---
title: "#外资研报"
topic_id: 45548814285281218
created_at: 2026-09-11T08:24:49.002+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：348
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548814285281218)
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## 文档

### 【个股-2382】【英】GS-舜宇光学：XR及车载产品扩张-产品结构升级支撑增长-20260910.pdf

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- 本地资源：[[assets/docs/260911_0824__外资研报__【个股-2382】【英】GS-舜宇光学：XR及车载产品扩张-产品结构升级支撑增长-20260910.pdf|【个股-2382】【英】GS-舜宇光学：XR及车载产品扩张-产品结构升级支撑增长-20260910.pdf]]

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[[assets/docs/260911_0824__外资研报__【个股-2382】【英】GS-舜宇光学：XR及车载产品扩张-产品结构升级支撑增长-20260910.pdf|【个股-2382】【英】GS-舜宇光学：XR及车载产品扩张-产品结构升级支撑增长-20260910.pdf]]

### 【个股-002384】【英】GS-东山精密：200G EML及CW激光器放量-1-6T光模块扩产-20260909.pdf

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[[assets/docs/260911_0824__外资研报__【个股-002384】【英】GS-东山精密：200G EML及CW激光器放量-1-6T光模块扩产-20260909.pdf|【个股-002384】【英】GS-东山精密：200G EML及CW激光器放量-1-6T光模块扩产-20260909.pdf]]

### 【个股-2454】【英】UBS-联发科8月营收创高-Q3展望乐观-20260910.pdf

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- 本地资源：[[assets/docs/260911_0824__外资研报__【个股-2454】【英】UBS-联发科8月营收创高-Q3展望乐观-20260910.pdf|【个股-2454】【英】UBS-联发科8月营收创高-Q3展望乐观-20260910.pdf]]

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[[assets/docs/260911_0824__外资研报__【个股-2454】【英】UBS-联发科8月营收创高-Q3展望乐观-20260910.pdf|【个股-2454】【英】UBS-联发科8月营收创高-Q3展望乐观-20260910.pdf]]

### 【个股-3008】【英】UBS-大立光：CPO涨势已超资质进展-评级下调至卖出-20260906.pdf

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- 本地资源：[[assets/docs/260911_0824__外资研报__【个股-3008】【英】UBS-大立光：CPO涨势已超资质进展-评级下调至卖出-20260906.pdf|【个股-3008】【英】UBS-大立光：CPO涨势已超资质进展-评级下调至卖出-20260906.pdf]]

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[[assets/docs/260911_0824__外资研报__【个股-3008】【英】UBS-大立光：CPO涨势已超资质进展-评级下调至卖出-20260906.pdf|【个股-3008】【英】UBS-大立光：CPO涨势已超资质进展-评级下调至卖出-20260906.pdf]]

### 【个股-3308】【英】CITI-全球AI光互联解决方案领军者-20260907.pdf

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[[assets/docs/260911_0824__外资研报__【个股-3308】【英】CITI-全球AI光互联解决方案领军者-20260907.pdf|【个股-3308】【英】CITI-全球AI光互联解决方案领军者-20260907.pdf]]

### 【个股-000660】【英】JPM-SK海力士3Q预览：汇率逆风被股东回报抵消-20260909.pdf

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- 本地资源：[[assets/docs/260911_0824__外资研报__【个股-000660】【英】JPM-SK海力士3Q预览：汇率逆风被股东回报抵消-20260909.pdf|【个股-000660】【英】JPM-SK海力士3Q预览：汇率逆风被股东回报抵消-20260909.pdf]]

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[[assets/docs/260911_0824__外资研报__【个股-000660】【英】JPM-SK海力士3Q预览：汇率逆风被股东回报抵消-20260909.pdf|【个股-000660】【英】JPM-SK海力士3Q预览：汇率逆风被股东回报抵消-20260909.pdf]]

### 【个股-1810】【英】CITI-小米9月发布会：18 Fold推进自研芯片与国产存储-SUV新品同步亮相-20260908.pdf

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- 本地资源：[[assets/docs/260911_0824__外资研报__【个股-1810】【英】CITI-小米9月发布会：18 Fold推进自研芯片与国产存储-SUV新品同步亮相-20260908.pdf|【个股-1810】【英】CITI-小米9月发布会：18 Fold推进自研芯片与国产存储-SUV新品同步亮相-20260908.pdf]]

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[[assets/docs/260911_0824__外资研报__【个股-1810】【英】CITI-小米9月发布会：18 Fold推进自研芯片与国产存储-SUV新品同步亮相-20260908.pdf|【个股-1810】【英】CITI-小米9月发布会：18 Fold推进自研芯片与国产存储-SUV新品同步亮相-20260908.pdf]]

### 【个股-2330】【英】JPM-TSMC：8月销售符合预期；先进制程产能紧张-3Q有望达指引中高端-20260910.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/260911_0824__外资研报__【个股-2330】【英】JPM-TSMC：8月销售符合预期；先进制程产能紧张-3Q有望达指引中高端-20260910.pdf|【个股-2330】【英】JPM-TSMC：8月销售符合预期；先进制程产能紧张-3Q有望达指引中高端-20260910.pdf]]

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[[assets/docs/260911_0824__外资研报__【个股-2330】【英】JPM-TSMC：8月销售符合预期；先进制程产能紧张-3Q有望达指引中高端-20260910.pdf|【个股-2330】【英】JPM-TSMC：8月销售符合预期；先进制程产能紧张-3Q有望达指引中高端-20260910.pdf]]

### 【个股-2330】【英】UBS-台积电8月销售强劲-Q3业绩符合预期-20260910.pdf

- 状态：downloaded
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[[assets/docs/260911_0824__外资研报__【个股-2330】【英】UBS-台积电8月销售强劲-Q3业绩符合预期-20260910.pdf|【个股-2330】【英】UBS-台积电8月销售强劲-Q3业绩符合预期-20260910.pdf]]