--- title: "#外资研报" topic_id: 22255288112125811 created_at: 2026-06-04T08:18:13.557+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：512 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288112125811) - 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 ### GS-华勤技术-603296-从消费电子产品拓展至AI服务器；首次覆盖H股并恢复覆盖A股，评级均为买入（摘要）-20260601.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260604_0818__外资研报__GS-华勤技术-603296-从消费电子产品拓展至AI服务器；首次覆盖H股并恢复覆盖A股，评级均为买入（摘要）-20260601.pdf|GS-华勤技术-603296-从消费电子产品拓展至AI服务器；首次覆盖H股并恢复覆盖A股，评级均为买入（摘要）-20260601.pdf]] #### 预览 [[assets/docs/260604_0818__外资研报__GS-华勤技术-603296-从消费电子产品拓展至AI服务器；首次覆盖H股并恢复覆盖A股，评级均为买入（摘要）-20260601.pdf|GS-华勤技术-603296-从消费电子产品拓展至AI服务器；首次覆盖H股并恢复覆盖A股，评级均为买入（摘要）-20260601.pdf]] ### GS-铠侠控股（285A.T）：上调至买入评级；对 NAND 的周期性市场观点不变，但预计未来 2-3 年利润将更高且更可持续 Kioxia Holdings (285A.T) Upgrade to Buy; view of NAND as cyclical market unchanged, but now see profits higher and more sustainable over the next 2-3 years.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260604_0818__外资研报__GS-铠侠控股（285A.T）：上调至买入评级；对 NAND 的周期性市场观点不变，但预计未来 2-3 年利润将更高且更可持续 Kioxia Holdings (285A.T) Upgrade to Buy; view of NAND as cyclical market unchanged, but now s.pdf|GS-铠侠控股（285A.T）：上调至买入评级；对 NAND 的周期性市场观点不变，但预计未来 2-3 年利润将更高且更可持续 Kioxia Holdings (285A.T) Upgrade to Buy; view of NAND as cyclical market unchanged, but now see profits higher and more sustainable over the next 2-3 years.pdf]] #### 预览 [[assets/docs/260604_0818__外资研报__GS-铠侠控股（285A.T）：上调至买入评级；对 NAND 的周期性市场观点不变，但预计未来 2-3 年利润将更高且更可持续 Kioxia Holdings (285A.T) Upgrade to Buy; view of NAND as cyclical market unchanged, but now s.pdf|GS-铠侠控股（285A.T）：上调至买入评级；对 NAND 的周期性市场观点不变，但预计未来 2-3 年利润将更高且更可持续 Kioxia Holdings (285A.T) Upgrade to Buy; view of NAND as cyclical market unchanged, but now see profits higher and more sustainable over the next 2-3 years.pdf]] ### GS-每周基金资金流向：韩国资金持续流入 WEEKLY FUND FLOWS Continued Inflows from South Korea.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260604_0818__外资研报__GS-每周基金资金流向：韩国资金持续流入 WEEKLY FUND FLOWS Continued Inflows from South Korea.pdf|GS-每周基金资金流向：韩国资金持续流入 WEEKLY FUND FLOWS Continued Inflows from South Korea.pdf]] #### 预览 [[assets/docs/260604_0818__外资研报__GS-每周基金资金流向：韩国资金持续流入 WEEKLY FUND FLOWS Continued Inflows from South Korea.pdf|GS-每周基金资金流向：韩国资金持续流入 WEEKLY FUND FLOWS Continued Inflows from South Korea.pdf]] ### GS-全球存储：周期延长至2028年-20260603.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260604_0818__外资研报__GS-全球存储：周期延长至2028年-20260603.pdf|GS-全球存储：周期延长至2028年-20260603.pdf]] #### 预览 [[assets/docs/260604_0818__外资研报__GS-全球存储：周期延长至2028年-20260603.pdf|GS-全球存储：周期延长至2028年-20260603.pdf]] ### GS-生益科技：覆铜板价格持续上行，目标价上调至146.3元并维持买入评级 Shengyi Tech (600183.SS)：CCL pricing uptrend continues; TP up to Rmb146.3; Buy.