--- title: "#外资研报" topic_id: 22255242521152441 created_at: 2026-06-22T08:00:49.409+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：377 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255242521152441) - 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 ### MS-北美防务——首届国家安全创新峰会要点回顾：防务业站在技术扩散、资本重构与新进入者的拐点.pdf - 状态：downloaded - 错误：检测到你的下载量异常，已拒绝下载，下个自然日自动恢复 - 本地资源：[[assets/docs/260622_0800__外资研报__MS-北美防务——首届国家安全创新峰会要点回顾：防务业站在技术扩散、资本重构与新进入者的拐点.pdf|MS-北美防务——首届国家安全创新峰会要点回顾：防务业站在技术扩散、资本重构与新进入者的拐点.pdf]] #### 预览 [[assets/docs/260622_0800__外资研报__MS-北美防务——首届国家安全创新峰会要点回顾：防务业站在技术扩散、资本重构与新进入者的拐点.pdf|MS-北美防务——首届国家安全创新峰会要点回顾：防务业站在技术扩散、资本重构与新进入者的拐点.pdf]] ### MS-北美中游及可再生能源基础设施——基础设施周报（霍尔木兹海峡重开或触发资金轮动回能源板块；KMI海湾快线投产、Crusoe怀俄明AI数据中心搁浅、可再生税务抵免5%安全港规则恢复） North American Midstream & Renewable Energy Infrastructure North America Infrastructure Weekly.pdf - 状态：downloaded - 错误：检测到你的下载量异常，已拒绝下载，下个自然日自动恢复 - 本地资源：[[assets/docs/260622_0800__外资研报__MS-北美中游及可再生能源基础设施——基础设施周报（霍尔木兹海峡重开或触发资金轮动回能源板块；KMI海湾快线投产、Crusoe怀俄明AI数据中心搁浅、可再生税务抵免5%安全港规则恢复） North American Midstream & Renewable Energy Infrastructure North.pdf|MS-北美中游及可再生能源基础设施——基础设施周报（霍尔木兹海峡重开或触发资金轮动回能源板块；KMI海湾快线投产、Crusoe怀俄明AI数据中心搁浅、可再生税务抵免5%安全港规则恢复） North American Midstream & Renewable Energy Infrastructure North America Infrastructure Weekly.pdf]] #### 预览 [[assets/docs/260622_0800__外资研报__MS-北美中游及可再生能源基础设施——基础设施周报（霍尔木兹海峡重开或触发资金轮动回能源板块；KMI海湾快线投产、Crusoe怀俄明AI数据中心搁浅、可再生税务抵免5%安全港规则恢复） North American Midstream & Renewable Energy Infrastructure North.pdf|MS-北美中游及可再生能源基础设施——基础设施周报（霍尔木兹海峡重开或触发资金轮动回能源板块；KMI海湾快线投产、Crusoe怀俄明AI数据中心搁浅、可再生税务抵免5%安全港规则恢复） North American Midstream & Renewable Energy Infrastructure North America Infrastructure Weekly.pdf]] ### MS-大中华区半导体_亚太：功率半导体进入供给驱动上行周期 Greater China Semiconductors Asia Pacific Power Semis – Supply Driven Upcycle.pdf - 状态：downloaded - 错误：检测到你的下载量异常，已拒绝下载，下个自然日自动恢复 - 本地资源：[[assets/docs/260622_0800__外资研报__MS-大中华区半导体_亚太：功率半导体进入供给驱动上行周期 Greater China Semiconductors Asia Pacific Power Semis – Supply Driven Upcycle.pdf|MS-大中华区半导体_亚太：功率半导体进入供给驱动上行周期 Greater China Semiconductors Asia Pacific Power Semis – Supply Driven Upcycle.pdf]] #### 预览 [[assets/docs/260622_0800__外资研报__MS-大中华区半导体_亚太：功率半导体进入供给驱动上行周期 Greater China Semiconductors Asia Pacific Power Semis – Supply Driven Upcycle.pdf|MS-大中华区半导体_亚太：功率半导体进入供给驱动上行周期 Greater China Semiconductors Asia Pacific Power Semis – Supply Driven Upcycle.pdf]] ### MS-大中华区科技硬件：计算的积木——服务器、AI基础设施与电子元器件 Investor Presentation Asia Pacific Greater China Technology Hardware：Building Blocks of Compute：Servers, AI Infrastructure, and Electronic Components.pdf - 状态：downloaded - 错误：检测到你的下载量异常，已拒绝下载，下个自然日自动恢复 - 本地资源：[[assets/docs/260622_0800__外资研报__MS-大中华区科技硬件：计算的积木——服务器、AI基础设施与电子元器件 Investor Presentation Asia Pacific Greater China Technology Hardware：Building Blocks of Compute：Servers, AI Infrastructur.pdf|MS-大中华区科技硬件：计算的积木——服务器、AI基础设施与电子元器件 Investor Presentation Asia Pacific Greater China Technology Hardware：Building Blocks of Compute：Servers, AI Infrastructure, and Electronic Components.pdf]] #### 预览 [[assets/docs/260622_0800__外资研报__MS-大中华区科技硬件：计算的积木——服务器、AI基础设施与电子元器件 Investor Presentation Asia Pacific Greater China Technology Hardware：Building Blocks of Compute：Servers, AI Infrastructur.pdf|MS-大中华区科技硬件：计算的积木——服务器、AI基础设施与电子元器件 Investor Presentation Asia Pacific Greater China Technology Hardware：Building Blocks of Compute：Servers, AI Infrastructure, and Electronic Components.pdf]] ### MS-大中华区科技硬件｜月度数据手册：2026年5月笔记本出货量较预期低7%；二季度预期下调3%；首次给出三季度预估环比降1% Greater China Technology Hardware Asia Pacific Monthly Databook：May-26 shipments -7% vs. MSe; 