---
title: "#外资研报"
topic_id: 22255285284818541
created_at: 2026-06-01T07:46:37.334+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：510
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255285284818541)
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## 文档

### MS-人工智能与经济转型 Al and the Economic Transition.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260601_0746__外资研报__MS-人工智能与经济转型 Al and the Economic Transition.pdf|MS-人工智能与经济转型 Al and the Economic Transition.pdf]]

#### 预览

[[assets/docs/260601_0746__外资研报__MS-人工智能与经济转型 Al and the Economic Transition.pdf|MS-人工智能与经济转型 Al and the Economic Transition.pdf]]

### MS-人形机器人展望：人形机器人将登上彭博屏幕 Humanoid Horizons：Humanoids Coming to Your Bloomberg Screen.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260601_0746__外资研报__MS-人形机器人展望：人形机器人将登上彭博屏幕 Humanoid Horizons：Humanoids Coming to Your Bloomberg Screen.pdf|MS-人形机器人展望：人形机器人将登上彭博屏幕 Humanoid Horizons：Humanoids Coming to Your Bloomberg Screen.pdf]]

#### 预览

[[assets/docs/260601_0746__外资研报__MS-人形机器人展望：人形机器人将登上彭博屏幕 Humanoid Horizons：Humanoids Coming to Your Bloomberg Screen.pdf|MS-人形机器人展望：人形机器人将登上彭博屏幕 Humanoid Horizons：Humanoids Coming to Your Bloomberg Screen.pdf]]

### MS-赛富时（Salesforce） 北美：一季度业绩：智能体工作单元何时转化为订阅增长？ Salesforce, Inc. North America Q1 Results – When Will Agentic Work Units Convert to Subscription Growth.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260601_0746__外资研报__MS-赛富时（Salesforce） 北美：一季度业绩：智能体工作单元何时转化为订阅增长？ Salesforce, Inc. North America Q1 Results – When Will Agentic Work Units Convert to Subscription Growth.pdf|MS-赛富时（Salesforce） 北美：一季度业绩：智能体工作单元何时转化为订阅增长？ Salesforce, Inc. North America Q1 Results – When Will Agentic Work Units Convert to Subscription Growth.pdf]]

#### 预览

[[assets/docs/260601_0746__外资研报__MS-赛富时（Salesforce） 北美：一季度业绩：智能体工作单元何时转化为订阅增长？ Salesforce, Inc. North America Q1 Results – When Will Agentic Work Units Convert to Subscription Growth.pdf|MS-赛富时（Salesforce） 北美：一季度业绩：智能体工作单元何时转化为订阅增长？ Salesforce, Inc. North America Q1 Results – When Will Agentic Work Units Convert to Subscription Growth.pdf]]

### MS-生物制药——AI药物研发系列：与英矽智能交流会核心要点 Biopharma North America AI in Drug Development Series Takeaways From Our Call With Insilico Medicine.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260601_0746__外资研报__MS-生物制药——AI药物研发系列：与英矽智能交流会核心要点 Biopharma North America AI in Drug Development Series Takeaways From Our Call With Insilico Medicine.pdf|MS-生物制药——AI药物研发系列：与英矽智能交流会核心要点 Biopharma North America AI in Drug Development Series Takeaways From Our Call With Insilico Medicine.pdf]]

#### 预览

[[assets/docs/260601_0746__外资研报__MS-生物制药——AI药物研发系列：与英矽智能交流会核心要点 Biopharma North America AI in Drug Development Series Takeaways From Our Call With Insilico Medicine.pdf|MS-生物制药——AI药物研发系列：与英矽智能交流会核心要点 Biopharma North America AI in Drug Development Series Takeaways From Our Call With Insilico Medicine.pdf]]

### MS-石药集团（1093.HK）——国内业务迎来拐点、BD合作价值支撑估值重估 CSPC Pharmaceutical Group Asia Pacific Domestic Inflection & BD Optionality Support Re-rating.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260601_0746__外资研报__MS-石药集团（1093.HK）——国内业务迎来拐点、BD合作价值支撑估值重估 CSPC Pharmaceutical Group Asia Pacific Domestic Inflection & BD Optionality Support Re-rating.pdf|MS-石药集团（1093.HK）——国内业务迎来拐点、BD合作价值支撑估值重估 CSPC Pharmaceutical Group Asia Pacific Domestic Inflection & BD Optionality Support Re-rating.pdf]]

#### 预览

[[assets/docs/260601_0746__外资研报__MS-石药集团（1093.HK）——国内业务迎来拐点、BD合作价值支撑估值重估 CSPC Pharmaceutical Group Asia Pacific Domestic Inflection & BD Optionality Support Re-rating.pdf|MS-石药集团（1093.HK）——国内业务迎来拐点、BD合作价值支撑估值重估 CSPC Pharmaceutical Group Asia Pacific Domestic Inflection & BD Optionality Support Re-rating.pdf]]

### MS-数据中心融资：更快、更广、更深 Securitized & Corporate Credit Data Center Financing：Faster, Broader, Deeper.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260601_0746__外资研报__MS-数据中心融资：更快、更广、更深 Securitized & Corporate Credit Data Center Financing：Faster, Broader, Deeper.pdf|MS-数据中心融资：更快、更广、更深 Securitized & Corporate Credit Data Center Financing：Faster, Broader, Deeper.pdf]]

#### 预览

[[assets/docs/260601_0746__外资研报__MS-数据中心融资：更快、更广、更深 Securitized & Corporate Credit Data Center Financing：Faster, Broader, Deeper.pdf|MS-数据中心融资：更快、更广、更深 Securitized & Corporate Credit Data Center Financing：Faster, Broader, Deeper.pdf]]

### MS-四月光纤及连接器贸易数据-20260529.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260601_0746__外资研报__MS-四月光纤及连接器贸易数据-20260529.pdf|MS-四月光纤及连接器贸易数据-20260529.pdf]]

#### 预览

[[assets/docs/260601_0746__外资研报__MS-四月光纤及连接器贸易数据-20260529.pdf|MS-四月光纤及连接器贸易数据-20260529.pdf]]

### MS-欧洲 Soitec SA：财报发布前瞻与预期差 Soitec SA Europe What (not) to expect into the print.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260601_0746__外资研报__MS-欧洲 Soitec SA：财报发布前瞻与预期差 Soitec SA Europe What (not) to expect into the print.pdf|MS-欧洲 Soitec SA：财报发布前瞻与预期差 Soitec SA Europe What (not) to expect into the print.pdf]]

#### 预览

[[assets/docs/260601_0746__外资研报__MS-欧洲 Soitec SA：财报发布前瞻与预期差 Soitec SA Europe What (not) to expect into the print.pdf|MS-欧洲 Soitec SA：财报发布前瞻与预期差 Soitec SA Europe What (not) to expect into the print.pdf]]

### MS-全球宏观评论：停火希望提振债券-20260529.pdf

- 状态：skipped_existing
- 错误：
- 本地资源：[[assets/docs/260601_0746__外资研报__MS-全球宏观评论：停火希望提振债券-20260529.pdf|MS-全球宏观评论：停火希望提振债券-20260529.pdf]]

#### 预览

[[assets/docs/260601_0746__外资研报__MS-全球宏观评论：停火希望提振债券-20260529.pdf|MS-全球宏观评论：停火希望提振债券-20260529.pdf]]