---
title: "#外资研报"
topic_id: 22255851442518841
created_at: 2026-04-20T07:38:04.871+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：565
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255851442518841)
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## 文档

### Goldman Sachs-CHINA TRACKER：Middle East crisis~what Chinese corporates are telling us about their operations： Consumer Discretionary （as of Apr 17）-260417.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260420_0738__外资研报__Goldman Sachs-CHINA TRACKER：Middle East crisis~what Chinese corporates are telling us about their operations： Consumer Discretionary （as of Apr 17）-260417.pdf|Goldman Sachs-CHINA TRACKER：Middle East crisis~what Chinese corporates are telling us about their operations： Consumer Discretionary （as of Apr 17）-260417.pdf]]

#### 预览

[[assets/docs/260420_0738__外资研报__Goldman Sachs-CHINA TRACKER：Middle East crisis~what Chinese corporates are telling us about their operations： Consumer Discretionary （as of Apr 17）-260417.pdf|Goldman Sachs-CHINA TRACKER：Middle East crisis~what Chinese corporates are telling us about their operations： Consumer Discretionary （as of Apr 17）-260417.pdf]]

### gs__Equity_Taiwan_CCL_PCB__Further_price_hike_on_both_PCB_and_CCL_in_2H_appears_likely,_as_end_customer.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260420_0738__外资研报__gs__Equity_Taiwan_CCL_PCB__Further_price_hike_on_both_PCB_and_CCL_in_2H_appears_likely,_as_end_customer.pdf|gs__Equity_Taiwan_CCL_PCB__Further_price_hike_on_both_PCB_and_CCL_in_2H_appears_likely,_as_end_customer.pdf]]

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[[assets/docs/260420_0738__外资研报__gs__Equity_Taiwan_CCL_PCB__Further_price_hike_on_both_PCB_and_CCL_in_2H_appears_likely,_as_end_customer.pdf|gs__Equity_Taiwan_CCL_PCB__Further_price_hike_on_both_PCB_and_CCL_in_2H_appears_likely,_as_end_customer.pdf]]

### GS-Further price hike on both PCB and CCL in 2H appears likely,as end .pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260420_0738__外资研报__GS-Further price hike on both PCB and CCL in 2H appears likely,as end .pdf|GS-Further price hike on both PCB and CCL in 2H appears likely,as end .pdf]]

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[[assets/docs/260420_0738__外资研报__GS-Further price hike on both PCB and CCL in 2H appears likely,as end .pdf|GS-Further price hike on both PCB and CCL in 2H appears likely,as end .pdf]]

### GS-安踏体育-2020.HK-2026年一季度各品牌表现均超预期；但管理层重申了审慎的2026年指引；买入-20260413.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260420_0738__外资研报__GS-安踏体育-2020.HK-2026年一季度各品牌表现均超预期；但管理层重申了审慎的2026年指引；买入-20260413.pdf|GS-安踏体育-2020.HK-2026年一季度各品牌表现均超预期；但管理层重申了审慎的2026年指引；买入-20260413.pdf]]

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[[assets/docs/260420_0738__外资研报__GS-安踏体育-2020.HK-2026年一季度各品牌表现均超预期；但管理层重申了审慎的2026年指引；买入-20260413.pdf|GS-安踏体育-2020.HK-2026年一季度各品牌表现均超预期；但管理层重申了审慎的2026年指引；买入-20260413.pdf]]

### GS-电商数据追踪——季节性因素致3月行业增速放缓；25年Q1电商前瞻与重点领域；盈利预测调整及物流评级变动 NAVIGATING CHINA INTERNET ECOMMERCE TRACKER Moderated March industry growth on seasonality; 1Q eCommerce previews & key focus areas; changes to estimates & logistics rati.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260420_0738__外资研报__GS-电商数据追踪——季节性因素致3月行业增速放缓；25年Q1电商前瞻与重点领域；盈利预测调整及物流评级变动 NAVIGATING CHINA INTERNET ECOMMERCE TRACKER Moderated March industry growth on seasonality; 1Q eCommer.pdf|GS-电商数据追踪——季节性因素致3月行业增速放缓；25年Q1电商前瞻与重点领域；盈利预测调整及物流评级变动 NAVIGATING CHINA INTERNET ECOMMERCE TRACKER Moderated March industry growth on seasonality; 1Q eCommerce previews & key focus areas; changes to estimates & logistics rati.pdf]]

#### 预览

[[assets/docs/260420_0738__外资研报__GS-电商数据追踪——季节性因素致3月行业增速放缓；25年Q1电商前瞻与重点领域；盈利预测调整及物流评级变动 NAVIGATING CHINA INTERNET ECOMMERCE TRACKER Moderated March industry growth on seasonality; 1Q eCommer.pdf|GS-电商数据追踪——季节性因素致3月行业增速放缓；25年Q1电商前瞻与重点领域；盈利预测调整及物流评级变动 NAVIGATING CHINA INTERNET ECOMMERCE TRACKER Moderated March industry growth on seasonality; 1Q eCommerce previews & key focus areas; changes to estimates & logistics rati.pdf]]

### Barclays-美国汽车零售投资者会议纪要：增长受限与AI风险-20260417.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260420_0738__外资研报__Barclays-美国汽车零售投资者会议纪要：增长受限与AI风险-20260417.pdf|Barclays-美国汽车零售投资者会议纪要：增长受限与AI风险-20260417.pdf]]

#### 预览

[[assets/docs/260420_0738__外资研报__Barclays-美国汽车零售投资者会议纪要：增长受限与AI风险-20260417.pdf|Barclays-美国汽车零售投资者会议纪要：增长受限与AI风险-20260417.pdf]]

### Bernstein-中国互联网：第二重要的事 China Internet The second most important thing.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260420_0738__外资研报__Bernstein-中国互联网：第二重要的事 China Internet The second most important thing.pdf|Bernstein-中国互联网：第二重要的事 China Internet The second most important thing.pdf]]

#### 预览

[[assets/docs/260420_0738__外资研报__Bernstein-中国互联网：第二重要的事 China Internet The second most important thing.pdf|Bernstein-中国互联网：第二重要的事 China Internet The second most important thing.pdf]]

### Citi-2026年花旗AI峰会要点-20260417.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260420_0738__外资研报__Citi-2026年花旗AI峰会要点-20260417.pdf|Citi-2026年花旗AI峰会要点-20260417.pdf]]

#### 预览

[[assets/docs/260420_0738__外资研报__Citi-2026年花旗AI峰会要点-20260417.pdf|Citi-2026年花旗AI峰会要点-20260417.pdf]]