---
title: "#外资研报"
topic_id: 82255285284814522
created_at: 2026-06-01T07:47:54.837+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：500
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255285284814522)
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### GS-Marvell Technology Inc.（MRVL）：初步解读：指引高于市场预期，管理层评论显示 2027_28 财年指引有望上调 Marvell Technology Inc. (MRVL)：First Take：Guidance above the Street, with commentary pointing to uptick to FY27_28 guidance.pdf

- 状态：skipped_existing
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- 本地资源：[[assets/docs/260601_0747__外资研报__GS-Marvell Technology Inc.（MRVL）：初步解读：指引高于市场预期，管理层评论显示 2027_28 财年指引有望上调 Marvell Technology Inc. (MRVL)：First Take：Guidance above the Street, with commentary.pdf|GS-Marvell Technology Inc.（MRVL）：初步解读：指引高于市场预期，管理层评论显示 2027_28 财年指引有望上调 Marvell Technology Inc. (MRVL)：First Take：Guidance above the Street, with commentary pointing to uptick to FY27_28 guidance.pdf]]

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[[assets/docs/260601_0747__外资研报__GS-Marvell Technology Inc.（MRVL）：初步解读：指引高于市场预期，管理层评论显示 2027_28 财年指引有望上调 Marvell Technology Inc. (MRVL)：First Take：Guidance above the Street, with commentary.pdf|GS-Marvell Technology Inc.（MRVL）：初步解读：指引高于市场预期，管理层评论显示 2027_28 财年指引有望上调 Marvell Technology Inc. (MRVL)：First Take：Guidance above the Street, with commentary pointing to uptick to FY27_28 guidance.pdf]]

### GS-阿斯麦控股（ASML）：HQ 考察核心要点｜ASML Holding (ASML.AS)：Key takeaways from HQ visit.pdf

- 状态：skipped_existing
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- 本地资源：[[assets/docs/260601_0747__外资研报__GS-阿斯麦控股（ASML）：HQ 考察核心要点｜ASML Holding (ASML.AS)：Key takeaways from HQ visit.pdf|GS-阿斯麦控股（ASML）：HQ 考察核心要点｜ASML Holding (ASML.AS)：Key takeaways from HQ visit.pdf]]

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[[assets/docs/260601_0747__外资研报__GS-阿斯麦控股（ASML）：HQ 考察核心要点｜ASML Holding (ASML.AS)：Key takeaways from HQ visit.pdf|GS-阿斯麦控股（ASML）：HQ 考察核心要点｜ASML Holding (ASML.AS)：Key takeaways from HQ visit.pdf]]

### GS-比亚迪-002594-对可能召开的比亚迪智能化战略发布会有何预期；买入-20260526.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260601_0747__外资研报__GS-比亚迪-002594-对可能召开的比亚迪智能化战略发布会有何预期；买入-20260526.pdf|GS-比亚迪-002594-对可能召开的比亚迪智能化战略发布会有何预期；买入-20260526.pdf]]

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[[assets/docs/260601_0747__外资研报__GS-比亚迪-002594-对可能召开的比亚迪智能化战略发布会有何预期；买入-20260526.pdf|GS-比亚迪-002594-对可能召开的比亚迪智能化战略发布会有何预期；买入-20260526.pdf]]

### GS-村田制作所（6981.T）：CEO 会议纪要：看好公司在 AI MLCC 领域的战略与份额竞争力，维持买入评级 Murata Mfg. (6981.T)：CEO meeting：Positive on Murata’s strategy and competitiveness in gaining significant share of AI MLCC; Buy (on CL).pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260601_0747__外资研报__GS-村田制作所（6981.T）：CEO 会议纪要：看好公司在 AI MLCC 领域的战略与份额竞争力，维持买入评级 Murata Mfg. (6981.T)：CEO meeting：Positive on Murata’s strategy and competitiveness in gaining sign.pdf|GS-村田制作所（6981.T）：CEO 会议纪要：看好公司在 AI MLCC 领域的战略与份额竞争力，维持买入评级 Murata Mfg. (6981.T)：CEO meeting：Positive on Murata’s strategy and competitiveness in gaining significant share of AI MLCC; Buy (on CL).pdf]]

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[[assets/docs/260601_0747__外资研报__GS-村田制作所（6981.T）：CEO 会议纪要：看好公司在 AI MLCC 领域的战略与份额竞争力，维持买入评级 Murata Mfg. (6981.T)：CEO meeting：Positive on Murata’s strategy and competitiveness in gaining sign.pdf|GS-村田制作所（6981.T）：CEO 会议纪要：看好公司在 AI MLCC 领域的战略与份额竞争力，维持买入评级 Murata Mfg. (6981.T)：CEO meeting：Positive on Murata’s strategy and competitiveness in gaining significant share of AI MLCC; Buy (on CL).pdf]]

