--- title: "#外资研报" topic_id: 82255284252214812 created_at: 2026-06-08T08:06:11.769+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：443 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255284252214812) - 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-MiniMax稀宇科技（0100.HK）M3大模型发布：管理层交流核心要点 MiniMax Asia Pacific M3 Release：Key Takeways from Management.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260608_0806__外资研报__MS-MiniMax稀宇科技（0100.HK）M3大模型发布：管理层交流核心要点 MiniMax Asia Pacific M3 Release：Key Takeways from Management.pdf|MS-MiniMax稀宇科技（0100.HK）M3大模型发布：管理层交流核心要点 MiniMax Asia Pacific M3 Release：Key Takeways from Management.pdf]] #### 预览 [[assets/docs/260608_0806__外资研报__MS-MiniMax稀宇科技（0100.HK）M3大模型发布：管理层交流核心要点 MiniMax Asia Pacific M3 Release：Key Takeways from Management.pdf|MS-MiniMax稀宇科技（0100.HK）M3大模型发布：管理层交流核心要点 MiniMax Asia Pacific M3 Release：Key Takeways from Management.pdf]] ### MS-北美半导体行业：上调存储芯片股盈利预测及目标价 需求持续超越供给 Semiconductors North America Raising estimates_PTs for memory stocks as demand continues to outpace supply.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260608_0806__外资研报__MS-北美半导体行业：上调存储芯片股盈利预测及目标价 需求持续超越供给 Semiconductors North America Raising estimates_PTs for memory stocks as demand continues to outpace supply.pdf|MS-北美半导体行业：上调存储芯片股盈利预测及目标价 需求持续超越供给 Semiconductors North America Raising estimates_PTs for memory stocks as demand continues to outpace supply.pdf]] #### 预览 [[assets/docs/260608_0806__外资研报__MS-北美半导体行业：上调存储芯片股盈利预测及目标价 需求持续超越供给 Semiconductors North America Raising estimates_PTs for memory stocks as demand continues to outpace supply.pdf|MS-北美半导体行业：上调存储芯片股盈利预测及目标价 需求持续超越供给 Semiconductors North America Raising estimates_PTs for memory stocks as demand continues to outpace supply.pdf]] ### MS-北美互联网行业：步入AI之夏——当前估值与仓位盘点 Internet North America：Where Are We Trading Now：Into the Summer of AI.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260608_0806__外资研报__MS-北美互联网行业：步入AI之夏——当前估值与仓位盘点 Internet North America：Where Are We Trading Now：Into the Summer of AI.pdf|MS-北美互联网行业：步入AI之夏——当前估值与仓位盘点 Internet North America：Where Are We Trading Now：Into the Summer of AI.pdf]] #### 预览 [[assets/docs/260608_0806__外资研报__MS-北美互联网行业：步入AI之夏——当前估值与仓位盘点 Internet North America：Where Are We Trading Now：Into the Summer of AI.pdf|MS-北美互联网行业：步入AI之夏——当前估值与仓位盘点 Internet North America：Where Are We Trading Now：Into the Summer of AI.pdf]] ### MS-比特币挖矿数据中心开发（北美）：电力博弈——WULF收购Muskie、CIFR新增RieselMcLennan，上调管道资产估值 Bitcoin Mining_Data Center Development North America Power Play WULF's Muskie and CIFR's ReiselMcLennan Additions Increase Pipeline Value.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260608_0806__外资研报__MS-比特币挖矿数据中心开发（北美）：电力博弈——WULF收购Muskie、CIFR新增RieselMcLennan，上调管道资产估值 Bitcoin Mining_Data Center Development North America Power Play WULF's Muskie and CIFR's.pdf|MS-比特币挖矿数据中心开发（北美）：电力博弈——WULF收购Muskie、CIFR新增RieselMcLennan，上调管道资产估值 Bitcoin Mining_Data Center Development North America Power Play WULF's Muskie and CIFR's ReiselMcLennan Additions Increase Pipeline Value.pdf]] #### 预览 [[assets/docs/260608_0806__外资研报__MS-比特币挖矿数据中心开发（北美）：电力博弈——WULF收购Muskie、CIFR新增RieselMcLennan，上调管道资产估值 Bitcoin Mining_Data Center Development North America Power Play WULF's Muskie and CIFR's.pdf|MS-比特币挖矿数据中心开发（北美）：电力博弈——WULF收购Muskie、CIFR新增RieselMcLennan，上调管道资产估值 Bitcoin Mining_Data Center Development North America Power Play WULF's Muskie and CIFR's ReiselMcLennan Additions Increase Pipeline Value.pdf]] ### MS-博通公司｜北美：需求高景气背景下业绩不及预期 Broadcom Inc. North America Expectations miss amid very strong demand.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260608_0806__外资研报__MS-博通公司｜北美：需求高景气背景下业绩不及预期 Broadcom Inc. North America Expectations miss amid very strong demand.pdf|MS-博通公司｜北美：需求高景气背景下业绩不及预期 Broadcom Inc. North America Expectations miss amid very strong demand.pdf]] #### 预览 [[assets/docs/260608_0806__外资研报__MS-博通公司｜北美：需求高景气背景下业绩不及预期 Broadcom Inc. North America Expectations miss amid very strong demand.pdf|MS-博通公司｜北美：需求高景气背景下业绩不及预期 Broadcom Inc. North America Expectations miss amid very strong demand.pdf]] ### JPM-中国锂行业追踪：短期消息面施压锂板块 China Lithium Dashboard Near-term newsflow adds pressure to lithium sector.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260608_0806__外资研报__JPM-中国锂行业追踪：短期消息面施压锂板块 China Lithium Dashboard Near-term newsflow adds pressure to lithium sector.pdf|JPM-中国锂行业追踪：短期消息面施压锂板块 China Lithium Dashboard Near-term newsflow adds pressure to lithium sector.pdf]] #### 预览 [[assets/docs/260608_0806__外资研报__JPM-中国锂行业追踪：短期消息面施压锂板块 China Lithium Dashboard Near-term newsflow adds pressure to lithium sector.pdf|JPM-中国锂行业追踪：短期消息面施压锂板块 China Lithium Dashboard Near-term newsflow adds pressure to lithium sector.pdf]] ### JPM-中国汽车业：欧洲汽车峰会比亚迪与吉利会议纪要——海外体量增速或超预期，产品与渠道策略升级 China Auto Industry Highlights from BYD and Geely meetings at EU Auto Conference.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260608_0806__外资研报__JPM-中国汽车业：欧洲汽车峰会比亚迪与吉利会议纪要——海外体量增速或超预期，产品与渠道策略升级 China Auto Industry Highlights from BYD and Geely meetings at EU Auto Conference.pdf|JPM-中国汽车业：欧洲汽车峰会比亚迪与吉利会议纪要——海外体量增速或超预期，产品与渠道策略升级 China Auto Industry Highlights from BYD and Geely meetings at EU Auto Conference.pdf]] #### 预览 [[assets/docs/260608_0806__外资研报__JPM-中国汽车业：欧洲汽车峰会比亚迪与吉利会议纪要——海外体量增速或超预期，产品与渠道策略升级 China Auto Industry Highlights from BYD and Geely meetings at EU Auto Conference.pdf|JPM-中国汽车业：欧洲汽车峰会比亚迪与吉利会议纪要——海外体量增速或超预期，产品与渠道策略升级 China Auto Industry Highlights from BYD and Geely meetings at EU Auto Conference.pdf]] ### MS-A股情绪因K型宏观减弱-20260605.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### MS-IT硬件 北美：中国台湾调研核心要点 IT Hardware North America Key Takeaways From Our Taiwan Trip.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260608_0806__外资研报__MS-IT硬件 北美：中国台湾调研核心要点 IT Hardware North America Key Takeaways From Our Taiwan Trip.pdf|MS-IT硬件 北美：中国台湾调研核心要点 IT Hardware North America Key Takeaways From Our Taiwan Trip.pdf]] #### 预览 [[assets/docs/260608_0806__外资研报__MS-IT硬件 北美：中国台湾调研核心要点 IT Hardware North America Key Takeaways From Our Taiwan Trip.pdf|MS-IT硬件 北美：中国台湾调研核心要点 IT Hardware North America Key Takeaways From Our Taiwan Trip.pdf]]