--- title: "#外资研报" topic_id: 82255285284841182 created_at: 2026-06-01T07:45:56.119+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：515 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255285284841182) - 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 ### UBS-村田制作所（6981.T）卖方小型交流会核心要点 Murata Manufacturing Key takeaways from a sell-side small meeting.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0745__外资研报__UBS-村田制作所（6981.T）卖方小型交流会核心要点 Murata Manufacturing Key takeaways from a sell-side small meeting.pdf|UBS-村田制作所（6981.T）卖方小型交流会核心要点 Murata Manufacturing Key takeaways from a sell-side small meeting.pdf]] #### 预览 [[assets/docs/260601_0745__外资研报__UBS-村田制作所（6981.T）卖方小型交流会核心要点 Murata Manufacturing Key takeaways from a sell-side small meeting.pdf|UBS-村田制作所（6981.T）卖方小型交流会核心要点 Murata Manufacturing Key takeaways from a sell-side small meeting.pdf]] ### UBS-恒立液压（601100）2026年投资者交流会｜传统与新品均供不应求，滚珠丝杠工厂有望提前盈亏平衡 Jiangsu Hengli Hydraulic 2026 AIC：Both legacy and new products in short supply, ball screw plant likely to break even ahead of schedule.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0745__外资研报__UBS-恒立液压（601100）2026年投资者交流会｜传统与新品均供不应求，滚珠丝杠工厂有望提前盈亏平衡 Jiangsu Hengli Hydraulic 2026 AIC：Both legacy and new products in short supply, ball screw plant likely.pdf|UBS-恒立液压（601100）2026年投资者交流会｜传统与新品均供不应求，滚珠丝杠工厂有望提前盈亏平衡 Jiangsu Hengli Hydraulic 2026 AIC：Both legacy and new products in short supply, ball screw plant likely to break even ahead of schedule.pdf]] #### 预览 [[assets/docs/260601_0745__外资研报__UBS-恒立液压（601100）2026年投资者交流会｜传统与新品均供不应求，滚珠丝杠工厂有望提前盈亏平衡 Jiangsu Hengli Hydraulic 2026 AIC：Both legacy and new products in short supply, ball screw plant likely.pdf|UBS-恒立液压（601100）2026年投资者交流会｜传统与新品均供不应求，滚珠丝杠工厂有望提前盈亏平衡 Jiangsu Hengli Hydraulic 2026 AIC：Both legacy and new products in short supply, ball screw plant likely to break even ahead of schedule.pdf]] ### UBS-科士达（002518.SZ）2026年投资者交流会｜订单与新产品前景积极 Kstar 2026 AIC：Positive outlook for order intake and new products.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0745__外资研报__UBS-科士达（002518.SZ）2026年投资者交流会｜订单与新产品前景积极 Kstar 2026 AIC：Positive outlook for order intake and new products.pdf|UBS-科士达（002518.SZ）2026年投资者交流会｜订单与新产品前景积极 Kstar 2026 AIC：Positive outlook for order intake and new products.pdf]] #### 预览 [[assets/docs/260601_0745__外资研报__UBS-科士达（002518.SZ）2026年投资者交流会｜订单与新产品前景积极 Kstar 2026 AIC：Positive outlook for order intake and new products.pdf|UBS-科士达（002518.SZ）2026年投资者交流会｜订单与新产品前景积极 Kstar 2026 AIC：Positive outlook for order intake and new products.pdf]] ### UBS-矿业策略实地调研——中国之行反馈：景气度好转 Mining Strategy On the Road：China trip feedback - Better....pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0745__外资研报__UBS-矿业策略实地调研——中国之行反馈：景气度好转 Mining Strategy On the Road：China trip feedback - Better....pdf|UBS-矿业策略实地调研——中国之行反馈：景气度好转 Mining Strategy On the Road：China trip feedback - Better....pdf]] #### 预览 [[assets/docs/260601_0745__外资研报__UBS-矿业策略实地调研——中国之行反馈：景气度好转 Mining Strategy On the Road：China trip feedback - Better....pdf|UBS-矿业策略实地调研——中国之行反馈：景气度好转 Mining Strategy On the Road：China trip feedback - Better....pdf]] ### UBS-全球宏观图表：AI能否抵消能源冲击？ Global Macro Chart of the Day (#88)：Can AI offset energy.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0745__外资研报__UBS-全球宏观图表：AI能否抵消能源冲击？ Global Macro Chart of the Day (_88)：Can AI offset energy.pdf|UBS-全球宏观图表：AI能否抵消能源冲击？ Global Macro Chart of the Day (#88)：Can AI offset energy.pdf]] #### 预览 [[assets/docs/260601_0745__外资研报__UBS-全球宏观图表：AI能否抵消能源冲击？ Global Macro Chart of the Day (_88)：Can AI offset energy.pdf|UBS-全球宏观图表：AI能否抵消能源冲击？ Global Macro Chart of the Day (#88)：Can AI offset energy.pdf]] ### UBS-全球经济与策略：摘要——我们遇到的 10+1 个最难客户提问 Global Economics & Strategy：The Compendium - The 10 (+1) toughest client questions we've fielded-20260526.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0745__外资研报__UBS-全球经济与策略：摘要——我们遇到的 10+1 个最难客户提问 Global Economics & Strategy：The Compendium - The 10 (+1) toughest client questions we've fielded-20260526.pdf|UBS-全球经济与策略：摘要——我们遇到的 10+1 个最难客户提问 Global Economics & Strategy：The Compendium - The 10 (+1) toughest client questions we've fielded-20260526.pdf]] #### 预览 [[assets/docs/260601_0745__外资研报__UBS-全球经济与策略：摘要——我们遇到的 10+1 个最难客户提问 Global Economics & Strategy：The Compendium - The 10 (+1) toughest client questions we've fielded-20260526.pdf|UBS-全球经济与策略：摘要——我们遇到的 10+1 个最难客户提问 Global Economics & Strategy：The Compendium - The 10 (+1) toughest client questions we've fielded-20260526.pdf]] ### UBS-三星SDI（006400.KS）2026年投资者大会｜储能与备用电源业务迎来反转增长 Samsung SDI 2026 AIC：turning around on ESS and BBU growth.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0745__外资研报__UBS-三星SDI（006400.KS）2026年投资者大会｜储能与备用电源业务迎来反转增长 Samsung SDI 2026 AIC：turning around on ESS and BBU growth.pdf|UBS-三星SDI（006400.KS）2026年投资者大会｜储能与备用电源业务迎来反转增长 Samsung SDI 2026 AIC：turning around on ESS and BBU growth.pdf]] #### 预览 [[assets/docs/260601_0745__外资研报__UBS-三星SDI（006400.KS）2026年投资者大会｜储能与备用电源业务迎来反转增长 Samsung SDI 2026 AIC：turning around on ESS and BBU growth.pdf|UBS-三星SDI（006400.KS）2026年投资者大会｜储能与备用电源业务迎来反转增长 Samsung SDI 2026 AIC：turning around on ESS and BBU growth.pdf]] ### UBS-Semtech（SMTC.US）——光模块与有源铜缆业务加速增长，业绩超预期并上调指引 Semtech Corp Beat and Raise on Accelerating Optical and ACC Momentum.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0745__外资研报__UBS-Semtech（SMTC.US）——光模块与有源铜缆业务加速增长，业绩超预期并上调指引 Semtech Corp Beat and Raise on Accelerating Optical and ACC Momentum.pdf|UBS-Semtech（SMTC.US）——光模块与有源铜缆业务加速增长，业绩超预期并上调指引 Semtech Corp Beat and Raise on Accelerating Optical and ACC Momentum.pdf]] #### 预览 [[assets/docs/260601_0745__外资研报__UBS-Semtech（SMTC.US）——光模块与有源铜缆业务加速增长，业绩超预期并上调指引 Semtech Corp Beat and Raise on Accelerating Optical and ACC Momentum.pdf|UBS-Semtech（SMTC.US）——光模块与有源铜缆业务加速增长，业绩超预期并上调指引 Semtech Corp Beat and Raise on Accelerating Optical and ACC Momentum.pdf]] ### UBS-奥普特（688686）2026年投资者交流会｜半导体业务高速增长，预计3C业务2027年加速增长 OPT Machine Vision 2026 AIC：rapid growth in semis biz; company expects 3C biz growth to accelerate in 2027.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0745__外资研报__UBS-奥普特（688686）2026年投资者交流会｜半导体业务高速增长，预计3C业务2027年加速增长 OPT Machine Vision 2026 AIC：rapid growth in semis biz; company expects 3C biz growth to accelerate in 20.pdf|UBS-奥普特（688686）2026年投资者交流会｜半导体业务高速增长，预计3C业务2027年加速增长 OPT Machine Vision 2026 AIC：rapid growth in semis biz; company expects 3C biz growth to accelerate in 2027.pdf]] #### 预览 [[assets/docs/260601_0745__外资研报__UBS-奥普特（688686）2026年投资者交流会｜半导体业务高速增长，预计3C业务2027年加速增长 OPT Machine Vision 2026 AIC：rapid growth in semis biz; company expects 3C biz growth to accelerate in 20.pdf|UBS-奥普特（688686）2026年投资者交流会｜半导体业务高速增长，预计3C业务2027年加速增长 OPT Machine Vision 2026 AIC：rapid growth in semis biz; company expects 3C biz growth to accelerate in 2027.pdf]]