---
title: "#外资研报"
topic_id: 14425425244184442
created_at: 2026-09-17T08:33:05.016+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：446
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425425244184442)
- 附件：图片 0，音频 0，文档 9
- 音频文件：_无音频_

## 图片

_无图片_

## 正文

详情页仍未获取到全文。原始列表正文可能被截断。

## 总体总结

主题正文
1. 详情页仍未获取到全文。
2. 原始列表正文可能被截断。

附件总结
GS-SEMICON Taiwan 纪要：董事长、C-Level高管及展台调研核心要点.pdf
1. 5ERHVJp5rX8YdX7N9R6MpNqQoMoQlOrRxOlOmMwO9PoPqQxNtQtRvPoOxO

GS-Space Exploration Technologies Corp. （SPCX）：Communacopia+2026 年技术大会 —— 核心要点 Space Exploration Technologies Corp. (SPCX) Communacopia + Technology 2026 — Key Takeaways.pdf
1. companies under our rated coverage from 1 to 3, with 1 representing high (30%-50%) probability of the company becoming an acquisition target, 2
2. representing medium (15%-30%) probability and 3 representing low (0%-15%) probability. For companies ranked 1 or 2, in line with our standard
3. departmental guidelines we incorporate an M&A component into our target price. M&A rank of 3 is considered immaterial and thereore does not
4. Goldman Sachs has received compensationor investment banking services in the past 12 months: Space Exploration Technologies Corp. ($148.18)
5. Goldman Sachs expects to receive or intends to seek compensationor investment banking services in the next 3 months: Space Exploration
6. Goldman Sachs has received compensationor non-investment banking services during the past 12 months: Space Exploration Technologies Corp.
7. Goldman Sachs had an investment banking services client relationship during the past 12 months with: Space Exploration Technologies Corp. ($148.18)
8. Goldman Sachs had a non-investment banking securities-related services client relationship during the past 12 months with: Space Exploration

GS-Super Micro Computer Inc.（SMCI）Communacopia+科技大会2026——核心要点.pdf
1. 4FOEYEp5pV9ZaY8OcM8OpNmMnPoQeRoOzQlOnMrQ6MoPqQxNqMuMxNnMpP

GS-爱奇艺（IQ.O）——2026年亚洲领袖峰会纪要.pdf
1. BGPFUIo4tZcUfV8OaO9PnPoOoMqOiNnNxOiNnNrNbRqRrRvPnPyRMYtRnP

GS-安集科技（688019.SS）——中国台湾半导体展：AI驱动先进逻辑与存储需求；客户基础多元化；买入评级.pdf
1. 0JOEYEm2oUcUdX8OcM9PtRnNtRqOfQoOyReRpPrM8OrQmNMYoMvMvPmPrQ

GS-安克创新-300866-2Q26简要分析：所有业务条线收入稳健增长，盈利强劲表现或得益于关税退税的推动；买入-20260831.pdf
1. 5EyAWGiArX8YcW9PcM8OmOqQtRoQiNpPxOeRqQoP6MqRpQMYoPrPxNrQoM

GS-比亚迪-002594-2026年二季度简要分析：净利润符合预期，高于预期的EBIT被汇兑减值损失所抵消-20260828.pdf
1. 我们预计投资者主要问题集中于：(1) 二季度收入低于预期的原因；
2. 高盛在今后3个月中预计将从下述公司获得或寻求获得投资银行服务报酬： BYD Co. (A) (Rmb88.20)、BYD Co. (H) (HK$87.20)
3. 高盛在过去12个月中与下述公司存在非投资银行业务的证券相关服务客户关系： BYD Co. (A) (Rmb88.20)、BYD Co. (H) (HK$87.20)
4. INH000001493，地址10th Floor, Ascent-Worli, Sudam Kalu Ahire Marg, Worli, Mumbai-400 025, India, 公司编号 U74140MH2006FTC160634, 电话
5. 欧盟和英国: 与欧盟委员会实施条例 (EU) (2016/958)（欧盟议会和欧盟理事会条例(EU) No 596/2014的补充条款,规定了有关投资建议或其他投资策略的
6. 入英国国内法律法规）第6(2)条相关的披露信息可在https://www.gs.com/disclosures/europeanpolicy.html上获取，该网址介绍在处理和投资研究有关
7. 5764 e/ou contatogoldmanbrasil@gs.com. Horário de funcionamento: segunda-feira à sexta-feira (exceto feriados), das 9h às 18h；
8. 外汇汇率波动有可能对某些投资的价值或价格或来自这一投资的收入产生不良影响。

