--- title: "#外资研报" topic_id: 82255811222822582 created_at: 2026-05-25T07:53:46.722+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：486 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255811222822582) - 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-创科实业（0669.HK）深度交流要点——AIDC关联性成为估值重评核心；家得宝一季度业绩传导 Techtronic Industries (0669) Fireside chat takeaways：AIDC relevance moves to the forefront as re-rating interest builds; Home Depot 1Q read-through.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0753__外资研报__JPM-创科实业（0669.HK）深度交流要点——AIDC关联性成为估值重评核心；家得宝一季度业绩传导 Techtronic Industries (0669) Fireside chat takeaways：AIDC relevance moves to the forefront as re-rating i.pdf|JPM-创科实业（0669.HK）深度交流要点——AIDC关联性成为估值重评核心；家得宝一季度业绩传导 Techtronic Industries (0669) Fireside chat takeaways：AIDC relevance moves to the forefront as re-rating interest builds; Home Depot 1Q read-through.pdf]] #### 预览 [[assets/docs/260525_0753__外资研报__JPM-创科实业（0669.HK）深度交流要点——AIDC关联性成为估值重评核心；家得宝一季度业绩传导 Techtronic Industries (0669) Fireside chat takeaways：AIDC relevance moves to the forefront as re-rating i.pdf|JPM-创科实业（0669.HK）深度交流要点——AIDC关联性成为估值重评核心；家得宝一季度业绩传导 Techtronic Industries (0669) Fireside chat takeaways：AIDC relevance moves to the forefront as re-rating interest builds; Home Depot 1Q read-through.pdf]] ### JPM-东盟金属与印尼研究——国家之红利，投资者之困局？ ASEAN Metals & Indonesia Research：Boon for country, bane for investors？.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0753__外资研报__JPM-东盟金属与印尼研究——国家之红利，投资者之困局？ ASEAN Metals & Indonesia Research：Boon for country, bane for investors？.pdf|JPM-东盟金属与印尼研究——国家之红利，投资者之困局？ ASEAN Metals & Indonesia Research：Boon for country, bane for investors？.pdf]] #### 预览 [[assets/docs/260525_0753__外资研报__JPM-东盟金属与印尼研究——国家之红利，投资者之困局？ ASEAN Metals & Indonesia Research：Boon for country, bane for investors？.pdf|JPM-东盟金属与印尼研究——国家之红利，投资者之困局？ ASEAN Metals & Indonesia Research：Boon for country, bane for investors？.pdf]] ### JPM-恩捷股份（002812）下调至中性：行业产能扩张加速，压制2027年涨价空间并压缩估值 Yunnan Energy：Downgrade to Neutral：Accelerating industry capacity expansion caps 2027 pricing upside & compresses valuation multiple.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0753__外资研报__JPM-恩捷股份（002812）下调至中性：行业产能扩张加速，压制2027年涨价空间并压缩估值 Yunnan Energy：Downgrade to Neutral：Accelerating industry capacity expansion caps 2027 pricing upside & compre.pdf|JPM-恩捷股份（002812）下调至中性：行业产能扩张加速，压制2027年涨价空间并压缩估值 Yunnan Energy：Downgrade to Neutral：Accelerating industry capacity expansion caps 2027 pricing upside & compresses valuation multiple.pdf]] #### 预览 [[assets/docs/260525_0753__外资研报__JPM-恩捷股份（002812）下调至中性：行业产能扩张加速，压制2027年涨价空间并压缩估值 Yunnan Energy：Downgrade to Neutral：Accelerating industry capacity expansion caps 2027 pricing upside & compre.pdf|JPM-恩捷股份（002812）下调至中性：行业产能扩张加速，压制2027年涨价空间并压缩估值 Yunnan Energy：Downgrade to Neutral：Accelerating industry capacity expansion caps 2027 pricing upside & compresses valuation multiple.pdf]] ### JPM-锂行业：2026年4月中国进出口数据 Lithium April China Export_Import Data.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0753__外资研报__JPM-锂行业：2026年4月中国进出口数据 Lithium April China Export_Import Data.pdf|JPM-锂行业：2026年4月中国进出口数据 Lithium April China Export_Import Data.pdf]] #### 预览 [[assets/docs/260525_0753__外资研报__JPM-锂行业：2026年4月中国进出口数据 Lithium April China Export_Import Data.pdf|JPM-锂行业：2026年4月中国进出口数据 Lithium April China Export_Import Data.pdf]] ### JPM-2026春季系列：AI顺风下的良好开端 Spring Series 2026 A Good Start with AI Tailwinds Ahead-20260521.