#外资研报
- 序号：479
- 星球链接：打开网页
- 附件：图片 0，音频 0，文档 9
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J.P. Morgan-China Technology：SG HK marketing feedback-260430.pdf
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- 本地资源：J.P. Morgan-China Technology：SG HK marketing feedback-260430.pdf
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J.P. Morgan-China Technology：SG HK marketing feedback-260430.pdf
J.P. Morgan-China Property：Shenzhen's policy easing is well anticipated， but the magnitude is mildly stronger than expected-260430.pdf
- 状态：downloaded
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- 本地资源：J.P. Morgan-China Property：Shenzhen's policy easing is well anticipated， but the magnitude is mildly stronger than expected-260430.pdf
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GS-中远海控 2026 年一季度简报要点：管理层预计二季度至三季度供需关系将逐步改善，燃油附加费有望完全覆盖燃油成本上涨 COSCO SHIPPING Holdings (601919.ss) 1Q26 briefing takeaway mgmt see a sequentially improved S-D in Q2-Q3; fuel surcharge could fully pass through the highe....pdf
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GS-中国私募股权：在估值具有吸引力的背景下实现强劲可持续增长；AMEC_Naura 分析；全球晶圆厂设备模型更新 ChinaSPE Strong and sustainable growth with attractive valuation; analysis on AMEC_Naura; global WFE model updated.pdf
- 状态：downloaded
- 错误：
- 本地资源：GS-中国私募股权：在估值具有吸引力的背景下实现强劲可持续增长；AMEC_Naura 分析；全球晶圆厂设备模型更新 ChinaSPE Strong and sustainable growth with attractive valuation; analysis on AMEC_Naura; global WFE model updated.pdf
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GS-中国三件事-20260504.pdf
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- 本地资源：GS-中国三件事-20260504.pdf
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GS-中国农业 2025 年业绩回顾（农业）：生猪、种子、饲料及饲料添加剂、化肥 —— 生猪与化肥行业前景向好 CHINA AGRICULTURE 2025A earnings review (agriculture)：hog, seed, feed and feed additives, and fertilizer - positive outlook for hog and fertilizer.pdf
- 状态：downloaded
- 错误：
- 本地资源：GS-中国农业 2025 年业绩回顾（农业）：生猪、种子、饲料及饲料添加剂、化肥 —— 生猪与化肥行业前景向好 CHINA AGRICULTURE 2025A earnings review (agriculture)：hog, seed, feed and feed additives, and fertilizer - positive outlook for hog and fertilizer.pdf
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Jefferies-中国科技：PCB_CCL 为 AI 热潮的核心受益环节；首次覆盖沪电股份_广合科技_生益科技 China (PRC) Technology PCB_CCL Key Beneficiaries of AI Boom; Initiate on WUS_Delton_Sytech.pdf
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- 错误：
- 本地资源：Jefferies-中国科技：PCB_CCL 为 AI 热潮的核心受益环节；首次覆盖沪电股份_广合科技_生益科技 China (PRC) Technology PCB_CCL Key Beneficiaries of AI Boom; Initiate on WUS_Delton_Sytech.pdf
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J.P. Morgan-Property Data Monitor Mainland China： Leading indicators stayed flattish； HK： unsold inventory fell 11% Q Q-260428.pdf
- 状态：downloaded
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- 本地资源：J.P. Morgan-Property Data Monitor Mainland China： Leading indicators stayed flattish； HK： unsold inventory fell 11% Q Q-260428.pdf
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J.P. Morgan-Humanoid Robot：Global robotics race accelerating： What we learned from our Beijing tour， robotics webinar，Tesla event and M+ Forum-260428.pdf
- 状态：downloaded
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- 本地资源：J.P. Morgan-Humanoid Robot：Global robotics race accelerating： What we learned from our Beijing tour， robotics webinar，Tesla event and M+ Forum-260428.pdf