---
title: "#外资研报"
topic_id: 45544551585415818
created_at: 2026-06-15T08:05:35.200+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：442
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544551585415818)
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## 文档

### Citi-特锐德（300001.SZ）——主业稳健；AIDC（AI数据中心）供电业务提供上行空间 Qingdao TGOOD Electric (300001.SZ) Main Business on Track; Upside from AIDC Power Supply.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260615_0805__外资研报__Citi-特锐德（300001.SZ）——主业稳健；AIDC（AI数据中心）供电业务提供上行空间 Qingdao TGOOD Electric (300001.SZ) Main Business on Track; Upside from AIDC Power Supply.pdf|Citi-特锐德（300001.SZ）——主业稳健；AIDC（AI数据中心）供电业务提供上行空间 Qingdao TGOOD Electric (300001.SZ) Main Business on Track; Upside from AIDC Power Supply.pdf]]

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[[assets/docs/260615_0805__外资研报__Citi-特锐德（300001.SZ）——主业稳健；AIDC（AI数据中心）供电业务提供上行空间 Qingdao TGOOD Electric (300001.SZ) Main Business on Track; Upside from AIDC Power Supply.pdf|Citi-特锐德（300001.SZ）——主业稳健；AIDC（AI数据中心）供电业务提供上行空间 Qingdao TGOOD Electric (300001.SZ) Main Business on Track; Upside from AIDC Power Supply.pdf]]

### CITI-英国国防股预算敏感性分析-20260612.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260615_0805__外资研报__CITI-英国国防股预算敏感性分析-20260612.pdf|CITI-英国国防股预算敏感性分析-20260612.pdf]]

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[[assets/docs/260615_0805__外资研报__CITI-英国国防股预算敏感性分析-20260612.pdf|CITI-英国国防股预算敏感性分析-20260612.pdf]]

### Citi-中国材料：AI PCB 升级：瓶颈向上游覆铜板（CCL）与电子级玻璃纤维布（E-fabric）转移 China Materials AI PCB Upgrade：Bottleneck Shifting Upstream to CCL and E-fabric.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260615_0805__外资研报__Citi-中国材料：AI PCB 升级：瓶颈向上游覆铜板（CCL）与电子级玻璃纤维布（E-fabric）转移 China Materials AI PCB Upgrade：Bottleneck Shifting Upstream to CCL and E-fabric.pdf|Citi-中国材料：AI PCB 升级：瓶颈向上游覆铜板（CCL）与电子级玻璃纤维布（E-fabric）转移 China Materials AI PCB Upgrade：Bottleneck Shifting Upstream to CCL and E-fabric.pdf]]

#### 预览

[[assets/docs/260615_0805__外资研报__Citi-中国材料：AI PCB 升级：瓶颈向上游覆铜板（CCL）与电子级玻璃纤维布（E-fabric）转移 China Materials AI PCB Upgrade：Bottleneck Shifting Upstream to CCL and E-fabric.pdf|Citi-中国材料：AI PCB 升级：瓶颈向上游覆铜板（CCL）与电子级玻璃纤维布（E-fabric）转移 China Materials AI PCB Upgrade：Bottleneck Shifting Upstream to CCL and E-fabric.pdf]]

### Citi-中国电力设备行业——国网2026年第二批特高压线路设备中标结果：平高电气斩获最大份额 China Electrical Equipment Pinggao Winning the Most Orders from State Grid 2nd Batch of Equipment Purchase for Building UHV Lines in 2026.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260615_0805__外资研报__Citi-中国电力设备行业——国网2026年第二批特高压线路设备中标结果：平高电气斩获最大份额 China Electrical Equipment Pinggao Winning the Most Orders from State Grid 2nd Batch of Equipment Purchase fo.pdf|Citi-中国电力设备行业——国网2026年第二批特高压线路设备中标结果：平高电气斩获最大份额 China Electrical Equipment Pinggao Winning the Most Orders from State Grid 2nd Batch of Equipment Purchase for Building UHV Lines in 2026.pdf]]

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[[assets/docs/260615_0805__外资研报__Citi-中国电力设备行业——国网2026年第二批特高压线路设备中标结果：平高电气斩获最大份额 China Electrical Equipment Pinggao Winning the Most Orders from State Grid 2nd Batch of Equipment Purchase fo.pdf|Citi-中国电力设备行业——国网2026年第二批特高压线路设备中标结果：平高电气斩获最大份额 China Electrical Equipment Pinggao Winning the Most Orders from State Grid 2nd Batch of Equipment Purchase for Building UHV Lines in 2026.pdf]]

