#外资研报
- 序号：507
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- 详情页仍未获取到全文。
- 原始列表正文可能被截断。
附件总结 Nomura-世纪互联（VNET.US）：中国北方AIDC（人工智能数据中心）建设的核心受益者.pdf
- 5EzBWGjBoUfXfV8O8Q9PsQpPtRoQlOqQxOkPoPmO6MrQmMMYtQoPNZnOwP
Nomura-万国数据（GDS.OQ）：强劲订单储备与长期能见度，维持买入评级，目标价下调至45.7美元.pdf
- 5EPFVJiAtZcUcW9PcM7NtRqQtRpRiNmMxOfQnMsQ9PoPnNxNmPnMuOqMqQ
Nomura-中国AI价值链：可持续AI投资驱动更高投资回报率（ROI）.pdf
- 5ERHYEjBtZeWdXbR8QaQtRpPnPoQjMnNyRkPoPmObRrQqQMYtQnPNZmPnR
Nomura-中国雷赛科技 核心业务复苏超预期；机器人订单持续放量 China Leadshine Technology Core recovery beats; robotics orders gain traction.pdf
- 4FOEWGo4qWfXeUbRdN7NnPpPmOtNfQoOwPiNpOtR7NqRmMxNnOmNMYsOwO
Nomura-中国先进制造：吉隆坡与新加坡路演反馈.pdf
- 1IzBZFo4pVfXfV8OaO8OpNpPmOqOiNmMwPeRnMqP8OrQoRMYtQqRMYnRpN
Nomura-中国消费：大众商场 7_8 月销售表现走弱 China consumer Weakened sales performance of mass-market mall in Jul-Aug.pdf
- AHyAXHm2tZfXdX9P9R8OsQoOoMtNjMmMyRlOrQpN7NnMrRuOtQqRwMoMnR
Nomura-肿瘤药物销售专家电话会议要点.pdf
- 0JzBUIp5pVcUaY7N8Q8OoMnNsQsMkPqQuNlOqRrN6MqRpRNZqQmNNZoMuN
Nomura-欧陆通(300870.SZ) - 1H26业绩不及预期；高功率产品驱动复苏-20260910 Peiyu Li，Xiaoming Ma.pdf
- intensified competition and FX volatility to continue weighing on earnings through 2026. [RTealabtlivee_ Cpehraforrt]m ance chart
- ability to deliver high-power products at scale and its progress in expanding relationships SAC Registration No.: S1720522060001
- [WTAe BdLeEri_vVea oluuart itoanrgMeet thproicde] of CNY232.10 by applying a 55x target P/E to 2027F EPS of CNY4.22. Our target multiple is at a
- [ATcAcBoLrdEi_nEg stgo] its 2025 Sustainability Report, Honor Electronic invested more than CNY13mn in environmental protection in
- 2025, and its major production sites are ISO 14001-certified. It recycled and processed approximately 950 tonnes of waste
- We, Peiyu Li and Xiaoming Ma, hereby certify (1) that the views expressed in this Research report accurately reflect our
- personal views about any or all of the subject securities or issuers referred to in this Research report, (2) no part of our
- Research report and (3) no part of our compensation is tied to any specific investment banking transactions performed by
Nomura-全球AI趋势追踪——CIOE 2026展会纪要：400G芯片、硅光薄膜铌酸锂相干精简、NPOCPOOCS.pdf
- 1IQGZFp5qWeWdX8O9R8OmOoOsQtNfQoOvMiNrQrN7NrQpRwMmMmNNZmPpP
文档
Nomura-世纪互联（VNET.US）：中国北方AIDC（人工智能数据中心）建设的核心受益者.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：Nomura-世纪互联（VNET.US）：中国北方AIDC（人工智能数据中心）建设的核心受益者.pdf
总结
- 5EzBWGjBoUfXfV8O8Q9PsQpPtRoQlOqQxOkPoPmO6MrQmMMYtQoPNZnOwP
预览
Nomura-世纪互联（VNET.US）：中国北方AIDC（人工智能数据中心）建设的核心受益者.pdf
Nomura-万国数据（GDS.OQ）：强劲订单储备与长期能见度，维持买入评级，目标价下调至45.7美元.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：Nomura-万国数据（GDS.OQ）：强劲订单储备与长期能见度，维持买入评级，目标价下调至45.7美元.pdf
总结
- 5EPFVJiAtZcUcW9PcM7NtRqQtRpRiNmMxOfQnMsQ9PoPnNxNmPnMuOqMqQ
预览
Nomura-万国数据（GDS.OQ）：强劲订单储备与长期能见度，维持买入评级，目标价下调至45.7美元.pdf
Nomura-中国AI价值链：可持续AI投资驱动更高投资回报率（ROI）.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：Nomura-中国AI价值链：可持续AI投资驱动更高投资回报率（ROI）.pdf
