---
title: "#外资研报"
topic_id: 22255285284841121
created_at: 2026-06-01T07:46:05.909+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：514
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255285284841121)
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## 总体总结

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## 文档

### Nomura-中国互联网与新媒体：一季度业绩发布前的战术性机会窗口 China Internet & New Media Tactical window ahead of 1Q print.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260601_0746__外资研报__Nomura-中国互联网与新媒体：一季度业绩发布前的战术性机会窗口 China Internet & New Media Tactical window ahead of 1Q print.pdf|Nomura-中国互联网与新媒体：一季度业绩发布前的战术性机会窗口 China Internet & New Media Tactical window ahead of 1Q print.pdf]]

#### 预览

[[assets/docs/260601_0746__外资研报__Nomura-中国互联网与新媒体：一季度业绩发布前的战术性机会窗口 China Internet & New Media Tactical window ahead of 1Q print.pdf|Nomura-中国互联网与新媒体：一季度业绩发布前的战术性机会窗口 China Internet & New Media Tactical window ahead of 1Q print.pdf]]

### Nomura-中国医疗健康行业——2026年ASCO年会：覆盖药企核心亮点 China healthcare 2026 ASCO：Highlights from covered companies.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260601_0746__外资研报__Nomura-中国医疗健康行业——2026年ASCO年会：覆盖药企核心亮点 China healthcare 2026 ASCO：Highlights from covered companies.pdf|Nomura-中国医疗健康行业——2026年ASCO年会：覆盖药企核心亮点 China healthcare 2026 ASCO：Highlights from covered companies.pdf]]

#### 预览

[[assets/docs/260601_0746__外资研报__Nomura-中国医疗健康行业——2026年ASCO年会：覆盖药企核心亮点 China healthcare 2026 ASCO：Highlights from covered companies.pdf|Nomura-中国医疗健康行业——2026年ASCO年会：覆盖药企核心亮点 China healthcare 2026 ASCO：Highlights from covered companies.pdf]]

### SemiAnalysis-AI Dark Output_ The Visible Cost of Invisible Output.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260601_0746__外资研报__SemiAnalysis-AI Dark Output_ The Visible Cost of Invisible Output.pdf|SemiAnalysis-AI Dark Output_ The Visible Cost of Invisible Output.pdf]]

#### 预览

[[assets/docs/260601_0746__外资研报__SemiAnalysis-AI Dark Output_ The Visible Cost of Invisible Output.pdf|SemiAnalysis-AI Dark Output_ The Visible Cost of Invisible Output.pdf]]

### SemiAnalysis-AI 暗产出：不可见产出的可见代价 --- AI Dark Output_ The Visible Cost of Invisible Output.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260601_0746__外资研报__SemiAnalysis-AI 暗产出：不可见产出的可见代价 --- AI Dark Output_ The Visible Cost of Invisible Output.pdf|SemiAnalysis-AI 暗产出：不可见产出的可见代价 --- AI Dark Output_ The Visible Cost of Invisible Output.pdf]]

#### 预览

[[assets/docs/260601_0746__外资研报__SemiAnalysis-AI 暗产出：不可见产出的可见代价 --- AI Dark Output_ The Visible Cost of Invisible Output.pdf|SemiAnalysis-AI 暗产出：不可见产出的可见代价 --- AI Dark Output_ The Visible Cost of Invisible Output.pdf]]

### SemiAnalysis-Anthropic Growth and Bedrock Mix Drive AWS Margins Higher While Peers Lag.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260601_0746__外资研报__SemiAnalysis-Anthropic Growth and Bedrock Mix Drive AWS Margins Higher While Peers Lag.pdf|SemiAnalysis-Anthropic Growth and Bedrock Mix Drive AWS Margins Higher While Peers Lag.pdf]]

#### 预览

[[assets/docs/260601_0746__外资研报__SemiAnalysis-Anthropic Growth and Bedrock Mix Drive AWS Margins Higher While Peers Lag.pdf|SemiAnalysis-Anthropic Growth and Bedrock Mix Drive AWS Margins Higher While Peers Lag.pdf]]

