{ "AAPL": { "report": "01-苹果-AAPL-研究报告.md", "sources": [ "https://www.sec.gov/Archives/edgar/data/320193/000032019326000020/aapl-20260627.htm", "https://stockanalysis.com/stocks/aapl/financials/", "https://stockanalysis.com/stocks/aapl/financials/cash-flow-statement/", "https://stockanalysis.com/stocks/aapl/financials/balance-sheet/", "https://stockanalysis.com/stocks/aapl/statistics/", "https://www.macrotrends.net/stocks/charts/AAPL/apple/revenue", "https://www.macrotrends.net/stocks/charts/AAPL/apple/net-income", "https://www.financecharts.com/compare/AAPL,GOOGL,TSLA,AMZN,MSFT,NVDA,META/summary/price", "https://home.treasury.gov/resource-center/data-chart-center/interest-rates/TextView?field_tdr_date_value=2026&type=daily_treasury_yield_curve", "https://investor.apple.com/investor-relations/default.aspx", "https://www.apple.com/newsroom/pdfs/fy2026q3/FY26_Q3_Consolidated_Financial_Statements.pdf", "https://stockanalysis.com/stocks/aapl/revenue/", "https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/aapl-20250927.htm", "https://www.apple.com/newsroom/2026/07/apple-reports-third-quarter-results/", "https://www.apple.com/newsroom/2026/06/apple-unveils-next-generation-of-apple-intelligence-siri-ai-and-more/", "https://www.idc.com/resource-center/press-releases/smartphone-shipments-decline-3q26/", "https://www.idc.com/resource-center/press-releases/china-smartphone-shipments-q3-2026/", "https://www.apple.com/newsroom/2026/09/siri-ai-a-profoundly-more-capable-and-personal-assistant-is-here/", "https://www.apple.com/newsroom/2026/04/tim-cook-to-become-apple-executive-chairman-john-ternus-to-become-apple-ceo/", "https://www.sec.gov/Archives/edgar/data/320193/000130817926000008/aapl014016-def14a.htm", "https://www.supremecourt.gov/docket/docketfiles/html/public/25-1311.html", "https://ec.europa.eu/commission/presscorner/api/files/document/print/en/ip_25_1085/IP_25_1085_EN.pdf", "https://www.justice.gov/atr/case/us-and-plaintiff-states-v-apple-inc" ] }, "MSFT": { "report": "02-微软-MSFT-研究报告.md", "sources": [ "https://www.microsoft.com/en-us/investor/earnings/fy-2026-q4/press-release-webcast", "https://www.macrotrends.net/stocks/charts/MSFT/microsoft/revenue", "https://stockanalysis.com/stocks/msft/revenue/", "https://www.microsoft.com/en-us/copilot/blog/2026/07/30/the-next-measure-of-ai-momentum-is-work-transformed/", "https://stockanalysis.com/stocks/msft/financials/", "https://stockanalysis.com/stocks/msft/financials/cash-flow-statement/", "https://stockanalysis.com/stocks/msft/financials/balance-sheet/", "https://stockanalysis.com/stocks/msft/statistics/", "https://www.macrotrends.net/stocks/charts/MSFT/microsoft/net-income", "https://www.financecharts.com/compare/AAPL,GOOGL,TSLA,AMZN,MSFT,NVDA,META/summary/price", "https://home.treasury.gov/resource-center/data-chart-center/interest-rates/TextView?field_tdr_date_value=2026&type=daily_treasury_yield_curve", "https://www.microsoft.com/en-us/investor/default", "https://www.srgresearch.com/articles/q2-cloud-market-passes-143-billion-highest-growth-rate-in-eight-years", "https://devblogs.microsoft.com/foundry/whats-new-in-microsoft-foundry-june-2026/", "https://www.sec.gov/Archives/edgar/data/789019/000119312526323660/msft-20260630.htm", "https://blogs.microsoft.com/blog/2026/04/27/the-next-phase