---
title: "#外资研报"
topic_id: 82258828448514482
created_at: 2026-08-28T08:20:39.907+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：552
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258828448514482)
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## 文档

### 【个股-NVDA】【英】JPM-业绩超预期并上调预期；FY28指引快速增长-仍可能偏保守-；毛利率受内存成本影响...-20260827.pdf

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### 【个股-NVDA】【英】MS-英伟达：2027年展望极为乐观-20260827.pdf

- 状态：failed
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214885428554181/download_url
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### 【个股-NVDA】【英】UBS-揭开毛利率遮羞布-仍指引上行-20260827.pdf

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- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412884258442158/download_url
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### 【个股-ORCL】【英】CITI-甲骨文：历史性抛售即良机-开启正面催化观察-20260826.pdf

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### CITI-英伟达确认向中国销售少量H200芯片-20260827.pdf

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- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412884258442188/download_url
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### CITI-英伟达业绩与展望乐观-利好供应链-20260827.pdf

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### 【个股-MRVL】【英】CITI-Marvell科技：投资者聚焦新XPU配套插座-20260820.pdf

- 状态：failed
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### 【个股-MRVL】【英】JPM-Marvell F2Q27预览：Trainium 3爬坡及光模块强劲-业绩指引超...-20260824.pdf

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### 【个股-NVDA】【英】CITI-英伟达7月季度业绩快评-20260827.pdf

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