---
title: "#外资研报"
topic_id: 45544144511542588
created_at: 2026-08-13T08:33:57.194+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：449
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544144511542588)
- 附件：图片 0，音频 0，文档 9
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## 文档

### BofA-The Flow Show_Poor man's LTCM, rich man's YCC-20260807.pdf

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- 本地资源：[[assets/docs/260813_0833__外资研报__BofA-The Flow Show_Poor man's LTCM, rich man's YCC-20260807.pdf|BofA-The Flow Show_Poor man's LTCM, rich man's YCC-20260807.pdf]]

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[[assets/docs/260813_0833__外资研报__BofA-The Flow Show_Poor man's LTCM, rich man's YCC-20260807.pdf|BofA-The Flow Show_Poor man's LTCM, rich man's YCC-20260807.pdf]]

### BofA-Tower Semiconductor Ltd｜崛起于硅谷 —— 首次覆盖给予买入评级 Tower Semiconductor Ltd Towering from Silicon Wadi – Initiate at Buy.pdf

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- 本地资源：[[assets/docs/260813_0833__外资研报__BofA-Tower Semiconductor Ltd｜崛起于硅谷 —— 首次覆盖给予买入评级 Tower Semiconductor Ltd Towering from Silicon Wadi – Initiate at Buy.pdf|BofA-Tower Semiconductor Ltd｜崛起于硅谷 —— 首次覆盖给予买入评级 Tower Semiconductor Ltd Towering from Silicon Wadi – Initiate at Buy.pdf]]

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[[assets/docs/260813_0833__外资研报__BofA-Tower Semiconductor Ltd｜崛起于硅谷 —— 首次覆盖给予买入评级 Tower Semiconductor Ltd Towering from Silicon Wadi – Initiate at Buy.pdf|BofA-Tower Semiconductor Ltd｜崛起于硅谷 —— 首次覆盖给予买入评级 Tower Semiconductor Ltd Towering from Silicon Wadi – Initiate at Buy.pdf]]

### BofA-超威半导体公司：人工智能潜在市场持续扩张带动增长加速，不必在意季度扰动，给予买入评级，目标价 620 美元 Advanced Micro Devices, Inc Accelerating growth in expanding AI TAM, ignore quarterly noise, Buy, $620 PO.pdf

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- 本地资源：[[assets/docs/260813_0833__外资研报__BofA-超威半导体公司：人工智能潜在市场持续扩张带动增长加速，不必在意季度扰动，给予买入评级，目标价 620 美元 Advanced Micro Devices, Inc Accelerating growth in expanding AI TAM, ignore quarterly noise, Buy,.pdf|BofA-超威半导体公司：人工智能潜在市场持续扩张带动增长加速，不必在意季度扰动，给予买入评级，目标价 620 美元 Advanced Micro Devices, Inc Accelerating growth in expanding AI TAM, ignore quarterly noise, Buy, $620 PO.pdf]]

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[[assets/docs/260813_0833__外资研报__BofA-超威半导体公司：人工智能潜在市场持续扩张带动增长加速，不必在意季度扰动，给予买入评级，目标价 620 美元 Advanced Micro Devices, Inc Accelerating growth in expanding AI TAM, ignore quarterly noise, Buy,.pdf|BofA-超威半导体公司：人工智能潜在市场持续扩张带动增长加速，不必在意季度扰动，给予买入评级，目标价 620 美元 Advanced Micro Devices, Inc Accelerating growth in expanding AI TAM, ignore quarterly noise, Buy, $620 PO.pdf]]

### BofA-全球内存技术｜每周主题：内存行业展望、NAND 闪存现货上涨、三星分红 Global Memory Tech Weekly theme Memory industry forecasts, NAND spot rally, Samsung’s dividends.pdf

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- 本地资源：[[assets/docs/260813_0833__外资研报__BofA-全球内存技术｜每周主题：内存行业展望、NAND 闪存现货上涨、三星分红 Global Memory Tech Weekly theme Memory industry forecasts, NAND spot rally, Samsung’s dividends.pdf|BofA-全球内存技术｜每周主题：内存行业展望、NAND 闪存现货上涨、三星分红 Global Memory Tech Weekly theme Memory industry forecasts, NAND spot rally, Samsung’s dividends.pdf]]

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[[assets/docs/260813_0833__外资研报__BofA-全球内存技术｜每周主题：内存行业展望、NAND 闪存现货上涨、三星分红 Global Memory Tech Weekly theme Memory industry forecasts, NAND spot rally, Samsung’s dividends.pdf|BofA-全球内存技术｜每周主题：内存行业展望、NAND 闪存现货上涨、三星分红 Global Memory Tech Weekly theme Memory industry forecasts, NAND spot rally, Samsung’s dividends.pdf]]

### Go Global 3-0.pdf

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- 本地资源：[[assets/docs/260813_0833__外资研报__Go Global 3-0.pdf|Go Global 3-0.pdf]]

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[[assets/docs/260813_0833__外资研报__Go Global 3-0.pdf|Go Global 3-0.pdf]]

### GS Asia - China industrial tech go globa....pdf

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[[assets/docs/260813_0833__外资研报__GS Asia - China industrial tech go globa....pdf|GS Asia - China industrial tech go globa....pdf]]

### GS KOREA OPEN - SEMIS- RETAIL DEPOSITS- ....pdf

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### Bernstein-中国智能手机追踪——库存压力有所缓解，但需求隐忧犹存.pdf

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- 本地资源：[[assets/docs/260813_0833__外资研报__Bernstein-中国智能手机追踪——库存压力有所缓解，但需求隐忧犹存.pdf|Bernstein-中国智能手机追踪——库存压力有所缓解，但需求隐忧犹存.pdf]]

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[[assets/docs/260813_0833__外资研报__Bernstein-中国智能手机追踪——库存压力有所缓解，但需求隐忧犹存.pdf|Bernstein-中国智能手机追踪——库存压力有所缓解，但需求隐忧犹存.pdf]]

### Bitcoin Futures Monitor 7Aug26.pdf

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