--- title: "#外资研报" topic_id: 22255285284818251 created_at: 2026-06-01T07:46:50.112+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：508 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255285284818251) - 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 ### MS-北美微软：基础设施商业化进程 ——AI 周期仍处早期阶段 Microsoft North America Infrastructure Monetization – Still Early Days in the AI Cycle.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0746__外资研报__MS-北美微软：基础设施商业化进程 ——AI 周期仍处早期阶段 Microsoft North America Infrastructure Monetization – Still Early Days in the AI Cycle.pdf|MS-北美微软：基础设施商业化进程 ——AI 周期仍处早期阶段 Microsoft North America Infrastructure Monetization – Still Early Days in the AI Cycle.pdf]] #### 预览 [[assets/docs/260601_0746__外资研报__MS-北美微软：基础设施商业化进程 ——AI 周期仍处早期阶段 Microsoft North America Infrastructure Monetization – Still Early Days in the AI Cycle.pdf|MS-北美微软：基础设施商业化进程 ——AI 周期仍处早期阶段 Microsoft North America Infrastructure Monetization – Still Early Days in the AI Cycle.pdf]] ### MS-传统存储器：即将迎来超预期上涨 Old Memory：Upside Surprise Ahead.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0746__外资研报__MS-传统存储器：即将迎来超预期上涨 Old Memory：Upside Surprise Ahead.pdf|MS-传统存储器：即将迎来超预期上涨 Old Memory：Upside Surprise Ahead.pdf]] #### 预览 [[assets/docs/260601_0746__外资研报__MS-传统存储器：即将迎来超预期上涨 Old Memory：Upside Surprise Ahead.pdf|MS-传统存储器：即将迎来超预期上涨 Old Memory：Upside Surprise Ahead.pdf]] ### MS-村田制作所（6981.T）——高端MLCC产品投资效率极高 Murata Manufacturing (6981) Japan Investment in Cutting-edge MLCC Products is Highly Efficient.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0746__外资研报__MS-村田制作所（6981.T）——高端MLCC产品投资效率极高 Murata Manufacturing (6981) Japan Investment in Cutting-edge MLCC Products is Highly Efficient.pdf|MS-村田制作所（6981.T）——高端MLCC产品投资效率极高 Murata Manufacturing (6981) Japan Investment in Cutting-edge MLCC Products is Highly Efficient.pdf]] #### 预览 [[assets/docs/260601_0746__外资研报__MS-村田制作所（6981.T）——高端MLCC产品投资效率极高 Murata Manufacturing (6981) Japan Investment in Cutting-edge MLCC Products is Highly Efficient.pdf|MS-村田制作所（6981.T）——高端MLCC产品投资效率极高 Murata Manufacturing (6981) Japan Investment in Cutting-edge MLCC Products is Highly Efficient.pdf]] ### MS-大中华半导体行业：PC半导体——亟需新增长驱动力 Greater China Semiconductors Asia Pacific PC Semis：New Growth Drivers Needed.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0746__外资研报__MS-大中华半导体行业：PC半导体——亟需新增长驱动力 Greater China Semiconductors Asia Pacific PC Semis：New Growth Drivers Needed.pdf|MS-大中华半导体行业：PC半导体——亟需新增长驱动力 Greater China Semiconductors Asia Pacific PC Semis：New Growth Drivers Needed.pdf]] #### 预览 [[assets/docs/260601_0746__外资研报__MS-大中华半导体行业：PC半导体——亟需新增长驱动力 Greater China Semiconductors Asia Pacific PC Semis：New Growth Drivers Needed.pdf|MS-大中华半导体行业：PC半导体——亟需新增长驱动力 Greater China Semiconductors Asia Pacific PC Semis：New Growth Drivers Needed.pdf]] ### MS-大中华半导体——内存扩产与华为τ定律双催化 Greater China Semiconductors Asia Pacific Double Catalysts from Memory Expansion and Huawei's t (Tau)-Law.