--- title: "#外资研报" topic_id: 22255282225848581 created_at: 2026-06-05T08:21:28.461+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：407 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255282225848581) - 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-安谋控股（ARM.US）：合作伙伴加速布局智能体边缘计算 Arm Holdings plc North America Arm Partners Push into Agentic Edge.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260605_0821__外资研报__MS-安谋控股（ARM.US）：合作伙伴加速布局智能体边缘计算 Arm Holdings plc North America Arm Partners Push into Agentic Edge.pdf|MS-安谋控股（ARM.US）：合作伙伴加速布局智能体边缘计算 Arm Holdings plc North America Arm Partners Push into Agentic Edge.pdf]] #### 预览 [[assets/docs/260605_0821__外资研报__MS-安谋控股（ARM.US）：合作伙伴加速布局智能体边缘计算 Arm Holdings plc North America Arm Partners Push into Agentic Edge.pdf|MS-安谋控股（ARM.US）：合作伙伴加速布局智能体边缘计算 Arm Holdings plc North America Arm Partners Push into Agentic Edge.pdf]] ### MS-半导体 北美周报——财报第7周 博通（AVGO）业绩前瞻 Semiconductors North America Weekly Earnings Week 7 AVGO Preview.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260605_0821__外资研报__MS-半导体 北美周报——财报第7周 博通（AVGO）业绩前瞻 Semiconductors North America Weekly Earnings Week 7 AVGO Preview.pdf|MS-半导体 北美周报——财报第7周 博通（AVGO）业绩前瞻 Semiconductors North America Weekly Earnings Week 7 AVGO Preview.pdf]] #### 预览 [[assets/docs/260605_0821__外资研报__MS-半导体 北美周报——财报第7周 博通（AVGO）业绩前瞻 Semiconductors North America Weekly Earnings Week 7 AVGO Preview.pdf|MS-半导体 北美周报——财报第7周 博通（AVGO）业绩前瞻 Semiconductors North America Weekly Earnings Week 7 AVGO Preview.pdf]] ### MS-北美半导体_需求持续大于供给，上调存储芯片盈利预测与目标价 Semiconductors North America Raising estimatesPTs for memory stocks as demand continues to outpace supply.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260605_0821__外资研报__MS-北美半导体_需求持续大于供给，上调存储芯片盈利预测与目标价 Semiconductors North America Raising estimatesPTs for memory stocks as demand continues to outpace supply.pdf|MS-北美半导体_需求持续大于供给，上调存储芯片盈利预测与目标价 Semiconductors North America Raising estimatesPTs for memory stocks as demand continues to outpace supply.pdf]] #### 预览 [[assets/docs/260605_0821__外资研报__MS-北美半导体_需求持续大于供给，上调存储芯片盈利预测与目标价 Semiconductors North America Raising estimatesPTs for memory stocks as demand continues to outpace supply.pdf|MS-北美半导体_需求持续大于供给，上调存储芯片盈利预测与目标价 Semiconductors North America Raising estimatesPTs for memory stocks as demand continues to outpace supply.pdf]] ### MS-北美能源服务与装备——海上钻井行业洞察 Energy Services & Equipment North America The Offshore Drilling Digest.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260605_0821__外资研报__MS-北美能源服务与装备——海上钻井行业洞察 Energy Services & Equipment North America The Offshore Drilling Digest.pdf|MS-北美能源服务与装备——海上钻井行业洞察 Energy Services & Equipment North America The Offshore Drilling Digest.pdf]] #### 预览 [[assets/docs/260605_0821__外资研报__MS-北美能源服务与装备——海上钻井行业洞察 Energy Services & Equipment North America The Offshore Drilling Digest.pdf|MS-北美能源服务与装备——海上钻井行业洞察 Energy Services & Equipment North America The Offshore Drilling Digest.pdf]] ### MS-存储复盘：铠侠投资者沟通日信息汇总 Old Memory：Readacross from Kioxia IR Day.