--- title: "#外资研报" topic_id: 22255848885851551 created_at: 2026-05-12T08:18:14.542+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：379 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255848885851551) - 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 ### GS-中国软件行业——3月营收增速放缓至11.6% YoY；二季度环比改善，AI智能体支出上升 ChinaSoftware Mar revenues slowed to 11.6% YoY; Sequential growth in 2Q with rising spending on AI agents.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260512_0818__外资研报__GS-中国软件行业——3月营收增速放缓至11.6% YoY；二季度环比改善，AI智能体支出上升 ChinaSoftware Mar revenues slowed to 11.6% YoY; Sequential growth in 2Q with rising spending on AI agents.pdf|GS-中国软件行业——3月营收增速放缓至11.6% YoY；二季度环比改善，AI智能体支出上升 ChinaSoftware Mar revenues slowed to 11.6% YoY; Sequential growth in 2Q with rising spending on AI agents.pdf]] #### 预览 [[assets/docs/260512_0818__外资研报__GS-中国软件行业——3月营收增速放缓至11.6% YoY；二季度环比改善，AI智能体支出上升 ChinaSoftware Mar revenues slowed to 11.6% YoY; Sequential growth in 2Q with rising spending on AI agents.pdf|GS-中国软件行业——3月营收增速放缓至11.6% YoY；二季度环比改善，AI智能体支出上升 ChinaSoftware Mar revenues slowed to 11.6% YoY; Sequential growth in 2Q with rising spending on AI agents.pdf]] ### GS-中国三大要点-20260511.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### GS-中国市场周报：五一旅游增长放缓-20260511.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### GS-中国台湾市场周报：外资大举流出拖累台积电下跌2%，台股收平；零售情绪仍偏正面，中国台湾一季度GDP大增13.7%超预期 TAIWAN WEEKLY KICKSTART TAIEX closed flat, weighed down by a 2% decline in TSMC amid strong foreign outflows, despite continued positive retail sentiment; Taiwan....pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260512_0818__外资研报__GS-中国台湾市场周报：外资大举流出拖累台积电下跌2%，台股收平；零售情绪仍偏正面，中国台湾一季度GDP大增13.7%超预期 TAIWAN WEEKLY KICKSTART TAIEX closed flat, weighed down by a 2% decline in TSMC amid strong fo.pdf|GS-中国台湾市场周报：外资大举流出拖累台积电下跌2%，台股收平；零售情绪仍偏正面，中国台湾一季度GDP大增13.7%超预期 TAIWAN WEEKLY KICKSTART TAIEX closed flat, weighed down by a 2% decline in TSMC amid strong foreign outflows, despite continued positive retail sentiment; Taiwan....pdf]] #### 预览 [[assets/docs/260512_0818__外资研报__GS-中国台湾市场周报：外资大举流出拖累台积电下跌2%，台股收平；零售情绪仍偏正面，中国台湾一季度GDP大增13.7%超预期 TAIWAN WEEKLY KICKSTART TAIEX closed flat, weighed down by a 2% decline in TSMC amid strong fo.pdf|GS-中国台湾市场周报：外资大举流出拖累台积电下跌2%，台股收平；零售情绪仍偏正面，中国台湾一季度GDP大增13.7%超预期 TAIWAN WEEKLY KICKSTART TAIEX closed flat, weighed down by a 2% decline in TSMC amid strong foreign outflows, despite continued positive retail sentiment; Taiwan....pdf]] ### GS-中国投资数据：2026 年第一季度投资增速温和反弹 China Investment Dashboard_ 2026Q1_ Investment Growth Rebounded Modestly.