---
title: "#外资研报"
topic_id: 45544225815115418
created_at: 2026-07-31T08:52:10.415+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：292
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544225815115418)
- 附件：图片 0，音频 0，文档 9
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## 文档

### 【个股-ARM】【英】GS-ARM控股：业绩与指引均超市场预期-20260730 04_23_00+08_00.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/260731_0852__外资研报__【个股-ARM】【英】GS-ARM控股：业绩与指引均超市场预期-20260730 04_23_00+08_00.pdf|【个股-ARM】【英】GS-ARM控股：业绩与指引均超市场预期-20260730 04_23_00+08_00.pdf]]

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[[assets/docs/260731_0852__外资研报__【个股-ARM】【英】GS-ARM控股：业绩与指引均超市场预期-20260730 04_23_00+08_00.pdf|【个股-ARM】【英】GS-ARM控股：业绩与指引均超市场预期-20260730 04_23_00+08_00.pdf]]

### 【个股-ARM】【英】UBS-授权业务增长抵消手机版税疲软-20260730.pdf

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### 【个股-BE】【英】CITI-强劲近期业绩增强长期目标信心-20260729.pdf

- 状态：failed
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### 【个股-BE】【英】JPM-Bloom Energy二季度：业绩再超预期-需求加速-20260729.pdf

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- 本地资源：[[assets/docs/260731_0852__外资研报__【个股-BE】【英】JPM-Bloom Energy二季度：业绩再超预期-需求加速-20260729.pdf|【个股-BE】【英】JPM-Bloom Energy二季度：业绩再超预期-需求加速-20260729.pdf]]

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[[assets/docs/260731_0852__外资研报__【个股-BE】【英】JPM-Bloom Energy二季度：业绩再超预期-需求加速-20260729.pdf|【个股-BE】【英】JPM-Bloom Energy二季度：业绩再超预期-需求加速-20260729.pdf]]

### 【个股-META】【英】CITI-广告收入动能延续-2026年费用与资本开支指引收窄-20260730.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/260731_0852__外资研报__【个股-META】【英】CITI-广告收入动能延续-2026年费用与资本开支指引收窄-20260730.pdf|【个股-META】【英】CITI-广告收入动能延续-2026年费用与资本开支指引收窄-20260730.pdf]]

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[[assets/docs/260731_0852__外资研报__【个股-META】【英】CITI-广告收入动能延续-2026年费用与资本开支指引收窄-20260730.pdf|【个股-META】【英】CITI-广告收入动能延续-2026年费用与资本开支指引收窄-20260730.pdf]]

### 【个股-AMD】【英】GS-AMD：Advancing AI 2026大会关键要点解读-20260724 06_24_00+08_00.pdf

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- 本地资源：[[assets/docs/260731_0852__外资研报__【个股-AMD】【英】GS-AMD：Advancing AI 2026大会关键要点解读-20260724 06_24_00+08_00.pdf|【个股-AMD】【英】GS-AMD：Advancing AI 2026大会关键要点解读-20260724 06_24_00+08_00.pdf]]

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[[assets/docs/260731_0852__外资研报__【个股-AMD】【英】GS-AMD：Advancing AI 2026大会关键要点解读-20260724 06_24_00+08_00.pdf|【个股-AMD】【英】GS-AMD：Advancing AI 2026大会关键要点解读-20260724 06_24_00+08_00.pdf]]

### 【个股-AMD】【英】SemiAnalysis-AMD能否打破CUDA护城河-AMD Advancing AI 2026-20260725.pdf

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[[assets/docs/260731_0852__外资研报__【个股-AMD】【英】SemiAnalysis-AMD能否打破CUDA护城河-AMD Advancing AI 2026-20260725.pdf|【个股-AMD】【英】SemiAnalysis-AMD能否打破CUDA护城河-AMD Advancing AI 2026-20260725.pdf]]

### 【个股-AMD】【英】UBS-上调盈利预测：AI日后目标价升至730美元-20260724.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/260731_0852__外资研报__【个股-AMD】【英】UBS-上调盈利预测：AI日后目标价升至730美元-20260724.pdf|【个股-AMD】【英】UBS-上调盈利预测：AI日后目标价升至730美元-20260724.pdf]]

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[[assets/docs/260731_0852__外资研报__【个股-AMD】【英】UBS-上调盈利预测：AI日后目标价升至730美元-20260724.pdf|【个股-AMD】【英】UBS-上调盈利预测：AI日后目标价升至730美元-20260724.pdf]]

### 【个股-AMZN】【英】UBS-更新AWS订单储备构建-20260728.pdf

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- 本地资源：[[assets/docs/260731_0852__外资研报__【个股-AMZN】【英】UBS-更新AWS订单储备构建-20260728.pdf|【个股-AMZN】【英】UBS-更新AWS订单储备构建-20260728.pdf]]

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[[assets/docs/260731_0852__外资研报__【个股-AMZN】【英】UBS-更新AWS订单储备构建-20260728.pdf|【个股-AMZN】【英】UBS-更新AWS订单储备构建-20260728.pdf]]