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0746__外资研报__MS-大中华半导体——内存扩产与华为τ定律双催化 Greater China Semiconductors Asia Pacific Double Catalysts from Memory Expansion and Huawei's t (Tau)-Law.pdf|MS-大中华半导体——内存扩产与华为τ定律双催化 Greater China Semiconductors Asia Pacific Double Catalysts from Memory Expansion and Huawei's t (Tau)-Law.pdf]] #### 预览 [[assets/docs/260601_0746__外资研报__MS-大中华半导体——内存扩产与华为τ定律双催化 Greater China Semiconductors Asia Pacific Double Catalysts from Memory Expansion and Huawei's t (Tau)-Law.pdf|MS-大中华半导体——内存扩产与华为τ定律双催化 Greater China Semiconductors Asia Pacific Double Catalysts from Memory Expansion and Huawei's t (Tau)-Law.pdf]] ### MS-大中华区半导体 亚太：存储芯片旧产能：上行惊喜可期 Greater China Semiconductors Asia Pacific Old Memory：Upside Surprise Ahead.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0746__外资研报__MS-大中华区半导体 亚太：存储芯片旧产能：上行惊喜可期 Greater China Semiconductors Asia Pacific Old Memory：Upside Surprise Ahead.pdf|MS-大中华区半导体 亚太：存储芯片旧产能：上行惊喜可期 Greater China Semiconductors Asia Pacific Old Memory：Upside Surprise Ahead.pdf]] #### 预览 [[assets/docs/260601_0746__外资研报__MS-大中华区半导体 亚太：存储芯片旧产能：上行惊喜可期 Greater China Semiconductors Asia Pacific Old Memory：Upside Surprise Ahead.pdf|MS-大中华区半导体 亚太：存储芯片旧产能：上行惊喜可期 Greater China Semiconductors Asia Pacific Old Memory：Upside Surprise Ahead.pdf]] ### MS-戴尔 2027 财年第一财季财报：表现超预期，打脸此前悲观预期 Dell Technologies Inc. North America F1Q27 Earnings — An Incredibly Impressive Quarter; Eating Our Humble Pie.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0746__外资研报__MS-戴尔 2027 财年第一财季财报：表现超预期，打脸此前悲观预期 Dell Technologies Inc. North America F1Q27 Earnings — An Incredibly Impressive Quarter; Eating Our Humble Pie.pdf|MS-戴尔 2027 财年第一财季财报：表现超预期，打脸此前悲观预期 Dell Technologies Inc. North America F1Q27 Earnings — An Incredibly Impressive Quarter; Eating Our Humble Pie.pdf]] #### 预览 [[assets/docs/260601_0746__外资研报__MS-戴尔 2027 财年第一财季财报：表现超预期，打脸此前悲观预期 Dell Technologies Inc. North America F1Q27 Earnings — An Incredibly Impressive Quarter; Eating Our Humble Pie.pdf|MS-戴尔 2027 财年第一财季财报：表现超预期，打脸此前悲观预期 Dell Technologies Inc. North America F1Q27 Earnings — An Incredibly Impressive Quarter; Eating Our Humble Pie.pdf]] ### MS-互联网行业：每吉瓦算力可带来多少收入？——基于前瞻算力测算 Internet North America How Much Revenue per GW Could Be Generated with the Capacity Ahead.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0746__外资研报__MS-互联网行业：每吉瓦算力可带来多少收入？——基于前瞻算力测算 Internet North America How Much Revenue per GW Could Be Generated with the Capacity Ahead.pdf|MS-互联网行业：每吉瓦算力可带来多少收入？——基于前瞻算力测算 Internet North America How Much Revenue per GW Could Be Generated with the Capacity Ahead.pdf]] #### 预览 [[assets/docs/260601_0746__外资研报__MS-互联网行业：每吉瓦算力可带来多少收入？——基于前瞻算力测算 Internet North America How Much Revenue per GW Could Be Generated with the Capacity Ahead.pdf|MS-互联网行业：每吉瓦算力可带来多少收入？——基于前瞻算力测算 Internet North America How Much Revenue per GW Could Be Generated with the Capacity Ahead.pdf]] ### MS-Semtech（SMTC.US）——光模块业务增长动能加速 Semtech Corp. North America：Optical Momentum Accelerates.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0746__外资研报__MS-Semtech（SMTC.US）——光模块业务增长动能加速 Semtech Corp. North America：Optical Momentum Accelerates.pdf|MS-Semtech（SMTC.US）——光模块业务增长动能加速 Semtech Corp. North America：Optical Momentum Accelerates.pdf]] #### 预览 [[assets/docs/260601_0746__外资研报__MS-Semtech（SMTC.US）——光模块业务增长动能加速 Semtech Corp. North America：Optical Momentum Accelerates.pdf|MS-Semtech（SMTC.US）——光模块业务增长动能加速 Semtech Corp. North America：Optical Momentum Accelerates.pdf]]