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0753__外资研报__JPM-2026春季系列：AI顺风下的良好开端 Spring Series 2026 A Good Start with AI Tailwinds Ahead-20260521.pdf|JPM-2026春季系列：AI顺风下的良好开端 Spring Series 2026 A Good Start with AI Tailwinds Ahead-20260521.pdf]] #### 预览 [[assets/docs/260525_0753__外资研报__JPM-2026春季系列：AI顺风下的良好开端 Spring Series 2026 A Good Start with AI Tailwinds Ahead-20260521.pdf|JPM-2026春季系列：AI顺风下的良好开端 Spring Series 2026 A Good Start with AI Tailwinds Ahead-20260521.pdf]] ### JPM-2026年春季系列报告——清洁能源与电力基础设施 Clean Energy and Power Infrastructure 2026 Spring Series.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0753__外资研报__JPM-2026年春季系列报告——清洁能源与电力基础设施 Clean Energy and Power Infrastructure 2026 Spring Series.pdf|JPM-2026年春季系列报告——清洁能源与电力基础设施 Clean Energy and Power Infrastructure 2026 Spring Series.pdf]] #### 预览 [[assets/docs/260525_0753__外资研报__JPM-2026年春季系列报告——清洁能源与电力基础设施 Clean Energy and Power Infrastructure 2026 Spring Series.pdf|JPM-2026年春季系列报告——清洁能源与电力基础设施 Clean Energy and Power Infrastructure 2026 Spring Series.pdf]] ### JPM-AI 浪潮带动全球股市上涨：巴黎全球市场会议要点 Rising AI tide lifts all equity markets Highlights from the Paris Global Markets Conference.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0753__外资研报__JPM-AI 浪潮带动全球股市上涨：巴黎全球市场会议要点 Rising AI tide lifts all equity markets Highlights from the Paris Global Markets Conference.pdf|JPM-AI 浪潮带动全球股市上涨：巴黎全球市场会议要点 Rising AI tide lifts all equity markets Highlights from the Paris Global Markets Conference.pdf]] #### 预览 [[assets/docs/260525_0753__外资研报__JPM-AI 浪潮带动全球股市上涨：巴黎全球市场会议要点 Rising AI tide lifts all equity markets Highlights from the Paris Global Markets Conference.pdf|JPM-AI 浪潮带动全球股市上涨：巴黎全球市场会议要点 Rising AI tide lifts all equity markets Highlights from the Paris Global Markets Conference.pdf]] ### JPM-TMC会议：AI推理拐点与半导体复苏-20260522.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0753__外资研报__JPM-TMC会议：AI推理拐点与半导体复苏-20260522.pdf|JPM-TMC会议：AI推理拐点与半导体复苏-20260522.pdf]] #### 预览 [[assets/docs/260525_0753__外资研报__JPM-TMC会议：AI推理拐点与半导体复苏-20260522.pdf|JPM-TMC会议：AI推理拐点与半导体复苏-20260522.pdf]] ### JPM-储能电池（ESS Battery）2026年前4个月出货量同比激增109%；市场焦点转向碳酸锂价格耐受度及对需求的影响 ESS Battery：4M26 +109% y_y; attention turns to lithium carbonate price tolerance and demand implications.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0753__外资研报__JPM-储能电池（ESS Battery）2026年前4个月出货量同比激增109%；市场焦点转向碳酸锂价格耐受度及对需求的影响 ESS Battery：4M26 +109% y_y; attention turns to lithium carbonate price tolerance and demand i.pdf|JPM-储能电池（ESS Battery）2026年前4个月出货量同比激增109%；市场焦点转向碳酸锂价格耐受度及对需求的影响 ESS Battery：4M26 +109% y_y; attention turns to lithium carbonate price tolerance and demand implications.pdf]] #### 预览 [[assets/docs/260525_0753__外资研报__JPM-储能电池（ESS Battery）2026年前4个月出货量同比激增109%；市场焦点转向碳酸锂价格耐受度及对需求的影响 ESS Battery：4M26 +109% y_y; attention turns to lithium carbonate price tolerance and demand i.pdf|JPM-储能电池（ESS Battery）2026年前4个月出货量同比激增109%；市场焦点转向碳酸锂价格耐受度及对需求的影响 ESS Battery：4M26 +109% y_y; attention turns to lithium carbonate price tolerance and demand implications.pdf]]