GS-壁仞科技（6082.HK）：AI芯片交付Superpod及计算集群，出货量持续爬坡；2026年上半年业绩符合预期；维持买入评级.pdf
1. 5EOEVJm2sY8YfV9PdNaQpNnNtRqOiNqQuNkPoOuNbRoPpPwMmPoMvPqMqP

GS-Nebius Group（NBIS）—— Communacopia + Technology 2026 会议要点.pdf
1. companies under our rated coverage from 1 to 3, with 1 representing high (30%-50%) probability of the company becoming an acquisition target, 2
2. representing medium (15%-30%) probability and 3 representing low (0%-15%) probability. For companies ranked 1 or 2, in line with our standard
3. departmental guidelines we incorporate an M&A component into our target price. M&A rank of 3 is considered immaterial and thereore does not
4. Goldman Sachs beneficially owned 5% or more of common equity (excluding positions managed by affiliates and business units not required to be
5. Goldman Sachs expects to receive or intends to seek compensationor investment banking services in the next 3 months: Nebius Group ($243.88)
6. Goldman Sachs has received compensationor non-investment banking services during the past 12 months: Nebius Group ($243.88)
7. Goldman Sachs had an investment banking services client relationship during the past 12 months with: Nebius Group ($243.88)
8. Goldman Sachs had a non-investment banking securities-related services client relationship during the past 12 months with: Nebius Group ($243.88)

## 文档

### GS-SEMICON Taiwan 纪要：董事长、C-Level高管及展台调研核心要点.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260917_0833__外资研报__GS-SEMICON Taiwan 纪要：董事长、C-Level高管及展台调研核心要点.pdf|GS-SEMICON Taiwan 纪要：董事长、C-Level高管及展台调研核心要点.pdf]]

#### 总结

1. 5ERHVJp5rX8YdX7N9R6MpNqQoMoQlOrRxOlOmMwO9PoPqQxNtQtRvPoOxO

#### 预览

[[assets/docs/260917_0833__外资研报__GS-SEMICON Taiwan 纪要：董事长、C-Level高管及展台调研核心要点.pdf|GS-SEMICON Taiwan 纪要：董事长、C-Level高管及展台调研核心要点.pdf]]

### GS-Space Exploration Technologies Corp. （SPCX）：Communacopia+2026 年技术大会 —— 核心要点 Space Exploration Technologies Corp. (SPCX) Communacopia + Technology 2026 — Key Takeaways.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260917_0833__外资研报__GS-Space Exploration Technologies Corp. （SPCX）：Communacopia+2026 年技术大会 —— 核心要点 Space Exploration Technologies Corp. (SPCX) Communacopia + Technology 2026 — K.pdf|GS-Space Exploration Technologies Corp. （SPCX）：Communacopia+2026 年技术大会 —— 核心要点 Space Exploration Technologies Corp. (SPCX) Communacopia + Technology 2026 — Key Takeaways.pdf]]

#### 总结

1. companies under our rated coverage from 1 to 3, with 1 representing high (30%-50%) probability of the company becoming an acquisition target, 2
2. representing medium (15%-30%) probability and 3 representing low (0%-15%) probability. For companies ranked 1 or 2, in line with our standard
3. departmental guidelines we incorporate an M&A component into our target price. M&A rank of 3 is considered immaterial and thereore does not
4. Goldman Sachs has received compensationor investment banking services in the past 12 months: Space Exploration Technologies Corp. ($148.18)
5. Goldman Sachs expects to receive or intends to seek compensationor investment banking services in the next 3 months: Space Exploration
6. Goldman Sachs has received compensationor non-investment banking services during the past 12 months: Space Exploration Technologies Corp.
7. Goldman Sachs had an investment banking services client relationship during the past 12 months with: Space Exploration Technologies Corp. ($148.18)
8. Goldman Sachs had a non-investment banking securities-related services client relationship during the past 12 months with: Space Exploration

#### 预览

[[assets/docs/260917_0833__外资研报__GS-Space Exploration Technologies Corp. （SPCX）：Communacopia+2026 年技术大会 —— 核心要点 Space Exploration Technologies Corp. (SPCX) Communacopia + Technology 2026 — K.pdf|GS-Space Exploration Technologies Corp. （SPCX）：Communacopia+2026 年技术大会 —— 核心要点 Space Exploration Technologies Corp. (SPCX) Communacopia + Technology 2026 — Key Takeaways.pdf]]

