--- title: "#外资研报" topic_id: 14422452451585482 created_at: 2026-06-01T07:46:57.659+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：507 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422452451585482) - 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-中国医疗健康行业全球中国峰会要点——AI药物研发逐步验证；商务拓展与全球市场聚焦；医疗服务板块更新 China Healthcare Global China Summit Takeaways (Day 3)：AI drug discovery validation on the way; BD and global market focus; service sector update.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0746__外资研报__JPM-中国医疗健康行业全球中国峰会要点——AI药物研发逐步验证；商务拓展与全球市场聚焦；医疗服务板块更新 China Healthcare Global China Summit Takeaways (Day 3)：AI drug discovery validation on the way; BD and.pdf|JPM-中国医疗健康行业全球中国峰会要点——AI药物研发逐步验证；商务拓展与全球市场聚焦；医疗服务板块更新 China Healthcare Global China Summit Takeaways (Day 3)：AI drug discovery validation on the way; BD and global market focus; service sector update.pdf]] #### 预览 [[assets/docs/260601_0746__外资研报__JPM-中国医疗健康行业全球中国峰会要点——AI药物研发逐步验证；商务拓展与全球市场聚焦；医疗服务板块更新 China Healthcare Global China Summit Takeaways (Day 3)：AI drug discovery validation on the way; BD and.pdf|JPM-中国医疗健康行业全球中国峰会要点——AI药物研发逐步验证；商务拓展与全球市场聚焦；医疗服务板块更新 China Healthcare Global China Summit Takeaways (Day 3)：AI drug discovery validation on the way; BD and global market focus; service sector update.pdf]] ### MS-AI光模块——τ（时间常数）定律为行业需求指数级增长提供坚实支撑 Greater China Technology Hardware Asia Pacific AI Transceivers：t (Tau) Law provides solid support for exponential growth in industry demand.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0746__外资研报__MS-AI光模块——τ（时间常数）定律为行业需求指数级增长提供坚实支撑 Greater China Technology Hardware Asia Pacific AI Transceivers：t (Tau) Law provides solid support for exponential growth.pdf|MS-AI光模块——τ（时间常数）定律为行业需求指数级增长提供坚实支撑 Greater China Technology Hardware Asia Pacific AI Transceivers：t (Tau) Law provides solid support for exponential growth in industry demand.pdf]] #### 预览 [[assets/docs/260601_0746__外资研报__MS-AI光模块——τ（时间常数）定律为行业需求指数级增长提供坚实支撑 Greater China Technology Hardware Asia Pacific AI Transceivers：t (Tau) Law provides solid support for exponential growth.pdf|MS-AI光模块——τ（时间常数）定律为行业需求指数级增长提供坚实支撑 Greater China Technology Hardware Asia Pacific AI Transceivers：t (Tau) Law provides solid support for exponential growth in industry demand.pdf]] ### MS-A股情绪随成交额改善-20260529.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0746__外资研报__MS-A股情绪随成交额改善-20260529.pdf|MS-A股情绪随成交额改善-20260529.pdf]] #### 预览 [[assets/docs/260601_0746__外资研报__MS-A股情绪随成交额改善-20260529.pdf|MS-A股情绪随成交额改善-20260529.pdf]] ### MS-Computex大会前瞻 英伟达 Vera CPU 与 Rubin GPU 成最大看点Technology Asia Pacific Taiwan Computex preview：NVIDIA's Vera CPU and Rubin GPU seen as the main show.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0746__外资研报__MS-Computex大会前瞻 英伟达 Vera CPU 与 Rubin GPU 成最大看点Technology Asia Pacific Taiwan Computex preview：NVIDIA's Vera CPU and Rubin GPU seen as the main show.pdf|MS-Computex大会前瞻 英伟达 Vera CPU 与 Rubin GPU 成最大看点Technology Asia Pacific Taiwan Computex preview：NVIDIA's Vera CPU and Rubin GPU seen as the main show.pdf]] #### 预览 [[assets/docs/260601_0746__外资研报__MS-Computex大会前瞻 英伟达 Vera CPU 与 Rubin GPU 成最大看点Technology Asia Pacific Taiwan Computex preview：NVIDIA's Vera CPU and Rubin GPU seen as the main show.pdf|MS-Computex大会前瞻 英伟达 Vera CPU 与 Rubin GPU 成最大看点Technology Asia Pacific Taiwan Computex preview：NVIDIA's Vera CPU and Rubin GPU seen as the main show.pdf]] ### MS-MSCI中国1Q26盈喜：上游与半导体领涨-20260529.