--- title: "#外资研报" topic_id: 14422452451581222 created_at: 2026-06-01T07:47:48.685+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：501 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422452451581222) - 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 ### GS-金属与采矿：炼焦煤——中国供应中断或对海运价格形成上行压力 Metals & Mining：Met Coal：China supply outage may present upward pressure on Seaborne prices.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0747__外资研报__GS-金属与采矿：炼焦煤——中国供应中断或对海运价格形成上行压力 Metals & Mining：Met Coal：China supply outage may present upward pressure on Seaborne prices.pdf|GS-金属与采矿：炼焦煤——中国供应中断或对海运价格形成上行压力 Metals & Mining：Met Coal：China supply outage may present upward pressure on Seaborne prices.pdf]] #### 预览 [[assets/docs/260601_0747__外资研报__GS-金属与采矿：炼焦煤——中国供应中断或对海运价格形成上行压力 Metals & Mining：Met Coal：China supply outage may present upward pressure on Seaborne prices.pdf|GS-金属与采矿：炼焦煤——中国供应中断或对海运价格形成上行压力 Metals & Mining：Met Coal：China supply outage may present upward pressure on Seaborne prices.pdf]] ### GS-科伦药业-002422-芦康沙妥珠单抗联合帕博利珠单抗一线治疗PD_L1阳性NSCLC生存获益强劲；维持买入评级.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0747__外资研报__GS-科伦药业-002422-芦康沙妥珠单抗联合帕博利珠单抗一线治疗PD_L1阳性NSCLC生存获益强劲；维持买入评级.pdf|GS-科伦药业-002422-芦康沙妥珠单抗联合帕博利珠单抗一线治疗PD_L1阳性NSCLC生存获益强劲；维持买入评级.pdf]] #### 预览 [[assets/docs/260601_0747__外资研报__GS-科伦药业-002422-芦康沙妥珠单抗联合帕博利珠单抗一线治疗PD_L1阳性NSCLC生存获益强劲；维持买入评级.pdf|GS-科伦药业-002422-芦康沙妥珠单抗联合帕博利珠单抗一线治疗PD_L1阳性NSCLC生存获益强劲；维持买入评级.pdf]] ### GS-澜起科技（688008.SS 6809.HK）：MRDIMM加速放量，满足AI工作负载更高内存带宽需求；上调目标价至387元人民币582港元；维持买入评级 Montage (688008.SS)：MRDIMM ramping up for larger memory bandwidth for AI workloads；raising TPs to Rmb387 HK$582；Buy.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0747__外资研报__GS-澜起科技（688008.SS 6809.HK）：MRDIMM加速放量，满足AI工作负载更高内存带宽需求；上调目标价至387元人民币582港元；维持买入评级 Montage (688008.SS)：MRDIMM ramping up for larger memory bandwidth for AI wor.pdf|GS-澜起科技（688008.SS 6809.HK）：MRDIMM加速放量，满足AI工作负载更高内存带宽需求；上调目标价至387元人民币582港元；维持买入评级 Montage (688008.SS)：MRDIMM ramping up for larger memory bandwidth for AI workloads；raising TPs to Rmb387 HK$582；Buy.pdf]] #### 预览 [[assets/docs/260601_0747__外资研报__GS-澜起科技（688008.SS 6809.HK）：MRDIMM加速放量，满足AI工作负载更高内存带宽需求；上调目标价至387元人民币582港元；维持买入评级 Montage (688008.SS)：MRDIMM ramping up for larger memory bandwidth for AI wor.pdf|GS-澜起科技（688008.SS 6809.HK）：MRDIMM加速放量，满足AI工作负载更高内存带宽需求；上调目标价至387元人民币582港元；维持买入评级 Montage (688008.SS)：MRDIMM ramping up for larger memory bandwidth for AI workloads；raising TPs to Rmb387 HK$582；Buy.pdf]] ### GS-迈威尔科技（MRVL）：指引超预期，管理层暗示将上调20272028财年业绩指引 Marvel Technology Inc.(MRVL)：First Take：Guidance above the Street, with commentary pointing to uptick to FY27_28 guidance.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0747__外资研报__GS-迈威尔科技（MRVL）：指引超预期，管理层暗示将上调20272028财年业绩指引 Marvel Technology Inc.(MRVL)：First Take：Guidance above the Street, with commentary pointing to uptick to FY27_28.pdf|GS-迈威尔科技（MRVL）：指引超预期，管理层暗示将上调20272028财年业绩指引 Marvel Technology Inc.(MRVL)：First Take：Guidance above the Street, with commentary pointing to uptick to FY27_28 guidance.pdf]] #### 预览 [[assets/docs/260601_0747__外资研报__GS-迈威尔科技（MRVL）：指引超预期，管理层暗示将上调20272028财年业绩指引 Marvel Technology Inc.(MRVL)：First Take：Guidance above the Street, with commentary pointing to uptick to FY27_28.pdf|GS-迈威尔科技（MRVL）：指引超预期，管理层暗示将上调20272028财年业绩指引 Marvel Technology Inc.(MRVL)：First Take：Guidance above the Street, with commentary pointing to uptick to FY27_28 guidance.pdf]] ### GS-迈威尔科技（MRVL.US）上调中期业绩指引，2028年定制芯片业务蕴藏重大机遇 Marvell Technology Inc. (MRVL)：Uptick to medium-term guidance, with significant custom silicon opportunity in 2028.