--- title: "#外资研报" topic_id: 14422442551225112 created_at: 2026-06-12T08:19:45.006+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：348 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422442551225112) - 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-阿里巴巴（BABA.US）亚洲投资论坛要点总结 Alibaba Group Holding Takeaways from NIFA conference.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### Nomura-百度——亚洲投资论坛交流要点 Baidu Takeaways from NIFA conference.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### Nomura-大立光(3008.TW)——CPO元件具全自动化潜力 Largan Precision CPO components with full automation potential.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260612_0819__外资研报__Nomura-大立光(3008.TW)——CPO元件具全自动化潜力 Largan Precision CPO components with full automation potential.pdf|Nomura-大立光(3008.TW)——CPO元件具全自动化潜力 Largan Precision CPO components with full automation potential.pdf]] #### 预览 [[assets/docs/260612_0819__外资研报__Nomura-大立光(3008.TW)——CPO元件具全自动化潜力 Largan Precision CPO components with full automation potential.pdf|Nomura-大立光(3008.TW)——CPO元件具全自动化潜力 Largan Precision CPO components with full automation potential.pdf]] ### Nomura-韩国电池行业——亚洲投资论坛韩国正极材料企业要点 Korea batteries NIFA takeaways – Korea cathode companies.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260612_0819__外资研报__Nomura-韩国电池行业——亚洲投资论坛韩国正极材料企业要点 Korea batteries NIFA takeaways – Korea cathode companies.pdf|Nomura-韩国电池行业——亚洲投资论坛韩国正极材料企业要点 Korea batteries NIFA takeaways – Korea cathode companies.pdf]] #### 预览 [[assets/docs/260612_0819__外资研报__Nomura-韩国电池行业——亚洲投资论坛韩国正极材料企业要点 Korea batteries NIFA takeaways – Korea cathode companies.pdf|Nomura-韩国电池行业——亚洲投资论坛韩国正极材料企业要点 Korea batteries NIFA takeaways – Korea cathode companies.pdf]] ### Nomura-信维通信（300136.SZ）——卫星业务增量可期，消费电子AI硬件放量在即 Shenzhen Sunway Communication Likely satellite content gain and CE ramp-up.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260612_0819__外资研报__Nomura-信维通信（300136.SZ）——卫星业务增量可期，消费电子AI硬件放量在即 Shenzhen Sunway Communication Likely satellite content gain and CE ramp-up.pdf|Nomura-信维通信（300136.SZ）——卫星业务增量可期，消费电子AI硬件放量在即 Shenzhen Sunway Communication Likely satellite content gain and CE ramp-up.pdf]] #### 预览 [[assets/docs/260612_0819__外资研报__Nomura-信维通信（300136.SZ）——卫星业务增量可期，消费电子AI硬件放量在即 Shenzhen Sunway Communication Likely satellite content gain and CE ramp-up.pdf|Nomura-信维通信（300136.SZ）——卫星业务增量可期，消费电子AI硬件放量在即 Shenzhen Sunway Communication Likely satellite content gain and CE ramp-up.pdf]] ### Nomura-亚洲洞察——造船业一年复盘：中国优势犹存，华盛顿转向盟友 Asia Insights Shipbuilding one year on China's lead endures as Washington turns to allies.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260612_0819__外资研报__Nomura-亚洲洞察——造船业一年复盘：中国优势犹存，华盛顿转向盟友 Asia Insights Shipbuilding one year on China's lead endures as Washington turns to allies.pdf|Nomura-亚洲洞察——造船业一年复盘：中国优势犹存，华盛顿转向盟友 Asia Insights Shipbuilding one year on China's lead endures as Washington turns to allies.pdf]] #### 预览 [[assets/docs/260612_0819__外资研报__Nomura-亚洲洞察——造船业一年复盘：中国优势犹存，华盛顿转向盟友 Asia Insights Shipbuilding one year on China's lead endures as Washington turns to allies.pdf|Nomura-亚洲洞察——造船业一年复盘：中国优势犹存，华盛顿转向盟友 Asia Insights Shipbuilding one year on China's lead endures as Washington turns to allies.pdf]] ### Nomura-中国工业自动化行业｜工业人工智能规模化落地尚需2至3年过渡期 China factory automation A 2-3 year transition before industrial AI scales up.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260612_0819__外资研报__Nomura-中国工业自动化行业｜工业人工智能规模化落地尚需2至3年过渡期 China factory automation A 2-3 year transition before industrial AI scales up.pdf|Nomura-中国工业自动化行业｜工业人工智能规模化落地尚需2至3年过渡期 China factory automation A 2-3 year transition before industrial AI scales up.pdf]] #### 预览 [[assets/docs/260612_0819__外资研报__Nomura-中国工业自动化行业｜工业人工智能规模化落地尚需2至3年过渡期 China factory automation A 2-3 year transition before industrial AI scales up.pdf|Nomura-中国工业自动化行业｜工业人工智能规模化落地尚需2至3年过渡期 China factory automation A 2-3 year transition before industrial AI scales up.pdf]] ### MS-中国生物医药行业——2026年美国临床肿瘤学会（ASCO）大会第四、五日核心看点 China Biotechnology Asia Pacific ASCO 2026 Takeaways - Days 4-5.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260612_0819__外资研报__MS-中国生物医药行业——2026年美国临床肿瘤学会（ASCO）大会第四、五日核心看点 China Biotechnology Asia Pacific ASCO 2026 Takeaways - Days 4-5.pdf|MS-中国生物医药行业——2026年美国临床肿瘤学会（ASCO）大会第四、五日核心看点 China Biotechnology Asia Pacific ASCO 2026 Takeaways - Days 4-5.pdf]] #### 预览 [[assets/docs/260612_0819__外资研报__MS-中国生物医药行业——2026年美国临床肿瘤学会（ASCO）大会第四、五日核心看点 China Biotechnology Asia Pacific ASCO 2026 Takeaways - Days 4-5.pdf|MS-中国生物医药行业——2026年美国临床肿瘤学会（ASCO）大会第四、五日核心看点 China Biotechnology Asia Pacific ASCO 2026 Takeaways - Days 4-5.pdf]] ### MS-中天科技_亚太地区：AI 数据中心对光纤的需求增长已确认 Jiangsu Zhongtian Technology Asia Pacific Optical fiber demand from AIDC tailwind confirmed.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_