-of-the-microsoft-openai-partnership/", "https://www.sec.gov/Archives/edgar/data/789019/000119312525245150/d908201ddef14a.htm", "https://www.cisa.gov/sites/default/files/2024-03/CSRB%20Review%20of%20the%20Summer%202023%20MEO%20Intrusion%20Final_508c.pdf", "https://www.microsoft.com/en-us/security/blog/2026/07/10/securing-our-future-july-2026-progress-report-on-microsofts-secure-future-initiative/", "https://www.microsoft.com/en-us/legal/antitrust/microsoft-teams-and-microsoft-365-commitments" ] }, "GOOGL": { "report": "03-谷歌-GOOGL-研究报告.md", "sources": [ "https://www.sec.gov/Archives/edgar/data/1652044/000165204426000071/goog-20260630.htm", "https://stockanalysis.com/stocks/googl/financials/", "https://stockanalysis.com/stocks/googl/financials/cash-flow-statement/", "https://stockanalysis.com/stocks/googl/financials/balance-sheet/", "https://stockanalysis.com/stocks/googl/statistics/", "https://www.macrotrends.net/stocks/charts/GOOG/alphabet/revenue", "https://www.macrotrends.net/stocks/charts/GOOG/alphabet/net-income", "https://www.financecharts.com/compare/AAPL,GOOGL,TSLA,AMZN,MSFT,NVDA,META/summary/price", "https://home.treasury.gov/resource-center/data-chart-center/interest-rates/TextView?field_tdr_date_value=2026&type=daily_treasury_yield_curve", "https://abc.xyz/investor/events/event-details/2026/2026-Q3-Earnings-Call-2026-Ujou16CTw9/default.aspx", "https://www.sec.gov/Archives/edgar/data/1652044/000165204426000066/googexhibit991q22026.htm", "https://stockanalysis.com/stocks/googl/revenue/", "https://blog.google/products/ads-commerce/google-marketing-live-search-ads/", "https://www.srgresearch.com/articles/q2-cloud-market-passes-143-billion-highest-growth-rate-in-eight-years", "https://cloud.google.com/blog/products/compute/tpu-8t-and-tpu-8i-technical-deep-dive", "https://cloud.google.com/blog/products/compute/cluster-reliability-for-trillion-parameter-models-on-tpus", "https://blog.google/innovation-and-ai/infrastructure-and-cloud/google-cloud/wiz-acquisition/", "https://www.sec.gov/Archives/edgar/data/1652044/000130817926000342/goog-20260424.htm", "https://www.justice.gov/opa/pr/department-justice-wins-significant-remedies-against-google", "https://www.justice.gov/atr/case/us-and-plaintiff-states-v-google-llc", "https://www.justice.gov/opa/pr/department-justice-again-wins-substantial-relief-against-google" ] }, "AMZN": { "report": "04-亚马逊-AMZN-研究报告.md", "sources": [ "https://ir.aboutamazon.com/news-release/news-release-details/2026/Amazon-com-Announces-Second-Quarter-Results/default.aspx", "https://www.macrotrends.net/stocks/charts/AMZN/amazon/revenue/Amazon", "https://stockanalysis.com/stocks/amzn/revenue/", "https://www.aboutamazon.com/news/company-news/amazon-ceo-andy-jassy-amazon-chips-business-q1-2026-earnings", "https://www.sec.gov/Archives/edgar/data/1018724/000101872426000026/amzn-20260630.htm", "https://stockanalysis.com/stocks/amzn/financials/", "https://stockanalysis.com/stocks/amzn/financials/cash-flow-statement/", "https://stockanalysis.com/stocks/amzn/financials/balance-sheet/", "https://stockanalysis.com/stocks/amzn/statistics/", "https://www.macrotrends.net/stocks/charts/AMZN/amazon/revenue", "https://www.macrotrends.net/stocks/charts/AMZN/amazon/net-income", "https://www.financecharts.com/compare/AAPL,GOOGL,TSLA,AMZN