--- title: "#外资研报" topic_id: 82255811222881842 created_at: 2026-05-25T07:52:04.493+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：497 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255811222881842) - 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 ### MS-大中华区科技硬件：每日图表：2026年3月中国PC和平板电脑出货量 Greater China Technology Hardware _ Asia Pacific Chart of the Day：China PC and Tablet Shipments in March 2026-20260521.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0752__外资研报__MS-大中华区科技硬件：每日图表：2026年3月中国PC和平板电脑出货量 Greater China Technology Hardware _ Asia Pacific Chart of the Day：China PC and Tablet Shipments in March 2026-20260521.pdf|MS-大中华区科技硬件：每日图表：2026年3月中国PC和平板电脑出货量 Greater China Technology Hardware _ Asia Pacific Chart of the Day：China PC and Tablet Shipments in March 2026-20260521.pdf]] #### 预览 [[assets/docs/260525_0752__外资研报__MS-大中华区科技硬件：每日图表：2026年3月中国PC和平板电脑出货量 Greater China Technology Hardware _ Asia Pacific Chart of the Day：China PC and Tablet Shipments in March 2026-20260521.pdf|MS-大中华区科技硬件：每日图表：2026年3月中国PC和平板电脑出货量 Greater China Technology Hardware _ Asia Pacific Chart of the Day：China PC and Tablet Shipments in March 2026-20260521.pdf]] ### MS-点燃智能体火炬——Alphabet (GOOGL.US) 在 IO 2026 上的 AI 战略 Alphabet Inc. North America Sparking the Agentic Torch.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### MS-关税的另一面：通缩在即-20260522.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0752__外资研报__MS-关税的另一面：通缩在即-20260522.pdf|MS-关税的另一面：通缩在即-20260522.pdf]] #### 预览 [[assets/docs/260525_0752__外资研报__MS-关税的另一面：通缩在即-20260522.pdf|MS-关税的另一面：通缩在即-20260522.pdf]] ### MS-全球宏观波动下A股情绪下滑-20260522.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0752__外资研报__MS-全球宏观波动下A股情绪下滑-20260522.pdf|MS-全球宏观波动下A股情绪下滑-20260522.pdf]] #### 预览 [[assets/docs/260525_0752__外资研报__MS-全球宏观波动下A股情绪下滑-20260522.pdf|MS-全球宏观波动下A股情绪下滑-20260522.pdf]] ### MS-日本量化策略：将大型语言模型应用于企业分析和股票投资策略 Japan Quantitative Strategy _ Japan Applying LLMs to Corporate Analysis and Equity Investment Strategies-20260521.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0752__外资研报__MS-日本量化策略：将大型语言模型应用于企业分析和股票投资策略 Japan Quantitative Strategy _ Japan Applying LLMs to Corporate Analysis and Equity Investment Strategies-20260521.pdf|MS-日本量化策略：将大型语言模型应用于企业分析和股票投资策略 Japan Quantitative Strategy _ Japan Applying LLMs to Corporate Analysis and Equity Investment Strategies-20260521.pdf]] #### 预览 [[assets/docs/260525_0752__外资研报__MS-日本量化策略：将大型语言模型应用于企业分析和股票投资策略 Japan Quantitative Strategy _ Japan Applying LLMs to Corporate Analysis and Equity Investment Strategies-20260521.pdf|MS-日本量化策略：将大型语言模型应用于企业分析和股票投资策略 Japan Quantitative Strategy _ Japan Applying LLMs to Corporate Analysis and Equity Investment Strategies-20260521.pdf]] ### MS-亚洲宏观策略年中展望-20260522.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0752__外资研报__MS-亚洲宏观策略年中展望-20260522.pdf|MS-亚洲宏观策略年中展望-20260522.pdf]] #### 预览 [[assets/docs/260525_0752__外资研报__MS-亚洲宏观策略年中展望-20260522.pdf|MS-亚洲宏观策略年中展望-20260522.pdf]] ### MS-传统存储新机遇：硅电容（Si-Cap）市场空间大幅扩大 Greater China Semiconductors _ Asia Pacific：Old memory：Larger Si-Cap TAM.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### MS-大中华区半导体：传统存储：更大的硅~资本总市场规模 Greater China Semiconductors _ Asia Pacific Old memory：Larger Si-Cap TAM-20260521.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260525_0752__外资研报__MS-大中华区半导体：传统存储：更大的硅~资本总市场规模 Greater China Semiconductors _ Asia Pacific Old memory：Larger Si-Cap TAM-20260521.pdf|MS-大中华区半导体：传统存储：更大的硅~资本总市场规模 Greater China Semiconductors _ Asia Pacific Old memory：Larger Si-Cap TAM-20260521.pdf]] #### 预览 [[assets/docs/260525_0752__外资研报__MS-大中华区半导体：传统存储：更大的硅~资本总市场规模 Greater China Semiconductors _ Asia Pacific Old memory：Larger Si-Cap TAM-20260521.pdf|MS-大中华区半导体：传统存储：更大的硅~资本总市场规模 Greater China Semiconductors _ Asia Pacific Old memory：Larger Si-Cap TAM-20260521.pdf]] ### MS-大中华区半导体行业 - 半导体分销商：AI 持续推动前景走强 Greater China Semiconductors _ Asia Pacific Semi Distributors：AI Continues to Drive a Stronger Outlook.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_