### GS-大中华半导体行业——4月集成电路进出口额同比大增54.7%99.6% Greater China Semis：April：IC import_export value +54.7%_+99.6% YoY.pdf

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- 本地资源：[[assets/docs/260601_0747__外资研报__GS-大中华半导体行业——4月集成电路进出口额同比大增54.7%99.6% Greater China Semis：April：IC import_export value +54.7%_+99.6% YoY.pdf|GS-大中华半导体行业——4月集成电路进出口额同比大增54.7%99.6% Greater China Semis：April：IC import_export value +54.7%_+99.6% YoY.pdf]]

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[[assets/docs/260601_0747__外资研报__GS-大中华半导体行业——4月集成电路进出口额同比大增54.7%99.6% Greater China Semis：April：IC import_export value +54.7%_+99.6% YoY.pdf|GS-大中华半导体行业——4月集成电路进出口额同比大增54.7%99.6% Greater China Semis：April：IC import_export value +54.7%_+99.6% YoY.pdf]]

### GS-戴尔科技（DELL）：27 财年第一财季前瞻：超预期表现推升全年指引｜Dell Technologies Inc. (DELL) F1Q27 First Take Broad-based beat drives raised FY outlook.pdf

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- 本地资源：[[assets/docs/260601_0747__外资研报__GS-戴尔科技（DELL）：27 财年第一财季前瞻：超预期表现推升全年指引｜Dell Technologies Inc. (DELL) F1Q27 First Take Broad-based beat drives raised FY outlook.pdf|GS-戴尔科技（DELL）：27 财年第一财季前瞻：超预期表现推升全年指引｜Dell Technologies Inc. (DELL) F1Q27 First Take Broad-based beat drives raised FY outlook.pdf]]

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[[assets/docs/260601_0747__外资研报__GS-戴尔科技（DELL）：27 财年第一财季前瞻：超预期表现推升全年指引｜Dell Technologies Inc. (DELL) F1Q27 First Take Broad-based beat drives raised FY outlook.pdf|GS-戴尔科技（DELL）：27 财年第一财季前瞻：超预期表现推升全年指引｜Dell Technologies Inc. (DELL) F1Q27 First Take Broad-based beat drives raised FY outlook.pdf]]

### Deutsche-英飞凌（IFXGn.DE）dbAccess欧洲冠军峰会交流要点 Infineon Technologies Feedback from dbAccess European Champions conference.pdf

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[[assets/docs/260601_0747__外资研报__Deutsche-英飞凌（IFXGn.DE）dbAccess欧洲冠军峰会交流要点 Infineon Technologies Feedback from dbAccess European Champions conference.pdf|Deutsche-英飞凌（IFXGn.DE）dbAccess欧洲冠军峰会交流要点 Infineon Technologies Feedback from dbAccess European Champions conference.pdf]]

### Deutsche-中国公用事业行业——上调AI用电需求预测 China Utilities Sector Raising AI power demand forecasts (Monthly - May 2026).pdf

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- 本地资源：[[assets/docs/260601_0747__外资研报__Deutsche-中国公用事业行业——上调AI用电需求预测 China Utilities Sector Raising AI power demand forecasts (Monthly - May 2026).pdf|Deutsche-中国公用事业行业——上调AI用电需求预测 China Utilities Sector Raising AI power demand forecasts (Monthly - May 2026).pdf]]

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[[assets/docs/260601_0747__外资研报__Deutsche-中国公用事业行业——上调AI用电需求预测 China Utilities Sector Raising AI power demand forecasts (Monthly - May 2026).pdf|Deutsche-中国公用事业行业——上调AI用电需求预测 China Utilities Sector Raising AI power demand forecasts (Monthly - May 2026).pdf]]

### GFHK-片上内存：增长但利基｜On-chip Memory Growing but Niche.pdf

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- 本地资源：[[assets/docs/260601_0747__外资研报__GFHK-片上内存：增长但利基｜On-chip Memory Growing but Niche.pdf|GFHK-片上内存：增长但利基｜On-chip Memory Growing but Niche.pdf]]

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[[assets/docs/260601_0747__外资研报__GFHK-片上内存：增长但利基｜On-chip Memory Growing but Niche.pdf|GFHK-片上内存：增长但利基｜On-chip Memory Growing but Niche.pdf]]