--- title: "#外资研报" topic_id: 82255842552841252 created_at: 2026-05-14T08:01:54.780+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：477 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255842552841252) - 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AIDC（人工智能数据中心）+电力线上企业日要点：数据中心电气——行业变革中800VDCSST渐进式渗透；预制化需求提升，海外业务溢价显著 CHINA AIDC+POWER VIRTUAL CORPORATE DAY TAKEAWAYS：DATA CENTER ELECTRICALS Gradual 800 VDC_SST transition amidst evolving landscape; Overseas m....pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### GS-中国房地产跟踪——成交量环比小幅回落，但领先指标预示市场动能再度提速 CHINA PROPERTY WEEKLY WRAP Week 19 Wrap - Mild sequential retreat in transactions volumes, but leading indicators signal re-accelerated market momentum.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260514_0801__外资研报__GS-中国房地产跟踪——成交量环比小幅回落，但领先指标预示市场动能再度提速 CHINA PROPERTY WEEKLY WRAP Week 19 Wrap - Mild sequential retreat in transactions volumes, but leading indicators signa.pdf|GS-中国房地产跟踪——成交量环比小幅回落，但领先指标预示市场动能再度提速 CHINA PROPERTY WEEKLY WRAP Week 19 Wrap - Mild sequential retreat in transactions volumes, but leading indicators signal re-accelerated market momentum.pdf]] #### 预览 [[assets/docs/260514_0801__外资研报__GS-中国房地产跟踪——成交量环比小幅回落，但领先指标预示市场动能再度提速 CHINA PROPERTY WEEKLY WRAP Week 19 Wrap - Mild sequential retreat in transactions volumes, but leading indicators signa.pdf|GS-中国房地产跟踪——成交量环比小幅回落，但领先指标预示市场动能再度提速 CHINA PROPERTY WEEKLY WRAP Week 19 Wrap - Mild sequential retreat in transactions volumes, but leading indicators signal re-accelerated market momentum.pdf]] ### JPM-美国分析师重点关注清单-20260513.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### JPM-欧洲化工行业周报：化工市场动态点评 European Chemicals Weekend Chemical Reaction-20260510.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### MS-AI基础设施融资的全新架构 Sunday Start What's Next in Global Macro The New Architecture of AI Infrastructure Financing.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260514_0801__外资研报__MS-AI基础设施融资的全新架构 Sunday Start What's Next in Global Macro The New Architecture of AI Infrastructure Financing.pdf|MS-AI基础设施融资的全新架构 Sunday Start What's Next in Global Macro The New Architecture of AI Infrastructure Financing.pdf]] #### 预览 [[assets/docs/260514_0801__外资研报__MS-AI基础设施融资的全新架构 Sunday Start What's Next in Global Macro The New Architecture of AI Infrastructure Financing.pdf|MS-AI基础设施融资的全新架构 Sunday Start What's Next in Global Macro The New Architecture of AI Infrastructure Financing.pdf]] ### MS-大中华材料——需求追踪 Greater China Materials Asia Pacific Demand Tracker – May 8.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260514_0801__外资研报__MS-大中华材料——需求追踪 Greater China Materials Asia Pacific Demand Tracker – May 8.pdf|MS-大中华材料——需求追踪 Greater China Materials Asia Pacific Demand Tracker – May 8.pdf]] #### 预览 [[assets/docs/260514_0801__外资研报__MS-大中华材料——需求追踪 Greater China Materials Asia Pacific Demand Tracker – May 8.pdf|MS-大中华材料——需求追踪 Greater China Materials Asia Pacific Demand Tracker – May 8.pdf]] ### GS-战略速递：欧洲的边缘转折点 Strategy Espresso：Europe at the Margin Inflection Point-20260507.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260514_0801__外资研报__GS-战略速递：欧洲的边缘转折点 Strategy Espresso：Europe at the Margin Inflection Point-20260507.pdf|GS-战略速递：欧洲的边缘转折点 Strategy Espresso：Europe at the Margin Inflection Point-20260507.pdf]] #### 预览 [[assets/docs/260514_0801__外资研报__GS-战略速递：欧洲的边缘转折点 Strategy Espresso：Europe at the Margin Inflection Point-20260507.pdf|GS-战略速递：欧洲的边缘转折点 Strategy Espresso：Europe at the Margin Inflection Point-20260507.pdf]] ### GS-中国 AIDC+电力虚拟企业日要点：清洁技术——中国 AIDC 应用、海外机遇与未来技术趋势 CHINA AIDC+POWER VIRTUAL CORP DAY TAKEAWAYS：CLEAN TECH AI DC applications in China, overseas opportunity and future technology trends.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### GS-中国AIDC（人工智能数据中心）+电力线上企业日要点：燃气轮机叶片——价格趋势向好，产能扩张计划激进China AIDC + power Virtual Corporate Day takeaways：Gas turbine blades：Better pricing trend and aggressive capacity expansion plan for.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260514_0801__外资研报__GS-中国AIDC（人工智能数据中心）+电力线上企业日要点：燃气轮机叶片——价格趋势向好，产能扩张计划激进China AIDC + power Virtual Corporate Day takeaways：Gas turbine blades：Better pricing trend and aggressiv.pdf|GS-中国AIDC（人工智能数据中心）+电力线上企业日要点：燃气轮机叶片——价格趋势向好，产能扩张计划激进China AIDC + power Virtual Corporate Day takeaways：Gas turbine blades：Better pricing trend and aggressive capacity expansion plan for.pdf]] #### 预览 [[assets/docs/260514_0801__外资研报__GS-中国AIDC（人工智能数据中心）+电力线上企业日要点：燃气轮机叶片——价格趋势向好，产能扩张计划激进China AIDC + power Virtual Corporate Day takeaways：Gas turbine blades：Better pricing trend and aggressiv.pdf|GS-中国AIDC（人工智能数据中心）+电力线上企业日要点：燃气轮机叶片——价格趋势向好，产能扩张计划激进China AIDC + power Virtual Corporate Day takeaways：Gas turbine blades：Better pricing trend and aggressive capacity expansion plan for.pdf]]