---
title: "#外资研报"
topic_id: 14422154248422422
created_at: 2026-07-13T08:05:19.245+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：408
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154248422422)
- 附件：图片 0，音频 0，文档 9
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## 文档

### Nomura-中际旭创（300308）：预期800G之外持续增长，上调至买入-260706-20260707.pdf

- 状态：failed
- 错误：curl failed with exit code 28
- 本地资源：[Nomura-中际旭创（300308）：预期800G之外持续增长，上调至买入-260706-20260707.pdf](.)

### Nvidia’s New Hedge Against Chip Competitors Partner with Them — The Information.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/260713_0805__外资研报__Nvidia’s New Hedge Against Chip Competitors Partner with Them — The Information.pdf|Nvidia’s New Hedge Against Chip Competitors Partner with Them — The Information.pdf]]

#### 预览

[[assets/docs/260713_0805__外资研报__Nvidia’s New Hedge Against Chip Competitors Partner with Them — The Information.pdf|Nvidia’s New Hedge Against Chip Competitors Partner with Them — The Information.pdf]]

### Palantir-Institutional Sovereignty in the Age of AI.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/260713_0805__外资研报__Palantir-Institutional Sovereignty in the Age of AI.pdf|Palantir-Institutional Sovereignty in the Age of AI.pdf]]

#### 预览

[[assets/docs/260713_0805__外资研报__Palantir-Institutional Sovereignty in the Age of AI.pdf|Palantir-Institutional Sovereignty in the Age of AI.pdf]]

### SemiAnalysis-AI暗产出：不可见产出的可见成本-20260530.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/260713_0805__外资研报__SemiAnalysis-AI暗产出：不可见产出的可见成本-20260530.pdf|SemiAnalysis-AI暗产出：不可见产出的可见成本-20260530.pdf]]

#### 预览

[[assets/docs/260713_0805__外资研报__SemiAnalysis-AI暗产出：不可见产出的可见成本-20260530.pdf|SemiAnalysis-AI暗产出：不可见产出的可见成本-20260530.pdf]]

### SemiAnalysis-AI价值捕获——模型实验室的崛起-20260501.pdf

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- 本地资源：[[assets/docs/260713_0805__外资研报__SemiAnalysis-AI价值捕获——模型实验室的崛起-20260501.pdf|SemiAnalysis-AI价值捕获——模型实验室的崛起-20260501.pdf]]

#### 预览

[[assets/docs/260713_0805__外资研报__SemiAnalysis-AI价值捕获——模型实验室的崛起-20260501.pdf|SemiAnalysis-AI价值捕获——模型实验室的崛起-20260501.pdf]]

### SemiAnalysis-Anthropic 3Q26 Profit Over $1B_ The Anthropic IPO Financials Sneak Peak.pdf

- 状态：failed
- 错误：curl failed with exit code 28
- 本地资源：[SemiAnalysis-Anthropic 3Q26 Profit Over $1B_ The Anthropic IPO Financials Sneak Peak.pdf](.)

### SemiAnalysis-Anthropic 2026 年第三季度利润超 10 亿美元：Anthropic IPO 财务数据抢先看 --- Anthropic 3Q26 Profit Over $1B_ The Anthropic IPO Financials Sneak Peak.pdf

- 状态：failed
- 错误：curl failed with exit code 28
- 本地资源：[SemiAnalysis-Anthropic 2026 年第三季度利润超 10 亿美元：Anthropic IPO 财务数据抢先看 --- Anthropic 3Q26 Profit Over $1B_ The Anthropic IPO Financials Sneak Peak.pdf](.)

### SemiAnalysis-EDA入门：从RTL到硅片-20260512.pdf

- 状态：failed
- 错误：curl failed with exit code 28
- 本地资源：[SemiAnalysis-EDA入门：从RTL到硅片-20260512.pdf](.)

### SemiAnalysis-EDA市场入门：市场动态、三巨头与中国崛起-20260522.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/260713_0805__外资研报__SemiAnalysis-EDA市场入门：市场动态、三巨头与中国崛起-20260522.pdf|SemiAnalysis-EDA市场入门：市场动态、三巨头与中国崛起-20260522.pdf]]

#### 预览

[[assets/docs/260713_0805__外资研报__SemiAnalysis-EDA市场入门：市场动态、三巨头与中国崛起-20260522.pdf|SemiAnalysis-EDA市场入门：市场动态、三巨头与中国崛起-20260522.pdf]]