---
title: "#外资研报"
topic_id: 55522558515285584
created_at: 2026-06-15T08:05:46.902+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：441
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558515285584)
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## 文档

### BofA-美国半导体：智能体时代崛起，将 CPU 市场规模上调至 1700 亿美元 US Semiconductors Rise of the Agents raising CPU TAM to $170bn.pdf

- 状态：skipped_existing
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- 本地资源：[[assets/docs/260615_0805__外资研报__BofA-美国半导体：智能体时代崛起，将 CPU 市场规模上调至 1700 亿美元 US Semiconductors Rise of the Agents raising CPU TAM to $170bn.pdf|BofA-美国半导体：智能体时代崛起，将 CPU 市场规模上调至 1700 亿美元 US Semiconductors Rise of the Agents raising CPU TAM to $170bn.pdf]]

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[[assets/docs/260615_0805__外资研报__BofA-美国半导体：智能体时代崛起，将 CPU 市场规模上调至 1700 亿美元 US Semiconductors Rise of the Agents raising CPU TAM to $170bn.pdf|BofA-美国半导体：智能体时代崛起，将 CPU 市场规模上调至 1700 亿美元 US Semiconductors Rise of the Agents raising CPU TAM to $170bn.pdf]]

### BofA-美银证券股票客户资金流向趋势：科技股资金创纪录流出 BofA Securities Equity Client Flow Trends Record Tech outflows.pdf

- 状态：skipped_existing
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- 本地资源：[[assets/docs/260615_0805__外资研报__BofA-美银证券股票客户资金流向趋势：科技股资金创纪录流出 BofA Securities Equity Client Flow Trends Record Tech outflows.pdf|BofA-美银证券股票客户资金流向趋势：科技股资金创纪录流出 BofA Securities Equity Client Flow Trends Record Tech outflows.pdf]]

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[[assets/docs/260615_0805__外资研报__BofA-美银证券股票客户资金流向趋势：科技股资金创纪录流出 BofA Securities Equity Client Flow Trends Record Tech outflows.pdf|BofA-美银证券股票客户资金流向趋势：科技股资金创纪录流出 BofA Securities Equity Client Flow Trends Record Tech outflows.pdf]]

### BofA-全球存储技术：周度主题：Vera 内存减产、6 月需求强劲、三星股息政策、韩国行业会议前瞻 Global Memory Tech Weekly theme Vera memory cut, strong June, Samsung dividend, Kor conf preview.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260615_0805__外资研报__BofA-全球存储技术：周度主题：Vera 内存减产、6 月需求强劲、三星股息政策、韩国行业会议前瞻 Global Memory Tech Weekly theme Vera memory cut, strong June, Samsung dividend, Kor conf preview.pdf|BofA-全球存储技术：周度主题：Vera 内存减产、6 月需求强劲、三星股息政策、韩国行业会议前瞻 Global Memory Tech Weekly theme Vera memory cut, strong June, Samsung dividend, Kor conf preview.pdf]]

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[[assets/docs/260615_0805__外资研报__BofA-全球存储技术：周度主题：Vera 内存减产、6 月需求强劲、三星股息政策、韩国行业会议前瞻 Global Memory Tech Weekly theme Vera memory cut, strong June, Samsung dividend, Kor conf preview.pdf|BofA-全球存储技术：周度主题：Vera 内存减产、6 月需求强劲、三星股息政策、韩国行业会议前瞻 Global Memory Tech Weekly theme Vera memory cut, strong June, Samsung dividend, Kor conf preview.pdf]]

### BofA-英特尔：因 CPU 需求提升、代工业务可见度改善，评级上调至买入，目标价 135 美元 Double-upgrade to Buy on increased CPU, foundry visibility; PO $135.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260615_0805__外资研报__BofA-英特尔：因 CPU 需求提升、代工业务可见度改善，评级上调至买入，目标价 135 美元 Double-upgrade to Buy on increased CPU, foundry visibility; PO $135.pdf|BofA-英特尔：因 CPU 需求提升、代工业务可见度改善，评级上调至买入，目标价 135 美元 Double-upgrade to Buy on increased CPU, foundry visibility; PO $135.pdf]]

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[[assets/docs/260615_0805__外资研报__BofA-英特尔：因 CPU 需求提升、代工业务可见度改善，评级上调至买入，目标价 135 美元 Double-upgrade to Buy on increased CPU, foundry visibility; PO $135.pdf|BofA-英特尔：因 CPU 需求提升、代工业务可见度改善，评级上调至买入，目标价 135 美元 Double-upgrade to Buy on increased CPU, foundry visibility; PO $135.pdf]]

