#外资研报

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MS-快手科技(1024.HK)2026年一季度业绩:可灵AI增长强劲,其他业务表现不及预期 Kuaishou Asia Pacific 1Q26 result:Strong Kling growth but others disappoint.pdf

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MS-快手科技(1024.HK)2026年一季度业绩:可灵AI增长强劲,其他业务表现不及预期 Kuaishou Asia Pacific 1Q26 result:Strong Kling growth but others disappoint.pdf

MS-礼来(LLY.US)与首席科学官会议要点 Eli Lilly & Co. North America Takeaways from CSO Meetings.pdf

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MS-礼来(LLY.US)与首席科学官会议要点 Eli Lilly & Co. North America Takeaways from CSO Meetings.pdf

MS-迈威尔科技(Marvell) 北美:受全面 AI 业务优势推动,长期展望上调 Marvell Technology Group Ltd North America Long-Term Outlook Raised on Broad AI Strength.pdf

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MS-迈威尔科技(Marvell) 北美:受全面 AI 业务优势推动,长期展望上调 Marvell Technology Group Ltd North America Long-Term Outlook Raised on Broad AI Strength.pdf

MS-迈威尔科技:AI全面发力,上调长期展望 Marvell Technology Group Ltd North America Long-Term Outlook Raised on Broad AI Strength.pdf

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MS-迈威尔科技:AI全面发力,上调长期展望 Marvell Technology Group Ltd North America Long-Term Outlook Raised on Broad AI Strength.pdf

MS-美团(3690.HK)2026年一季度业绩预览——盈利路径清晰 Meituan Asia Pacific 1Q26 Preview:Roadmap to Profitability.pdf

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MS-美团(3690.HK)2026年一季度业绩预览——盈利路径清晰 Meituan Asia Pacific 1Q26 Preview:Roadmap to Profitability.pdf

MS-南亚电路板(8046.TW)——4月初步获利表现强劲 Nan Ya PCB Asia Pacific Strong preliminary April profits.pdf

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MS-南亚电路板(8046.TW)——4月初步获利表现强劲 Nan Ya PCB Asia Pacific Strong preliminary April profits.pdf

MS-能源安全与AI:能源遇见算力,超级周期再启动 Investor Presentation Asia Pacific Energy Security & AI:Energy Meets Compute Supercycle Recharges.pdf

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MS-能源安全与AI:能源遇见算力,超级周期再启动 Investor Presentation Asia Pacific Energy Security & AI:Energy Meets Compute Supercycle Recharges.pdf

MS-互联网行业——当前市场交易逻辑:“AI阵营对决其余所有板块” Internet North America Where Are We Trading Now:An “AI vs All Other” Tape.pdf

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MS-互联网行业——当前市场交易逻辑:“AI阵营对决其余所有板块” Internet North America Where Are We Trading Now:An “AI vs All Other” Tape.pdf

MS-机床行业:2026年4月订单确认数据——中国需求回升至历史高位,日本国内在汽车与电气设备带动下大幅扩张 Machine Tools Apr 2026 Confirmed Orders China Recovers to Record Levels, Sharp Domestic Expansion Led by Autos & Electrical.pdf

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MS-机床行业:2026年4月订单确认数据——中国需求回升至历史高位,日本国内在汽车与电气设备带动下大幅扩张 Machine Tools Apr 2026 Confirmed Orders China Recovers to Record Levels, Sharp Domestic Expansion Led by Autos & Electrical.pdf