---
title: "#外资研报"
topic_id: 45544228154244828
created_at: 2026-07-30T08:26:37.462+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：419
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228154244828)
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## 文档

### MS-SpaceX｜北美 二季度业绩前瞻：是否即将抵达最大动压阶段？ SpaceX North America 2Q Earnings Preview Approaching Max Q？.pdf

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[[assets/docs/260730_0826__外资研报__MS-SpaceX｜北美 二季度业绩前瞻：是否即将抵达最大动压阶段？ SpaceX North America 2Q Earnings Preview Approaching Max Q？.pdf|MS-SpaceX｜北美 二季度业绩前瞻：是否即将抵达最大动压阶段？ SpaceX North America 2Q Earnings Preview Approaching Max Q？.pdf]]

### MS-互联网板块｜北美 当前市场交易逻辑梳理：微观基本面_人工智能_宏观经济对比 Internet North America Where Are We Trading Now Micro vs AI vs Macro.pdf

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### MS-希捷科技｜北美 26 财年第四季度财报 —— 走出差异化竞争优势 Seagate Technology North America F4Q26 Earnings – Differentiating From The Pack.pdf

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### UBS-苹果中国iPhone 6月出货量回暖-季度同比预计增长5%-20260729.pdf

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[[assets/docs/260730_0826__外资研报__UBS-苹果中国iPhone 6月出货量回暖-季度同比预计增长5%-20260729.pdf|UBS-苹果中国iPhone 6月出货量回暖-季度同比预计增长5%-20260729.pdf]]

### US EQUITIES COLOR- 'WRONG WAY'.pdf

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- 本地资源：[[assets/docs/260730_0826__外资研报__US EQUITIES COLOR- 'WRONG WAY'.pdf|US EQUITIES COLOR- 'WRONG WAY'.pdf]]

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[[assets/docs/260730_0826__外资研报__US EQUITIES COLOR- 'WRONG WAY'.pdf|US EQUITIES COLOR- 'WRONG WAY'.pdf]]

### weekly-investment-commentary-en-us-20260727-cheaper-ai-new-earnings-questions.pdf

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[[assets/docs/260730_0826__外资研报__weekly-investment-commentary-en-us-20260727-cheaper-ai-new-earnings-questions.pdf|weekly-investment-commentary-en-us-20260727-cheaper-ai-new-earnings-questions.pdf]]

### 伯恩斯坦-全球存储、英伟达与博通：关于战略合作关系的简要观点+20260727.pdf

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[[assets/docs/260730_0826__外资研报__伯恩斯坦-全球存储、英伟达与博通：关于战略合作关系的简要观点+20260727.pdf|伯恩斯坦-全球存储、英伟达与博通：关于战略合作关系的简要观点+20260727.pdf]]

### MS-Cloudflare｜北美 二季度前瞻：边缘 AI 龙头地位与平台实力带来持续增长动能 Cloudflare Inc North America 2Q Preview Edge AI Leadership and Platform Strength Driving Durable Momentum.pdf

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- 本地资源：[[assets/docs/260730_0826__外资研报__MS-Cloudflare｜北美 二季度前瞻：边缘 AI 龙头地位与平台实力带来持续增长动能 Cloudflare Inc North America 2Q Preview Edge AI Leadership and Platform Strength Driving Durable Momentum.pdf|MS-Cloudflare｜北美 二季度前瞻：边缘 AI 龙头地位与平台实力带来持续增长动能 Cloudflare Inc North America 2Q Preview Edge AI Leadership and Platform Strength Driving Durable Momentum.pdf]]

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[[assets/docs/260730_0826__外资研报__MS-Cloudflare｜北美 二季度前瞻：边缘 AI 龙头地位与平台实力带来持续增长动能 Cloudflare Inc North America 2Q Preview Edge AI Leadership and Platform Strength Driving Durable Momentum.pdf|MS-Cloudflare｜北美 二季度前瞻：边缘 AI 龙头地位与平台实力带来持续增长动能 Cloudflare Inc North America 2Q Preview Edge AI Leadership and Platform Strength Driving Durable Momentum.pdf]]

### MS-KLA Corp｜北美 业绩再度喜忧参半 KLA Corp North America Mixed Bag (again).pdf

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[[assets/docs/260730_0826__外资研报__MS-KLA Corp｜北美 业绩再度喜忧参半 KLA Corp North America Mixed Bag (again).pdf|MS-KLA Corp｜北美 业绩再度喜忧参半 KLA Corp North America Mixed Bag (again).pdf]]