### BofA-中际旭创（A 股）：目标价上调至 1650 元，全栈光模块厂商依托行业高景气度发展 Zhongji Innolight (A) Lift PO to CNY1,650：full-stack optic supplier riding on stronger cycle.pdf

- 状态：skipped_existing
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- 本地资源：[[assets/docs/260615_0805__外资研报__BofA-中际旭创（A 股）：目标价上调至 1650 元，全栈光模块厂商依托行业高景气度发展 Zhongji Innolight (A) Lift PO to CNY1,650：full-stack optic supplier riding on stronger cycle.pdf|BofA-中际旭创（A 股）：目标价上调至 1650 元，全栈光模块厂商依托行业高景气度发展 Zhongji Innolight (A) Lift PO to CNY1,650：full-stack optic supplier riding on stronger cycle.pdf]]

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[[assets/docs/260615_0805__外资研报__BofA-中际旭创（A 股）：目标价上调至 1650 元，全栈光模块厂商依托行业高景气度发展 Zhongji Innolight (A) Lift PO to CNY1,650：full-stack optic supplier riding on stronger cycle.pdf|BofA-中际旭创（A 股）：目标价上调至 1650 元，全栈光模块厂商依托行业高景气度发展 Zhongji Innolight (A) Lift PO to CNY1,650：full-stack optic supplier riding on stronger cycle.pdf]]

### Citi-Oracle Corporation（ORCL.K）：多头逻辑基于订单积压与融资更新；2027 财年指引不及预期 Oracle Corporation (ORCL.K) Bull Case Builds on Backlog + Financing Updates; FY27 Guide Underwhelms.pdf

- 状态：skipped_existing
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- 本地资源：[[assets/docs/260615_0805__外资研报__Citi-Oracle Corporation（ORCL.K）：多头逻辑基于订单积压与融资更新；2027 财年指引不及预期 Oracle Corporation (ORCL.K) Bull Case Builds on Backlog + Financing Updates; FY27 Guide Underwh.pdf|Citi-Oracle Corporation（ORCL.K）：多头逻辑基于订单积压与融资更新；2027 财年指引不及预期 Oracle Corporation (ORCL.K) Bull Case Builds on Backlog + Financing Updates; FY27 Guide Underwhelms.pdf]]

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[[assets/docs/260615_0805__外资研报__Citi-Oracle Corporation（ORCL.K）：多头逻辑基于订单积压与融资更新；2027 财年指引不及预期 Oracle Corporation (ORCL.K) Bull Case Builds on Backlog + Financing Updates; FY27 Guide Underwh.pdf|Citi-Oracle Corporation（ORCL.K）：多头逻辑基于订单积压与融资更新；2027 财年指引不及预期 Oracle Corporation (ORCL.K) Bull Case Builds on Backlog + Financing Updates; FY27 Guide Underwhelms.pdf]]

### CITI-边缘验证、代理与基础设施-20260612.pdf

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- 本地资源：[[assets/docs/260615_0805__外资研报__CITI-边缘验证、代理与基础设施-20260612.pdf|CITI-边缘验证、代理与基础设施-20260612.pdf]]

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[[assets/docs/260615_0805__外资研报__CITI-边缘验证、代理与基础设施-20260612.pdf|CITI-边缘验证、代理与基础设施-20260612.pdf]]

### BofA-2026年美银全球科技大会IT硬件行业要点汇总 IT Hardware Industry IT Hardware Takeaways from the BofA 2026 Global Technology Conference.pdf

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[[assets/docs/260615_0805__外资研报__BofA-2026年美银全球科技大会IT硬件行业要点汇总 IT Hardware Industry IT Hardware Takeaways from the BofA 2026 Global Technology Conference.pdf|BofA-2026年美银全球科技大会IT硬件行业要点汇总 IT Hardware Industry IT Hardware Takeaways from the BofA 2026 Global Technology Conference.pdf]]

### BofA-The Flow Show_Give Ps a chance-20260611.pdf

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- 本地资源：[[assets/docs/260615_0805__外资研报__BofA-The Flow Show_Give Ps a chance-20260611.pdf|BofA-The Flow Show_Give Ps a chance-20260611.pdf]]

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[[assets/docs/260615_0805__外资研报__BofA-The Flow Show_Give Ps a chance-20260611.pdf|BofA-The Flow Show_Give Ps a chance-20260611.pdf]]