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0747__外资研报__GS-迈威尔科技（MRVL.US）上调中期业绩指引，2028年定制芯片业务蕴藏重大机遇 Marvell Technology Inc. (MRVL)：Uptick to medium-term guidance, with significant custom silicon opportunity in 202.pdf|GS-迈威尔科技（MRVL.US）上调中期业绩指引，2028年定制芯片业务蕴藏重大机遇 Marvell Technology Inc. (MRVL)：Uptick to medium-term guidance, with significant custom silicon opportunity in 2028.pdf]] #### 预览 [[assets/docs/260601_0747__外资研报__GS-迈威尔科技（MRVL.US）上调中期业绩指引，2028年定制芯片业务蕴藏重大机遇 Marvell Technology Inc. (MRVL)：Uptick to medium-term guidance, with significant custom silicon opportunity in 202.pdf|GS-迈威尔科技（MRVL.US）上调中期业绩指引，2028年定制芯片业务蕴藏重大机遇 Marvell Technology Inc. (MRVL)：Uptick to medium-term guidance, with significant custom silicon opportunity in 2028.pdf]] ### GS-戴尔科技集团（DELL）：2027财年第一季度速评——全线超预期，推动上调全年业绩展望 Dell Technologies Inc. (DELL) F1Q27 First Take Broad-based beat drives raised FY outlook.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0747__外资研报__GS-戴尔科技集团（DELL）：2027财年第一季度速评——全线超预期，推动上调全年业绩展望 Dell Technologies Inc. (DELL) F1Q27 First Take Broad-based beat drives raised FY outlook.pdf|GS-戴尔科技集团（DELL）：2027财年第一季度速评——全线超预期，推动上调全年业绩展望 Dell Technologies Inc. (DELL) F1Q27 First Take Broad-based beat drives raised FY outlook.pdf]] #### 预览 [[assets/docs/260601_0747__外资研报__GS-戴尔科技集团（DELL）：2027财年第一季度速评——全线超预期，推动上调全年业绩展望 Dell Technologies Inc. (DELL) F1Q27 First Take Broad-based beat drives raised FY outlook.pdf|GS-戴尔科技集团（DELL）：2027财年第一季度速评——全线超预期，推动上调全年业绩展望 Dell Technologies Inc. (DELL) F1Q27 First Take Broad-based beat drives raised FY outlook.pdf]] ### GS-福耀玻璃-600660-亚洲Communacopia+科技大会要点：产品均价强劲提升，利润率改善-20260520.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0747__外资研报__GS-福耀玻璃-600660-亚洲Communacopia+科技大会要点：产品均价强劲提升，利润率改善-20260520.pdf|GS-福耀玻璃-600660-亚洲Communacopia+科技大会要点：产品均价强劲提升，利润率改善-20260520.pdf]] #### 预览 [[assets/docs/260601_0747__外资研报__GS-福耀玻璃-600660-亚洲Communacopia+科技大会要点：产品均价强劲提升，利润率改善-20260520.pdf|GS-福耀玻璃-600660-亚洲Communacopia+科技大会要点：产品均价强劲提升，利润率改善-20260520.pdf]] ### GS-富士通（6702.T）宣布与Anthropic、OpenAI达成商业合作，强化现场工程师业务、产品研发、网络安全及内部AI应用 Fujitsu (6702.T)：Announces business partnerships with Anthropic and OpenAI to strengthen FDE_product developmentsecurity_in-house use.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0747__外资研报__GS-富士通（6702.T）宣布与Anthropic、OpenAI达成商业合作，强化现场工程师业务、产品研发、网络安全及内部AI应用 Fujitsu (6702.T)：Announces business partnerships with Anthropic and OpenAI to strengthen F.pdf|GS-富士通（6702.T）宣布与Anthropic、OpenAI达成商业合作，强化现场工程师业务、产品研发、网络安全及内部AI应用 Fujitsu (6702.T)：Announces business partnerships with Anthropic and OpenAI to strengthen FDE_product developmentsecurity_in-house use.pdf]] #### 预览 [[assets/docs/260601_0747__外资研报__GS-富士通（6702.T）宣布与Anthropic、OpenAI达成商业合作，强化现场工程师业务、产品研发、网络安全及内部AI应用 Fujitsu (6702.T)：Announces business partnerships with Anthropic and OpenAI to strengthen F.pdf|GS-富士通（6702.T）宣布与Anthropic、OpenAI达成商业合作，强化现场工程师业务、产品研发、网络安全及内部AI应用 Fujitsu (6702.T)：Announces business partnerships with Anthropic and OpenAI to strengthen FDE_product developmentsecurity_in-house use.pdf]] ### GS-韩国金融与金融科技——新加坡路演反馈：市场波动下挖掘防御性价值 Korea Financials & Fintech：SG marketing feedback：Finding value as defensives amid market volatility.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0747__外资研报__GS-韩国金融与金融科技——新加坡路演反馈：市场波动下挖掘防御性价值 Korea Financials & Fintech：SG marketing feedback：Finding value as defensives amid market volatility.pdf|GS-韩国金融与金融科技——新加坡路演反馈：市场波动下挖掘防御性价值 Korea Financials & Fintech：SG marketing feedback：Finding value as defensives amid market volatility.pdf]] #### 预览 [[assets/docs/260601_0747__外资研报__GS-韩国金融与金融科技——新加坡路演反馈：市场波动下挖掘防御性价值 Korea Financials & Fintech：SG marketing feedback：Finding value as defensives amid market volatility.pdf|GS-韩国金融与金融科技——新加坡路演反馈：市场波动下挖掘防御性价值 Korea Financials & Fintech：SG marketing feedback：Finding value as defensives amid market volatility.pdf]]