---
title: "#外资研报"
topic_id: 14422452884141542
created_at: 2026-06-02T08:40:08.517+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：409
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422452884141542)
- 附件：图片 0，音频 0，文档 9
- 音频文件：_无音频_

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## 正文

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## 总体总结

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## 文档

### MS-半导体资本设备——日本调研纪要 Semiconductor Capital Equipment North America Japan Takeaways.pdf

- 状态：failed
- 错误：内部错误
- 本地资源：_无本地文件_

### MS-锻造新视野：中国股市年中展望-20260601.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260602_0840__外资研报__MS-锻造新视野：中国股市年中展望-20260601.pdf|MS-锻造新视野：中国股市年中展望-20260601.pdf]]

#### 预览

[[assets/docs/260602_0840__外资研报__MS-锻造新视野：中国股市年中展望-20260601.pdf|MS-锻造新视野：中国股市年中展望-20260601.pdf]]

### MS-广达电脑(2382.TW)：2026年亚洲AI峰会要点纪要 Quanta Computer Inc. Asia Pacific Asia AI Summit 2026 Takeaways.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260602_0840__外资研报__MS-广达电脑(2382.TW)：2026年亚洲AI峰会要点纪要 Quanta Computer Inc. Asia Pacific Asia AI Summit 2026 Takeaways.pdf|MS-广达电脑(2382.TW)：2026年亚洲AI峰会要点纪要 Quanta Computer Inc. Asia Pacific Asia AI Summit 2026 Takeaways.pdf]]

#### 预览

[[assets/docs/260602_0840__外资研报__MS-广达电脑(2382.TW)：2026年亚洲AI峰会要点纪要 Quanta Computer Inc. Asia Pacific Asia AI Summit 2026 Takeaways.pdf|MS-广达电脑(2382.TW)：2026年亚洲AI峰会要点纪要 Quanta Computer Inc. Asia Pacific Asia AI Summit 2026 Takeaways.pdf]]

### MS-华虹半导体（1347.HK）2026亚洲AI峰会反馈：多年价周期与激进长期营收指引成焦点 Hua Hong Semiconductor Ltd Asia Pacific Asia AI Summit 2026 Feedback：Multi-year Pricing Cycle and Aggressive Long-term Revenue Guidance in Focus.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260602_0840__外资研报__MS-华虹半导体（1347.HK）2026亚洲AI峰会反馈：多年价周期与激进长期营收指引成焦点 Hua Hong Semiconductor Ltd Asia Pacific Asia AI Summit 2026 Feedback：Multi-year Pricing Cycle and Aggressive.pdf|MS-华虹半导体（1347.HK）2026亚洲AI峰会反馈：多年价周期与激进长期营收指引成焦点 Hua Hong Semiconductor Ltd Asia Pacific Asia AI Summit 2026 Feedback：Multi-year Pricing Cycle and Aggressive Long-term Revenue Guidance in Focus.pdf]]

#### 预览

[[assets/docs/260602_0840__外资研报__MS-华虹半导体（1347.HK）2026亚洲AI峰会反馈：多年价周期与激进长期营收指引成焦点 Hua Hong Semiconductor Ltd Asia Pacific Asia AI Summit 2026 Feedback：Multi-year Pricing Cycle and Aggressive.pdf|MS-华虹半导体（1347.HK）2026亚洲AI峰会反馈：多年价周期与激进长期营收指引成焦点 Hua Hong Semiconductor Ltd Asia Pacific Asia AI Summit 2026 Feedback：Multi-year Pricing Cycle and Aggressive Long-term Revenue Guidance in Focus.pdf]]

### MS-联发科（2454.TW）2026中国台湾AI峰会要点：从云端到边缘 MediaTek Asia Pacific Taiwan AI Summit 2026 Key Takeaways：From Cloud to Edge.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260602_0840__外资研报__MS-联发科（2454.TW）2026中国台湾AI峰会要点：从云端到边缘 MediaTek Asia Pacific Taiwan AI Summit 2026 Key Takeaways：From Cloud to Edge.pdf|MS-联发科（2454.TW）2026中国台湾AI峰会要点：从云端到边缘 MediaTek Asia Pacific Taiwan AI Summit 2026 Key Takeaways：From Cloud to Edge.pdf]]

