--- title: "#外资研报" topic_id: 14422588444545142 created_at: 2026-05-25T07:53:26.036+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：489 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422588444545142) - 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-中国去库存表明冬季前LNG进口增加-20260522.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### GS-中国饮料行业：计入更持久的成本通胀；竞争格局尚未出清；谁最具优势？ CHINA BEVERAGES Factoring in higher and more enduring cost inflation; Competition yet to rationalize; Who is best positioned-20260522.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0753__外资研报__GS-中国饮料行业：计入更持久的成本通胀；竞争格局尚未出清；谁最具优势？ CHINA BEVERAGES Factoring in higher and more enduring cost inflation; Competition yet to rationalize; Who is best positi.pdf|GS-中国饮料行业：计入更持久的成本通胀；竞争格局尚未出清；谁最具优势？ CHINA BEVERAGES Factoring in higher and more enduring cost inflation; Competition yet to rationalize; Who is best positioned-20260522.pdf]] #### 预览 [[assets/docs/260525_0753__外资研报__GS-中国饮料行业：计入更持久的成本通胀；竞争格局尚未出清；谁最具优势？ CHINA BEVERAGES Factoring in higher and more enduring cost inflation; Competition yet to rationalize; Who is best positi.pdf|GS-中国饮料行业：计入更持久的成本通胀；竞争格局尚未出清；谁最具优势？ CHINA BEVERAGES Factoring in higher and more enduring cost inflation; Competition yet to rationalize; Who is best positioned-20260522.pdf]] ### GS-中炬高新（600872.SH）——股东大会纪要：基础调味品重回复苏轨道，新业务投入加码 Jonjee Hi-Tech (600872.ss) AGM message：Basic condiments on recovery path with stepped-up investment into new business development.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0753__外资研报__GS-中炬高新（600872.SH）——股东大会纪要：基础调味品重回复苏轨道，新业务投入加码 Jonjee Hi-Tech (600872.ss) AGM message：Basic condiments on recovery path with stepped-up investment into new b.pdf|GS-中炬高新（600872.SH）——股东大会纪要：基础调味品重回复苏轨道，新业务投入加码 Jonjee Hi-Tech (600872.ss) AGM message：Basic condiments on recovery path with stepped-up investment into new business development.pdf]] #### 预览 [[assets/docs/260525_0753__外资研报__GS-中炬高新（600872.SH）——股东大会纪要：基础调味品重回复苏轨道，新业务投入加码 Jonjee Hi-Tech (600872.ss) AGM message：Basic condiments on recovery path with stepped-up investment into new b.pdf|GS-中炬高新（600872.SH）——股东大会纪要：基础调味品重回复苏轨道，新业务投入加码 Jonjee Hi-Tech (600872.ss) AGM message：Basic condiments on recovery path with stepped-up investment into new business development.pdf]] ### GS-中微公司-688012-亚洲Communacopia+科技大会要点： 国内WFE需求稳健增长；毛利率保持稳定-20260519.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### GS-重估美联储资产负债表前景-20260522.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0753__外资研报__GS-重估美联储资产负债表前景-20260522.pdf|GS-重估美联储资产负债表前景-20260522.pdf]] #### 预览 [[assets/docs/260525_0753__外资研报__GS-重估美联储资产负债表前景-20260522.pdf|GS-重估美联储资产负债表前景-20260522.pdf]] ### GS-中国化妆品行业：618大促追踪——头部主播首日直播表现优于三八节但整体平淡，毛戈平持续领跑 CHINA COSMETICS 618 pulse check：Top tier KOL Day 1 livestreaming better than Women’s day though not overly exciting; Mao Geping continues to lead-20260522.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0753__外资研报__GS-中国化妆品行业：618大促追踪——头部主播首日直播表现优于三八节但整体平淡，毛戈平持续领跑 CHINA COSMETICS 618 pulse check：Top tier KOL Day 1 livestreaming better than Women’s day though not overly e.pdf|GS-中国化妆品行业：618大促追踪——头部主播首日直播表现优于三八节但整体平淡，毛戈平持续领跑 CHINA COSMETICS 618 pulse check：Top tier KOL Day 1 livestreaming better than Women’s day though not overly exciting; Mao Geping continues to lead-20260522.pdf]] #### 预览 [[assets/docs/260525_0753__外资研报__GS-中国化妆品行业：618大促追踪——头部主播首日直播表现优于三八节但整体平淡，毛戈平持续领跑 CHINA COSMETICS 618 pulse check：Top tier KOL Day 1 livestreaming better than Women’s day though not overly e.pdf|GS-中国化妆品行业：618大促追踪——头部主播首日直播表现优于三八节但整体平淡，毛戈平持续领跑 CHINA COSMETICS 618 pulse check：Top tier KOL Day 1 livestreaming better than Women’s day though not overly exciting; Mao Geping continues to lead-20260522.pdf]] ### GS-中国经济活动与政策追踪-20260522.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0753__外资研报__GS-中国经济活动与政策追踪-20260522.pdf|GS-中国经济活动与政策追踪-20260522.pdf]] #### 预览 [[assets/docs/260525_0753__外资研报__GS-中国经济活动与政策追踪-20260522.pdf|GS-中国经济活动与政策追踪-20260522.pdf]] ### GS-中国经济专属指标：2026年5月更新 GS China Econ Proprietary Indicators：May.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0753__外资研报__GS-中国经济专属指标：2026年5月更新 GS China Econ Proprietary Indicators：May.pdf|GS-中国经济专属指标：2026年5月更新 GS China Econ Proprietary Indicators：May.pdf]] #### 预览 [[assets/docs/260525_0753__外资研报__GS-中国经济专属指标：2026年5月更新 GS China Econ Proprietary Indicators：May.pdf|GS-中国经济专属指标：2026年5月更新 GS China Econ Proprietary Indicators：May.pdf]] ### GS-中国科技互联网——亚洲通信与科技大会要点：迅策科技（未覆盖）：战略转向按Token计费模式 China Technology Internet Asia Communacopia + Technology -- Key Takeaways Xunce Technology (NC) Strategic pivot towards by-tokens.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_