--- title: "#外资研报" topic_id: 45544551585422158 created_at: 2026-06-15T08:03:25.476+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：445 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544551585422158) - 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-日本经济——日本央行6月会议评估：预计6月加息，此后约每半年加一次 JapanEconomic Flash：BOJ June MPM Review：We Expect a Rate Hike in June, Followed by Roughly Semi-annual Hikes.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0803__外资研报__GS-日本经济——日本央行6月会议评估：预计6月加息，此后约每半年加一次 JapanEconomic Flash：BOJ June MPM Review：We Expect a Rate Hike in June, Followed by Roughly Semi-annual Hikes.pdf|GS-日本经济——日本央行6月会议评估：预计6月加息，此后约每半年加一次 JapanEconomic Flash：BOJ June MPM Review：We Expect a Rate Hike in June, Followed by Roughly Semi-annual Hikes.pdf]] #### 预览 [[assets/docs/260615_0803__外资研报__GS-日本经济——日本央行6月会议评估：预计6月加息，此后约每半年加一次 JapanEconomic Flash：BOJ June MPM Review：We Expect a Rate Hike in June, Followed by Roughly Semi-annual Hikes.pdf|GS-日本经济——日本央行6月会议评估：预计6月加息，此后约每半年加一次 JapanEconomic Flash：BOJ June MPM Review：We Expect a Rate Hike in June, Followed by Roughly Semi-annual Hikes.pdf]] ### GS-日本科技：IT服务业——板块投资策略聚焦四大系统集成商中期计划；即便面临AI冲击盈利展望依然稳健 JAPAN TECHNOLOGY：IT SERVICES Sector investment strategy_overseas earnings Focus on 4 major system integrators' MTPs; earnings outlook solid even with AI disruption.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0803__外资研报__GS-日本科技：IT服务业——板块投资策略聚焦四大系统集成商中期计划；即便面临AI冲击盈利展望依然稳健 JAPAN TECHNOLOGY：IT SERVICES Sector investment strategy_overseas earnings Focus on 4 major system integra.pdf|GS-日本科技：IT服务业——板块投资策略聚焦四大系统集成商中期计划；即便面临AI冲击盈利展望依然稳健 JAPAN TECHNOLOGY：IT SERVICES Sector investment strategy_overseas earnings Focus on 4 major system integrators' MTPs; earnings outlook solid even with AI disruption.pdf]] #### 预览 [[assets/docs/260615_0803__外资研报__GS-日本科技：IT服务业——板块投资策略聚焦四大系统集成商中期计划；即便面临AI冲击盈利展望依然稳健 JAPAN TECHNOLOGY：IT SERVICES Sector investment strategy_overseas earnings Focus on 4 major system integra.pdf|GS-日本科技：IT服务业——板块投资策略聚焦四大系统集成商中期计划；即便面临AI冲击盈利展望依然稳健 JAPAN TECHNOLOGY：IT SERVICES Sector investment strategy_overseas earnings Focus on 4 major system integrators' MTPs; earnings outlook solid even with AI disruption.pdf]] ### GS-日本科技·IT服务：未覆盖公司财报启示（七）——软件测试行业：Digital Hearts与Valtes Holdings调研纪要 Japan Technology：IT Services：NC company results read-across (7) (software testing)：Digital Hearts, Valtes.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0803__外资研报__GS-日本科技·IT服务：未覆盖公司财报启示（七）——软件测试行业：Digital Hearts与Valtes Holdings调研纪要 Japan Technology：IT Services：NC company results read-across (7) (software testing)：Digit.pdf|GS-日本科技·IT服务：未覆盖公司财报启示（七）——软件测试行业：Digital Hearts与Valtes Holdings调研纪要 Japan Technology：IT Services：NC company results read-across (7) (software testing)：Digital Hearts, Valtes.pdf]] #### 预览 [[assets/docs/260615_0803__外资研报__GS-日本科技·IT服务：未覆盖公司财报启示（七）——软件测试行业：Digital Hearts与Valtes Holdings调研纪要 