---
title: "#外资研报"
topic_id: 55521148248512824
created_at: 2026-09-08T08:29:35.840+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：443
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521148248512824)
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## 正文

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## 总体总结

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## 文档

### MS-Meta 平台：META 如今会成为 25 年下半年的 GOOG 吗 Could META Now Become GOOGL of 2H25？.pdf

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[[assets/docs/260908_0829__外资研报__MS-Meta 平台：META 如今会成为 25 年下半年的 GOOG 吗 Could META Now Become GOOGL of 2H25？.pdf|MS-Meta 平台：META 如今会成为 25 年下半年的 GOOG 吗 Could META Now Become GOOGL of 2H25？.pdf]]

### MS-MetaX 集成电路_亚太：26 年二季度营收符合预期，利润率承压；维持等权重 MetaX Integrated Circuits Asia Pacific In‑line 2Q26 revenue, margin light; EW.pdf

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- 本地资源：[[assets/docs/260908_0829__外资研报__MS-MetaX 集成电路_亚太：26 年二季度营收符合预期，利润率承压；维持等权重 MetaX Integrated Circuits Asia Pacific In‑line 2Q26 revenue, margin light; EW.pdf|MS-MetaX 集成电路_亚太：26 年二季度营收符合预期，利润率承压；维持等权重 MetaX Integrated Circuits Asia Pacific In‑line 2Q26 revenue, margin light; EW.pdf]]

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[[assets/docs/260908_0829__外资研报__MS-MetaX 集成电路_亚太：26 年二季度营收符合预期，利润率承压；维持等权重 MetaX Integrated Circuits Asia Pacific In‑line 2Q26 revenue, margin light; EW.pdf|MS-MetaX 集成电路_亚太：26 年二季度营收符合预期，利润率承压；维持等权重 MetaX Integrated Circuits Asia Pacific In‑line 2Q26 revenue, margin light; EW.pdf]]

### MS-SEMICON Taiwan首日：硅光子研讨会要点总结.pdf

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[[assets/docs/260908_0829__外资研报__MS-SEMICON Taiwan首日：硅光子研讨会要点总结.pdf|MS-SEMICON Taiwan首日：硅光子研讨会要点总结.pdf]]

### MS-Snowflake Inc. 丨北美：27 财年第二季度业绩：AI 驱动的增长飞轮仍处于早期阶段 Snowflake Inc. North America 2Q27 Results An AI‑Powered Growth Flywheel That Is Still in the Early Innings.pdf

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- 本地资源：[[assets/docs/260908_0829__外资研报__MS-Snowflake Inc. 丨北美：27 财年第二季度业绩：AI 驱动的增长飞轮仍处于早期阶段 Snowflake Inc. North America 2Q27 Results An AI‑Powered Growth Flywheel That Is Still in the Early Inning.pdf|MS-Snowflake Inc. 丨北美：27 财年第二季度业绩：AI 驱动的增长飞轮仍处于早期阶段 Snowflake Inc. North America 2Q27 Results An AI‑Powered Growth Flywheel That Is Still in the Early Innings.pdf]]

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[[assets/docs/260908_0829__外资研报__MS-Snowflake Inc. 丨北美：27 财年第二季度业绩：AI 驱动的增长飞轮仍处于早期阶段 Snowflake Inc. North America 2Q27 Results An AI‑Powered Growth Flywheel That Is Still in the Early Inning.pdf|MS-Snowflake Inc. 丨北美：27 财年第二季度业绩：AI 驱动的增长飞轮仍处于早期阶段 Snowflake Inc. North America 2Q27 Results An AI‑Powered Growth Flywheel That Is Still in the Early Innings.pdf]]

### MS-半导体_北美：周报：第七财报周（AVGO、AMBA），SWKS 科技日 Semiconductors North America Weekly：Earnings Week 7 (AVGO, AMBA), SWKS Tech Day.pdf

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[[assets/docs/260908_0829__外资研报__MS-半导体_北美：周报：第七财报周（AVGO、AMBA），SWKS 科技日 Semiconductors North America Weekly：Earnings Week 7 (AVGO, AMBA), SWKS Tech Day.pdf|MS-半导体_北美：周报：第七财报周（AVGO、AMBA），SWKS 科技日 Semiconductors North America Weekly：Earnings Week 7 (AVGO, AMBA), SWKS Tech Day.pdf]]

### MS-9月4日：就业数据重新定价美联储风险-20260905.pdf

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[[assets/docs/260908_0829__外资研报__MS-9月4日：就业数据重新定价美联储风险-20260905.pdf|MS-9月4日：就业数据重新定价美联储风险-20260905.pdf]]

### MS-2026年美国经济展望：资本支出优先于消费-20260907.pdf

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[[assets/docs/260908_0829__外资研报__MS-2026年美国经济展望：资本支出优先于消费-20260907.pdf|MS-2026年美国经济展望：资本支出优先于消费-20260907.pdf]]

### MS-Broadcom Inc. 丨北美：业绩表现稳健；上调 28 财年每股收益预期 Broadcom Inc. North America Earnings solid; raising FY 28 EPS.pdf

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[[assets/docs/260908_0829__外资研报__MS-Broadcom Inc. 丨北美：业绩表现稳健；上调 28 财年每股收益预期 Broadcom Inc. North America Earnings solid; raising FY 28 EPS.pdf|MS-Broadcom Inc. 丨北美：业绩表现稳健；上调 28 财年每股收益预期 Broadcom Inc. North America Earnings solid; raising FY 28 EPS.pdf]]

### MS-CrowdStrike Holdings Inc 丨北美：FalCon 仍有充足上涨空间 CrowdStrike Holdings Inc North America Plenty Of Room For The Fal.Con To Soar.pdf

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[[assets/docs/260908_0829__外资研报__MS-CrowdStrike Holdings Inc 丨北美：FalCon 仍有充足上涨空间 CrowdStrike Holdings Inc North America Plenty Of Room For The Fal.Con To Soar.pdf|MS-CrowdStrike Holdings Inc 丨北美：FalCon 仍有充足上涨空间 CrowdStrike Holdings Inc North America Plenty Of Room For The Fal.Con To Soar.pdf]]