#外资研报
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Nomura-宁德时代：需求稳健、短期盈利承压 Contemporary Amperex Technology Demand intact with near-term pressure on profitability.pdf
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Nomura-全球存储深度：AI市场疑虑与存储前瞻——供给约束仍是核心投资主线.pdf
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Nomura-全球存储深度：AI市场疑虑与存储前瞻——供给约束仍是核心投资主线.pdf
Nomura-腾讯控股：受 AI 投入影响，预计第三季度营业利润走弱 Tencent Holdings：Expecting weaker 3Q operating profit owing to AI investment.pdf
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Ruminations - Macro- Micro- Markets.pdf
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Ruminations - Macro- Micro- Markets.pdf
SemiAnalysis-华为与 DeepSeek 的共生关系.pdf
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SemiAnalysis-华为与 DeepSeek 的共生关系.pdf
MS-亚马逊｜北美：上调为首选标的，五大催化因素将推动超额收益 Amazon.com Inc North America Amazon to Top Pick and 5 Catalysts to Deliver Outperformance.pdf
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[[assets/docs/261027_0823__外资研报__MS-亚马逊｜北美：上调为首选标的，五大催化因素将推动超额收益 Amazon.com(httpsAmazon.com) Inc North America Amazon to Top Pick and 5 Catalysts to Deliver Outperformance.pdf|MS-亚马逊｜北美：上调为首选标的，五大催化因素将推动超额收益 Amazon.com Inc North America Amazon to Top Pick and 5 Catalysts to Deliver Outperformance.pdf]]
MS-应用材料北美：投资者早餐会会后思考 Applied Materials Inc. North America Thoughts post Investor Breakfast.pdf
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MS-应用材料北美：投资者早餐会会后思考 Applied Materials Inc. North America Thoughts post Investor Breakfast.pdf
MS-硬盘_北美 27 财年一季度前瞻 —— 周期尚未结束，但市场正按周期终结定价硬盘 Hard Disk Drives North America F1Q27 Preview – The Cycle Isn't Over, But The Market Is Pricing HDDs Like It Is.pdf
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MS-中国 AI 基础模型｜亚太地区：我们对拟议 AI 出口限制的解读 China AI Foundation Models Asia Pacific Our Read on Proposed AI Export Restrictions.pdf
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