,MSFT,NVDA,META/summary/price", "https://home.treasury.gov/resource-center/data-chart-center/interest-rates/TextView?field_tdr_date_value=2026&type=daily_treasury_yield_curve", "https://press.aboutamazon.com/2026/10/amazon-com-to-webcast-third-quarter-2026-financial-results-conference-call", "https://www.srgresearch.com/articles/q2-cloud-market-passes-143-billion-highest-growth-rate-in-eight-years", "https://www.aboutamazon.com/news/company-news/amazon-earnings-q2-2026-report", "https://www.sec.gov/Archives/edgar/data/1018724/000110465926041026/tm261382-1_def14a.htm", "https://search.ftc.gov/news-events/news/press-releases/2026/09/ftc-announces-additional-payments-consumers-stemming-ftcs-amazon-prime-settlement", "https://www.ftc.gov/system/files/ftc_gov/pdf/1910129AmazoneCommerceComplaintPublic.pdf", "https://www.ftc.gov/news-events/news/press-releases/2026/08/ftc-states-sue-amazon-over-secret-ad-surcharge-scheme" ] }, "META": { "report": "05-Meta-META-研究报告.md", "sources": [ "https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-Reports-Second-Quarter-2026-Results/", "https://stockanalysis.com/stocks/meta/revenue/", "https://www.sec.gov/Archives/edgar/data/1326801/000162828026050705/meta-20260630.htm", "https://stockanalysis.com/stocks/meta/financials/", "https://stockanalysis.com/stocks/meta/financials/cash-flow-statement/", "https://stockanalysis.com/stocks/meta/financials/balance-sheet/", "https://stockanalysis.com/stocks/meta/statistics/", "https://www.macrotrends.net/stocks/charts/META/meta-platforms/revenue", "https://www.macrotrends.net/stocks/charts/META/meta-platforms/net-income", "https://www.financecharts.com/compare/AAPL,GOOGL,TSLA,AMZN,MSFT,NVDA,META/summary/price", "https://home.treasury.gov/resource-center/data-chart-center/interest-rates/TextView?field_tdr_date_value=2026&type=daily_treasury_yield_curve", "https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-to-Announce-Third-Quarter-2026-Results/default.aspx", "https://s21.q4cdn.com/399680738/files/doc_financials/2026/q2/META-Q2-2026-Earnings-Call-Transcript.pdf", "https://ir.aboutamazon.com/news-release/news-release-details/2026/Amazon-com-Announces-Second-Quarter-Results/default.aspx", "https://www.sec.gov/Archives/edgar/data/1326801/000162828026025532/meta-20260416.htm", "https://www.ftc.gov/news-events/news/press-releases/2026/01/ftc-appeals-ruling-meta-monopolization-case", "https://www.oag.ca.gov/news/press-releases/attorney-general-bonta-secures-transformative-17-billion-settlement-meta", "https://ncdoj.gov/attorney-general-jeff-jacksons-landmark-meta-settlement-goes-into-effect/", "https://cyprus.representation.ec.europa.eu/news/commission-preliminarily-finds-meta-breach-digital-services-act-failing-prevent-minors-under-13-2026-04-29_en", "https://oag.ca.gov/system/files/attachments/press-docs/23-05448-ecf-572-1-exhibit-1-mdl-consent-judgment-final-settlment-agreement-fully-executed.pdf" ] }, "NVDA": { "report": "06-英伟达-NVDA-研究报告.md", "sources": [ "https://investor.nvidia.com/news/press-release-details/2026/NVIDIA-Announces-Financial-Results-for-Second-Quarter-Fiscal-2027/", "https://stockanalysis.com/stocks/nvda/revenue/", "https://investor.nvidia.com/files/doc_financials/2027/NVDA-2027-Q2-10Q-Final-including-exhibits.pdf", "https://www.nvidia.com/en-us/on-demand/session/gtc26-s81859/", "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000075/nvda-20260726.htm", "https://stockanalysis.com/stocks/nvda/financials/", "https://stockanalysis.com/stocks/nvda/financials/cash-flow-statement/", "https://stockanalysis.com/stocks/nvda/financials/balance-sheet/", "https://stockanalysis.com/stocks/nvda/statistics/", "https://www.macrotrends.net/stocks/charts/NVDA/nvidia/revenue", "https://www.macrotrends.net/stocks/charts/NVDA/nvidia/net-income", "https://www.financecharts.com/compare/AAPL,GOOGL,TSLA,AMZN,MSFT,NVDA,META/summary/price", "https://home.treasury.gov/resource-center/data-chart-center/interest-rates/TextView?field_tdr_date_value=2026&type=daily_treasury_yield_curve", "https://investor.nvidia.com/files/content_files/TRANSCRIPT_-NVIDIA-Corp-NVDA-US-Q2-2027-Earnings-Call-26-August-2026-5_00-PM-ET.pdf", "https://newsroom.amd.com/news/amd-anthropic-strategic-partnership/", "https://cloud.google.com/blog/products/compute/tpu-8t-and-tpu-8i-technical-deep-dive", "https://ir.aboutamazon.com/news-release/news-release-details/2026/Amazon-com-Announces-Second-Quarter-Results/default.aspx", "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000036/nvda-20260512.htm", "https://nvidianews.nvidia.com/news/nvidia-and-mediatek-deepen-long-standing-partnership-to-build-ai-edge-to-cloud-computing-platforms", "https://www.bis.gov/press-release/department-commerce-revises-license-review-policy-semiconductors-exported-china", "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm" ] }, "TSLA": { "report": "07-特斯拉-TSLA-研究报告.md", "sources": [ "https://www.sec.gov/Archives/edgar/data/1318605/000162828026049270/tsla-20260630.htm", "https://stockanalysis.com/stocks/tsla/revenue/", "https://ir.tesla.com/press-release/tesla-second-quarter-2026-production-deliveries-and-deployments", "https://ir.tesla.com/press-release/tesla-third-quarter-2026-production-deliveries-and-deployments", "https://www.tesla.com/support/fsd", "https://stockanalysis.com/stocks/tsla/financials/", "https://stockanalysis.com/stocks/tsla/financials/cash-flow-statement/", "https://stockanalysis.com/stocks/tsla/financials/balance-sheet/", "https://stockanalysis.com/stocks/tsla/statistics/", "https://www.macrotrends.net/stocks/charts/TSLA/tesla/revenue", "https://www.macrotrends.net/stocks/charts/TSLA/tesla/net-income", "https://www.financecharts.com/compare/AAPL,GOOGL,TSLA,AMZN,MSFT,NVDA,META/summary/price", "https://home.treasury.gov/resource-center/data-chart-center/interest-rates/TextView?field_tdr_date_value=2026&type=daily_treasury_yield_curve", "https://www.iea.org/reports/global-ev-outlook-2026/executive-summary", "https://www.sungrowpower.com/vt/en/sungrow-launches-grid-forming-utility-ess-for-europe-energy-transition", "https://www.catl.com/en/news/6861.html", "https://ir.tesla.com/_flysystem/s3/sec/000162828026049213/tsla-20260722-gen.pdf", "https://waymo.com/blog/2026/09/ride-in-denver-san-diego-tampa/", "https://www.tesla.com/elon-musk", "https://ir.tesla.com/corporate", "https://www.sec.gov/Archives/edgar/data/1318605/000162828026003952/tsla-20251231.htm", "https://www.sec.gov/Archives/edgar/data/1318605/000162828026063820/tsla-20260929.htm", "https://www.nhtsa.gov/press-releases/investigation-tesla-cybercab-self-certification" ] } }