--- title: "#外资研报" topic_id: 45544544442248518 created_at: 2026-05-26T07:49:43.232+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：479 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544544442248518) - 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-中国银行业：中国峰会与调研后，股份制银行观点出现分化 China Banks Diverging views on JSBs post China Summit and Financial Tour.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260526_0749__外资研报__JPM-中国银行业：中国峰会与调研后，股份制银行观点出现分化 China Banks Diverging views on JSBs post China Summit and Financial Tour.pdf|JPM-中国银行业：中国峰会与调研后，股份制银行观点出现分化 China Banks Diverging views on JSBs post China Summit and Financial Tour.pdf]] #### 预览 [[assets/docs/260526_0749__外资研报__JPM-中国银行业：中国峰会与调研后，股份制银行观点出现分化 China Banks Diverging views on JSBs post China Summit and Financial Tour.pdf|JPM-中国银行业：中国峰会与调研后，股份制银行观点出现分化 China Banks Diverging views on JSBs post China Summit and Financial Tour.pdf]] ### JPM-中国油运 霍尔木兹海峡中断监测 —— 第 11 周：CSET 运价回升，“影子船队” 风险加剧 China Tanker Shipping Hormuz disruption monitor - week 11 CSET recovers as shadow fleet risks build.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260526_0749__外资研报__JPM-中国油运 霍尔木兹海峡中断监测 —— 第 11 周：CSET 运价回升，“影子船队” 风险加剧 China Tanker Shipping Hormuz disruption monitor - week 11 CSET recovers as shadow fleet risks build.pdf|JPM-中国油运 霍尔木兹海峡中断监测 —— 第 11 周：CSET 运价回升，“影子船队” 风险加剧 China Tanker Shipping Hormuz disruption monitor - week 11 CSET recovers as shadow fleet risks build.pdf]] #### 预览 [[assets/docs/260526_0749__外资研报__JPM-中国油运 霍尔木兹海峡中断监测 —— 第 11 周：CSET 运价回升，“影子船队” 风险加剧 China Tanker Shipping Hormuz disruption monitor - week 11 CSET recovers as shadow fleet risks build.pdf|JPM-中国油运 霍尔木兹海峡中断监测 —— 第 11 周：CSET 运价回升，“影子船队” 风险加剧 China Tanker Shipping Hormuz disruption monitor - week 11 CSET recovers as shadow fleet risks build.pdf]] ### JPM-资金流动与流动性 债券收益率是否正在成为股市的问题？ Flows & Liquidity Are bond yields becoming a problem for equities？.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260526_0749__外资研报__JPM-资金流动与流动性 债券收益率是否正在成为股市的问题？ Flows & Liquidity Are bond yields becoming a problem for equities？.pdf|JPM-资金流动与流动性 债券收益率是否正在成为股市的问题？ Flows & Liquidity Are bond yields becoming a problem for equities？.pdf]] #### 预览 [[assets/docs/260526_0749__外资研报__JPM-资金流动与流动性 债券收益率是否正在成为股市的问题？ Flows & Liquidity Are bond yields becoming a problem for equities？.pdf|JPM-资金流动与流动性 债券收益率是否正在成为股市的问题？ Flows & Liquidity Are bond yields becoming a problem for equities？.pdf]] ### MS- ABF载板——奥特斯25_26财年业绩电话会要点 Greater China Technology Hardware Asia Pacific ABF Substrates – Takeaways from AT&S FY25_26 Results Call-20260521.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260526_0749__外资研报__MS- ABF载板——奥特斯25_26财年业绩电话会要点 Greater China Technology Hardware Asia Pacific ABF Substrates – Takeaways from AT&S FY25_26 Results Call-20260521.pdf|MS- ABF载板——奥特斯25_26财年业绩电话会要点 Greater China Technology Hardware Asia Pacific ABF Substrates – Takeaways from AT&S FY25_26 Results Call-20260521.pdf]] #### 预览 [[assets/docs/260526_0749__外资研报__MS- ABF载板——奥特斯25_26财年业绩电话会要点 Greater China Technology Hardware Asia Pacific ABF Substrates – Takeaways from AT&S FY25_26 Results Call-20260521.pdf|MS- ABF载板——奥特斯25_26财年业绩电话会要点 Greater China Technology Hardware Asia Pacific ABF Substrates – Takeaways from AT&S FY25_26 Results Call-20260521.pdf]] ### MS- 能源遇上算力：超级周期重启——亚洲能源安全与人工智能 Asia Energy Security and AI Energy Meets Compute：Supercycle Recharges.