Japan Technology：IT Services：NC company results read-across (7) (software testing)：Digit.pdf|GS-日本科技·IT服务：未覆盖公司财报启示（七）——软件测试行业：Digital Hearts与Valtes Holdings调研纪要 Japan Technology：IT Services：NC company results read-across (7) (software testing)：Digital Hearts, Valtes.pdf]] ### GS-生益科技（600183.SS）— AI用覆铜板（CCL）产能扩张叠加产品结构向高端升级；目标价上调至人民币217.6元；维持买入 Shengyi Tech (600183.SS) AI CCL capacity expansion with mix upgrade to high-end products; TP raised to Rmb217.6; Buy.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0803__外资研报__GS-生益科技（600183.SS）— AI用覆铜板（CCL）产能扩张叠加产品结构向高端升级；目标价上调至人民币217.6元；维持买入 Shengyi Tech (600183.SS) AI CCL capacity expansion with mix upgrade to high-end products;.pdf|GS-生益科技（600183.SS）— AI用覆铜板（CCL）产能扩张叠加产品结构向高端升级；目标价上调至人民币217.6元；维持买入 Shengyi Tech (600183.SS) AI CCL capacity expansion with mix upgrade to high-end products; TP raised to Rmb217.6; Buy.pdf]] #### 预览 [[assets/docs/260615_0803__外资研报__GS-生益科技（600183.SS）— AI用覆铜板（CCL）产能扩张叠加产品结构向高端升级；目标价上调至人民币217.6元；维持买入 Shengyi Tech (600183.SS) AI CCL capacity expansion with mix upgrade to high-end products;.pdf|GS-生益科技（600183.SS）— AI用覆铜板（CCL）产能扩张叠加产品结构向高端升级；目标价上调至人民币217.6元；维持买入 Shengyi Tech (600183.SS) AI CCL capacity expansion with mix upgrade to high-end products; TP raised to Rmb217.6; Buy.pdf]] ### GS-世纪互联（VNET Group）——NDR会议纪要：机柜交付与上架均集中在2026年下半年；可部署资源充裕以应对强劲需求 VNET Group (VNET)：NDR takeaways：Capacity delivery and move-in both skewed to 2H26; Ample deployable resources to meet robust.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0803__外资研报__GS-世纪互联（VNET Group）——NDR会议纪要：机柜交付与上架均集中在2026年下半年；可部署资源充裕以应对强劲需求 VNET Group (VNET)：NDR takeaways：Capacity delivery and move-in both skewed to 2H26; Ample depl.pdf|GS-世纪互联（VNET Group）——NDR会议纪要：机柜交付与上架均集中在2026年下半年；可部署资源充裕以应对强劲需求 VNET Group (VNET)：NDR takeaways：Capacity delivery and move-in both skewed to 2H26; Ample deployable resources to meet robust.pdf]] #### 预览 [[assets/docs/260615_0803__外资研报__GS-世纪互联（VNET Group）——NDR会议纪要：机柜交付与上架均集中在2026年下半年；可部署资源充裕以应对强劲需求 VNET Group (VNET)：NDR takeaways：Capacity delivery and move-in both skewed to 2H26; Ample depl.pdf|GS-世纪互联（VNET Group）——NDR会议纪要：机柜交付与上架均集中在2026年下半年；可部署资源充裕以应对强劲需求 VNET Group (VNET)：NDR takeaways：Capacity delivery and move-in both skewed to 2H26; Ample deployable resources to meet robust.pdf]] ### GS-欧洲科技：半导体板块——上调英飞凌（IFX）与意法半导体（STM）盈利预测及目标价，看好AI驱动的长期增长潜力 Europe Technology：Semiconductors：Updating estimates and PT for IFX and STM.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0803__外资研报__GS-欧洲科技：半导体板块——上调英飞凌（IFX）与意法半导体（STM）盈利预测及目标价，看好AI驱动的长期增长潜力 Europe Technology：Semiconductors：Updating estimates and PT for IFX and STM.pdf|GS-欧洲科技：半导体板块——上调英飞凌（IFX）与意法半导体（STM）盈利预测及目标价，看好AI驱动的长期增长潜力 Europe Technology：Semiconductors：Updating estimates and PT for IFX and STM.pdf]] #### 预览 [[assets/docs/260615_0803__外资研报__GS-欧洲科技：半导体板块——上调英飞凌（IFX）与意法半导体（STM）盈利预测及目标价，看好AI驱动的长期增长潜力 Europe Technology：Semiconductors：Updating estimates and PT for IFX and STM.pdf|GS-欧洲科技：半导体板块——上调英飞凌（IFX）与意法半导体（STM）盈利预测及目标价，看好AI驱动的长期增长潜力 Europe Technology：Semiconductors：Updating estimates and PT for IFX and STM.pdf]] ### GS-欧洲科技硬件：基于近期积极数据更新盈利预测与目标价——AI驱动需求支撑半导体设备及基础设施长周期 EUROPE TECHNOLOGY：HARDWARE Updating estimates and PTs to reflect recent positive datapoints.