#外资研报

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MS-高知特科技(CTSH.US)——AI落地时代:填补技术能力与生产价值的鸿沟 Cognizant Technology Solutions Corp North America Living with AI Bridging the Capability-to-Production-Value Gap.pdf

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MS-高知特科技(CTSH.US)——AI落地时代:填补技术能力与生产价值的鸿沟 Cognizant Technology Solutions Corp North America Living with AI Bridging the Capability-to-Production-Value Gap.pdf

MS-机械硬盘(HDD):下一轮上涨开启——希捷(STX)目标价上调至$1,035、西部数据(WDC)上调至$650,均维持增持(Overweight),希捷为首选标的(Top Pick) IT Hardware North America HDDs – The Next Leg Higher.pdf

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MS-机械硬盘(HDD):下一轮上涨开启——希捷(STX)目标价上调至$1,035、西部数据(WDC)上调至$650,均维持增持(Overweight),希捷为首选标的(Top Pick) IT Hardware North America HDDs – The Next Leg Higher.pdf

MS-巨子生物(2367.HK):战术性做多观点 Giant Biogene Asia Pacific Research Tactical Idea.pdf

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MS-巨子生物(2367.HK):战术性做多观点 Giant Biogene Asia Pacific Research Tactical Idea.pdf

MS-敏实集团(0425.HK):回应投资者关切( addressing Investor Concerns) Minth Group Limited Asia Pacific Addressing Investor Concerns.pdf

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MS-敏实集团(0425.HK):回应投资者关切( addressing Investor Concerns) Minth Group Limited Asia Pacific Addressing Investor Concerns.pdf

MS-能源行业(北美):和平是否被错误定价?——美伊谅解备忘录下的油气生产商估值与油价敏感性更新.pdf

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MS-能源行业(北美):和平是否被错误定价?——美伊谅解备忘录下的油气生产商估值与油价敏感性更新.pdf

MS-大中华区科技硬件|月度数据手册:iPhone备货动能延续至2026年三季度,迎接新高端机型首发 Greater China Technology Hardware Asia Pacific Monthly Databook iPhone Build Strength to Carry into 3Q26 for New Premium Models Debut.pdf

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MS-大中华区科技硬件|月度数据手册:iPhone备货动能延续至2026年三季度,迎接新高端机型首发 Greater China Technology Hardware Asia Pacific Monthly Databook iPhone Build Strength to Carry into 3Q26 for New Premium Models Debut.pdf

MS-电子元器件:村田制作所上调为首选标的,太阳诱电下调至低配评级 Electronic Components Murata Mfg Now Our Top Pick, Lowering Taiyo Yuden to UW.pdf

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MS-电子元器件:村田制作所上调为首选标的,太阳诱电下调至低配评级 Electronic Components Murata Mfg Now Our Top Pick, Lowering Taiyo Yuden to UW.pdf

MS-电子元器件行业(日本):村田制作所晋升首选标的,下调太阳诱电至减持 Electronic Components Murata Mfg Now Our Top Pick, Lowering Taiyo Yuden to UW.pdf

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MS-电子元器件行业(日本):村田制作所晋升首选标的,下调太阳诱电至减持 Electronic Components Murata Mfg Now Our Top Pick, Lowering Taiyo Yuden to UW.pdf

MS-高盛集团(GS.US):与高盛全球银行与市场联席主管Dan Dees晚餐交流要点(Takeaways From Our Dinner with Dan Dees) Goldman Sachs Group Inc North America Takeaways From Our Dinner with Dan Dees.pdf

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MS-高盛集团(GS.US):与高盛全球银行与市场联席主管Dan Dees晚餐交流要点(Takeaways From Our Dinner with Dan Dees) Goldman Sachs Group Inc North America Takeaways From Our Dinner with Dan Dees.pdf