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260605_0821__外资研报__MS-存储复盘：铠侠投资者沟通日信息汇总 Old Memory：Readacross from Kioxia IR Day.pdf|MS-存储复盘：铠侠投资者沟通日信息汇总 Old Memory：Readacross from Kioxia IR Day.pdf]] #### 预览 [[assets/docs/260605_0821__外资研报__MS-存储复盘：铠侠投资者沟通日信息汇总 Old Memory：Readacross from Kioxia IR Day.pdf|MS-存储复盘：铠侠投资者沟通日信息汇总 Old Memory：Readacross from Kioxia IR Day.pdf]] ### MS-大中华区科技半导体_亚太：台北电脑展核心要点：智能体 AI、台积电产能与联发科 AI PC 芯片 Greater China Technology Semiconductors Asia Pacific Key Computex Takeaways：Agenetic AI, TSMC capacity and MediaTek's AI PC chips.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260605_0821__外资研报__MS-大中华区科技半导体_亚太：台北电脑展核心要点：智能体 AI、台积电产能与联发科 AI PC 芯片 Greater China Technology Semiconductors Asia Pacific Key Computex Takeaways：Agenetic AI, TSMC capacity an.pdf|MS-大中华区科技半导体_亚太：台北电脑展核心要点：智能体 AI、台积电产能与联发科 AI PC 芯片 Greater China Technology Semiconductors Asia Pacific Key Computex Takeaways：Agenetic AI, TSMC capacity and MediaTek's AI PC chips.pdf]] #### 预览 [[assets/docs/260605_0821__外资研报__MS-大中华区科技半导体_亚太：台北电脑展核心要点：智能体 AI、台积电产能与联发科 AI PC 芯片 Greater China Technology Semiconductors Asia Pacific Key Computex Takeaways：Agenetic AI, TSMC capacity an.pdf|MS-大中华区科技半导体_亚太：台北电脑展核心要点：智能体 AI、台积电产能与联发科 AI PC 芯片 Greater China Technology Semiconductors Asia Pacific Key Computex Takeaways：Agenetic AI, TSMC capacity and MediaTek's AI PC chips.pdf]] ### MS-大中华区科技硬件：自动化行业——从2026年5月中国制造业PMI看板块传导机会 Greater China Technology Hardware Asia Pacific Automation－Read-across from China's May Manufacturing PMI.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260605_0821__外资研报__MS-大中华区科技硬件：自动化行业——从2026年5月中国制造业PMI看板块传导机会 Greater China Technology Hardware Asia Pacific Automation－Read-across from China's May Manufacturing PMI.pdf|MS-大中华区科技硬件：自动化行业——从2026年5月中国制造业PMI看板块传导机会 Greater China Technology Hardware Asia Pacific Automation－Read-across from China's May Manufacturing PMI.pdf]] #### 预览 [[assets/docs/260605_0821__外资研报__MS-大中华区科技硬件：自动化行业——从2026年5月中国制造业PMI看板块传导机会 Greater China Technology Hardware Asia Pacific Automation－Read-across from China's May Manufacturing PMI.pdf|MS-大中华区科技硬件：自动化行业——从2026年5月中国制造业PMI看板块传导机会 Greater China Technology Hardware Asia Pacific Automation－Read-across from China's May Manufacturing PMI.pdf]] ### MS-Computex 2026 速览-20260603.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### MS-Semiconductors - North America Raising estimates-PTs for memory stocks as demand continues to outpace supply-260603.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260605_0821__外资研报__MS-Semiconductors - North America Raising estimates-PTs for memory stocks as demand continues to outpace supply-260603.pdf|MS-Semiconductors - North America Raising estimates-PTs for memory stocks as demand continues to outpace supply-260603.pdf]] #### 预览 [[assets/docs/260605_0821__外资研报__MS-Semiconductors - North America Raising estimates-PTs for memory stocks as demand continues to outpace supply-260603.pdf|MS-Semiconductors - North America Raising estimates-PTs for memory stocks as demand continues to outpace supply-260603.pdf]]