--- title: "#外资研报" topic_id: 45544828551258848 created_at: 2026-05-13T07:34:05.756+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：499 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544828551258848) - 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-高盛经济指标更新：G10工资增长持续放缓-20260512.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260513_0734__外资研报__GS-高盛经济指标更新：G10工资增长持续放缓-20260512.pdf|GS-高盛经济指标更新：G10工资增长持续放缓-20260512.pdf]] #### 预览 [[assets/docs/260513_0734__外资研报__GS-高盛经济指标更新：G10工资增长持续放缓-20260512.pdf|GS-高盛经济指标更新：G10工资增长持续放缓-20260512.pdf]] ### GS-汇川技术：布局中国工厂自动化复苏 Position for China FA recovery Shenzhen Inovance Technology Co. (300124.SZ).pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### GS-老铺黄金（6181.HK）：节后消费调研：五一假期表现符合预期，近期金价带来潜在利润率上行空间 Laopu Gold (6181.HK) Post Holiday Consumer Tour Labor Day holiday performance on track, potential margin upside with recent gold price.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260513_0734__外资研报__GS-老铺黄金（6181.HK）：节后消费调研：五一假期表现符合预期，近期金价带来潜在利润率上行空间 Laopu Gold (6181.HK) Post Holiday Consumer Tour Labor Day holiday performance on track, potential margin u.pdf|GS-老铺黄金（6181.HK）：节后消费调研：五一假期表现符合预期，近期金价带来潜在利润率上行空间 Laopu Gold (6181.HK) Post Holiday Consumer Tour Labor Day holiday performance on track, potential margin upside with recent gold price.pdf]] #### 预览 [[assets/docs/260513_0734__外资研报__GS-老铺黄金（6181.HK）：节后消费调研：五一假期表现符合预期，近期金价带来潜在利润率上行空间 Laopu Gold (6181.HK) Post Holiday Consumer Tour Labor Day holiday performance on track, potential margin u.pdf|GS-老铺黄金（6181.HK）：节后消费调研：五一假期表现符合预期，近期金价带来潜在利润率上行空间 Laopu Gold (6181.HK) Post Holiday Consumer Tour Labor Day holiday performance on track, potential margin upside with recent gold price.pdf]] ### GS-全球GS经济指标：工资增长放缓-20260512.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260513_0734__外资研报__GS-全球GS经济指标：工资增长放缓-20260512.pdf|GS-全球GS经济指标：工资增长放缓-20260512.pdf]] #### 预览 [[assets/docs/260513_0734__外资研报__GS-全球GS经济指标：工资增长放缓-20260512.pdf|GS-全球GS经济指标：工资增长放缓-20260512.pdf]] ### GS-新兴市场周度基金资金流向监测：中国台湾领涨外资周度买入；对冲基金录得十年最大单月亚洲股市买盘，新兴市场（不含中国）配置从3月回撤反弹至历史新高 Foreign buying w_w led by Taiwan; Hedge funds saw the largest monthly buying flows into Asia in a decade, while allocations to EM ex-China bounced fr..pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260513_0734__外资研报__GS-新兴市场周度基金资金流向监测：中国台湾领涨外资周度买入；对冲基金录得十年最大单月亚洲股市买盘，新兴市场（不含中国）配置从3月回撤反弹至历史新高 Foreign buying w_w led by Taiwan; Hedge funds saw the largest monthly buying flows.pdf|GS-新兴市场周度基金资金流向监测：中国台湾领涨外资周度买入；对冲基金录得十年最大单月亚洲股市买盘，新兴市场（不含中国）配置从3月回撤反弹至历史新高 Foreign buying w_w led by Taiwan; Hedge funds saw the largest monthly buying flows into Asia in a decade, while allocations to EM ex-China bounced fr..pdf]] #### 预览 [[assets/docs/260513_0734__外资研报__GS-新兴市场周度基金资金流向监测：中国台湾领涨外资周度买入；对冲基金录得十年最大单月亚洲股市买盘，新兴市场（不含中国）配置从3月回撤反弹至历史新高 Foreign buying w_w led by Taiwan; Hedge funds saw the largest monthly buying flows.pdf|GS-新兴市场周度基金资金流向监测：中国台湾领涨外资周度买入；对冲基金录得十年最大单月亚洲股市买盘，新兴市场（不含中国）配置从3月回撤反弹至历史新高 Foreign buying w_w led by Taiwan; Hedge funds saw the largest monthly buying flows into Asia in a decade, while allocations to EM ex-China bounced fr..pdf]] ### Citi-评级机构与AI颠覆-20260512.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260513_0734__外资研报__Citi-评级机构与AI颠覆-20260512.pdf|Citi-评级机构与AI颠覆-20260512.pdf]] #### 预览 [[assets/docs/260513_0734__外资研报__Citi-评级机构与AI颠覆-20260512.pdf|Citi-评级机构与AI颠覆-20260512.pdf]] ### Citi-石油观察：为何油价没有更高？为何经济体及部分金融市场如此具韧性？ Oil Monitor Why haven’t oil prices been higher Why are economies and parts of the financial markets so resilient.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### Citi-铜-铝-锂-LFP正极-电池-黄金-煤-钢-水泥-20260512.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### GF-CPU超级周期 Server CPU Super Cycle.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260513_0734__外资研报__GF-CPU超级周期 Server CPU Super Cycle.pdf|GF-CPU超级周期 Server CPU Super Cycle.pdf]] #### 预览 [[assets/docs/260513_0734__外资研报__GF-CPU超级周期 Server CPU Super Cycle.pdf|GF-CPU超级周期 Server CPU Super Cycle.pdf]]