---
title: "#外资研报"
topic_id: 14425544114542112
created_at: 2026-08-31T08:17:18.326+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：495
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425544114542112)
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## 文档

### MS-立讯精密（2475.HK）——2Q26业绩符合预期，汇兑损失带来良机，维持“增持”.pdf

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### MS-迈威尔科技：股价为 10 月投资者日做好铺垫 Marvell Technology Group Ltd North America Stock sets up well into October investor day.pdf

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- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214888514225151/download_url
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### MS-取消商品房预售制度的初步解读-20260828.pdf

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### MS-全球半导体资本设备：3Q'26晶圆厂设备(WFE)更新——202627年牛市情景已成基准情景.pdf

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### MS-新易盛（300502.SZ）——增长动能大概率持续强劲；维持“增持”.pdf

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### MS-中国 DRAM 走向主流；给予长鑫存储超配评级 Asia‑Pacific Technology China DRAM Going Mainstream; Initiate CXMT at OW.pdf

- 状态：failed
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181555281442852/download_url
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### MS-中国存储：重塑全球竞争格局 Tech Bytes Asia Pacific China Memory – Reshaping Global Competition.pdf

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- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814888514225152/download_url
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### MS-大中华区半导体——全球AI ASIC展望、量子安全与中国AI算力.pdf

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- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412888412554188/download_url
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### MS-凯莱英（6821.HK）1H26业绩会要点.pdf

- 状态：failed
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584111284552814/download_url
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