---
title: "#外资研报"
topic_id: 22255842221118811
created_at: 2026-05-15T08:03:14.640+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：435
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255842221118811)
- 附件：图片 0，音频 0，文档 9
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## 文档

### MS-特斯拉(TSLA.US) - 人形机器人新展望：资本与技术的交汇 Robotics North America Humanoid Horizons：Money Meets Machines.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/260515_0803__外资研报__MS-特斯拉(TSLA.US) - 人形机器人新展望：资本与技术的交汇 Robotics North America Humanoid Horizons：Money Meets Machines.pdf|MS-特斯拉(TSLA.US) - 人形机器人新展望：资本与技术的交汇 Robotics North America Humanoid Horizons：Money Meets Machines.pdf]]

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[[assets/docs/260515_0803__外资研报__MS-特斯拉(TSLA.US) - 人形机器人新展望：资本与技术的交汇 Robotics North America Humanoid Horizons：Money Meets Machines.pdf|MS-特斯拉(TSLA.US) - 人形机器人新展望：资本与技术的交汇 Robotics North America Humanoid Horizons：Money Meets Machines.pdf]]

### MS-亚洲经济 迈向工业超级周期.pdf

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- 本地资源：[[assets/docs/260515_0803__外资研报__MS-亚洲经济 迈向工业超级周期.pdf|MS-亚洲经济 迈向工业超级周期.pdf]]

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[[assets/docs/260515_0803__外资研报__MS-亚洲经济 迈向工业超级周期.pdf|MS-亚洲经济 迈向工业超级周期.pdf]]

### MS-中国股票策略年中展望 _ 亚太地区：开拓新视野 China Equity Strategy Mid-year Outlook Asia Pacific Forging New Horizons-20260512.pdf

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### MS-中国汽车与共享出行：汽车概览 Investor Presentation Asia Pacific China Autos & Shared Mobility：Autos Overview.pdf

- 状态：failed
- 错误：内部错误
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### MS-中国生物科技估值与流动性月报 China Healthcare Asia Pacific China Biotech Valuation and Liquidity Monthly.pdf

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- 本地资源：[[assets/docs/260515_0803__外资研报__MS-中国生物科技估值与流动性月报 China Healthcare Asia Pacific China Biotech Valuation and Liquidity Monthly.pdf|MS-中国生物科技估值与流动性月报 China Healthcare Asia Pacific China Biotech Valuation and Liquidity Monthly.pdf]]

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[[assets/docs/260515_0803__外资研报__MS-中国生物科技估值与流动性月报 China Healthcare Asia Pacific China Biotech Valuation and Liquidity Monthly.pdf|MS-中国生物科技估值与流动性月报 China Healthcare Asia Pacific China Biotech Valuation and Liquidity Monthly.pdf]]

### SemiAnalysis-Cerebras — Faster Tokens Please.pdf

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- 本地资源：[[assets/docs/260515_0803__外资研报__SemiAnalysis-Cerebras — Faster Tokens Please.pdf|SemiAnalysis-Cerebras — Faster Tokens Please.pdf]]

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[[assets/docs/260515_0803__外资研报__SemiAnalysis-Cerebras — Faster Tokens Please.pdf|SemiAnalysis-Cerebras — Faster Tokens Please.pdf]]

### MS-2026年中国经济年中展望——上调增长预测，反映AI与能源资本开支超级周期 China Economics Mid-Year Outlook Upgrading Growth to Reflect AI and Energy Capex Super-cycle.pdf

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- 本地资源：[[assets/docs/260515_0803__外资研报__MS-2026年中国经济年中展望——上调增长预测，反映AI与能源资本开支超级周期 China Economics Mid-Year Outlook Upgrading Growth to Reflect AI and Energy Capex Super-cycle.pdf|MS-2026年中国经济年中展望——上调增长预测，反映AI与能源资本开支超级周期 China Economics Mid-Year Outlook Upgrading Growth to Reflect AI and Energy Capex Super-cycle.pdf]]

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[[assets/docs/260515_0803__外资研报__MS-2026年中国经济年中展望——上调增长预测，反映AI与能源资本开支超级周期 China Economics Mid-Year Outlook Upgrading Growth to Reflect AI and Energy Capex Super-cycle.pdf|MS-2026年中国经济年中展望——上调增长预测，反映AI与能源资本开支超级周期 China Economics Mid-Year Outlook Upgrading Growth to Reflect AI and Energy Capex Super-cycle.pdf]]

### MS-China Economics Mid-Year Outlook_ Upgrading Growth to Reflect AI and Energy Capex-260512.pdf

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- 本地资源：[[assets/docs/260515_0803__外资研报__MS-China Economics Mid-Year Outlook_ Upgrading Growth to Reflect AI and Energy Capex-260512.pdf|MS-China Economics Mid-Year Outlook_ Upgrading Growth to Reflect AI and Energy Capex-260512.pdf]]

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[[assets/docs/260515_0803__外资研报__MS-China Economics Mid-Year Outlook_ Upgrading Growth to Reflect AI and Energy Capex-260512.pdf|MS-China Economics Mid-Year Outlook_ Upgrading Growth to Reflect AI and Energy Capex-260512.pdf]]

### MS-China Equity Strategy Mid-year Outlook_ Forging New Horizons-260513.pdf

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- 本地资源：[[assets/docs/260515_0803__外资研报__MS-China Equity Strategy Mid-year Outlook_ Forging New Horizons-260513.pdf|MS-China Equity Strategy Mid-year Outlook_ Forging New Horizons-260513.pdf]]

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[[assets/docs/260515_0803__外资研报__MS-China Equity Strategy Mid-year Outlook_ Forging New Horizons-260513.pdf|MS-China Equity Strategy Mid-year Outlook_ Forging New Horizons-260513.pdf]]