总结
- 5ERHYEjBtZeWdXbR8QaQtRpPnPoQjMnNyRkPoPmObRrQqQMYtQnPNZmPnR
预览
Nomura-中国AI价值链：可持续AI投资驱动更高投资回报率（ROI）.pdf
Nomura-中国雷赛科技 核心业务复苏超预期；机器人订单持续放量 China Leadshine Technology Core recovery beats; robotics orders gain traction.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：Nomura-中国雷赛科技 核心业务复苏超预期；机器人订单持续放量 China Leadshine Technology Core recovery beats; robotics orders gain traction.pdf
总结
- 4FOEWGo4qWfXeUbRdN7NnPpPmOtNfQoOwPiNpOtR7NqRmMxNnOmNMYsOwO
预览
Nomura-中国先进制造：吉隆坡与新加坡路演反馈.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：Nomura-中国先进制造：吉隆坡与新加坡路演反馈.pdf
总结
- 1IzBZFo4pVfXfV8OaO8OpNpPmOqOiNmMwPeRnMqP8OrQoRMYtQqRMYnRpN
预览
Nomura-中国消费：大众商场 7_8 月销售表现走弱 China consumer Weakened sales performance of mass-market mall in Jul-Aug.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：Nomura-中国消费：大众商场 7_8 月销售表现走弱 China consumer Weakened sales performance of mass-market mall in Jul-Aug.pdf
总结
- AHyAXHm2tZfXdX9P9R8OsQoOoMtNjMmMyRlOrQpN7NnMrRuOtQqRwMoMnR
预览
Nomura-肿瘤药物销售专家电话会议要点.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：Nomura-肿瘤药物销售专家电话会议要点.pdf
总结
- 0JzBUIp5pVcUaY7N8Q8OoMnNsQsMkPqQuNlOqRrN6MqRpRNZqQmNNZoMuN
预览
Nomura-欧陆通(300870.SZ) - 1H26业绩不及预期；高功率产品驱动复苏-20260910 Peiyu Li，Xiaoming Ma.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：Nomura-欧陆通(300870.SZ) - 1H26业绩不及预期；高功率产品驱动复苏-20260910 Peiyu Li，Xiaoming Ma.pdf
总结
- intensified competition and FX volatility to continue weighing on earnings through 2026. [RTealabtlivee_ Cpehraforrt]m ance chart
- ability to deliver high-power products at scale and its progress in expanding relationships SAC Registration No.: S1720522060001
- [WTAe BdLeEri_vVea oluuart itoanrgMeet thproicde] of CNY232.10 by applying a 55x target P/E to 2027F EPS of CNY4.22. Our target multiple is at a
- [ATcAcBoLrdEi_nEg stgo] its 2025 Sustainability Report, Honor Electronic invested more than CNY13mn in environmental protection in
- 2025, and its major production sites are ISO 14001-certified. It recycled and processed approximately 950 tonnes of waste
- We, Peiyu Li and Xiaoming Ma, hereby certify (1) that the views expressed in this Research report accurately reflect our
- personal views about any or all of the subject securities or issuers referred to in this Research report, (2) no part of our
- Research report and (3) no part of our compensation is tied to any specific investment banking transactions performed by
预览
Nomura-欧陆通(300870.SZ) - 1H26业绩不及预期；高功率产品驱动复苏-20260910 Peiyu Li，Xiaoming Ma.pdf
Nomura-全球AI趋势追踪——CIOE 2026展会纪要：400G芯片、硅光薄膜铌酸锂相干精简、NPOCPOOCS.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：Nomura-全球AI趋势追踪——CIOE 2026展会纪要：400G芯片、硅光薄膜铌酸锂相干精简、NPOCPOOCS.pdf
总结
- 1IQGZFp5qWeWdX8O9R8OmOoOsQtNfQoOvMiNrQrN7NrQpRwMmMmNNZmPpP
预览
Nomura-全球AI趋势追踪——CIOE 2026展会纪要：400G芯片、硅光薄膜铌酸锂相干精简、NPOCPOOCS.pdf