--- title: "#外资研报" topic_id: 82258825548558452 created_at: 2026-08-25T08:33:41.617+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：494 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258825548558452) - 附件：图片 0，音频 0，文档 9 - 音频文件：_无音频_ ## 图片 _无图片_ ## 正文 _无正文_ ## 总体总结 _暂无总结_ ## 文档 ### BofA-德赛西威（002920.SZ）1H26电话会要点.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260825_0833__外资研报__BofA-德赛西威（002920.SZ）1H26电话会要点.pdf|BofA-德赛西威（002920.SZ）1H26电话会要点.pdf]] #### 预览 [[assets/docs/260825_0833__外资研报__BofA-德赛西威（002920.SZ）1H26电话会要点.pdf|BofA-德赛西威（002920.SZ）1H26电话会要点.pdf]] ### BofA-电子材料行业月度跟踪——PCB材料、微细铜箔、光器件、硅片全线景气.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260825_0833__外资研报__BofA-电子材料行业月度跟踪——PCB材料、微细铜箔、光器件、硅片全线景气.pdf|BofA-电子材料行业月度跟踪——PCB材料、微细铜箔、光器件、硅片全线景气.pdf]] #### 预览 [[assets/docs/260825_0833__外资研报__BofA-电子材料行业月度跟踪——PCB材料、微细铜箔、光器件、硅片全线景气.pdf|BofA-电子材料行业月度跟踪——PCB材料、微细铜箔、光器件、硅片全线景气.pdf]] ### BofA-罗博特科（300757.SZ）首次覆盖给予“买入”评级——光模块与CPO领域独树一帜的AI光学设备龙头.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260825_0833__外资研报__BofA-罗博特科（300757.SZ）首次覆盖给予“买入”评级——光模块与CPO领域独树一帜的AI光学设备龙头.pdf|BofA-罗博特科（300757.SZ）首次覆盖给予“买入”评级——光模块与CPO领域独树一帜的AI光学设备龙头.pdf]] #### 预览 [[assets/docs/260825_0833__外资研报__BofA-罗博特科（300757.SZ）首次覆盖给予“买入”评级——光模块与CPO领域独树一帜的AI光学设备龙头.pdf|BofA-罗博特科（300757.SZ）首次覆盖给予“买入”评级——光模块与CPO领域独树一帜的AI光学设备龙头.pdf]] ### BofA-全球存储科技：每周主题：海力士回购带来的影响、现货价格向好、技术巡礼前瞻 Global Memory Tech Weekly theme Hynix buyback implication, upbeat spot price, tech tour preview.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260825_0833__外资研报__BofA-全球存储科技：每周主题：海力士回购带来的影响、现货价格向好、技术巡礼前瞻 Global Memory Tech Weekly theme Hynix buyback implication, upbeat spot price, tech tour preview.pdf|BofA-全球存储科技：每周主题：海力士回购带来的影响、现货价格向好、技术巡礼前瞻 Global Memory Tech Weekly theme Hynix buyback implication, upbeat spot price, tech tour preview.pdf]] #### 预览 [[assets/docs/260825_0833__外资研报__BofA-全球存储科技：每周主题：海力士回购带来的影响、现货价格向好、技术巡礼前瞻 Global Memory Tech Weekly theme Hynix buyback implication, upbeat spot price, tech tour preview.pdf|BofA-全球存储科技：每周主题：海力士回购带来的影响、现货价格向好、技术巡礼前瞻 Global Memory Tech Weekly theme Hynix buyback implication, upbeat spot price, tech tour preview.pdf]] ### BofA-全球基金经理调查：否定观点占上风 Global Fund Manager Survey The Noes Have It.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260825_0833__外资研报__BofA-全球基金经理调查：否定观点占上风 Global Fund Manager Survey The Noes Have It.pdf|BofA-全球基金经理调查：否定观点占上风 Global Fund Manager Survey The Noes Have It.pdf]] #### 预览 [[assets/docs/260825_0833__外资研报__BofA-全球基金经理调查：否定观点占上风 Global Fund Manager Survey The Noes Have It.pdf|BofA-全球基金经理调查：否定观点占上风 Global Fund Manager Survey The Noes Have It.pdf]] ### BofA-台积电（2330.TT）：资本开支提速以支撑需求；美国厂产能爬坡进展顺利.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260825_0833__外资研报__BofA-台积电（2330.TT）：资本开支提速以支撑需求；美国厂产能爬坡进展顺利.pdf|BofA-台积电（2330.TT）：资本开支提速以支撑需求；美国厂产能爬坡进展顺利.pdf]] #### 预览 [[assets/docs/260825_0833__外资研报__BofA-台积电（2330.TT）：资本开支提速以支撑需求；美国厂产能爬坡进展顺利.pdf|BofA-台积电（2330.TT）：资本开支提速以支撑需求；美国厂产能爬坡进展顺利.pdf]] ### BofA-亚洲基金经理调查：科技依旧占优，但防御板块正在崛起 Asia Fund Manager Survey Tech is still king, but defensives are rising.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260825_0833__外资研报__BofA-亚洲基金经理调查：科技依旧占优，但防御板块正在崛起 Asia Fund Manager Survey Tech is still king, but defensives are rising.pdf|BofA-亚洲基金经理调查：科技依旧占优，但防御板块正在崛起 Asia Fund Manager Survey Tech is still king, but defensives are rising.pdf]] #### 预览 [[assets/docs/260825_0833__外资研报__BofA-亚洲基金经理调查：科技依旧占优，但防御板块正在崛起 Asia Fund Manager Survey Tech is still king, but defensives are rising.pdf|BofA-亚洲基金经理调查：科技依旧占优，但防御板块正在崛起 Asia Fund Manager Survey Tech is still king, but defensives are rising.pdf]] ### BofA-ABF载板迈向卖方市场，AI驱动供需缺口持续扩大.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260825_0833__外资研报__BofA-ABF载板迈向卖方市场，AI驱动供需缺口持续扩大.pdf|BofA-ABF载板迈向卖方市场，AI驱动供需缺口持续扩大.pdf]] #### 预览 [[assets/docs/260825_0833__外资研报__BofA-ABF载板迈向卖方市场，AI驱动供需缺口持续扩大.pdf|BofA-ABF载板迈向卖方市场，AI驱动供需缺口持续扩大.pdf]] ### BofA-The Flow Show_Steel Cage Match...Bessent vs ABB-20260821.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260825_0833__外资研报__BofA-The Flow Show_Steel Cage Match...Bessent vs ABB-20260821.pdf|BofA-The Flow Show_Steel Cage Match...Bessent vs ABB-20260821.pdf]] #### 预览 [[assets/docs/260825_0833__外资研报__BofA-The Flow Show_Steel Cage Match...Bessent vs ABB-20260821.pdf|BofA-The Flow Show_Steel Cage Match...Bessent vs ABB-20260821.pdf]]