### GS-Super Micro Computer Inc.（SMCI）Communacopia+科技大会2026——核心要点.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260917_0833__外资研报__GS-Super Micro Computer Inc.（SMCI）Communacopia+科技大会2026——核心要点.pdf|GS-Super Micro Computer Inc.（SMCI）Communacopia+科技大会2026——核心要点.pdf]]

#### 总结

1. 4FOEYEp5pV9ZaY8OcM8OpNmMnPoQeRoOzQlOnMrQ6MoPqQxNqMuMxNnMpP

#### 预览

[[assets/docs/260917_0833__外资研报__GS-Super Micro Computer Inc.（SMCI）Communacopia+科技大会2026——核心要点.pdf|GS-Super Micro Computer Inc.（SMCI）Communacopia+科技大会2026——核心要点.pdf]]

### GS-爱奇艺（IQ.O）——2026年亚洲领袖峰会纪要.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260917_0833__外资研报__GS-爱奇艺（IQ.O）——2026年亚洲领袖峰会纪要.pdf|GS-爱奇艺（IQ.O）——2026年亚洲领袖峰会纪要.pdf]]

#### 总结

1. BGPFUIo4tZcUfV8OaO9PnPoOoMqOiNnNxOiNnNrNbRqRrRvPnPyRMYtRnP

#### 预览

[[assets/docs/260917_0833__外资研报__GS-爱奇艺（IQ.O）——2026年亚洲领袖峰会纪要.pdf|GS-爱奇艺（IQ.O）——2026年亚洲领袖峰会纪要.pdf]]

### GS-安集科技（688019.SS）——中国台湾半导体展：AI驱动先进逻辑与存储需求；客户基础多元化；买入评级.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260917_0833__外资研报__GS-安集科技（688019.SS）——中国台湾半导体展：AI驱动先进逻辑与存储需求；客户基础多元化；买入评级.pdf|GS-安集科技（688019.SS）——中国台湾半导体展：AI驱动先进逻辑与存储需求；客户基础多元化；买入评级.pdf]]

#### 总结

1. 0JOEYEm2oUcUdX8OcM9PtRnNtRqOfQoOyReRpPrM8OrQmNMYoMvMvPmPrQ

#### 预览

[[assets/docs/260917_0833__外资研报__GS-安集科技（688019.SS）——中国台湾半导体展：AI驱动先进逻辑与存储需求；客户基础多元化；买入评级.pdf|GS-安集科技（688019.SS）——中国台湾半导体展：AI驱动先进逻辑与存储需求；客户基础多元化；买入评级.pdf]]

### GS-安克创新-300866-2Q26简要分析：所有业务条线收入稳健增长，盈利强劲表现或得益于关税退税的推动；买入-20260831.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260917_0833__外资研报__GS-安克创新-300866-2Q26简要分析：所有业务条线收入稳健增长，盈利强劲表现或得益于关税退税的推动；买入-20260831.pdf|GS-安克创新-300866-2Q26简要分析：所有业务条线收入稳健增长，盈利强劲表现或得益于关税退税的推动；买入-20260831.pdf]]

#### 总结

1. 5EyAWGiArX8YcW9PcM8OmOqQtRoQiNpPxOeRqQoP6MqRpQMYoPrPxNrQoM

#### 预览

[[assets/docs/260917_0833__外资研报__GS-安克创新-300866-2Q26简要分析：所有业务条线收入稳健增长，盈利强劲表现或得益于关税退税的推动；买入-20260831.pdf|GS-安克创新-300866-2Q26简要分析：所有业务条线收入稳健增长，盈利强劲表现或得益于关税退税的推动；买入-20260831.pdf]]

### GS-比亚迪-002594-2026年二季度简要分析：净利润符合预期，高于预期的EBIT被汇兑减值损失所抵消-20260828.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260917_0833__外资研报__GS-比亚迪-002594-2026年二季度简要分析：净利润符合预期，高于预期的EBIT被汇兑减值损失所抵消-20260828.pdf|GS-比亚迪-002594-2026年二季度简要分析：净利润符合预期，高于预期的EBIT被汇兑减值损失所抵消-20260828.pdf]]

