--- title: "#外资研报" topic_id: 55522145225145484 created_at: 2026-05-14T08:01:23.511+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：480 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522145225145484) - 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 ### UBS-中国石油、天然气及化工行业 周度跟踪：节后开工率整体平稳 China Oil, Gas and Chemical Sector Weekly tracker：Post-holiday utilisation rates broadly stable.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260514_0801__外资研报__UBS-中国石油、天然气及化工行业 周度跟踪：节后开工率整体平稳 China Oil, Gas and Chemical Sector Weekly tracker：Post-holiday utilisation rates broadly stable.pdf|UBS-中国石油、天然气及化工行业 周度跟踪：节后开工率整体平稳 China Oil, Gas and Chemical Sector Weekly tracker：Post-holiday utilisation rates broadly stable.pdf]] #### 预览 [[assets/docs/260514_0801__外资研报__UBS-中国石油、天然气及化工行业 周度跟踪：节后开工率整体平稳 China Oil, Gas and Chemical Sector Weekly tracker：Post-holiday utilisation rates broadly stable.pdf|UBS-中国石油、天然气及化工行业 周度跟踪：节后开工率整体平稳 China Oil, Gas and Chemical Sector Weekly tracker：Post-holiday utilisation rates broadly stable.pdf]] ### UBS-中国台湾股票策略——消费与工业板块：AI驱动盈利上调支撑市场在波动中继续上行 Taiwan Equity Strategy, Consumer and Industrial Sectors AI-driven earnings upgrades support further upside amid rising volatility.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### 伯恩斯坦-全球电动车追踪：汽油价格上涨刺激购车需求，电动车销量迎来春季回暖+20260507.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260514_0801__外资研报__伯恩斯坦-全球电动车追踪：汽油价格上涨刺激购车需求，电动车销量迎来春季回暖+20260507.pdf|伯恩斯坦-全球电动车追踪：汽油价格上涨刺激购车需求，电动车销量迎来春季回暖+20260507.pdf]] #### 预览 [[assets/docs/260514_0801__外资研报__伯恩斯坦-全球电动车追踪：汽油价格上涨刺激购车需求，电动车销量迎来春季回暖+20260507.pdf|伯恩斯坦-全球电动车追踪：汽油价格上涨刺激购车需求，电动车销量迎来春季回暖+20260507.pdf]] ### 伯恩斯坦-全球软件：中端市场ERP正处于AI变革的拐点+20260506.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260514_0801__外资研报__伯恩斯坦-全球软件：中端市场ERP正处于AI变革的拐点+20260506.pdf|伯恩斯坦-全球软件：中端市场ERP正处于AI变革的拐点+20260506.pdf]] #### 预览 [[assets/docs/260514_0801__外资研报__伯恩斯坦-全球软件：中端市场ERP正处于AI变革的拐点+20260506.pdf|伯恩斯坦-全球软件：中端市场ERP正处于AI变革的拐点+20260506.pdf]] ### UBS-中国房地产：AI供应链驱动三大理由-20260513.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260514_0801__外资研报__UBS-中国房地产：AI供应链驱动三大理由-20260513.pdf|UBS-中国房地产：AI供应链驱动三大理由-20260513.pdf]] #### 预览 [[assets/docs/260514_0801__外资研报__UBS-中国房地产：AI供应链驱动三大理由-20260513.pdf|UBS-中国房地产：AI供应链驱动三大理由-20260513.pdf]] ### UBS-中国工程机械行业——景气度持续提升：4月销量超预期+挖掘机涨价 China Construction Machinery Momentum growing – April sales beat and excavator prices rise.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260514_0801__外资研报__UBS-中国工程机械行业——景气度持续提升：4月销量超预期+挖掘机涨价 China Construction Machinery Momentum growing – April sales beat and excavator prices rise.pdf|UBS-中国工程机械行业——景气度持续提升：4月销量超预期+挖掘机涨价 China Construction Machinery Momentum growing – April sales beat and excavator prices rise.pdf]] #### 预览 [[assets/docs/260514_0801__外资研报__UBS-中国工程机械行业——景气度持续提升：4月销量超预期+挖掘机涨价 China Construction Machinery Momentum growing – April sales beat and excavator prices rise.pdf|UBS-中国工程机械行业——景气度持续提升：4月销量超预期+挖掘机涨价 China Construction Machinery Momentum growing – April sales beat and excavator prices rise.pdf]] ### UBS-中国工业｜航运供应链跟踪：贸易流向、运价及霍尔木兹海峡最新动态 China Industrials Shipping supply chain weekly：trade flows, freight and Hormuz updates (week 19).pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260514_0801__外资研报__UBS-中国工业｜航运供应链跟踪：贸易流向、运价及霍尔木兹海峡最新动态 China Industrials Shipping supply chain weekly：trade flows, freight and Hormuz updates (week 19).pdf|UBS-中国工业｜航运供应链跟踪：贸易流向、运价及霍尔木兹海峡最新动态 China Industrials Shipping supply chain weekly：trade flows, freight and Hormuz updates (week 19).pdf]] #### 预览 [[assets/docs/260514_0801__外资研报__UBS-中国工业｜航运供应链跟踪：贸易流向、运价及霍尔木兹海峡最新动态 China Industrials Shipping supply chain weekly：trade flows, freight and Hormuz updates (week 19).pdf|UBS-中国工业｜航运供应链跟踪：贸易流向、运价及霍尔木兹海峡最新动态 China Industrials Shipping supply chain weekly：trade flows, freight and Hormuz updates (week 19).pdf]] ### UBS-中国可持续发展动态：中国全新人工智能+能源行动计划 China Sustainability Pulse：China's New AI-Energy Action Plan.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260514_0801__外资研报__UBS-中国可持续发展动态：中国全新人工智能+能源行动计划 China Sustainability Pulse：China's New AI-Energy Action Plan.pdf|UBS-中国可持续发展动态：中国全新人工智能+能源行动计划 China Sustainability Pulse：China's New AI-Energy Action Plan.pdf]] #### 预览 [[assets/docs/260514_0801__外资研报__UBS-中国可持续发展动态：中国全新人工智能+能源行动计划 China Sustainability Pulse：China's New AI-Energy Action Plan.pdf|UBS-中国可持续发展动态：中国全新人工智能+能源行动计划 China Sustainability Pulse：China's New AI-Energy Action Plan.pdf]] ### UBS-中国汽车供应链：Optimus迈向量产，哪些汽车零部件供应商更具优势？ China Auto Supply Chain Optimus march into mass production, which auto parts suppliers are better positioned.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260514_0801__外资研报__UBS-中国汽车供应链：Optimus迈向量产，哪些汽车零部件供应商更具优势？ China Auto Supply Chain Optimus march into mass production, which auto parts suppliers are better positioned.pdf|UBS-中国汽车供应链：Optimus迈向量产，哪些汽车零部件供应商更具优势？ China Auto Supply Chain Optimus march into mass production, which auto parts suppliers are better positioned.pdf]] #### 预览 [[assets/docs/260514_0801__外资研报__UBS-中国汽车供应链：Optimus迈向量产，哪些汽车零部件供应商更具优势？ China Auto Supply Chain Optimus march into mass production, which auto parts suppliers are better positioned.pdf|UBS-中国汽车供应链：Optimus迈向量产，哪些汽车零部件供应商更具优势？ China Auto Supply Chain Optimus march into mass production, which auto parts suppliers are better positioned.pdf]]