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260512_0818__外资研报__GS-中国投资数据：2026 年第一季度投资增速温和反弹 China Investment Dashboard_ 2026Q1_ Investment Growth Rebounded Modestly.pdf|GS-中国投资数据：2026 年第一季度投资增速温和反弹 China Investment Dashboard_ 2026Q1_ Investment Growth Rebounded Modestly.pdf]] #### 预览 [[assets/docs/260512_0818__外资研报__GS-中国投资数据：2026 年第一季度投资增速温和反弹 China Investment Dashboard_ 2026Q1_ Investment Growth Rebounded Modestly.pdf|GS-中国投资数据：2026 年第一季度投资增速温和反弹 China Investment Dashboard_ 2026Q1_ Investment Growth Rebounded Modestly.pdf]] ### HSBC-AI 的分化：增长与颠覆并存-全球股票策略 The AI divide：growth vs disruption Global Equity Strategy.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260512_0818__外资研报__HSBC-AI 的分化：增长与颠覆并存-全球股票策略 The AI divide：growth vs disruption Global Equity Strategy.pdf|HSBC-AI 的分化：增长与颠覆并存-全球股票策略 The AI divide：growth vs disruption Global Equity Strategy.pdf]] #### 预览 [[assets/docs/260512_0818__外资研报__HSBC-AI 的分化：增长与颠覆并存-全球股票策略 The AI divide：growth vs disruption Global Equity Strategy.pdf|HSBC-AI 的分化：增长与颠覆并存-全球股票策略 The AI divide：growth vs disruption Global Equity Strategy.pdf]] ### GS-中国电网科技：国网第二批输电设备招标如期推进；强劲特高压（UHV）招标储备将至；对国电南瑞构成利好 CHINA GRID TECH State Grid 2nd batch transmission equipment tendering on track; strong UHV tendering pipeline to come; +ve read on Nari.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260512_0818__外资研报__GS-中国电网科技：国网第二批输电设备招标如期推进；强劲特高压（UHV）招标储备将至；对国电南瑞构成利好 CHINA GRID TECH State Grid 2nd batch transmission equipment tendering on track; strong UHV tendering pip.pdf|GS-中国电网科技：国网第二批输电设备招标如期推进；强劲特高压（UHV）招标储备将至；对国电南瑞构成利好 CHINA GRID TECH State Grid 2nd batch transmission equipment tendering on track; strong UHV tendering pipeline to come; +ve read on Nari.pdf]] #### 预览 [[assets/docs/260512_0818__外资研报__GS-中国电网科技：国网第二批输电设备招标如期推进；强劲特高压（UHV）招标储备将至；对国电南瑞构成利好 CHINA GRID TECH State Grid 2nd batch transmission equipment tendering on track; strong UHV tendering pip.pdf|GS-中国电网科技：国网第二批输电设备招标如期推进；强劲特高压（UHV）招标储备将至；对国电南瑞构成利好 CHINA GRID TECH State Grid 2nd batch transmission equipment tendering on track; strong UHV tendering pipeline to come; +ve read on Nari.pdf]] ### GS-中国股票策略：2025 年及 2026 年一季度业绩- 盈利增长与 ROE 回升，但下调预期仍存 China Equity Strategy_ 2025 & 1Q26 earnings_ growth and ROE recovering, but downgrades linger.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260512_0818__外资研报__GS-中国股票策略：2025 年及 2026 年一季度业绩- 盈利增长与 ROE 回升，但下调预期仍存 China Equity Strategy_ 2025 & 1Q26 earnings_ growth and ROE recovering, but downgrades linger.pdf|GS-中国股票策略：2025 年及 2026 年一季度业绩- 盈利增长与 ROE 回升，但下调预期仍存 China Equity Strategy_ 2025 & 1Q26 earnings_ growth and ROE recovering, but downgrades linger.pdf]] #### 预览 [[assets/docs/260512_0818__外资研报__GS-中国股票策略：2025 年及 2026 年一季度业绩- 盈利增长与 ROE 回升，但下调预期仍存 China Equity Strategy_ 2025 & 1Q26 earnings_ growth and ROE recovering, but downgrades linger.pdf|GS-中国股票策略：2025 年及 2026 年一季度业绩- 盈利增长与 ROE 回升，但下调预期仍存 China Equity Strategy_ 2025 & 1Q26 earnings_ growth and ROE recovering, but downgrades linger.pdf]] ### GS-中国经济活动与政策追踪（5 月 8 日更新） China Economic Activity and Policy Tracker_ May 8.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_