---
title: "#外资研报"
topic_id: 22255458518228511
created_at: 2026-07-06T08:06:48.178+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：433
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255458518228511)
- 附件：图片 0，音频 0，文档 9
- 音频文件：_无音频_

## 图片

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## 正文

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## 总体总结

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## 文档

### SemiAnalysis-元计算：人人都想成为新云 --- Meta Compute_ Everyone Wants To Be A Neocloud.pdf

- 状态：downloaded
- 错误：
- 本地资源：[[assets/docs/260706_0806__外资研报__SemiAnalysis-元计算：人人都想成为新云 --- Meta Compute_ Everyone Wants To Be A Neocloud.pdf|SemiAnalysis-元计算：人人都想成为新云 --- Meta Compute_ Everyone Wants To Be A Neocloud.pdf]]

#### 预览

[[assets/docs/260706_0806__外资研报__SemiAnalysis-元计算：人人都想成为新云 --- Meta Compute_ Everyone Wants To Be A Neocloud.pdf|SemiAnalysis-元计算：人人都想成为新云 --- Meta Compute_ Everyone Wants To Be A Neocloud.pdf]]

### UBS-Meta Platforms——出售过剩算力能否降低EPS稀释风险？.pdf

- 状态：downloaded
- 错误：
- 本地资源：[[assets/docs/260706_0806__外资研报__UBS-Meta Platforms——出售过剩算力能否降低EPS稀释风险？.pdf|UBS-Meta Platforms——出售过剩算力能否降低EPS稀释风险？.pdf]]

#### 预览

[[assets/docs/260706_0806__外资研报__UBS-Meta Platforms——出售过剩算力能否降低EPS稀释风险？.pdf|UBS-Meta Platforms——出售过剩算力能否降低EPS稀释风险？.pdf]]

### UBS-Meta：处置闲置产能是否会缓解每股收益承压风险？ Meta Platforms Does Excess Capacity Sale Reduce EPS Compression Risk.pdf

- 状态：downloaded
- 错误：
- 本地资源：[[assets/docs/260706_0806__外资研报__UBS-Meta：处置闲置产能是否会缓解每股收益承压风险？ Meta Platforms Does Excess Capacity Sale Reduce EPS Compression Risk.pdf|UBS-Meta：处置闲置产能是否会缓解每股收益承压风险？ Meta Platforms Does Excess Capacity Sale Reduce EPS Compression Risk.pdf]]

#### 预览

[[assets/docs/260706_0806__外资研报__UBS-Meta：处置闲置产能是否会缓解每股收益承压风险？ Meta Platforms Does Excess Capacity Sale Reduce EPS Compression Risk.pdf|UBS-Meta：处置闲置产能是否会缓解每股收益承压风险？ Meta Platforms Does Excess Capacity Sale Reduce EPS Compression Risk.pdf]]

### UBS-苹果公司（AAPL.US）：美欧iPhone购买意愿上升，中国回落，前景喜忧参半.pdf

- 状态：failed
- 错误：内部错误
- 本地资源：_无本地文件_

### UBS-全球外汇策略：汇市风向标——点位虽异，逻辑未变.pdf

- 状态：downloaded
- 错误：
- 本地资源：[[assets/docs/260706_0806__外资研报__UBS-全球外汇策略：汇市风向标——点位虽异，逻辑未变.pdf|UBS-全球外汇策略：汇市风向标——点位虽异，逻辑未变.pdf]]

#### 预览

[[assets/docs/260706_0806__外资研报__UBS-全球外汇策略：汇市风向标——点位虽异，逻辑未变.pdf|UBS-全球外汇策略：汇市风向标——点位虽异，逻辑未变.pdf]]

### 巴克莱-中国6月PMI透视：温和改善伴随行业分化+20260630.pdf

- 状态：downloaded
- 错误：
- 本地资源：[[assets/docs/260706_0806__外资研报__巴克莱-中国6月PMI透视：温和改善伴随行业分化+20260630.pdf|巴克莱-中国6月PMI透视：温和改善伴随行业分化+20260630.pdf]]

#### 预览

[[assets/docs/260706_0806__外资研报__巴克莱-中国6月PMI透视：温和改善伴随行业分化+20260630.pdf|巴克莱-中国6月PMI透视：温和改善伴随行业分化+20260630.pdf]]

### 伯恩斯坦-全球半导体前道设备(Capex)追踪：日本SPE同比增长11%+20260701.pdf

- 状态：failed
- 错误：内部错误
- 本地资源：_无本地文件_

### SemiAnalysis-Meta计算：人人想成Neocloud-20260703.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260706_0806__外资研报__SemiAnalysis-Meta计算：人人想成Neocloud-20260703.pdf|SemiAnalysis-Meta计算：人人想成Neocloud-20260703.pdf]]

#### 预览

[[assets/docs/260706_0806__外资研报__SemiAnalysis-Meta计算：人人想成Neocloud-20260703.pdf|SemiAnalysis-Meta计算：人人想成Neocloud-20260703.pdf]]

### SemiAnalysis-企业Token预算访谈-20260701.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260706_0806__外资研报__SemiAnalysis-企业Token预算访谈-20260701.pdf|SemiAnalysis-企业Token预算访谈-20260701.pdf]]

#### 预览

[[assets/docs/260706_0806__外资研报__SemiAnalysis-企业Token预算访谈-20260701.pdf|SemiAnalysis-企业Token预算访谈-20260701.pdf]]