#### 总结

1. 我们预计投资者主要问题集中于：(1) 二季度收入低于预期的原因；
2. 高盛在今后3个月中预计将从下述公司获得或寻求获得投资银行服务报酬： BYD Co. (A) (Rmb88.20)、BYD Co. (H) (HK$87.20)
3. 高盛在过去12个月中与下述公司存在非投资银行业务的证券相关服务客户关系： BYD Co. (A) (Rmb88.20)、BYD Co. (H) (HK$87.20)
4. INH000001493，地址10th Floor, Ascent-Worli, Sudam Kalu Ahire Marg, Worli, Mumbai-400 025, India, 公司编号 U74140MH2006FTC160634, 电话
5. 欧盟和英国: 与欧盟委员会实施条例 (EU) (2016/958)（欧盟议会和欧盟理事会条例(EU) No 596/2014的补充条款,规定了有关投资建议或其他投资策略的
6. 入英国国内法律法规）第6(2)条相关的披露信息可在https://www.gs.com/disclosures/europeanpolicy.html上获取，该网址介绍在处理和投资研究有关
7. 5764 e/ou contatogoldmanbrasil@gs.com. Horário de funcionamento: segunda-feira à sexta-feira (exceto feriados), das 9h às 18h；
8. 外汇汇率波动有可能对某些投资的价值或价格或来自这一投资的收入产生不良影响。

#### 预览

[[assets/docs/260917_0833__外资研报__GS-比亚迪-002594-2026年二季度简要分析：净利润符合预期，高于预期的EBIT被汇兑减值损失所抵消-20260828.pdf|GS-比亚迪-002594-2026年二季度简要分析：净利润符合预期，高于预期的EBIT被汇兑减值损失所抵消-20260828.pdf]]

### GS-壁仞科技（6082.HK）：AI芯片交付Superpod及计算集群，出货量持续爬坡；2026年上半年业绩符合预期；维持买入评级.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260917_0833__外资研报__GS-壁仞科技（6082.HK）：AI芯片交付Superpod及计算集群，出货量持续爬坡；2026年上半年业绩符合预期；维持买入评级.pdf|GS-壁仞科技（6082.HK）：AI芯片交付Superpod及计算集群，出货量持续爬坡；2026年上半年业绩符合预期；维持买入评级.pdf]]

#### 总结

1. 5EOEVJm2sY8YfV9PdNaQpNnNtRqOiNqQuNkPoOuNbRoPpPwMmPoMvPqMqP

#### 预览

[[assets/docs/260917_0833__外资研报__GS-壁仞科技（6082.HK）：AI芯片交付Superpod及计算集群，出货量持续爬坡；2026年上半年业绩符合预期；维持买入评级.pdf|GS-壁仞科技（6082.HK）：AI芯片交付Superpod及计算集群，出货量持续爬坡；2026年上半年业绩符合预期；维持买入评级.pdf]]

### GS-Nebius Group（NBIS）—— Communacopia + Technology 2026 会议要点.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260917_0833__外资研报__GS-Nebius Group（NBIS）—— Communacopia + Technology 2026 会议要点.pdf|GS-Nebius Group（NBIS）—— Communacopia + Technology 2026 会议要点.pdf]]

#### 总结

1. companies under our rated coverage from 1 to 3, with 1 representing high (30%-50%) probability of the company becoming an acquisition target, 2
2. representing medium (15%-30%) probability and 3 representing low (0%-15%) probability. For companies ranked 1 or 2, in line with our standard
3. departmental guidelines we incorporate an M&A component into our target price. M&A rank of 3 is considered immaterial and thereore does not
4. Goldman Sachs beneficially owned 5% or more of common equity (excluding positions managed by affiliates and business units not required to be
5. Goldman Sachs expects to receive or intends to seek compensationor investment banking services in the next 3 months: Nebius Group ($243.88)
6. Goldman Sachs has received compensationor non-investment banking services during the past 12 months: Nebius Group ($243.88)
7. Goldman Sachs had an investment banking services client relationship during the past 12 months with: Nebius Group ($243.88)
8. Goldman Sachs had a non-investment banking securities-related services client relationship during the past 12 months with: Nebius Group ($243.88)

#### 预览

[[assets/docs/260917_0833__外资研报__GS-Nebius Group（NBIS）—— Communacopia + Technology 2026 会议要点.pdf|GS-Nebius Group（NBIS）—— Communacopia + Technology 2026 会议要点.pdf]]