### Citi-中国整车制造商——乘联会(CPCA)5月数据更新：出口强劲，新能源批发符合预期 China Auto Manufacturers CPCA May Update；Export Strong, NEV Wholesale In Line.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260615_0805__外资研报__Citi-中国整车制造商——乘联会(CPCA)5月数据更新：出口强劲，新能源批发符合预期 China Auto Manufacturers CPCA May Update；Export Strong, NEV Wholesale In Line.pdf|Citi-中国整车制造商——乘联会(CPCA)5月数据更新：出口强劲，新能源批发符合预期 China Auto Manufacturers CPCA May Update；Export Strong, NEV Wholesale In Line.pdf]]

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[[assets/docs/260615_0805__外资研报__Citi-中国整车制造商——乘联会(CPCA)5月数据更新：出口强劲，新能源批发符合预期 China Auto Manufacturers CPCA May Update；Export Strong, NEV Wholesale In Line.pdf|Citi-中国整车制造商——乘联会(CPCA)5月数据更新：出口强劲，新能源批发符合预期 China Auto Manufacturers CPCA May Update；Export Strong, NEV Wholesale In Line.pdf]]

### DeepSeekV4 1.6T 从第0天到第 43天的性能随时间变化-华为、GB300NVL72、MI355X、B200.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260615_0805__外资研报__DeepSeekV4 1.6T 从第0天到第 43天的性能随时间变化-华为、GB300NVL72、MI355X、B200.pdf|DeepSeekV4 1.6T 从第0天到第 43天的性能随时间变化-华为、GB300NVL72、MI355X、B200.pdf]]

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[[assets/docs/260615_0805__外资研报__DeepSeekV4 1.6T 从第0天到第 43天的性能随时间变化-华为、GB300NVL72、MI355X、B200.pdf|DeepSeekV4 1.6T 从第0天到第 43天的性能随时间变化-华为、GB300NVL72、MI355X、B200.pdf]]

### Citi-甲骨文（ORCL.K）：看涨逻辑基于订单储备与融资进展更新，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
- 错误：
- 本地资源：[[assets/docs/260615_0805__外资研报__Citi-甲骨文（ORCL.K）：看涨逻辑基于订单储备与融资进展更新，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-甲骨文（ORCL.K）：看涨逻辑基于订单储备与融资进展更新，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-甲骨文（ORCL.K）：看涨逻辑基于订单储备与融资进展更新，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-甲骨文（ORCL.K）：看涨逻辑基于订单储备与融资进展更新，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-美半导体周报：ANET 1-6T、苹果WWDC与HPE-20260612.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260615_0805__外资研报__CITI-美半导体周报：ANET 1-6T、苹果WWDC与HPE-20260612.pdf|CITI-美半导体周报：ANET 1-6T、苹果WWDC与HPE-20260612.pdf]]

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[[assets/docs/260615_0805__外资研报__CITI-美半导体周报：ANET 1-6T、苹果WWDC与HPE-20260612.pdf|CITI-美半导体周报：ANET 1-6T、苹果WWDC与HPE-20260612.pdf]]

### Citi-全球黄金行业——按市价更新黄金敞口，稳健自由现金流抵消短期逆风 Global Gold Marking-to-market gold exposure, steady FCF offsets near-term headwinds.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260615_0805__外资研报__Citi-全球黄金行业——按市价更新黄金敞口，稳健自由现金流抵消短期逆风 Global Gold Marking-to-market gold exposure, steady FCF offsets near-term headwinds.pdf|Citi-全球黄金行业——按市价更新黄金敞口，稳健自由现金流抵消短期逆风 Global Gold Marking-to-market gold exposure, steady FCF offsets near-term headwinds.pdf]]

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[[assets/docs/260615_0805__外资研报__Citi-全球黄金行业——按市价更新黄金敞口，稳健自由现金流抵消短期逆风 Global Gold Marking-to-market gold exposure, steady FCF offsets near-term headwinds.pdf|Citi-全球黄金行业——按市价更新黄金敞口，稳健自由现金流抵消短期逆风 Global Gold Marking-to-market gold exposure, steady FCF offsets near-term headwinds.pdf]]