2Qe down 3%; introduce 3Qe at -1% q_q.pdf - 状态：downloaded - 错误：检测到你的下载量异常，已拒绝下载，下个自然日自动恢复 - 本地资源：[[assets/docs/260622_0800__外资研报__MS-大中华区科技硬件｜月度数据手册：2026年5月笔记本出货量较预期低7%；二季度预期下调3%；首次给出三季度预估环比降1% Greater China Technology Hardware Asia Pacific Monthly Databook：May-26 shipments -7% vs. MSe;.pdf|MS-大中华区科技硬件｜月度数据手册：2026年5月笔记本出货量较预期低7%；二季度预期下调3%；首次给出三季度预估环比降1% Greater China Technology Hardware Asia Pacific Monthly Databook：May-26 shipments -7% vs. MSe; 2Qe down 3%; introduce 3Qe at -1% q_q.pdf]] #### 预览 [[assets/docs/260622_0800__外资研报__MS-大中华区科技硬件｜月度数据手册：2026年5月笔记本出货量较预期低7%；二季度预期下调3%；首次给出三季度预估环比降1% Greater China Technology Hardware Asia Pacific Monthly Databook：May-26 shipments -7% vs. MSe;.pdf|MS-大中华区科技硬件｜月度数据手册：2026年5月笔记本出货量较预期低7%；二季度预期下调3%；首次给出三季度预估环比降1% Greater China Technology Hardware Asia Pacific Monthly Databook：May-26 shipments -7% vs. MSe; 2Qe down 3%; introduce 3Qe at -1% q_q.pdf]] ### Morgan Stanley-Lujiazui Takeaways： Better Rate Transmission， Gradual Capital Account Opening-260617.pdf - 状态：downloaded - 错误：检测到你的下载量异常，已拒绝下载，下个自然日自动恢复 - 本地资源：[[assets/docs/260622_0800__外资研报__Morgan Stanley-Lujiazui Takeaways： Better Rate Transmission， Gradual Capital Account Opening-260617.pdf|Morgan Stanley-Lujiazui Takeaways： Better Rate Transmission， Gradual Capital Account Opening-260617.pdf]] #### 预览 [[assets/docs/260622_0800__外资研报__Morgan Stanley-Lujiazui Takeaways： Better Rate Transmission， Gradual Capital Account Opening-260617.pdf|Morgan Stanley-Lujiazui Takeaways： Better Rate Transmission， Gradual Capital Account Opening-260617.pdf]] ### MS-ABF载板——奥特斯（AT&S）宣布马来西亚产能扩张 Greater China Technology Hardware Asia Pacific ABF Substrates – AT&S announces capacity expansion in Malaysia.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260622_0800__外资研报__MS-ABF载板——奥特斯（AT&S）宣布马来西亚产能扩张 Greater China Technology Hardware Asia Pacific ABF Substrates – AT&S announces capacity expansion in Malaysia.pdf|MS-ABF载板——奥特斯（AT&S）宣布马来西亚产能扩张 Greater China Technology Hardware Asia Pacific ABF Substrates – AT&S announces capacity expansion in Malaysia.pdf]] #### 预览 [[assets/docs/260622_0800__外资研报__MS-ABF载板——奥特斯（AT&S）宣布马来西亚产能扩张 Greater China Technology Hardware Asia Pacific ABF Substrates – AT&S announces capacity expansion in Malaysia.pdf|MS-ABF载板——奥特斯（AT&S）宣布马来西亚产能扩张 Greater China Technology Hardware Asia Pacific ABF Substrates – AT&S announces capacity expansion in Malaysia.pdf]] ### MS-BIG PICTURE Artificial Intelligence-Ten Investment Truths-26Q2.pdf - 状态：downloaded - 错误：检测到你的下载量异常，已拒绝下载，下个自然日自动恢复 - 本地资源：[[assets/docs/260622_0800__外资研报__MS-BIG PICTURE Artificial Intelligence-Ten Investment Truths-26Q2.pdf|MS-BIG PICTURE Artificial Intelligence-Ten Investment Truths-26Q2.pdf]] #### 预览 [[assets/docs/260622_0800__外资研报__MS-BIG PICTURE Artificial Intelligence-Ten Investment Truths-26Q2.pdf|MS-BIG PICTURE Artificial Intelligence-Ten Investment Truths-26Q2.pdf]] ### MS-北美半导体行业：路演上市公司交流要点总结 Semiconductors North America Takeaways from public company meetings on our bus tour.pdf - 状态：downloaded - 错误：检测到你的下载量异常，已拒绝下载，下个自然日自动恢复 - 本地资源：[[assets/docs/260622_0800__外资研报__MS-北美半导体行业：路演上市公司交流要点总结 Semiconductors North America Takeaways from public company meetings on our bus tour.pdf|MS-北美半导体行业：路演上市公司交流要点总结 Semiconductors North America Takeaways from public company meetings on our bus tour.pdf]] #### 预览 [[assets/docs/260622_0800__外资研报__MS-北美半导体行业：路演上市公司交流要点总结 Semiconductors North America Takeaways from public company meetings on our bus tour.pdf|MS-北美半导体行业：路演上市公司交流要点总结 Semiconductors North America Takeaways from public company meetings on our bus tour.pdf]]