### SemiAnalysis-Anthropic 增长与 Bedrock 组合推动 AWS 利润率攀升，而同行则落后 --- Anthropic Growth and Bedrock Mix Drive AWS Margins Higher While Peers Lag.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260601_0746__外资研报__SemiAnalysis-Anthropic 增长与 Bedrock 组合推动 AWS 利润率攀升，而同行则落后 --- Anthropic Growth and Bedrock Mix Drive AWS Margins Higher While Peers Lag.pdf|SemiAnalysis-Anthropic 增长与 Bedrock 组合推动 AWS 利润率攀升，而同行则落后 --- Anthropic Growth and Bedrock Mix Drive AWS Margins Higher While Peers Lag.pdf]]

#### 预览

[[assets/docs/260601_0746__外资研报__SemiAnalysis-Anthropic 增长与 Bedrock 组合推动 AWS 利润率攀升，而同行则落后 --- Anthropic Growth and Bedrock Mix Drive AWS Margins Higher While Peers Lag.pdf|SemiAnalysis-Anthropic 增长与 Bedrock 组合推动 AWS 利润率攀升，而同行则落后 --- Anthropic Growth and Bedrock Mix Drive AWS Margins Higher While Peers Lag.pdf]]

### UBS-MLCC（片式多层陶瓷电容）：瑞银证据实验室核心数据——库存价值小幅上升 MLCC UBS Evidence Lab Inside：inventory value up slightly.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260601_0746__外资研报__UBS-MLCC（片式多层陶瓷电容）：瑞银证据实验室核心数据——库存价值小幅上升 MLCC UBS Evidence Lab Inside：inventory value up slightly.pdf|UBS-MLCC（片式多层陶瓷电容）：瑞银证据实验室核心数据——库存价值小幅上升 MLCC UBS Evidence Lab Inside：inventory value up slightly.pdf]]

#### 预览

[[assets/docs/260601_0746__外资研报__UBS-MLCC（片式多层陶瓷电容）：瑞银证据实验室核心数据——库存价值小幅上升 MLCC UBS Evidence Lab Inside：inventory value up slightly.pdf|UBS-MLCC（片式多层陶瓷电容）：瑞银证据实验室核心数据——库存价值小幅上升 MLCC UBS Evidence Lab Inside：inventory value up slightly.pdf]]

### Nomura-亚洲观察——中国：AI繁荣、地产挑战与K型分化 Asia Insights China：AI boom, property bust and K-shapes.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260601_0746__外资研报__Nomura-亚洲观察——中国：AI繁荣、地产挑战与K型分化 Asia Insights China：AI boom, property bust and K-shapes.pdf|Nomura-亚洲观察——中国：AI繁荣、地产挑战与K型分化 Asia Insights China：AI boom, property bust and K-shapes.pdf]]

#### 预览

[[assets/docs/260601_0746__外资研报__Nomura-亚洲观察——中国：AI繁荣、地产挑战与K型分化 Asia Insights China：AI boom, property bust and K-shapes.pdf|Nomura-亚洲观察——中国：AI繁荣、地产挑战与K型分化 Asia Insights China：AI boom, property bust and K-shapes.pdf]]

### Nomura-中国电力设备——乘着全球电力设备“超级周期” China Power Equipment Riding the global power equipment supercycle.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260601_0746__外资研报__Nomura-中国电力设备——乘着全球电力设备“超级周期” China Power Equipment Riding the global power equipment supercycle.pdf|Nomura-中国电力设备——乘着全球电力设备“超级周期” China Power Equipment Riding the global power equipment supercycle.pdf]]

#### 预览

[[assets/docs/260601_0746__外资研报__Nomura-中国电力设备——乘着全球电力设备“超级周期” China Power Equipment Riding the global power equipment supercycle.pdf|Nomura-中国电力设备——乘着全球电力设备“超级周期” China Power Equipment Riding the global power equipment supercycle.pdf]]