--- title: "#外资研报" topic_id: 14422541144852112 created_at: 2026-05-06T07:41:59.568+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：479 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541144852112) - 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 ### J.P. Morgan-China Technology：SG HK marketing feedback-260430.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260506_0741__外资研报__J.P. Morgan-China Technology：SG HK marketing feedback-260430.pdf|J.P. Morgan-China Technology：SG HK marketing feedback-260430.pdf]] #### 预览 [[assets/docs/260506_0741__外资研报__J.P. Morgan-China Technology：SG HK marketing feedback-260430.pdf|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 - 错误： - 本地资源：[[assets/docs/260506_0741__外资研报__J.P. Morgan-China Property：Shenzhen's policy easing is well anticipated， but the magnitude is mildly stronger than expected-260430.pdf|J.P. Morgan-China Property：Shenzhen's policy easing is well anticipated， but the magnitude is mildly stronger than expected-260430.pdf]] #### 预览 [[assets/docs/260506_0741__外资研报__J.P. Morgan-China Property：Shenzhen's policy easing is well anticipated， but the magnitude is mildly stronger than expected-260430.pdf|J.P. Morgan-China Property：Shenzhen's policy easing is well anticipated， but the magnitude is mildly stronger than expected-260430.pdf]] ### 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 - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### 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：[[assets/docs/260506_0741__外资研报__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 WF.pdf|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]] #### 预览 [[assets/docs/260506_0741__外资研报__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 WF.pdf|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]] ### GS-中国三件事-20260504.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260506_0741__外资研报__GS-中国三件事-20260504.pdf|GS-中国三件事-20260504.pdf]] #### 预览 [[assets/docs/260506_0741__外资研报__GS-中国三件事-20260504.pdf|GS-中国三件事-20260504.pdf]] ### 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：[[assets/docs/260506_0741__外资研报__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 fertili.pdf|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]] #### 预览 [[assets/docs/260506_0741__外资研报__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 fertili.pdf|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]] ### 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 - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260506_0741__外资研报__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|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]] #### 预览 [[assets/docs/260506_0741__外资研报__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|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]] ### J.P. Morgan-Property Data Monitor Mainland China： Leading indicators stayed flattish； HK： unsold inventory fell 11% Q Q-260428.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260506_0741__外资研报__J.P. Morgan-Property Data Monitor Mainland China： Leading indicators stayed flattish； HK： unsold inventory fell 11% Q Q-260428.pdf|J.P. Morgan-Property Data Monitor Mainland China： Leading indicators stayed flattish； HK： unsold inventory fell 11% Q Q-260428.pdf]] #### 预览 [[assets/docs/260506_0741__外资研报__J.P. Morgan-Property Data Monitor Mainland China： Leading indicators stayed flattish； HK： unsold inventory fell 11% Q Q-260428.pdf|J.P. Morgan-Property Data Monitor Mainland China： Leading indicators stayed flattish； HK： unsold inventory fell 11% Q Q-260428.pdf]] ### 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 - 错误： - 本地资源：[[assets/docs/260506_0741__外资研报__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|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]] #### 预览 [[assets/docs/260506_0741__外资研报__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|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]]