---
title: "#外资研报"
topic_id: 22255284448221551
created_at: 2026-06-09T08:18:25.087+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：470
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255284448221551)
- 附件：图片 0，音频 0，文档 9
- 音频文件：_无音频_

## 图片

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## 正文

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## 总体总结

_暂无总结_

## 文档

### GS-阿斯麦(ASML.AS)：斯德哥尔摩路演核心纪要——欧洲AI基础设施的关键推手与长期上行空间更新 ASML Holding (ASML.AS)：Key takeaways from Stockholm roadshow.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260609_0818__外资研报__GS-阿斯麦(ASML.AS)：斯德哥尔摩路演核心纪要——欧洲AI基础设施的关键推手与长期上行空间更新 ASML Holding (ASML.AS)：Key takeaways from Stockholm roadshow.pdf|GS-阿斯麦(ASML.AS)：斯德哥尔摩路演核心纪要——欧洲AI基础设施的关键推手与长期上行空间更新 ASML Holding (ASML.AS)：Key takeaways from Stockholm roadshow.pdf]]

#### 预览

[[assets/docs/260609_0818__外资研报__GS-阿斯麦(ASML.AS)：斯德哥尔摩路演核心纪要——欧洲AI基础设施的关键推手与长期上行空间更新 ASML Holding (ASML.AS)：Key takeaways from Stockholm roadshow.pdf|GS-阿斯麦(ASML.AS)：斯德哥尔摩路演核心纪要——欧洲AI基础设施的关键推手与长期上行空间更新 ASML Holding (ASML.AS)：Key takeaways from Stockholm roadshow.pdf]]

### GS-澳洲矿产行业：锂矿+黄金上市公司估值与大宗商品价格展望 Australian Lithium & Gold Coverage Coverage Summary, Forecasts and Spot Pricing Scenarios.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260609_0818__外资研报__GS-澳洲矿产行业：锂矿+黄金上市公司估值与大宗商品价格展望 Australian Lithium & Gold Coverage Coverage Summary, Forecasts and Spot Pricing Scenarios.pdf|GS-澳洲矿产行业：锂矿+黄金上市公司估值与大宗商品价格展望 Australian Lithium & Gold Coverage Coverage Summary, Forecasts and Spot Pricing Scenarios.pdf]]

#### 预览

[[assets/docs/260609_0818__外资研报__GS-澳洲矿产行业：锂矿+黄金上市公司估值与大宗商品价格展望 Australian Lithium & Gold Coverage Coverage Summary, Forecasts and Spot Pricing Scenarios.pdf|GS-澳洲矿产行业：锂矿+黄金上市公司估值与大宗商品价格展望 Australian Lithium & Gold Coverage Coverage Summary, Forecasts and Spot Pricing Scenarios.pdf]]

### GS-硅谷上周九场对话：微软、Snowflake、安全、机器人-20260608.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260609_0818__外资研报__GS-硅谷上周九场对话：微软、Snowflake、安全、机器人-20260608.pdf|GS-硅谷上周九场对话：微软、Snowflake、安全、机器人-20260608.pdf]]

#### 预览

[[assets/docs/260609_0818__外资研报__GS-硅谷上周九场对话：微软、Snowflake、安全、机器人-20260608.pdf|GS-硅谷上周九场对话：微软、Snowflake、安全、机器人-20260608.pdf]]

### GS-平衡微观顺风与宏观逆风——增长乐观面窄、利率压力犹存（全球机会资产配置） GOAL：GLOBAL OPPORTUNITY ASSET LOCATOR Balancing micro tailwinds and macro headwinds — narrow growth optimism vs. rates pressures.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260609_0818__外资研报__GS-平衡微观顺风与宏观逆风——增长乐观面窄、利率压力犹存（全球机会资产配置） GOAL：GLOBAL OPPORTUNITY ASSET LOCATOR Balancing micro tailwinds and macro headwinds — narrow growth optimism vs. rate.pdf|GS-平衡微观顺风与宏观逆风——增长乐观面窄、利率压力犹存（全球机会资产配置） GOAL：GLOBAL OPPORTUNITY ASSET LOCATOR Balancing micro tailwinds and macro headwinds — narrow growth optimism vs. rates pressures.pdf]]

#### 预览

[[assets/docs/260609_0818__外资研报__GS-平衡微观顺风与宏观逆风——增长乐观面窄、利率压力犹存（全球机会资产配置） GOAL：GLOBAL OPPORTUNITY ASSET LOCATOR Balancing micro tailwinds and macro headwinds — narrow growth optimism vs. rate.pdf|GS-平衡微观顺风与宏观逆风——增长乐观面窄、利率压力犹存（全球机会资产配置） GOAL：GLOBAL OPPORTUNITY ASSET LOCATOR Balancing micro tailwinds and macro headwinds — narrow growth optimism vs. rates pressures.pdf]]

### GS-人民币升值与低利率的政策锚-20260607.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260609_0818__外资研报__GS-人民币升值与低利率的政策锚-20260607.pdf|GS-人民币升值与低利率的政策锚-20260607.pdf]]

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[[assets/docs/260609_0818__外资研报__GS-人民币升值与低利率的政策锚-20260607.pdf|GS-人民币升值与低利率的政策锚-20260607.pdf]]

### Citi-建滔积层板(1888.HK)上调目标价至76港元，6月玻纤涨价超预期 Kingboard Laminates Holdings (1888.HK) Raising TP to HK$76 for Higher-than-expected ASP Hike for June.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260609_0818__外资研报__Citi-建滔积层板(1888.HK)上调目标价至76港元，6月玻纤涨价超预期 Kingboard Laminates Holdings (1888.HK) Raising TP to HK$76 for Higher-than-expected ASP Hike for June.pdf|Citi-建滔积层板(1888.HK)上调目标价至76港元，6月玻纤涨价超预期 Kingboard Laminates Holdings (1888.HK) Raising TP to HK$76 for Higher-than-expected ASP Hike for June.pdf]]

#### 预览

[[assets/docs/260609_0818__外资研报__Citi-建滔积层板(1888.HK)上调目标价至76港元，6月玻纤涨价超预期 Kingboard Laminates Holdings (1888.HK) Raising TP to HK$76 for Higher-than-expected ASP Hike for June.pdf|Citi-建滔积层板(1888.HK)上调目标价至76港元，6月玻纤涨价超预期 Kingboard Laminates Holdings (1888.HK) Raising TP to HK$76 for Higher-than-expected ASP Hike for June.pdf]]

### CITI-美半导体1Q26总结：2027供给瓶颈-20260608.pdf

- 状态：failed
- 错误：内部错误
- 本地资源：_无本地文件_

### CITI-评估英伟达Rubin SoCAMM2减容影响-20260607.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260609_0818__外资研报__CITI-评估英伟达Rubin SoCAMM2减容影响-20260607.pdf|CITI-评估英伟达Rubin SoCAMM2减容影响-20260607.pdf]]

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[[assets/docs/260609_0818__外资研报__CITI-评估英伟达Rubin SoCAMM2减容影响-20260607.pdf|CITI-评估英伟达Rubin SoCAMM2减容影响-20260607.pdf]]

### GS MORNING 1- Fed Call Change- 2- US CPI....pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260609_0818__外资研报__GS MORNING 1- Fed Call Change- 2- US CPI....pdf|GS MORNING 1- Fed Call Change- 2- US CPI....pdf]]

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[[assets/docs/260609_0818__外资研报__GS MORNING 1- Fed Call Change- 2- US CPI....pdf|GS MORNING 1- Fed Call Change- 2- US CPI....pdf]]