--- title: "#外资研报" topic_id: 22255848885854181 created_at: 2026-05-12T08:18:05.646+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：380 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255848885854181) - 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-亚洲科技：ARM 3月季度业绩电话会核心要点 Asian Tech Key takeaways from ARM Mar-quarter results takeaways.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260512_0818__外资研报__JPM-亚洲科技：ARM 3月季度业绩电话会核心要点 Asian Tech Key takeaways from ARM Mar-quarter results takeaways.pdf|JPM-亚洲科技：ARM 3月季度业绩电话会核心要点 Asian Tech Key takeaways from ARM Mar-quarter results takeaways.pdf]] #### 预览 [[assets/docs/260512_0818__外资研报__JPM-亚洲科技：ARM 3月季度业绩电话会核心要点 Asian Tech Key takeaways from ARM Mar-quarter results takeaways.pdf|JPM-亚洲科技：ARM 3月季度业绩电话会核心要点 Asian Tech Key takeaways from ARM Mar-quarter results takeaways.pdf]] ### JPM-中国保险业：2026年一季度排行榜——核心偿付能力稳健，第三支柱披露增强 China Insurance 1Q26 League Table Robust core solvency and enhanced pillar 3 disclosure.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260512_0818__外资研报__JPM-中国保险业：2026年一季度排行榜——核心偿付能力稳健，第三支柱披露增强 China Insurance 1Q26 League Table Robust core solvency and enhanced pillar 3 disclosure.pdf|JPM-中国保险业：2026年一季度排行榜——核心偿付能力稳健，第三支柱披露增强 China Insurance 1Q26 League Table Robust core solvency and enhanced pillar 3 disclosure.pdf]] #### 预览 [[assets/docs/260512_0818__外资研报__JPM-中国保险业：2026年一季度排行榜——核心偿付能力稳健，第三支柱披露增强 China Insurance 1Q26 League Table Robust core solvency and enhanced pillar 3 disclosure.pdf|JPM-中国保险业：2026年一季度排行榜——核心偿付能力稳健，第三支柱披露增强 China Insurance 1Q26 League Table Robust core solvency and enhanced pillar 3 disclosure.pdf]] ### JPM-中国股市策略：2026年一季报拆解——AI景气高涨，能源安全表现分化，地产初现改善 China Equity Strategy 1Q26 Earnings Dissector - buoyant AI, diverging energy security, and improving property.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260512_0818__外资研报__JPM-中国股市策略：2026年一季报拆解——AI景气高涨，能源安全表现分化，地产初现改善 China Equity Strategy 1Q26 Earnings Dissector - buoyant AI, diverging energy security, and improving property.pdf|JPM-中国股市策略：2026年一季报拆解——AI景气高涨，能源安全表现分化，地产初现改善 China Equity Strategy 1Q26 Earnings Dissector - buoyant AI, diverging energy security, and improving property.pdf]] #### 预览 [[assets/docs/260512_0818__外资研报__JPM-中国股市策略：2026年一季报拆解——AI景气高涨，能源安全表现分化，地产初现改善 China Equity Strategy 1Q26 Earnings Dissector - buoyant AI, diverging energy security, and improving property.pdf|JPM-中国股市策略：2026年一季报拆解——AI景气高涨，能源安全表现分化，地产初现改善 China Equity Strategy 1Q26 Earnings Dissector - buoyant AI, diverging energy security, and improving property.pdf]] ### MS-GB200-300机架4月出货量-20260511.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### MS-大中华区科技硬件——动态系统（Dynamic）虚拟投资者会议要点纪要 Greater China Technology Hardware Asia Pacific Takeaways from Dynamic's Virtual Investor Meeting.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260512_0818__外资研报__MS-大中华区科技硬件——动态系统（Dynamic）虚拟投资者会议要点纪要 Greater China Technology Hardware Asia Pacific Takeaways from Dynamic's Virtual Investor Meeting.pdf|MS-大中华区科技硬件——动态系统（Dynamic）虚拟投资者会议要点纪要 Greater China Technology Hardware Asia Pacific Takeaways from Dynamic's Virtual Investor Meeting.pdf]] #### 预览 [[assets/docs/260512_0818__外资研报__MS-大中华区科技硬件——动态系统（Dynamic）虚拟投资者会议要点纪要 Greater China Technology Hardware Asia Pacific Takeaways from Dynamic's Virtual Investor Meeting.pdf|MS-大中华区科技硬件——动态系统（Dynamic）虚拟投资者会议要点纪要 Greater China Technology Hardware Asia Pacific Takeaways from Dynamic's Virtual Investor Meeting.pdf]] ### MS-康宁（GLW.US）—— 跃向2030：跳出思维定势 Corning Inc North America Springing into 2030 - Thinking Inside and Outside the Box.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### Jefferies-数据中心电力超大规模云厂商：一季度联合分析师回顾电话会纪要——核心要点 Datacenters_Power_Hyperscalers 1Q Joint Analyst Recap Call - What We've Heard.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### JPM-储能电池：中东冲突对储能需求的影响-专家电话会议要点 ESS Battery Impact of Middle East conflict on ESS demand_ Expert call takeaways.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260512_0818__外资研报__JPM-储能电池：中东冲突对储能需求的影响-专家电话会议要点 ESS Battery Impact of Middle East conflict on ESS demand_ Expert call takeaways.pdf|JPM-储能电池：中东冲突对储能需求的影响-专家电话会议要点 ESS Battery Impact of Middle East conflict on ESS demand_ Expert call takeaways.pdf]] #### 预览 [[assets/docs/260512_0818__外资研报__JPM-储能电池：中东冲突对储能需求的影响-专家电话会议要点 ESS Battery Impact of Middle East conflict on ESS demand_ Expert call takeaways.pdf|JPM-储能电池：中东冲突对储能需求的影响-专家电话会议要点 ESS Battery Impact of Middle East conflict on ESS demand_ Expert call takeaways.pdf]] ### JPM-康宁（GLW.US）：2030年“跳板计划”更新及英伟达合作共绘光子学巨大市场；目标隐含2030年8美元盈利潜力 Corning 2030 Springboard Plan Updates and Nvidia Partnership Together Outline Large Photonics TAM; Targets Imply $8 Earnings Power in 2030.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260512_0818__外资研报__JPM-康宁（GLW.US）：2030年“跳板计划”更新及英伟达合作共绘光子学巨大市场；目标隐含2030年8美元盈利潜力 Corning 2030 Springboard Plan Updates and Nvidia Partnership Together Outline Large Photonics TA.pdf|JPM-康宁（GLW.US）：2030年“跳板计划”更新及英伟达合作共绘光子学巨大市场；目标隐含2030年8美元盈利潜力 Corning 2030 Springboard Plan Updates and Nvidia Partnership Together Outline Large Photonics TAM; Targets Imply $8 Earnings Power in 2030.pdf]] #### 预览 [[assets/docs/260512_0818__外资研报__JPM-康宁（GLW.US）：2030年“跳板计划”更新及英伟达合作共绘光子学巨大市场；目标隐含2030年8美元盈利潜力 Corning 2030 Springboard Plan Updates and Nvidia Partnership Together Outline Large Photonics TA.pdf|JPM-康宁（GLW.US）：2030年“跳板计划”更新及英伟达合作共绘光子学巨大市场；目标隐含2030年8美元盈利潜力 Corning 2030 Springboard Plan Updates and Nvidia Partnership Together Outline Large Photonics TAM; Targets Imply $8 Earnings Power in 2030.pdf]]