--- title: "#外资研报" topic_id: 55522512514184124 created_at: 2026-06-01T07:48:03.175+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：499 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522512514184124) - 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 ### Citi-均胜电子（600699）——人形机器人进展顺利，汽车电子业务高增长 Joyson (600699.SS 0699.HK) Humanoid Robot Progress and High-Growth Auto Electronics Play.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0748__外资研报__Citi-均胜电子（600699）——人形机器人进展顺利，汽车电子业务高增长 Joyson (600699.SS 0699.HK) Humanoid Robot Progress and High-Growth Auto Electronics Play.pdf|Citi-均胜电子（600699）——人形机器人进展顺利，汽车电子业务高增长 Joyson (600699.SS 0699.HK) Humanoid Robot Progress and High-Growth Auto Electronics Play.pdf]] #### 预览 [[assets/docs/260601_0748__外资研报__Citi-均胜电子（600699）——人形机器人进展顺利，汽车电子业务高增长 Joyson (600699.SS 0699.HK) Humanoid Robot Progress and High-Growth Auto Electronics Play.pdf|Citi-均胜电子（600699）——人形机器人进展顺利，汽车电子业务高增长 Joyson (600699.SS 0699.HK) Humanoid Robot Progress and High-Growth Auto Electronics Play.pdf]] ### Citi-三星电机（009150.KS）：MLCC、FC-BGA、硅电容器三大领域核心受益标的 Samsung Electro-Mechanics(009150.KS) Key Beneficiary Across MLCC, FC-BGA, and Silicon Capacitor.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0748__外资研报__Citi-三星电机（009150.KS）：MLCC、FC-BGA、硅电容器三大领域核心受益标的 Samsung Electro-Mechanics(009150.KS) Key Beneficiary Across MLCC, FC-BGA, and Silicon Capacitor.pdf|Citi-三星电机（009150.KS）：MLCC、FC-BGA、硅电容器三大领域核心受益标的 Samsung Electro-Mechanics(009150.KS) Key Beneficiary Across MLCC, FC-BGA, and Silicon Capacitor.pdf]] #### 预览 [[assets/docs/260601_0748__外资研报__Citi-三星电机（009150.KS）：MLCC、FC-BGA、硅电容器三大领域核心受益标的 Samsung Electro-Mechanics(009150.KS) Key Beneficiary Across MLCC, FC-BGA, and Silicon Capacitor.pdf|Citi-三星电机（009150.KS）：MLCC、FC-BGA、硅电容器三大领域核心受益标的 Samsung Electro-Mechanics(009150.KS) Key Beneficiary Across MLCC, FC-BGA, and Silicon Capacitor.pdf]] ### Citi-中国台湾PCB及覆铜板行业：ABF BT板块——4月审计后EPS显示涨价红利或于后期释放 Taiwan PCB & Laminates ABFBT sector audited April EPS seemingly suggests late contribution from price hike.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0748__外资研报__Citi-中国台湾PCB及覆铜板行业：ABF BT板块——4月审计后EPS显示涨价红利或于后期释放 Taiwan PCB & Laminates ABFBT sector audited April EPS seemingly suggests late contribution from price hike.pdf|Citi-中国台湾PCB及覆铜板行业：ABF BT板块——4月审计后EPS显示涨价红利或于后期释放 Taiwan PCB & Laminates ABFBT sector audited April EPS seemingly suggests late contribution from price hike.pdf]] #### 预览 [[assets/docs/260601_0748__外资研报__Citi-中国台湾PCB及覆铜板行业：ABF BT板块——4月审计后EPS显示涨价红利或于后期释放 Taiwan PCB & Laminates ABFBT sector audited April EPS seemingly suggests late contribution from price hike.pdf|Citi-中国台湾PCB及覆铜板行业：ABF BT板块——4月审计后EPS显示涨价红利或于后期释放 Taiwan PCB & Laminates ABFBT sector audited April EPS seemingly suggests late contribution from price hike.pdf]] ### Deutsche-AI、市场与马克思 AI, Markets and Marx.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0748__外资研报__Deutsche-AI、市场与马克思 AI, Markets and Marx.pdf|Deutsche-AI、市场与马克思 AI, Markets and Marx.pdf]] #### 预览 [[assets/docs/260601_0748__外资研报__Deutsche-AI、市场与马克思 AI, Markets and Marx.pdf|Deutsche-AI、市场与马克思 AI, Markets and Marx.pdf]] ### Deutsche-Meta（META.US）订阅服务推出，打造首个清晰的消费端AI变现层 Meta：Subscription Rollout Creates First Clear Consumer AI Monetization Layer.