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260526_0749__外资研报__MS- 能源遇上算力：超级周期重启——亚洲能源安全与人工智能 Asia Energy Security and AI Energy Meets Compute：Supercycle Recharges.pdf|MS- 能源遇上算力：超级周期重启——亚洲能源安全与人工智能 Asia Energy Security and AI Energy Meets Compute：Supercycle Recharges.pdf]] #### 预览 [[assets/docs/260526_0749__外资研报__MS- 能源遇上算力：超级周期重启——亚洲能源安全与人工智能 Asia Energy Security and AI Energy Meets Compute：Supercycle Recharges.pdf|MS- 能源遇上算力：超级周期重启——亚洲能源安全与人工智能 Asia Energy Security and AI Energy Meets Compute：Supercycle Recharges.pdf]] ### MS-Alphabet Inc.｜北美：点燃智能体发展之火 Alphabet Inc. North America Sparking the Agentic Torch.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260526_0749__外资研报__MS-Alphabet Inc.｜北美：点燃智能体发展之火 Alphabet Inc. North America Sparking the Agentic Torch.pdf|MS-Alphabet Inc.｜北美：点燃智能体发展之火 Alphabet Inc. North America Sparking the Agentic Torch.pdf]] #### 预览 [[assets/docs/260526_0749__外资研报__MS-Alphabet Inc.｜北美：点燃智能体发展之火 Alphabet Inc. North America Sparking the Agentic Torch.pdf|MS-Alphabet Inc.｜北美：点燃智能体发展之火 Alphabet Inc. North America Sparking the Agentic Torch.pdf]] ### MS-村田制作所（6981.T）：2026年日本峰会要点，AI服务器用MLCC销售额预计同比增长85%~90% Murata Manufacturing (6981) Japan Japan Summit 2026：Expects 85-90% YoY Sales Growth for MLCCs for AI Servers.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260526_0749__外资研报__MS-村田制作所（6981.T）：2026年日本峰会要点，AI服务器用MLCC销售额预计同比增长85%~90% Murata Manufacturing (6981) Japan Japan Summit 2026：Expects 85-90% YoY Sales Growth for MLCCs for AI.pdf|MS-村田制作所（6981.T）：2026年日本峰会要点，AI服务器用MLCC销售额预计同比增长85%~90% Murata Manufacturing (6981) Japan Japan Summit 2026：Expects 85-90% YoY Sales Growth for MLCCs for AI Servers.pdf]] #### 预览 [[assets/docs/260526_0749__外资研报__MS-村田制作所（6981.T）：2026年日本峰会要点，AI服务器用MLCC销售额预计同比增长85%~90% Murata Manufacturing (6981) Japan Japan Summit 2026：Expects 85-90% YoY Sales Growth for MLCCs for AI.pdf|MS-村田制作所（6981.T）：2026年日本峰会要点，AI服务器用MLCC销售额预计同比增长85%~90% Murata Manufacturing (6981) Japan Japan Summit 2026：Expects 85-90% YoY Sales Growth for MLCCs for AI Servers.pdf]] ### JPM-中国股票策略：中美元首会晤后，重回 A 股充裕流动性加持的优质成长主线 China Equity Strategy Post Trump-Xi Summit, refocus on quality growth themes supported by abundant A-share liquidity.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### JPM-中国基础材料图表手册 供给端掌握主导权 China Basic Materials Chartbook Supply is in the driver's seat.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260526_0749__外资研报__JPM-中国基础材料图表手册 供给端掌握主导权 China Basic Materials Chartbook Supply is in the driver's seat.pdf|JPM-中国基础材料图表手册 供给端掌握主导权 China Basic Materials Chartbook Supply is in the driver's seat.pdf]] #### 预览 [[assets/docs/260526_0749__外资研报__JPM-中国基础材料图表手册 供给端掌握主导权 China Basic Materials Chartbook Supply is in the driver's seat.pdf|JPM-中国基础材料图表手册 供给端掌握主导权 China Basic Materials Chartbook Supply is in the driver's seat.pdf]]