--- title: "#外资研报" topic_id: 45544584582818488 created_at: 2026-06-01T07:46:30.709+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：511 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544584582818488) - 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-微软：基础设施变现——AI周期仍处早期 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-微软：基础设施变现——AI周期仍处早期 Microsoft North America Infrastructure Monetization – Still Early Days in the AI Cycle.pdf|MS-微软：基础设施变现——AI周期仍处早期 Microsoft North America Infrastructure Monetization – Still Early Days in the AI Cycle.pdf]] #### 预览 [[assets/docs/260601_0746__外资研报__MS-微软：基础设施变现——AI周期仍处早期 Microsoft North America Infrastructure Monetization – Still Early Days in the AI Cycle.pdf|MS-微软：基础设施变现——AI周期仍处早期 Microsoft North America Infrastructure Monetization – Still Early Days in the AI Cycle.pdf]] ### MS-小米集团（1810.HK）：2026年一季度财报——手机+AIoT毛利率超预期，汽车业务亏损；二季度环比复苏确定性高 Xiaomi Corp Asia Pacific 1Q26：Smartphone + AIoT Margin Beat vs. EV Loss; Sequential Recovery Highly Likely in 2Q26.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0746__外资研报__MS-小米集团（1810.HK）：2026年一季度财报——手机+AIoT毛利率超预期，汽车业务亏损；二季度环比复苏确定性高 Xiaomi Corp Asia Pacific 1Q26：Smartphone + AIoT Margin Beat vs. EV Loss; Sequential Recovery Hi.pdf|MS-小米集团（1810.HK）：2026年一季度财报——手机+AIoT毛利率超预期，汽车业务亏损；二季度环比复苏确定性高 Xiaomi Corp Asia Pacific 1Q26：Smartphone + AIoT Margin Beat vs. EV Loss; Sequential Recovery Highly Likely in 2Q26.pdf]] #### 预览 [[assets/docs/260601_0746__外资研报__MS-小米集团（1810.HK）：2026年一季度财报——手机+AIoT毛利率超预期，汽车业务亏损；二季度环比复苏确定性高 Xiaomi Corp Asia Pacific 1Q26：Smartphone + AIoT Margin Beat vs. EV Loss; Sequential Recovery Hi.pdf|MS-小米集团（1810.HK）：2026年一季度财报——手机+AIoT毛利率超预期，汽车业务亏损；二季度环比复苏确定性高 Xiaomi Corp Asia Pacific 1Q26：Smartphone + AIoT Margin Beat vs. EV Loss; Sequential Recovery Highly Likely in 2Q26.pdf]] ### MS-新思科技（SNPS.US）2027年增长格局尚未成型 Synopsys Inc. North America 2027 Set-up Yet to Emerge.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0746__外资研报__MS-新思科技（SNPS.US）2027年增长格局尚未成型 Synopsys Inc. North America 2027 Set-up Yet to Emerge.pdf|MS-新思科技（SNPS.US）2027年增长格局尚未成型 Synopsys Inc. North America 2027 Set-up Yet to Emerge.pdf]] #### 预览 [[assets/docs/260601_0746__外资研报__MS-新思科技（SNPS.US）2027年增长格局尚未成型 Synopsys Inc. North America 2027 Set-up Yet to Emerge.pdf|MS-新思科技（SNPS.US）2027年增长格局尚未成型 Synopsys Inc. North America 2027 Set-up Yet to Emerge.pdf]] ### MS-雪花（Snowflake） 北美：2027 年一季度业绩：跻身软件行业优质 AI 企业行列 Snowflake Inc. North America 1Q27 Results：Joining the Ranks of the Select AI Winners in Software.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0746__外资研报__MS-雪花（Snowflake） 北美：2027 年一季度业绩：跻身软件行业优质 AI 企业行列 Snowflake Inc. North America 1Q27 Results：Joining the Ranks of the Select AI Winners in Software.pdf|MS-雪花（Snowflake） 北美：2027 年一季度业绩：跻身软件行业优质 AI 企业行列 Snowflake Inc. North America 1Q27 Results：Joining the Ranks of the Select AI Winners in Software.pdf]] #### 预览 [[assets/docs/260601_0746__外资研报__MS-雪花（Snowflake） 北美：2027 年一季度业绩：跻身软件行业优质 AI 企业行列 Snowflake Inc. North America 1Q27 Results：Joining the Ranks of the Select AI Winners in Software.pdf|MS-雪花（Snowflake） 北美：2027 年一季度业绩：跻身软件行业优质 AI 企业行列 Snowflake Inc. North America 1Q27 Results：Joining the Ranks of the Select AI Winners in Software.pdf]] ### MS-亚太地区大中华半导体行业：存储扩张与华为 Tau 定律带来双重催化 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-亚太地区大中华半导体行业：存储扩张与华为 Tau 