--- title: "#外资研报" topic_id: 45544554882425848 created_at: 2026-06-12T08:21:10.292+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：344 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544554882425848) - 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 ### GS-美国关税影响追踪：截至五月末进口态势向好，叠加解放日基数效应 US Tariff Impact Tracker：Import Outlook Remains Positive to End May Lapping Liberation Day.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260612_0821__外资研报__GS-美国关税影响追踪：截至五月末进口态势向好，叠加解放日基数效应 US Tariff Impact Tracker：Import Outlook Remains Positive to End May Lapping Liberation Day.pdf|GS-美国关税影响追踪：截至五月末进口态势向好，叠加解放日基数效应 US Tariff Impact Tracker：Import Outlook Remains Positive to End May Lapping Liberation Day.pdf]] #### 预览 [[assets/docs/260612_0821__外资研报__GS-美国关税影响追踪：截至五月末进口态势向好，叠加解放日基数效应 US Tariff Impact Tracker：Import Outlook Remains Positive to End May Lapping Liberation Day.pdf|GS-美国关税影响追踪：截至五月末进口态势向好，叠加解放日基数效应 US Tariff Impact Tracker：Import Outlook Remains Positive to End May Lapping Liberation Day.pdf]] ### GS-美国经济日评：预计美联储今年不会降息（摘要）.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260612_0821__外资研报__GS-美国经济日评：预计美联储今年不会降息（摘要）.pdf|GS-美国经济日评：预计美联储今年不会降息（摘要）.pdf]] #### 预览 [[assets/docs/260612_0821__外资研报__GS-美国经济日评：预计美联储今年不会降息（摘要）.pdf|GS-美国经济日评：预计美联储今年不会降息（摘要）.pdf]] ### GS-苹果公司 (AAPL)：WWDC 2026 回顾：今年秋季推出 Siri AI 测试版，通过 iCloud + 实现商业化并更新产品线 Apple Inc. (AAPL)：WWDC 2026 review：Siri AI beta this Fall with Apple monetization via iCloud+ and product refresh.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### GS-日本电子元件与半导体行业：或迎来史上最大规模行业周期之一，维持村田制作所_太阳诱电_瑞萨电子_IBIDEN 看好评级，罗姆上调至买入，下调日东电工_JAE 评级 JAPAN ELECTRONIC COMPONENTS_SEMICONDUCTORS Potential onset of one of the largest cycles in history; remain bullish on Murata_Taiyo Yu....pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### GS-日本电子元件与半导体行业——行业或将迎来史上最大景气周期之一；维持村田、太阳诱电、瑞萨、IBIDEN看涨评级，上调罗姆至买入，下调日东电工、日本航空电子评级 Potential onset of one of the largest cycles in history; remain bullish on Murata_Taiyo Yuden_Renesas_Ibiden, Rohm up to Buy, downgra....pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260612_0821__外资研报__GS-日本电子元件与半导体行业——行业或将迎来史上最大景气周期之一；维持村田、太阳诱电、瑞萨、IBIDEN看涨评级，上调罗姆至买入，下调日东电工、日本航空电子评级 Potential onset of one of the largest cycles in history; remain bullish on.pdf|GS-日本电子元件与半导体行业——行业或将迎来史上最大景气周期之一；维持村田、太阳诱电、瑞萨、IBIDEN看涨评级，上调罗姆至买入，下调日东电工、日本航空电子评级 Potential onset of one of the largest cycles in history; remain bullish on Murata_Taiyo Yuden_Renesas_Ibiden, Rohm up to Buy, downgra....pdf]] #### 预览 [[assets/docs/260612_0821__外资研报__GS-日本电子元件与半导体行业——行业或将迎来史上最大景气周期之一；维持村田、太阳诱电、瑞萨、IBIDEN看涨评级，上调罗姆至买入，下调日东电工、日本航空电子评级 Potential onset of one of the largest cycles in history; remain bullish on.pdf|GS-日本电子元件与半导体行业——行业或将迎来史上最大景气周期之一；维持村田、太阳诱电、瑞萨、IBIDEN看涨评级，上调罗姆至买入，下调日东电工、日本航空电子评级 Potential onset of one of the largest cycles in history; remain bullish on Murata_Taiyo Yuden_Renesas_Ibiden, Rohm up to Buy, downgra....pdf]] ### GS-锐捷网络（301165）：发力400G800G交换机产品升级，受益国内云与AI资本开支热潮，维持买入评级 Ruijie Networks (301165.SZ) Product mix upgrade towards 4000G_800G switch; Riding on China Cloud AI Capex; Buy.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260612_0821__外资研报__GS-锐捷网络（301165）：发力400G800G交换机产品升级，受益国内云与AI资本开支热潮，维持买入评级 Ruijie Networks (301165.SZ) Product mix upgrade towards 4000G_800G switch; Riding on China Cloud AI C.pdf|GS-锐捷网络（301165）：发力400G800G交换机产品升级，受益国内云与AI资本开支热潮，维持买入评级 Ruijie Networks (301165.SZ) Product mix upgrade towards 4000G_800G switch; Riding on China Cloud AI Capex; Buy.pdf]] #### 预览 [[assets/docs/260612_0821__外资研报__GS-锐捷网络（301165）：发力400G800G交换机产品升级，受益国内云与AI资本开支热潮，维持买入评级 Ruijie Networks (301165.SZ) Product mix upgrade towards 4000G_800G switch; Riding on China Cloud AI C.pdf|GS-锐捷网络（301165）：发力400G800G交换机产品升级，受益国内云与AI资本开支热潮，维持买入评级 Ruijie Networks (301165.SZ) Product mix upgrade towards 4000G_800G switch; Riding on China Cloud AI Capex; Buy.pdf]] ### GS TMT TODAY 6-11-26 5ce0b01b 2ef1 4e45 ....pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260612_0821__外资研报__GS TMT TODAY 6-11-26 5ce0b01b 2ef1 4e45 ....pdf|GS TMT TODAY 6-11-26 5ce0b01b 2ef1 4e45 ....pdf]] #### 预览 [[assets/docs/260612_0821__外资研报__GS TMT TODAY 6-11-26 5ce0b01b 2ef1 4e45 ....pdf|GS TMT TODAY 6-11-26 5ce0b01b 2ef1 4e45 ....pdf]] ### GS-2026年6月富时全球股票指数系列调仓复盘及资金流向影响 INDEX STRATEGY FTSE Global Equity Index Series Rebalancing Review and Flow Implications (June 2026) - Final Update.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### GS-解读中国互联网大模型行业：人工智能领域与头部互联网企业核心争议及后市研判 NAVIGATING CHINA INTERNETAI MODELS Key AI & mega-cap debates：What to do from here.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260612_0821__外资研报__GS-解读中国互联网大模型行业：人工智能领域与头部互联网企业核心争议及后市研判 NAVIGATING CHINA INTERNETAI MODELS Key AI & mega-cap debates：What to do from here.pdf|GS-解读中国互联网大模型行业：人工智能领域与头部互联网企业核心争议及后市研判 NAVIGATING CHINA INTERNETAI MODELS Key AI & mega-cap debates：What to do from here.pdf]] #### 预览 [[assets/docs/260612_0821__外资研报__GS-解读中国互联网大模型行业：人工智能领域与头部互联网企业核心争议及后市研判 NAVIGATING CHINA INTERNETAI MODELS Key AI & mega-cap debates：What to do from here.pdf|GS-解读中国互联网大模型行业：人工智能领域与头部互联网企业核心争议及后市研判 NAVIGATING CHINA INTERNETAI MODELS Key AI & mega-cap debates：What to do from here.pdf]]