#外资研报

图片

无图片

正文

无正文

总体总结

暂无总结

文档

Nomura-中国电信行业:NIFA论坛要点——中国移动与中国电信 China telecoms NIFA takeaways – China Mobile and China Telecom.pdf

预览

Nomura-中国电信行业:NIFA论坛要点——中国移动与中国电信 China telecoms NIFA takeaways – China Mobile and China Telecom.pdf

SemiAnalysis-Introduction to Space Datacenters and Orbital Compute.pdf

预览

SemiAnalysis-Introduction to Space Datacenters and Orbital Compute.pdf

SemiAnalysis-太空数据中心与轨道计算简介 --- Introduction to Space Datacenters and Orbital Compute.pdf

预览

SemiAnalysis-太空数据中心与轨道计算简介 --- Introduction to Space Datacenters and Orbital Compute.pdf

UBS-Alphabet谷歌(GOOGL.US):AI实验室、Meta及Vertex合约堆叠,上调云 backlog 转化预期 Alphabet Inc. - Class A Stacking the Backlog from the AI Labs, Meta, and Vertex.pdf

UBS-杰瑞股份-002353-航改燃资源给公司燃气轮机发电业务带来更多成长空间,上调目标价.pdf

MS-中国香港股市资金流向与仓位月度追踪:5月美欧基金转流出,国家队加速减持,散户与私募活跃 China Equity Strategy Asia Pacific China_HK Flows and Positioning Monthly Tracker - May 2026.pdf

预览

MS-中国香港股市资金流向与仓位月度追踪:5月美欧基金转流出,国家队加速减持,散户与私募活跃 China Equity Strategy Asia Pacific China_HK Flows and Positioning Monthly Tracker - May 2026.pdf

Nomura-钙钛矿太阳能电池研讨会 Seminar on perovskite solar cells Speaker series report.pdf

Nomura-全球汽车月刊:中国需求不及预期,下调全球行业展望 Nomura Global Autos Monthly:Global outlook cut as China demand underwhelms.pdf

预览

Nomura-全球汽车月刊:中国需求不及预期,下调全球行业展望 Nomura Global Autos Monthly:Global outlook cut as China demand underwhelms.pdf

Nomura-亚洲经济月报:跳出市场一致预期的研判结论 Asia Economic Monthly:Our out-of-consensus calls.pdf

预览

Nomura-亚洲经济月报:跳出市场一致预期的研判结论 Asia Economic Monthly:Our out-of-consensus calls.pdf