--- title: "#外资研报" topic_id: 45544852255188228 created_at: 2026-05-06T07:42:16.059+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：477 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544852255188228) - 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-诺基亚：2026 年有望持续超预期并上调指引，重申增持评级 Nokia Beat and raise likely through ‘26. Reiterate Overweight rating.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260506_0742__外资研报__JPM-诺基亚：2026 年有望持续超预期并上调指引，重申增持评级 Nokia Beat and raise likely through ‘26. Reiterate Overweight rating.pdf|JPM-诺基亚：2026 年有望持续超预期并上调指引，重申增持评级 Nokia Beat and raise likely through ‘26. Reiterate Overweight rating.pdf]] #### 预览 [[assets/docs/260506_0742__外资研报__JPM-诺基亚：2026 年有望持续超预期并上调指引，重申增持评级 Nokia Beat and raise likely through ‘26. Reiterate Overweight rating.pdf|JPM-诺基亚：2026 年有望持续超预期并上调指引，重申增持评级 Nokia Beat and raise likely through ‘26. Reiterate Overweight rating.pdf]] ### JPM-宁德时代 H 股：钠离子电池商业化关键一步，H 股配售助力全球化新阶段 CATL - H Pivotal step for sodium-ion commercialization; H-share placement fuels next phase of global expansion.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260506_0742__外资研报__JPM-宁德时代 H 股：钠离子电池商业化关键一步，H 股配售助力全球化新阶段 CATL - H Pivotal step for sodium-ion commercialization; H-share placement fuels next phase of global expansion.pdf|JPM-宁德时代 H 股：钠离子电池商业化关键一步，H 股配售助力全球化新阶段 CATL - H Pivotal step for sodium-ion commercialization; H-share placement fuels next phase of global expansion.pdf]] #### 预览 [[assets/docs/260506_0742__外资研报__JPM-宁德时代 H 股：钠离子电池商业化关键一步，H 股配售助力全球化新阶段 CATL - H Pivotal step for sodium-ion commercialization; H-share placement fuels next phase of global expansion.pdf|JPM-宁德时代 H 股：钠离子电池商业化关键一步，H 股配售助力全球化新阶段 CATL - H Pivotal step for sodium-ion commercialization; H-share placement fuels next phase of global expansion.pdf]] ### JPM-宁波银行-002142-25年4季度和26年1季度业绩：核心盈利趋势与股息政策超预期-20260426.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260506_0742__外资研报__JPM-宁波银行-002142-25年4季度和26年1季度业绩：核心盈利趋势与股息政策超预期-20260426.pdf|JPM-宁波银行-002142-25年4季度和26年1季度业绩：核心盈利趋势与股息政策超预期-20260426.pdf]] #### 预览 [[assets/docs/260506_0742__外资研报__JPM-宁波银行-002142-25年4季度和26年1季度业绩：核心盈利趋势与股息政策超预期-20260426.pdf|JPM-宁波银行-002142-25年4季度和26年1季度业绩：核心盈利趋势与股息政策超预期-20260426.pdf]] ### JPM-迈瑞医疗（A）：2026 年第一季度：转折点临近 —— 海外业务加速增长，国内体外诊断业务份额提升，维持增持评级 Mindray - A 1Q26：Turning Point is Close — Ex-China Business Accelerating, Domestic IVD Gaining Share. Maintain OW.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### JPM-隆基绿能_A：25 财年_26 年一季度要点光伏周期承压下持续布局背接触技术与储能产品 LONGi Green - A FY25_1Q26 briefing takeaways：Pushing on BC Technology and ESS product offerings as solar cycle remains challenging.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260506_0742__外资研报__JPM-隆基绿能_A：25 财年_26 年一季度要点光伏周期承压下持续布局背接触技术与储能产品 LONGi Green - A FY25_1Q26 briefing takeaways：Pushing on BC Technology and ESS product offerings as solar cycl.pdf|JPM-隆基绿能_A：25 财年_26 年一季度要点光伏周期承压下持续布局背接触技术与储能产品 LONGi Green - A FY25_1Q26 briefing takeaways：Pushing on BC Technology and ESS product offerings as solar cycle remains challenging.pdf]] #### 预览 [[assets/docs/260506_0742__外资研报__JPM-隆基绿能_A：25 财年_26 年一季度要点光伏周期承压下持续布局背接触技术与储能产品 LONGi Green - A FY25_1Q26 briefing takeaways：Pushing on BC Technology and ESS product offerings as solar cycl.pdf|JPM-隆基绿能_A：25 财年_26 年一季度要点光伏周期承压下持续布局背接触技术与储能产品 LONGi Green - A FY25_1Q26 briefing takeaways：Pushing on BC Technology and ESS product offerings as solar cycle remains challenging.pdf]] ### JPM-科技电信周报-20260504.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260506_0742__外资研报__JPM-科技电信周报-20260504.pdf|JPM-科技电信周报-20260504.pdf]] #### 预览 [[assets/docs/260506_0742__外资研报__JPM-科技电信周报-20260504.pdf|JPM-科技电信周报-20260504.pdf]] ### JPM-台湾AI硬件盈利周期核心-20260505.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260506_0742__外资研报__JPM-台湾AI硬件盈利周期核心-20260505.pdf|JPM-台湾AI硬件盈利周期核心-20260505.pdf]] #### 预览 [[assets/docs/260506_0742__外资研报__JPM-台湾AI硬件盈利周期核心-20260505.pdf|JPM-台湾AI硬件盈利周期核心-20260505.pdf]] ### JPM-全球硅片行业：从Siltronic一季度财报电话会议解读 - 好坏参半但符合我们预期 Global Silicon Wafer Sector Read-through from Siltronic’s 1Q26 earnings call：A mixed bag though in line with our expectations.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260506_0742__外资研报__JPM-全球硅片行业：从Siltronic一季度财报电话会议解读 - 好坏参半但符合我们预期 Global Silicon Wafer Sector Read-through from Siltronic’s 1Q26 earnings call：A mixed bag though in line with o.pdf|JPM-全球硅片行业：从Siltronic一季度财报电话会议解读 - 好坏参半但符合我们预期 Global Silicon Wafer Sector Read-through from Siltronic’s 1Q26 earnings call：A mixed bag though in line with our expectations.pdf]] #### 预览 [[assets/docs/260506_0742__外资研报__JPM-全球硅片行业：从Siltronic一季度财报电话会议解读 - 好坏参半但符合我们预期 Global Silicon Wafer Sector Read-through from Siltronic’s 1Q26 earnings call：A mixed bag though in line with o.pdf|JPM-全球硅片行业：从Siltronic一季度财报电话会议解读 - 好坏参半但符合我们预期 Global Silicon Wafer Sector Read-through from Siltronic’s 1Q26 earnings call：A mixed bag though in line with our expectations.pdf]] ### JPM-苹果供应链-20260503.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_