---
title: "#外资研报"
topic_id: 22258828448855221
created_at: 2026-08-28T08:21:16.911+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：544
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258828448855221)
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## 文档

### 【个股-002384】【英】CITI-东山精密二季度业绩回顾；AI光学投资提至17亿美元-20260824.pdf

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### 【个股-2454】【英】CITI-谷歌扩展自研芯片生态对联发科的影响-20260820.pdf

- 状态：failed
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412884258441218/download_url
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### 【个股-005930】【英】JPM-三星电子：公布FY24-26E 90-110万亿韩元股东回报计划-观点与催化剂-20260823.pdf

- 状态：failed
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181552145228852/download_url
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### 【个股-6181】【英】CITI-老铺黄金：投资者反馈与简报要点-20260827.pdf

- 状态：failed
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214885428551181/download_url
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### 【个股-6181】【英】CITI-老铺黄金1H26业绩快报-20260826.pdf

- 状态：failed
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181552145228842/download_url
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### 【个股-2276】【英】UBS-上海康耐特光学：NDR纪要——传统业务已过低谷-XR增量预计2027年体现-20260821.pdf

- 状态：failed
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814885428551412/download_url
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### 【个股-2382】【英】CITI-1H26业绩快评：净利好于预期-泛物联网引领增长-20260826.pdf

- 状态：failed
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584112451228814/download_url
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### 【个股-2382】【英】CITI-指引不变；泛IoT为2026增长引擎-AR大规模放量预计2027年-20260827.pdf

- 状态：failed
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412884258441188/download_url
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### 【个股-2382】【英】MS-舜宇光学：1H26业绩喜忧参半；2H26需更好增长和利润率支撑重估-20260826.pdf

- 状态：failed
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814885428551182/download_url
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