--- title: "#外资研报" topic_id: 14422451424481242 created_at: 2026-06-08T08:05:54.597+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：446 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422451424481242) - 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 ### 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 - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260608_0805__外资研报__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|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 [[assets/docs/260608_0805__外资研报__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|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 - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260608_0805__外资研报__SemiAnalysis-Introduction to Space Datacenters and Orbital Compute.pdf|SemiAnalysis-Introduction to Space Datacenters and Orbital Compute.pdf]] #### 预览 [[assets/docs/260608_0805__外资研报__SemiAnalysis-Introduction to Space Datacenters and Orbital Compute.pdf|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 - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260608_0805__外资研报__SemiAnalysis-太空数据中心与轨道计算简介 --- 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 [[assets/docs/260608_0805__外资研报__SemiAnalysis-太空数据中心与轨道计算简介 --- 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]] ### 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 - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### 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 - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### 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 - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260608_0805__外资研报__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|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 [[assets/docs/260608_0805__外资研报__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|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 - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### 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 - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260608_0805__外资研报__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-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 [[assets/docs/260608_0805__外资研报__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-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 - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260608_0805__外资研报__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|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 [[assets/docs/260608_0805__外资研报__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|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]]