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0803__外资研报__GS-欧洲科技硬件：基于近期积极数据更新盈利预测与目标价——AI驱动需求支撑半导体设备及基础设施长周期 EUROPE TECHNOLOGY：HARDWARE Updating estimates and PTs to reflect recent positive datapoints.pdf|GS-欧洲科技硬件：基于近期积极数据更新盈利预测与目标价——AI驱动需求支撑半导体设备及基础设施长周期 EUROPE TECHNOLOGY：HARDWARE Updating estimates and PTs to reflect recent positive datapoints.pdf]] #### 预览 [[assets/docs/260615_0803__外资研报__GS-欧洲科技硬件：基于近期积极数据更新盈利预测与目标价——AI驱动需求支撑半导体设备及基础设施长周期 EUROPE TECHNOLOGY：HARDWARE Updating estimates and PTs to reflect recent positive datapoints.pdf|GS-欧洲科技硬件：基于近期积极数据更新盈利预测与目标价——AI驱动需求支撑半导体设备及基础设施长周期 EUROPE TECHNOLOGY：HARDWARE Updating estimates and PTs to reflect recent positive datapoints.pdf]] ### GS-欧洲汽车行业：中国车企竞争监测（2026年5月）——中国品牌销量增速放缓但市占创历史新高，源于欧洲大众化品牌走弱 EUROPE AUTOMOBILES Chinese OEM Competition Monitor May-26：Chinese brands volume growth decelerating, but share reaches new high on European mass brands' weakness.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0803__外资研报__GS-欧洲汽车行业：中国车企竞争监测（2026年5月）——中国品牌销量增速放缓但市占创历史新高，源于欧洲大众化品牌走弱 EUROPE AUTOMOBILES Chinese OEM Competition Monitor May-26：Chinese brands volume growth decelerati.pdf|GS-欧洲汽车行业：中国车企竞争监测（2026年5月）——中国品牌销量增速放缓但市占创历史新高，源于欧洲大众化品牌走弱 EUROPE AUTOMOBILES Chinese OEM Competition Monitor May-26：Chinese brands volume growth decelerating, but share reaches new high on European mass brands' weakness.pdf]] #### 预览 [[assets/docs/260615_0803__外资研报__GS-欧洲汽车行业：中国车企竞争监测（2026年5月）——中国品牌销量增速放缓但市占创历史新高，源于欧洲大众化品牌走弱 EUROPE AUTOMOBILES Chinese OEM Competition Monitor May-26：Chinese brands volume growth decelerati.pdf|GS-欧洲汽车行业：中国车企竞争监测（2026年5月）——中国品牌销量增速放缓但市占创历史新高，源于欧洲大众化品牌走弱 EUROPE AUTOMOBILES Chinese OEM Competition Monitor May-26：Chinese brands volume growth decelerating, but share reaches new high on European mass brands' weakness.pdf]] ### GS-全球医疗保健——第47届全球医疗健康大会投行家圆桌要点 GlobalHealthcare：47th Annual Global Healthcare Conference -- Notes from GS Investment Banker Panel.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0803__外资研报__GS-全球医疗保健——第47届全球医疗健康大会投行家圆桌要点 GlobalHealthcare：47th Annual Global Healthcare Conference -- Notes from GS Investment Banker Panel.pdf|GS-全球医疗保健——第47届全球医疗健康大会投行家圆桌要点 GlobalHealthcare：47th Annual Global Healthcare Conference -- Notes from GS Investment Banker Panel.pdf]] #### 预览 [[assets/docs/260615_0803__外资研报__GS-全球医疗保健——第47届全球医疗健康大会投行家圆桌要点 GlobalHealthcare：47th Annual Global Healthcare Conference -- Notes from GS Investment Banker Panel.pdf|GS-全球医疗保健——第47届全球医疗健康大会投行家圆桌要点 GlobalHealthcare：47th Annual Global Healthcare Conference -- Notes from GS Investment Banker Panel.pdf]]