---
title: "#外资研报"
topic_id: 14422452451581452
created_at: 2026-06-01T07:48:11.852+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：498
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422452451581452)
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## 文档

### BofA-半导体~台湾：功率半导体和测试接口进一步收紧的受益者台湾半导体：功率半导体与测试接口供需持续收紧下的受益企业 Semiconductors - Taiwan Beneficiaries of further tightening S_D in power semis & testing interface-20260525.pdf

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- 本地资源：[[assets/docs/260601_0748__外资研报__BofA-半导体~台湾：功率半导体和测试接口进一步收紧的受益者台湾半导体：功率半导体与测试接口供需持续收紧下的受益企业 Semiconductors - Taiwan Beneficiaries of further tightening S_D in power semis & testing interfac.pdf|BofA-半导体~台湾：功率半导体和测试接口进一步收紧的受益者台湾半导体：功率半导体与测试接口供需持续收紧下的受益企业 Semiconductors - Taiwan Beneficiaries of further tightening S_D in power semis & testing interface-20260525.pdf]]

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[[assets/docs/260601_0748__外资研报__BofA-半导体~台湾：功率半导体和测试接口进一步收紧的受益者台湾半导体：功率半导体与测试接口供需持续收紧下的受益企业 Semiconductors - Taiwan Beneficiaries of further tightening S_D in power semis & testing interfac.pdf|BofA-半导体~台湾：功率半导体和测试接口进一步收紧的受益者台湾半导体：功率半导体与测试接口供需持续收紧下的受益企业 Semiconductors - Taiwan Beneficiaries of further tightening S_D in power semis & testing interface-20260525.pdf]]

### BofA-卡特彼勒（CAT.US）：中游能源设备绝非“平庸”——被低估的核心增长引擎 Caterpillar Inc Midstream is anything but 'mid' – an underappreciated growth driver.pdf

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[[assets/docs/260601_0748__外资研报__BofA-卡特彼勒（CAT.US）：中游能源设备绝非“平庸”——被低估的核心增长引擎 Caterpillar Inc Midstream is anything but 'mid' – an underappreciated growth driver.pdf|BofA-卡特彼勒（CAT.US）：中游能源设备绝非“平庸”——被低估的核心增长引擎 Caterpillar Inc Midstream is anything but 'mid' – an underappreciated growth driver.pdf]]

### BofA-科技硬件~台湾ABF基板：对未来的供需保持建设性看法 Technology Hardware - Taiwan ABF substrate stay constructive on favorable supply_demand ahead-20260525.pdf

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[[assets/docs/260601_0748__外资研报__BofA-科技硬件~台湾ABF基板：对未来的供需保持建设性看法 Technology Hardware - Taiwan ABF substrate stay constructive on favorable supply_demand ahead-20260525.pdf|BofA-科技硬件~台湾ABF基板：对未来的供需保持建设性看法 Technology Hardware - Taiwan ABF substrate stay constructive on favorable supply_demand ahead-20260525.pdf]]

### BofA-苹果（AAPL.US）：具身 AI 能否驱动苹果估值下一拐点？目标价 $380 Apple Inc.：Will agentic AI drive the next inflection in Apple’s valuation？PO to $380-20260526.pdf

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[[assets/docs/260601_0748__外资研报__BofA-苹果（AAPL.US）：具身 AI 能否驱动苹果估值下一拐点？目标价 $380 Apple Inc.：Will agentic AI drive the next inflection in Apple’s valuation？PO to $380-20260526.pdf|BofA-苹果（AAPL.US）：具身 AI 能否驱动苹果估值下一拐点？目标价 $380 Apple Inc.：Will agentic AI drive the next inflection in Apple’s valuation？PO to $380-20260526.pdf]]

### BofA-中国股票策略：仓位清淡，静待催化——新加坡机构投资者反馈 Equity Strategy - China Light positioning, watching catalysts - Singapore investors' feedback.pdf

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[[assets/docs/260601_0748__外资研报__BofA-中国股票策略：仓位清淡，静待催化——新加坡机构投资者反馈 Equity Strategy - China Light positioning, watching catalysts - Singapore investors' feedback.pdf|BofA-中国股票策略：仓位清淡，静待催化——新加坡机构投资者反馈 Equity Strategy - China Light positioning, watching catalysts - Singapore investors' feedback.pdf]]

### CITI-半导体周报：ComputeX、Cisco Live及AVGO-CIEN展望-20260529.pdf

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[[assets/docs/260601_0748__外资研报__CITI-半导体周报：ComputeX、Cisco Live及AVGO-CIEN展望-20260529.pdf|CITI-半导体周报：ComputeX、Cisco Live及AVGO-CIEN展望-20260529.pdf]]

### Bernstein-应用材料（AMAT）：伯恩斯坦 DC 会议要点 Applied Materials (AMAT)：Key takeaways from Bernstein's SDC.pdf

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[[assets/docs/260601_0748__外资研报__Bernstein-应用材料（AMAT）：伯恩斯坦 DC 会议要点 Applied Materials (AMAT)：Key takeaways from Bernstein's SDC.pdf|Bernstein-应用材料（AMAT）：伯恩斯坦 DC 会议要点 Applied Materials (AMAT)：Key takeaways from Bernstein's SDC.pdf]]

### Bernstein-中国半导体设备——2025年中国大陆晶圆厂设备（WFE）竞争格局 China Semiconductors China Semicap：2025 WFE Competitive dynamics in China.pdf

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[[assets/docs/260601_0748__外资研报__Bernstein-中国半导体设备——2025年中国大陆晶圆厂设备（WFE）竞争格局 China Semiconductors China Semicap：2025 WFE Competitive dynamics in China.pdf|Bernstein-中国半导体设备——2025年中国大陆晶圆厂设备（WFE）竞争格局 China Semiconductors China Semicap：2025 WFE Competitive dynamics in China.pdf]]

### BofA-The Flow Show_Post-bubble long humiliation, short hubris-20260529.pdf

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[[assets/docs/260601_0748__外资研报__BofA-The Flow Show_Post-bubble long humiliation, short hubris-20260529.pdf|BofA-The Flow Show_Post-bubble long humiliation, short hubris-20260529.pdf]]