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260604_0818__外资研报__GS-生益科技：覆铜板价格持续上行，目标价上调至146.3元并维持买入评级 Shengyi Tech (600183.SS)：CCL pricing uptrend continues; TP up to Rmb146.3; Buy.pdf|GS-生益科技：覆铜板价格持续上行，目标价上调至146.3元并维持买入评级 Shengyi Tech (600183.SS)：CCL pricing uptrend continues; TP up to Rmb146.3; Buy.pdf]] #### 预览 [[assets/docs/260604_0818__外资研报__GS-生益科技：覆铜板价格持续上行，目标价上调至146.3元并维持买入评级 Shengyi Tech (600183.SS)：CCL pricing uptrend continues; TP up to Rmb146.3; Buy.pdf|GS-生益科技：覆铜板价格持续上行，目标价上调至146.3元并维持买入评级 Shengyi Tech (600183.SS)：CCL pricing uptrend continues; TP up to Rmb146.3; Buy.pdf]] ### GS-施耐德电气（SCHN.PA）：官宣联手软银，共建5吉瓦AI数据中心集群 Schneider Electric (SCHN.PA) Announces collaboration with SoftBank for 5 GW AI data center buildout.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### GS-台湾科技｜亚太：半导体：2026 台北电脑展及投资者交流日首日核心调研要点 Taiwan Technology Asia Pacific Semiconductors Day 1 Key takeaways GS Computex & Corporate Day 2026.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260604_0818__外资研报__GS-台湾科技｜亚太：半导体：2026 台北电脑展及投资者交流日首日核心调研要点 Taiwan Technology Asia Pacific Semiconductors Day 1 Key takeaways GS Computex & Corporate Day 2026.pdf|GS-台湾科技｜亚太：半导体：2026 台北电脑展及投资者交流日首日核心调研要点 Taiwan Technology Asia Pacific Semiconductors Day 1 Key takeaways GS Computex & Corporate Day 2026.pdf]] #### 预览 [[assets/docs/260604_0818__外资研报__GS-台湾科技｜亚太：半导体：2026 台北电脑展及投资者交流日首日核心调研要点 Taiwan Technology Asia Pacific Semiconductors Day 1 Key takeaways GS Computex & Corporate Day 2026.pdf|GS-台湾科技｜亚太：半导体：2026 台北电脑展及投资者交流日首日核心调研要点 Taiwan Technology Asia Pacific Semiconductors Day 1 Key takeaways GS Computex & Corporate Day 2026.pdf]] ### GS-奥林巴斯（7733.T）电话会议纪要：近期业绩强劲，关注与FDA的沟通进展；维持买入评级 Olympus (7733.T)：Conference Call Takeaways：Strong recent earnings, eye on engagement with FDA; maintain Buy.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260604_0818__外资研报__GS-奥林巴斯（7733.T）电话会议纪要：近期业绩强劲，关注与FDA的沟通进展；维持买入评级 Olympus (7733.T)：Conference Call Takeaways：Strong recent earnings, eye on engagement with FDA; maintain Buy.pdf|GS-奥林巴斯（7733.T）电话会议纪要：近期业绩强劲，关注与FDA的沟通进展；维持买入评级 Olympus (7733.T)：Conference Call Takeaways：Strong recent earnings, eye on engagement with FDA; maintain Buy.pdf]] #### 预览 [[assets/docs/260604_0818__外资研报__GS-奥林巴斯（7733.T）电话会议纪要：近期业绩强劲，关注与FDA的沟通进展；维持买入评级 Olympus (7733.T)：Conference Call Takeaways：Strong recent earnings, eye on engagement with FDA; maintain Buy.pdf|GS-奥林巴斯（7733.T）电话会议纪要：近期业绩强劲，关注与FDA的沟通进展；维持买入评级 Olympus (7733.T)：Conference Call Takeaways：Strong recent earnings, eye on engagement with FDA; maintain Buy.pdf]] ### GS-高盛2026年中国预测-20260602.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260604_0818__外资研报__GS-高盛2026年中国预测-20260602.pdf|GS-高盛2026年中国预测-20260602.pdf]] #### 预览 [[assets/docs/260604_0818__外资研报__GS-高盛2026年中国预测-20260602.pdf|GS-高盛2026年中国预测-20260602.pdf]]