--- title: "#外资研报" topic_id: 22255824422188151 created_at: 2026-05-06T07:42:22.488+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：476 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255824422188151) - 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 _无正文_ ## 总体总结 _暂无总结_ ## 文档 ### JPM-硬件与网络：2026_2027 年云数据中心资本开支浪潮持续攀升，年增速分别达 63%_40% 并创美元增量新高 Hardware & Networking Cloud DC Capex Tide Continues to Rise in 2026_27 with 63%40% Growth and Record $ Increases Each Year.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260506_0742__外资研报__JPM-硬件与网络：2026_2027 年云数据中心资本开支浪潮持续攀升，年增速分别达 63%_40% 并创美元增量新高 Hardware & Networking Cloud DC Capex Tide Continues to Rise in 2026_27 with 63%40% Growth and Re.pdf|JPM-硬件与网络：2026_2027 年云数据中心资本开支浪潮持续攀升，年增速分别达 63%_40% 并创美元增量新高 Hardware & Networking Cloud DC Capex Tide Continues to Rise in 2026_27 with 63%40% Growth and Record $ Increases Each Year.pdf]] #### 预览 [[assets/docs/260506_0742__外资研报__JPM-硬件与网络：2026_2027 年云数据中心资本开支浪潮持续攀升，年增速分别达 63%_40% 并创美元增量新高 Hardware & Networking Cloud DC Capex Tide Continues to Rise in 2026_27 with 63%40% Growth and Re.pdf|JPM-硬件与网络：2026_2027 年云数据中心资本开支浪潮持续攀升，年增速分别达 63%_40% 并创美元增量新高 Hardware & Networking Cloud DC Capex Tide Continues to Rise in 2026_27 with 63%40% Growth and Record $ Increases Each Year.pdf]] ### JPM-亚洲电力设备：印度、中国与韩国 —— 核心共性与投资者关注议题 Asia Power Equipment：India, China and Korea - What are the key similarities and investor debates.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260506_0742__外资研报__JPM-亚洲电力设备：印度、中国与韩国 —— 核心共性与投资者关注议题 Asia Power Equipment：India, China and Korea - What are the key similarities and investor debates.pdf|JPM-亚洲电力设备：印度、中国与韩国 —— 核心共性与投资者关注议题 Asia Power Equipment：India, China and Korea - What are the key similarities and investor debates.pdf]] #### 预览 [[assets/docs/260506_0742__外资研报__JPM-亚洲电力设备：印度、中国与韩国 —— 核心共性与投资者关注议题 Asia Power Equipment：India, China and Korea - What are the key similarities and investor debates.pdf|JPM-亚洲电力设备：印度、中国与韩国 —— 核心共性与投资者关注议题 Asia Power Equipment：India, China and Korea - What are the key similarities and investor debates.pdf]] ### JPM-小米集团（1810）：2026 年投资者日要点 Xiaomi (1810) 2026 Investor Day Takeaways.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260506_0742__外资研报__JPM-小米集团（1810）：2026 年投资者日要点 Xiaomi (1810) 2026 Investor Day Takeaways.pdf|JPM-小米集团（1810）：2026 年投资者日要点 Xiaomi (1810) 2026 Investor Day Takeaways.pdf]] #### 预览 [[assets/docs/260506_0742__外资研报__JPM-小米集团（1810）：2026 年投资者日要点 Xiaomi (1810) 2026 Investor Day Takeaways.pdf|JPM-小米集团（1810）：2026 年投资者日要点 Xiaomi (1810) 2026 Investor Day Takeaways.pdf]] ### JPM-潍柴动力_港股_A 股：随着动力转型从叙事走向可衡量的里程碑，上调目标价；2026 年一季度回顾 Weichai Power - H_A：Raising PT as power transformation moves from narrative to measurable milestones; 1Q26 review.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260506_0742__外资研报__JPM-潍柴动力_港股_A 股：随着动力转型从叙事走向可衡量的里程碑，上调目标价；2026 年一季度回顾 Weichai Power - H_A：Raising PT as power transformation moves from narrative to measurable milestones; 1Q.pdf|JPM-潍柴动力_港股_A 股：随着动力转型从叙事走向可衡量的里程碑，上调目标价；2026 年一季度回顾 Weichai Power - H_A：Raising PT as power transformation moves from narrative to measurable milestones; 1Q26 review.pdf]] #### 预览 [[assets/docs/260506_0742__外资研报__JPM-潍柴动力_港股_A 股：随着动力转型从叙事走向可衡量的里程碑，上调目标价；2026 年一季度回顾 Weichai Power - H_A：Raising PT as power transformation moves from narrative to measurable milestones; 1Q.pdf|JPM-潍柴动力_港股_A 股：随着动力转型从叙事走向可衡量的里程碑，上调目标价；2026 年一季度回顾 Weichai Power - H_A：Raising PT as power transformation moves from narrative to measurable milestones; 1Q26 review.pdf]] ### JPM-中国及香港市场月报-20260501.