Bernstein-Soitec：5 月 27 日发布 FY26 财报 —— 验证光子业务上涨逻辑 Soitec FY26 results on 27 May - Testing the Photonics rally.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260601_0748__外资研报__Bernstein-Soitec：5 月 27 日发布 FY26 财报 —— 验证光子业务上涨逻辑 Soitec FY26 results on 27 May - Testing the Photonics rally.pdf|Bernstein-Soitec：5 月 27 日发布 FY26 财报 —— 验证光子业务上涨逻辑 Soitec FY26 results on 27 May - Testing the Photonics rally.pdf]]

#### 预览

[[assets/docs/260601_0748__外资研报__Bernstein-Soitec：5 月 27 日发布 FY26 财报 —— 验证光子业务上涨逻辑 Soitec FY26 results on 27 May - Testing the Photonics rally.pdf|Bernstein-Soitec：5 月 27 日发布 FY26 财报 —— 验证光子业务上涨逻辑 Soitec FY26 results on 27 May - Testing the Photonics rally.pdf]]

### Bernstein-戴尔 2027 财年第一财季：火力全开，上调预期及目标价至 500 美元，重申跑赢评级 Dell FQ1'27：Firing on all cylinders; Increasing est and TP to $500, Reiterate Outperform.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260601_0748__外资研报__Bernstein-戴尔 2027 财年第一财季：火力全开，上调预期及目标价至 500 美元，重申跑赢评级 Dell FQ1'27：Firing on all cylinders; Increasing est and TP to $500, Reiterate Outperform.pdf|Bernstein-戴尔 2027 财年第一财季：火力全开，上调预期及目标价至 500 美元，重申跑赢评级 Dell FQ1'27：Firing on all cylinders; Increasing est and TP to $500, Reiterate Outperform.pdf]]

#### 预览

[[assets/docs/260601_0748__外资研报__Bernstein-戴尔 2027 财年第一财季：火力全开，上调预期及目标价至 500 美元，重申跑赢评级 Dell FQ1'27：Firing on all cylinders; Increasing est and TP to $500, Reiterate Outperform.pdf|Bernstein-戴尔 2027 财年第一财季：火力全开，上调预期及目标价至 500 美元，重申跑赢评级 Dell FQ1'27：Firing on all cylinders; Increasing est and TP to $500, Reiterate Outperform.pdf]]

### AMERICAS TECHNOLOGY SOFTWARE Revisiting Moats V When does a Bounce turn into a Rally.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260601_0748__外资研报__AMERICAS TECHNOLOGY SOFTWARE Revisiting Moats V When does a Bounce turn into a Rally.pdf|AMERICAS TECHNOLOGY SOFTWARE Revisiting Moats V When does a Bounce turn into a Rally.pdf]]

#### 预览

[[assets/docs/260601_0748__外资研报__AMERICAS TECHNOLOGY SOFTWARE Revisiting Moats V When does a Bounce turn into a Rally.pdf|AMERICAS TECHNOLOGY SOFTWARE Revisiting Moats V When does a Bounce turn into a Rally.pdf]]

### Barclays-美国经济：消费者承压-20260530.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260601_0748__外资研报__Barclays-美国经济：消费者承压-20260530.pdf|Barclays-美国经济：消费者承压-20260530.pdf]]

#### 预览

[[assets/docs/260601_0748__外资研报__Barclays-美国经济：消费者承压-20260530.pdf|Barclays-美国经济：消费者承压-20260530.pdf]]

### Barclays-全球宏观周报：等待协议：-opens in a new tab-20260530.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260601_0748__外资研报__Barclays-全球宏观周报：等待协议：-opens in a new tab-20260530.pdf|Barclays-全球宏观周报：等待协议：-opens in a new tab-20260530.pdf]]

#### 预览

[[assets/docs/260601_0748__外资研报__Barclays-全球宏观周报：等待协议：-opens in a new tab-20260530.pdf|Barclays-全球宏观周报：等待协议：-opens in a new tab-20260530.pdf]]

### Barclays-全球利率与通胀-20260530.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260601_0748__外资研报__Barclays-全球利率与通胀-20260530.pdf|Barclays-全球利率与通胀-20260530.pdf]]

#### 预览

[[assets/docs/260601_0748__外资研报__Barclays-全球利率与通胀-20260530.pdf|Barclays-全球利率与通胀-20260530.pdf]]