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0746__外资研报__MS-MSCI中国1Q26盈喜：上游与半导体领涨-20260529.pdf|MS-MSCI中国1Q26盈喜：上游与半导体领涨-20260529.pdf]] #### 预览 [[assets/docs/260601_0746__外资研报__MS-MSCI中国1Q26盈喜：上游与半导体领涨-20260529.pdf|MS-MSCI中国1Q26盈喜：上游与半导体领涨-20260529.pdf]] ### JPM-中国可再生能源全球峰会要点——核心趋势与四大首选标的 China Renewables Global China Summit Takeaways：Key Trends and 4 key picks.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0746__外资研报__JPM-中国可再生能源全球峰会要点——核心趋势与四大首选标的 China Renewables Global China Summit Takeaways：Key Trends and 4 key picks.pdf|JPM-中国可再生能源全球峰会要点——核心趋势与四大首选标的 China Renewables Global China Summit Takeaways：Key Trends and 4 key picks.pdf]] #### 预览 [[assets/docs/260601_0746__外资研报__JPM-中国可再生能源全球峰会要点——核心趋势与四大首选标的 China Renewables Global China Summit Takeaways：Key Trends and 4 key picks.pdf|JPM-中国可再生能源全球峰会要点——核心趋势与四大首选标的 China Renewables Global China Summit Takeaways：Key Trends and 4 key picks.pdf]] ### JPM-中国煤矿事故——炼焦煤确有供给冲击，但煤种与持续时间是关键 Coal China Mine Disaster：Genuine Met Coal Shock, But Grade and Duration Matter.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0746__外资研报__JPM-中国煤矿事故——炼焦煤确有供给冲击，但煤种与持续时间是关键 Coal China Mine Disaster：Genuine Met Coal Shock, But Grade and Duration Matter.pdf|JPM-中国煤矿事故——炼焦煤确有供给冲击，但煤种与持续时间是关键 Coal China Mine Disaster：Genuine Met Coal Shock, But Grade and Duration Matter.pdf]] #### 预览 [[assets/docs/260601_0746__外资研报__JPM-中国煤矿事故——炼焦煤确有供给冲击，但煤种与持续时间是关键 Coal China Mine Disaster：Genuine Met Coal Shock, But Grade and Duration Matter.pdf|JPM-中国煤矿事故——炼焦煤确有供给冲击，但煤种与持续时间是关键 Coal China Mine Disaster：Genuine Met Coal Shock, But Grade and Duration Matter.pdf]] ### JPM-中国煤炭行业——山西煤矿事故将引发监管进一步收紧 China Coal Shanxi mine disaster to lead to further regulatory tightening.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0746__外资研报__JPM-中国煤炭行业——山西煤矿事故将引发监管进一步收紧 China Coal Shanxi mine disaster to lead to further regulatory tightening.pdf|JPM-中国煤炭行业——山西煤矿事故将引发监管进一步收紧 China Coal Shanxi mine disaster to lead to further regulatory tightening.pdf]] #### 预览 [[assets/docs/260601_0746__外资研报__JPM-中国煤炭行业——山西煤矿事故将引发监管进一步收紧 China Coal Shanxi mine disaster to lead to further regulatory tightening.pdf|JPM-中国煤炭行业——山西煤矿事故将引发监管进一步收紧 China Coal Shanxi mine disaster to lead to further regulatory tightening.pdf]] ### JPM-中国医疗健康行业两日调研要点——创新门槛提升、商务合作更趋理性、AI药物研发收入可验证 China Healthcare Two-day Healthcare Tour takeaways：Rising innovation bar, smarter BD, and verifiable AIDD revenue.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0746__外资研报__JPM-中国医疗健康行业两日调研要点——创新门槛提升、商务合作更趋理性、AI药物研发收入可验证 China Healthcare Two-day Healthcare Tour takeaways：Rising innovation bar, smarter BD, and verifiable AIDD rev.pdf|JPM-中国医疗健康行业两日调研要点——创新门槛提升、商务合作更趋理性、AI药物研发收入可验证 China Healthcare Two-day Healthcare Tour takeaways：Rising innovation bar, smarter BD, and verifiable AIDD revenue.pdf]] #### 预览 [[assets/docs/260601_0746__外资研报__JPM-中国医疗健康行业两日调研要点——创新门槛提升、商务合作更趋理性、AI药物研发收入可验证 China Healthcare Two-day Healthcare Tour takeaways：Rising innovation bar, smarter BD, and verifiable AIDD rev.pdf|JPM-中国医疗健康行业两日调研要点——创新门槛提升、商务合作更趋理性、AI药物研发收入可验证 China Healthcare Two-day Healthcare Tour takeaways：Rising innovation bar, smarter BD, and verifiable AIDD revenue.pdf]]