定律带来双重催化 Greater China Semiconductors Asia Pacific Double Catalysts from Memory Expansion and Huawei's t (Tau)-Law.pdf|MS-亚太地区大中华半导体行业：存储扩张与华为 Tau 定律带来双重催化 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-亚太地区大中华半导体行业：存储扩张与华为 Tau 定律带来双重催化 Greater China Semiconductors Asia Pacific Double Catalysts from Memory Expansion and Huawei's t (Tau)-Law.pdf|MS-亚太地区大中华半导体行业：存储扩张与华为 Tau 定律带来双重催化 Greater China Semiconductors Asia Pacific Double Catalysts from Memory Expansion and Huawei's t (Tau)-Law.pdf]] ### MS-亚太科技｜台北电脑展前瞻：英伟达Vera CPU与Rubin GPU成焦点 Asia-Pacific Technology Asia Pacific Taiwan Computex preview NVIDIA's Vera CPU and Rubin GPU seen as the main show.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0746__外资研报__MS-亚太科技｜台北电脑展前瞻：英伟达Vera CPU与Rubin GPU成焦点 Asia-Pacific Technology Asia Pacific Taiwan Computex preview NVIDIA's Vera CPU and Rubin GPU seen as the main show.pdf|MS-亚太科技｜台北电脑展前瞻：英伟达Vera CPU与Rubin GPU成焦点 Asia-Pacific Technology Asia Pacific Taiwan Computex preview NVIDIA's Vera CPU and Rubin GPU seen as the main show.pdf]] #### 预览 [[assets/docs/260601_0746__外资研报__MS-亚太科技｜台北电脑展前瞻：英伟达Vera CPU与Rubin GPU成焦点 Asia-Pacific Technology Asia Pacific Taiwan Computex preview NVIDIA's Vera CPU and Rubin GPU seen as the main show.pdf|MS-亚太科技｜台北电脑展前瞻：英伟达Vera CPU与Rubin GPU成焦点 Asia-Pacific Technology Asia Pacific Taiwan Computex preview NVIDIA's Vera CPU and Rubin GPU seen as the main show.pdf]] ### MS-亚洲经济：投资者问答反馈——拆解亚洲宏观十大热点关切 Asia Economics Asia Pacific The Viewpoint：Marketing Feedback – Addressing Questions From Investors.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0746__外资研报__MS-亚洲经济：投资者问答反馈——拆解亚洲宏观十大热点关切 Asia Economics Asia Pacific The Viewpoint：Marketing Feedback – Addressing Questions From Investors.pdf|MS-亚洲经济：投资者问答反馈——拆解亚洲宏观十大热点关切 Asia Economics Asia Pacific The Viewpoint：Marketing Feedback – Addressing Questions From Investors.pdf]] #### 预览 [[assets/docs/260601_0746__外资研报__MS-亚洲经济：投资者问答反馈——拆解亚洲宏观十大热点关切 Asia Economics Asia Pacific The Viewpoint：Marketing Feedback – Addressing Questions From Investors.pdf|MS-亚洲经济：投资者问答反馈——拆解亚洲宏观十大热点关切 Asia Economics Asia Pacific The Viewpoint：Marketing Feedback – Addressing Questions From Investors.pdf]] ### MS-特斯拉——自动驾驶出租车安全数据解读：来自奥斯汀的早期信号 Our Guide to Robotaxi Safety Data：Early Signals from Austin.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0746__外资研报__MS-特斯拉——自动驾驶出租车安全数据解读：来自奥斯汀的早期信号 Our Guide to Robotaxi Safety Data：Early Signals from Austin.pdf|MS-特斯拉——自动驾驶出租车安全数据解读：来自奥斯汀的早期信号 Our Guide to Robotaxi Safety Data：Early Signals from Austin.pdf]] #### 预览 [[assets/docs/260601_0746__外资研报__MS-特斯拉——自动驾驶出租车安全数据解读：来自奥斯汀的早期信号 Our Guide to Robotaxi Safety Data：Early Signals from Austin.pdf|MS-特斯拉——自动驾驶出租车安全数据解读：来自奥斯汀的早期信号 Our Guide to Robotaxi Safety Data：Early Signals from Austin.pdf]] ### MS-万国数据（GDS.US）2026亚洲AI峰会要点 GDS Holdings Ltd Asia Pacific Asia AI Summit 2026 Feedback.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0746__外资研报__MS-万国数据（GDS.US）2026亚洲AI峰会要点 GDS Holdings Ltd Asia Pacific Asia AI Summit 2026 Feedback.pdf|MS-万国数据（GDS.US）2026亚洲AI峰会要点 GDS Holdings Ltd Asia Pacific Asia AI Summit 2026 Feedback.pdf]] #### 预览 [[assets/docs/260601_0746__外资研报__MS-万国数据（GDS.US）2026亚洲AI峰会要点 GDS Holdings Ltd Asia Pacific Asia AI Summit 2026 Feedback.pdf|MS-万国数据（GDS.US）2026亚洲AI峰会要点 GDS Holdings Ltd Asia Pacific Asia AI Summit 2026 Feedback.pdf]]