--- title: "#外资研报" topic_id: 45544544442248118 created_at: 2026-05-26T07:50:01.544+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：476 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544544442248118) - 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-中国交通运输·航运板块：海通发展（603162.SH）——投资者日活动核心纪要 China Transportation：Shipping：Highton Development (603162.SS, NC)：Key takeaways from Investor Day.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260526_0750__外资研报__GS-中国交通运输·航运板块：海通发展（603162.SH）——投资者日活动核心纪要 China Transportation：Shipping：Highton Development (603162.SS, NC)：Key takeaways from Investor Day.pdf|GS-中国交通运输·航运板块：海通发展（603162.SH）——投资者日活动核心纪要 China Transportation：Shipping：Highton Development (603162.SS, NC)：Key takeaways from Investor Day.pdf]] #### 预览 [[assets/docs/260526_0750__外资研报__GS-中国交通运输·航运板块：海通发展（603162.SH）——投资者日活动核心纪要 China Transportation：Shipping：Highton Development (603162.SS, NC)：Key takeaways from Investor Day.pdf|GS-中国交通运输·航运板块：海通发展（603162.SH）——投资者日活动核心纪要 China Transportation：Shipping：Highton Development (603162.SS, NC)：Key takeaways from Investor Day.pdf]] ### GS-中国经济活动与政策追踪 China Economic Activity and Policy Tracker May 22.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260526_0750__外资研报__GS-中国经济活动与政策追踪 China Economic Activity and Policy Tracker May 22.pdf|GS-中国经济活动与政策追踪 China Economic Activity and Policy Tracker May 22.pdf]] #### 预览 [[assets/docs/260526_0750__外资研报__GS-中国经济活动与政策追踪 China Economic Activity and Policy Tracker May 22.pdf|GS-中国经济活动与政策追踪 China Economic Activity and Policy Tracker May 22.pdf]] ### GS-中国每周启动-20260525.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260526_0750__外资研报__GS-中国每周启动-20260525.pdf|GS-中国每周启动-20260525.pdf]] #### 预览 [[assets/docs/260526_0750__外资研报__GS-中国每周启动-20260525.pdf|GS-中国每周启动-20260525.pdf]] ### GS-中国耐用消费品：家电行业追踪，2026年4月，内需走弱、出口重拾增长，不同产品表现不一，关注618大促.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260526_0750__外资研报__GS-中国耐用消费品：家电行业追踪，2026年4月，内需走弱、出口重拾增长，不同产品表现不一，关注618大促.pdf|GS-中国耐用消费品：家电行业追踪，2026年4月，内需走弱、出口重拾增长，不同产品表现不一，关注618大促.pdf]] #### 预览 [[assets/docs/260526_0750__外资研报__GS-中国耐用消费品：家电行业追踪，2026年4月，内需走弱、出口重拾增长，不同产品表现不一，关注618大促.pdf|GS-中国耐用消费品：家电行业追踪，2026年4月，内需走弱、出口重拾增长，不同产品表现不一，关注618大促.pdf]] ### GS-中国台湾市场周报——科技股全面领涨，中国台湾加权指数大涨3%创历史新高，内外资机构合力买入叠加盈利上修支撑行情，台积电表现相对平淡 TAIEX +3% to fresh record highs, led by broad-based tech strength, supported by both domestic and foreign institutional buying amid continued earnin....pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260526_0750__外资研报__GS-中国台湾市场周报——科技股全面领涨，中国台湾加权指数大涨3%创历史新高，内外资机构合力买入叠加盈利上修支撑行情，台积电表现相对平淡 TAIEX +3% to fresh record highs, led by broad-based tech strength, supported by both dom.pdf|GS-中国台湾市场周报——科技股全面领涨，中国台湾加权指数大涨3%创历史新高，内外资机构合力买入叠加盈利上修支撑行情，台积电表现相对平淡 TAIEX +3% to fresh record highs, led by broad-based tech strength, supported by both domestic and foreign institutional buying amid continued earnin....pdf]] #### 预览 [[assets/docs/260526_0750__外资研报__GS-中国台湾市场周报——科技股全面领涨，中国台湾加权指数大涨3%创历史新高，内外资机构合力买入叠加盈利上修支撑行情，台积电表现相对平淡 TAIEX +3% to fresh record highs, led by broad-based tech strength, supported by both dom.pdf|GS-中国台湾市场周报——科技股全面领涨，中国台湾加权指数大涨3%创历史新高，内外资机构合力买入叠加盈利上修支撑行情，台积电表现相对平淡 TAIEX +3% to fresh record highs, led by broad-based tech strength, supported by both domestic and foreign institutional buying amid continued earnin....pdf]] ### GS-中国卫星行业：通宇通讯（002792.SZ）——从电信基站天线转向卫星天线，乘中国星座建设提速东风 China Satellites：Tongyu（002792.SZ）：factory tour：Antenna toward Satellite from Telco base stations; riding on China Constellation ramp up.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### GS-中国观察：无需过度顾虑四月数据不及预期 CHINA MATTERS Not Too Worried About the April Data Miss.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260526_0750__外资研报__GS-中国观察：无需过度顾虑四月数据不及预期 CHINA MATTERS Not Too Worried About the April Data Miss.pdf|GS-中国观察：无需过度顾虑四月数据不及预期 CHINA MATTERS Not Too Worried About the April Data Miss.pdf]] #### 预览 [[assets/docs/260526_0750__外资研报__GS-中国观察：无需过度顾虑四月数据不及预期 CHINA MATTERS Not Too Worried About the April Data Miss.pdf|GS-中国观察：无需过度顾虑四月数据不及预期 CHINA MATTERS Not Too Worried About the April Data Miss.pdf]] ### GS-中国光电子行业：曦智科技（1879.HK）——董事长交流纪要：面向AI Scale-upScale-out的光互连与光计算芯 China Optics：Lightelligence (1879.HK; NC) Chairman visit：Optical interconnect & computing chips for AI scale-up_scale-out.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### GS-中国基础材料监测：表现亮眼，出口强劲、国内基建需求边际回暖 May 2026：a good month strength in exports, and marginal pickups in domestic construction.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260526_0750__外资研报__GS-中国基础材料监测：表现亮眼，出口强劲、国内基建需求边际回暖 May 2026：a good month strength in exports, and marginal pickups in domestic construction.pdf|GS-中国基础材料监测：表现亮眼，出口强劲、国内基建需求边际回暖 May 2026：a good month strength in exports, and marginal pickups in domestic construction.pdf]] #### 预览 [[assets/docs/260526_0750__外资研报__GS-中国基础材料监测：表现亮眼，出口强劲、国内基建需求边际回暖 May 2026：a good month strength in exports, and marginal pickups in domestic construction.pdf|GS-中国基础材料监测：表现亮眼，出口强劲、国内基建需求边际回暖 May 2026：a good month strength in exports, and marginal pickups in domestic construction.pdf]]