--- title: "#外资研报" topic_id: 14422588444545842 created_at: 2026-05-25T07:53:36.231+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：488 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422588444545842) - 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-摩根大通中国峰会首日综述——机器人、AI资本开支、工厂自动化与出口冠军 JPM CHINA SUMMIT：Day 1 Wrap - Robotics, AI CAPEX & FA, Export Champions.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0753__外资研报__JPM-摩根大通中国峰会首日综述——机器人、AI资本开支、工厂自动化与出口冠军 JPM CHINA SUMMIT：Day 1 Wrap - Robotics, AI CAPEX & FA, Export Champions.pdf|JPM-摩根大通中国峰会首日综述——机器人、AI资本开支、工厂自动化与出口冠军 JPM CHINA SUMMIT：Day 1 Wrap - Robotics, AI CAPEX & FA, Export Champions.pdf]] #### 预览 [[assets/docs/260525_0753__外资研报__JPM-摩根大通中国峰会首日综述——机器人、AI资本开支、工厂自动化与出口冠军 JPM CHINA SUMMIT：Day 1 Wrap - Robotics, AI CAPEX & FA, Export Champions.pdf|JPM-摩根大通中国峰会首日综述——机器人、AI资本开支、工厂自动化与出口冠军 JPM CHINA SUMMIT：Day 1 Wrap - Robotics, AI CAPEX & FA, Export Champions.pdf]] ### JPM-全球股市展望：跨资产技术面视角 Spring Series：Equity Outlook through the Technical Cross-Asset Lens May 2026.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0753__外资研报__JPM-全球股市展望：跨资产技术面视角 Spring Series：Equity Outlook through the Technical Cross-Asset Lens May 2026.pdf|JPM-全球股市展望：跨资产技术面视角 Spring Series：Equity Outlook through the Technical Cross-Asset Lens May 2026.pdf]] #### 预览 [[assets/docs/260525_0753__外资研报__JPM-全球股市展望：跨资产技术面视角 Spring Series：Equity Outlook through the Technical Cross-Asset Lens May 2026.pdf|JPM-全球股市展望：跨资产技术面视角 Spring Series：Equity Outlook through the Technical Cross-Asset Lens May 2026.pdf]] ### JPM-人形机器人从白板走向现实-20260522.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0753__外资研报__JPM-人形机器人从白板走向现实-20260522.pdf|JPM-人形机器人从白板走向现实-20260522.pdf]] #### 预览 [[assets/docs/260525_0753__外资研报__JPM-人形机器人从白板走向现实-20260522.pdf|JPM-人形机器人从白板走向现实-20260522.pdf]] ### JPM-日本经济产业省（METI）2026年3月生产统计：ABF载板持续强劲，硅基MOSFET呈上行趋势 Component Data Deposition：METI production statistics (electronic components, semiconductors) for Mar 2026：ABF substrate still strong, Si MOSFETs trending up.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0753__外资研报__JPM-日本经济产业省（METI）2026年3月生产统计：ABF载板持续强劲，硅基MOSFET呈上行趋势 Component Data Deposition：METI production statistics (electronic components, semiconductors) for Mar 202.pdf|JPM-日本经济产业省（METI）2026年3月生产统计：ABF载板持续强劲，硅基MOSFET呈上行趋势 Component Data Deposition：METI production statistics (electronic components, semiconductors) for Mar 2026：ABF substrate still strong, Si MOSFETs trending up.pdf]] #### 预览 [[assets/docs/260525_0753__外资研报__JPM-日本经济产业省（METI）2026年3月生产统计：ABF载板持续强劲，硅基MOSFET呈上行趋势 Component Data Deposition：METI production statistics (electronic components, semiconductors) for Mar 202.pdf|JPM-日本经济产业省（METI）2026年3月生产统计：ABF载板持续强劲，硅基MOSFET呈上行趋势 Component Data Deposition：METI production statistics (electronic components, semiconductors) for Mar 2026：ABF substrate still strong, Si MOSFETs trending up.pdf]] ### JPM-三星电机（009150.KS）硅电容开启全新商业模式，叠加MLCC基板周期上行；目标价上调至145万韩元 Samsung Electro-Mechanics Silicon capacitor paves new business model on top of stronger MLCC_Substrate cycle; PT hike to ₩1.45mn.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### JPM-深挖矿山设备制造商——偏好从上游向下游切换：FLSmidth 与 Weir 为核心首选 Digging Deep Mining OEMs - Shifting Preference for Downstream over Upstream：FLSmidth and Weir Top Picks.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### JPM-美光科技 (MU.US)摩根大通 TMC 会议要点总结 Micron Technology J.P. Morgan TMC Conference Takeaways.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0753__外资研报__JPM-美光科技 (MU.US)摩根大通 TMC 会议要点总结 Micron Technology J.P. Morgan TMC Conference Takeaways.pdf|JPM-美光科技 (MU.US)摩根大通 TMC 会议要点总结 Micron Technology J.P. Morgan TMC Conference Takeaways.pdf]] #### 预览 [[assets/docs/260525_0753__外资研报__JPM-美光科技 (MU.US)摩根大通 TMC 会议要点总结 Micron Technology J.P. Morgan TMC Conference Takeaways.pdf|JPM-美光科技 (MU.US)摩根大通 TMC 会议要点总结 Micron Technology J.P. Morgan TMC Conference Takeaways.pdf]] ### JPM-美国TMC大会反馈——聚焦美国无线业务、卫星辩论及AI上行空间 US TMC Conference Feedback on US wireless, the satellite debate, and AI related upside.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0753__外资研报__JPM-美国TMC大会反馈——聚焦美国无线业务、卫星辩论及AI上行空间 US TMC Conference Feedback on US wireless, the satellite debate, and AI related upside.pdf|JPM-美国TMC大会反馈——聚焦美国无线业务、卫星辩论及AI上行空间 US TMC Conference Feedback on US wireless, the satellite debate, and AI related upside.pdf]] #### 预览 [[assets/docs/260525_0753__外资研报__JPM-美国TMC大会反馈——聚焦美国无线业务、卫星辩论及AI上行空间 US TMC Conference Feedback on US wireless, the satellite debate, and AI related upside.pdf|JPM-美国TMC大会反馈——聚焦美国无线业务、卫星辩论及AI上行空间 US TMC Conference Feedback on US wireless, the satellite debate, and AI related upside.pdf]] ### JPM-敏实集团（0425.HK）—— 首次调研机器人产线及SOFC（固体氧化物燃料电池）产品 Minth First investor visit to robotic production line & SOFC products.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_