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0748__外资研报__Deutsche-Meta（META.US）订阅服务推出，打造首个清晰的消费端AI变现层 Meta：Subscription Rollout Creates First Clear Consumer AI Monetization Layer.pdf|Deutsche-Meta（META.US）订阅服务推出，打造首个清晰的消费端AI变现层 Meta：Subscription Rollout Creates First Clear Consumer AI Monetization Layer.pdf]] #### 预览 [[assets/docs/260601_0748__外资研报__Deutsche-Meta（META.US）订阅服务推出，打造首个清晰的消费端AI变现层 Meta：Subscription Rollout Creates First Clear Consumer AI Monetization Layer.pdf|Deutsche-Meta（META.US）订阅服务推出，打造首个清晰的消费端AI变现层 Meta：Subscription Rollout Creates First Clear Consumer AI Monetization Layer.pdf]] ### Deutsche-汽车及汽车科技：中国新能源汽车需求领先指标（周度新订单）—5月第四周 Asia Chart Alert PBoC is pulling out liquidity at a record pace.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0748__外资研报__Deutsche-汽车及汽车科技：中国新能源汽车需求领先指标（周度新订单）—5月第四周 Asia Chart Alert PBoC is pulling out liquidity at a record pace.pdf|Deutsche-汽车及汽车科技：中国新能源汽车需求领先指标（周度新订单）—5月第四周 Asia Chart Alert PBoC is pulling out liquidity at a record pace.pdf]] #### 预览 [[assets/docs/260601_0748__外资研报__Deutsche-汽车及汽车科技：中国新能源汽车需求领先指标（周度新订单）—5月第四周 Asia Chart Alert PBoC is pulling out liquidity at a record pace.pdf|Deutsche-汽车及汽车科技：中国新能源汽车需求领先指标（周度新订单）—5月第四周 Asia Chart Alert PBoC is pulling out liquidity at a record pace.pdf]] ### Citi-村田制作所（6981.T）——2026年5月社长圆桌会议核心要点 Murata (6981.T) Takeaways from roundtable meeting with president (May 2026).pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0748__外资研报__Citi-村田制作所（6981.T）——2026年5月社长圆桌会议核心要点 Murata (6981.T) Takeaways from roundtable meeting with president (May 2026).pdf|Citi-村田制作所（6981.T）——2026年5月社长圆桌会议核心要点 Murata (6981.T) Takeaways from roundtable meeting with president (May 2026).pdf]] #### 预览 [[assets/docs/260601_0748__外资研报__Citi-村田制作所（6981.T）——2026年5月社长圆桌会议核心要点 Murata (6981.T) Takeaways from roundtable meeting with president (May 2026).pdf|Citi-村田制作所（6981.T）——2026年5月社长圆桌会议核心要点 Murata (6981.T) Takeaways from roundtable meeting with president (May 2026).pdf]] ### Citi-大中华区半导体：全新Tau定律——华为Tau缩放技术提升芯片性能 Greater China Semiconductors The New Tauism：Huawei’s Tau Scaling Advances Chip Performance.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0748__外资研报__Citi-大中华区半导体：全新Tau定律——华为Tau缩放技术提升芯片性能 Greater China Semiconductors The New Tauism：Huawei’s Tau Scaling Advances Chip Performance.pdf|Citi-大中华区半导体：全新Tau定律——华为Tau缩放技术提升芯片性能 Greater China Semiconductors The New Tauism：Huawei’s Tau Scaling Advances Chip Performance.pdf]] #### 预览 [[assets/docs/260601_0748__外资研报__Citi-大中华区半导体：全新Tau定律——华为Tau缩放技术提升芯片性能 Greater China Semiconductors The New Tauism：Huawei’s Tau Scaling Advances Chip Performance.pdf|Citi-大中华区半导体：全新Tau定律——华为Tau缩放技术提升芯片性能 Greater China Semiconductors The New Tauism：Huawei’s Tau Scaling Advances Chip Performance.pdf]] ### Citi-宏发股份（600885）——受益800V AIDC继电器需求提升，目标价上调至43元，重申买入 Hongfa Technology (600885.SS) Lift TP to Rmb43 on Rising 800V AIDC Relay Exposure; Reiterate Buy.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0748__外资研报__Citi-宏发股份（600885）——受益800V AIDC继电器需求提升，目标价上调至43元，重申买入 Hongfa Technology (600885.SS) Lift TP to Rmb43 on Rising 800V AIDC Relay Exposure; Reiterate Buy.pdf|Citi-宏发股份（600885）——受益800V AIDC继电器需求提升，目标价上调至43元，重申买入 Hongfa Technology (600885.SS) Lift TP to Rmb43 on Rising 800V AIDC Relay Exposure; Reiterate Buy.pdf]] #### 预览 [[assets/docs/260601_0748__外资研报__Citi-宏发股份（600885）——受益800V AIDC继电器需求提升，目标价上调至43元，重申买入 Hongfa Technology (600885.SS) Lift TP to Rmb43 on Rising 800V AIDC Relay Exposure; Reiterate Buy.pdf|Citi-宏发股份（600885）——受益800V AIDC继电器需求提升，目标价上调至43元，重申买入 Hongfa Technology (600885.SS) Lift TP to Rmb43 on Rising 800V AIDC Relay Exposure; Reiterate Buy.pdf]]