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260506_0742__外资研报__JPM-中国及香港市场月报-20260501.pdf|JPM-中国及香港市场月报-20260501.pdf]] #### 预览 [[assets/docs/260506_0742__外资研报__JPM-中国及香港市场月报-20260501.pdf|JPM-中国及香港市场月报-20260501.pdf]] ### JPM-中国房地产：深圳政策放松符合预期，但力度略强于预期 China Property：Shenzhen's policy easing is well anticipated, but the magnitude is mildly stronger than expected.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260506_0742__外资研报__JPM-中国房地产：深圳政策放松符合预期，但力度略强于预期 China Property：Shenzhen's policy easing is well anticipated, but the magnitude is mildly stronger than expected.pdf|JPM-中国房地产：深圳政策放松符合预期，但力度略强于预期 China Property：Shenzhen's policy easing is well anticipated, but the magnitude is mildly stronger than expected.pdf]] #### 预览 [[assets/docs/260506_0742__外资研报__JPM-中国房地产：深圳政策放松符合预期，但力度略强于预期 China Property：Shenzhen's policy easing is well anticipated, but the magnitude is mildly stronger than expected.pdf|JPM-中国房地产：深圳政策放松符合预期，但力度略强于预期 China Property：Shenzhen's policy easing is well anticipated, but the magnitude is mildly stronger than expected.pdf]] ### JPM-中国地产：深圳政策放松符合预期，但力度略超市场预期 China Property Shenzhen's policy easing is well anticipated, but the magnitude is mildly stronger than expected.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### JPM-中国大陆_香港房地产及综合企业：行业表现与市场反馈 Mainland China _ HK Property & Conglomerates：Sector strength & marketing feedback.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260506_0742__外资研报__JPM-中国大陆_香港房地产及综合企业：行业表现与市场反馈 Mainland China _ HK Property & Conglomerates：Sector strength & marketing feedback.pdf|JPM-中国大陆_香港房地产及综合企业：行业表现与市场反馈 Mainland China _ HK Property & Conglomerates：Sector strength & marketing feedback.pdf]] #### 预览 [[assets/docs/260506_0742__外资研报__JPM-中国大陆_香港房地产及综合企业：行业表现与市场反馈 Mainland China _ HK Property & Conglomerates：Sector strength & marketing feedback.pdf|JPM-中国大陆_香港房地产及综合企业：行业表现与市场反馈 Mainland China _ HK Property & Conglomerates：Sector strength & marketing feedback.pdf]] ### JPM-硬件与网络：云资本支出总结：2026 年超大规模企业合计资本支出增至 7000 亿美元以上 Hardware & Networking Cloud Capex Wrap-Up：2026 Aggregate Hyperscaler Capex Rises to $700 bn+.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260506_0742__外资研报__JPM-硬件与网络：云资本支出总结：2026 年超大规模企业合计资本支出增至 7000 亿美元以上 Hardware & Networking Cloud Capex Wrap-Up：2026 Aggregate Hyperscaler Capex Rises to $700 bn+.pdf|JPM-硬件与网络：云资本支出总结：2026 年超大规模企业合计资本支出增至 7000 亿美元以上 Hardware & Networking Cloud Capex Wrap-Up：2026 Aggregate Hyperscaler Capex Rises to $700 bn+.pdf]] #### 预览 [[assets/docs/260506_0742__外资研报__JPM-硬件与网络：云资本支出总结：2026 年超大规模企业合计资本支出增至 7000 亿美元以上 Hardware & Networking Cloud Capex Wrap-Up：2026 Aggregate Hyperscaler Capex Rises to $700 bn+.pdf|JPM-硬件与网络：云资本支出总结：2026 年超大规模企业合计资本支出增至 7000 亿美元以上 Hardware & Networking Cloud Capex Wrap-Up：2026 Aggregate Hyperscaler Capex Rises to $700 bn+.pdf]]