#### 预览

[[assets/docs/260602_0840__外资研报__MS-联发科（2454.TW）2026中国台湾AI峰会要点：从云端到边缘 MediaTek Asia Pacific Taiwan AI Summit 2026 Key Takeaways：From Cloud to Edge.pdf|MS-联发科（2454.TW）2026中国台湾AI峰会要点：从云端到边缘 MediaTek Asia Pacific Taiwan AI Summit 2026 Key Takeaways：From Cloud to Edge.pdf]]

### MS-美消费者调查：世界杯与旅游-20260601.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260602_0840__外资研报__MS-美消费者调查：世界杯与旅游-20260601.pdf|MS-美消费者调查：世界杯与旅游-20260601.pdf]]

#### 预览

[[assets/docs/260602_0840__外资研报__MS-美消费者调查：世界杯与旅游-20260601.pdf|MS-美消费者调查：世界杯与旅游-20260601.pdf]]

### MS-宁德时代（3750.HK）欧洲市场反馈 Contemporary Amperex Technology Co. Ltd. Asia Pacific Europe Marketing Feedback.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260602_0840__外资研报__MS-宁德时代（3750.HK）欧洲市场反馈 Contemporary Amperex Technology Co. Ltd. Asia Pacific Europe Marketing Feedback.pdf|MS-宁德时代（3750.HK）欧洲市场反馈 Contemporary Amperex Technology Co. Ltd. Asia Pacific Europe Marketing Feedback.pdf]]

#### 预览

[[assets/docs/260602_0840__外资研报__MS-宁德时代（3750.HK）欧洲市场反馈 Contemporary Amperex Technology Co. Ltd. Asia Pacific Europe Marketing Feedback.pdf|MS-宁德时代（3750.HK）欧洲市场反馈 Contemporary Amperex Technology Co. Ltd. Asia Pacific Europe Marketing Feedback.pdf]]

### MS-奇鋐科技（3017.TW）2026亚洲AI峰会要点 Asia Vital Components Co. Ltd. Asia Pacific Takeaways from Asia AI Summit 2026.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260602_0840__外资研报__MS-奇鋐科技（3017.TW）2026亚洲AI峰会要点 Asia Vital Components Co. Ltd. Asia Pacific Takeaways from Asia AI Summit 2026.pdf|MS-奇鋐科技（3017.TW）2026亚洲AI峰会要点 Asia Vital Components Co. Ltd. Asia Pacific Takeaways from Asia AI Summit 2026.pdf]]

#### 预览

[[assets/docs/260602_0840__外资研报__MS-奇鋐科技（3017.TW）2026亚洲AI峰会要点 Asia Vital Components Co. Ltd. Asia Pacific Takeaways from Asia AI Summit 2026.pdf|MS-奇鋐科技（3017.TW）2026亚洲AI峰会要点 Asia Vital Components Co. Ltd. Asia Pacific Takeaways from Asia AI Summit 2026.pdf]]

### JPM-中信证券-A（600030）：关于配股的思考——潜在的负面市场反应或创造极具吸引力的入场良机 CITIC Securities - A Thoughts on the share placement - potential negative market reaction may create attractive entry point.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260602_0840__外资研报__JPM-中信证券-A（600030）：关于配股的思考——潜在的负面市场反应或创造极具吸引力的入场良机 CITIC Securities - A Thoughts on the share placement - potential negative market reaction may create attra.pdf|JPM-中信证券-A（600030）：关于配股的思考——潜在的负面市场反应或创造极具吸引力的入场良机 CITIC Securities - A Thoughts on the share placement - potential negative market reaction may create attractive entry point.pdf]]

#### 预览

[[assets/docs/260602_0840__外资研报__JPM-中信证券-A（600030）：关于配股的思考——潜在的负面市场反应或创造极具吸引力的入场良机 CITIC Securities - A Thoughts on the share placement - potential negative market reaction may create attra.pdf|JPM-中信证券-A（600030）：关于配股的思考——潜在的负面市场反应或创造极具吸引力的入场良机 CITIC Securities - A Thoughts on the share placement - potential negative market reaction may create attractive entry point.pdf]]