--- title: "#外资研报" topic_id: 22255285284815141 created_at: 2026-06-01T07:46:23.394+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：512 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255285284815141) - 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-中国股票策略——中国五因子消费活动Z评分与MSCI中国指数对比 China Equity Strategy Asia Pacific China Five-factor Consumer Activity Z-Score vs. MSCI China.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0746__外资研报__MS-中国股票策略——中国五因子消费活动Z评分与MSCI中国指数对比 China Equity Strategy Asia Pacific China Five-factor Consumer Activity Z-Score vs. MSCI China.pdf|MS-中国股票策略——中国五因子消费活动Z评分与MSCI中国指数对比 China Equity Strategy Asia Pacific China Five-factor Consumer Activity Z-Score vs. MSCI China.pdf]] #### 预览 [[assets/docs/260601_0746__外资研报__MS-中国股票策略——中国五因子消费活动Z评分与MSCI中国指数对比 China Equity Strategy Asia Pacific China Five-factor Consumer Activity Z-Score vs. MSCI China.pdf|MS-中国股票策略——中国五因子消费活动Z评分与MSCI中国指数对比 China Equity Strategy Asia Pacific China Five-factor Consumer Activity Z-Score vs. MSCI China.pdf]] ### MS-中国汽车与共享出行：中国新能源汽车周度订单——新品密集上市持续分流需求，订单波动加剧 China Autos & Shared Mobility Asia Pacific China EV Weekly Orders – Wild swings persist as a steady stream of new models steal the show.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0746__外资研报__MS-中国汽车与共享出行：中国新能源汽车周度订单——新品密集上市持续分流需求，订单波动加剧 China Autos & Shared Mobility Asia Pacific China EV Weekly Orders – Wild swings persist as a steady stream of n.pdf|MS-中国汽车与共享出行：中国新能源汽车周度订单——新品密集上市持续分流需求，订单波动加剧 China Autos & Shared Mobility Asia Pacific China EV Weekly Orders – Wild swings persist as a steady stream of new models steal the show.pdf]] #### 预览 [[assets/docs/260601_0746__外资研报__MS-中国汽车与共享出行：中国新能源汽车周度订单——新品密集上市持续分流需求，订单波动加剧 China Autos & Shared Mobility Asia Pacific China EV Weekly Orders – Wild swings persist as a steady stream of n.pdf|MS-中国汽车与共享出行：中国新能源汽车周度订单——新品密集上市持续分流需求，订单波动加剧 China Autos & Shared Mobility Asia Pacific China EV Weekly Orders – Wild swings persist as a steady stream of new models steal the show.pdf]] ### MS-中国清洁能源——光伏产品价格追踪 China – Clean Energy Asia Pacific Solar Products Price Tracker – Week 22, 2026.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0746__外资研报__MS-中国清洁能源——光伏产品价格追踪 China – Clean Energy Asia Pacific Solar Products Price Tracker – Week 22, 2026.pdf|MS-中国清洁能源——光伏产品价格追踪 China – Clean Energy Asia Pacific Solar Products Price Tracker – Week 22, 2026.pdf]] #### 预览 [[assets/docs/260601_0746__外资研报__MS-中国清洁能源——光伏产品价格追踪 China – Clean Energy Asia Pacific Solar Products Price Tracker – Week 22, 2026.pdf|MS-中国清洁能源——光伏产品价格追踪 China – Clean Energy Asia Pacific Solar Products Price Tracker – Week 22, 2026.pdf]] ### Nomura-4月机床订单（确认值）及机械板块业绩：中国驱动订单增长，北美航空需求贡献增量 April machine tool orders (confirmed) and machinery sector results April orders driven by China, with contribution from airlines in North America.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0746__外资研报__Nomura-4月机床订单（确认值）及机械板块业绩：中国驱动订单增长，北美航空需求贡献增量 April machine tool orders (confirmed) and machinery sector results April orders driven by China, with contribut.pdf|Nomura-4月机床订单（确认值）及机械板块业绩：中国驱动订单增长，北美航空需求贡献增量 April machine tool orders (confirmed) and machinery sector results April orders driven by China, with contribution from airlines in North America.pdf]] #### 预览 [[assets/docs/260601_0746__外资研报__Nomura-4月机床订单（确认值）及机械板块业绩：中国驱动订单增长，北美航空需求贡献增量 April machine tool orders (confirmed) and machinery sector results April orders driven by China, with contribut.pdf|Nomura-4月机床订单（确认值）及机械板块业绩：中国驱动订单增长，北美航空需求贡献增量 April machine tool orders (confirmed) and machinery sector results April orders driven by China, with contribution from airlines in North America.pdf]] ### Nomura-Global AI Trend Tracker：Google’s next~gen AI network for TPUv8t v8i...-260527.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0746__外资研报__Nomura-Global AI Trend Tracker：Google’s next~gen AI network for TPUv8t v8i...-260527.pdf|Nomura-Global AI Trend Tracker：Google’s next~gen AI network for TPUv8t v8i...-260527.pdf]] #### 预览 [[assets/docs/260601_0746__外资研报__Nomura-Global AI Trend Tracker：Google’s next~gen AI network for TPUv8t v8i...-260527.pdf|Nomura-Global AI Trend Tracker：Google’s next~gen AI network for TPUv8t v8i...-260527.pdf]] ### Nomura-谷歌TPU对通信的影响 Global AI Trend Tracker Google’s next-gen AI network for TPUv8t_v8i….pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0746__外资研报__Nomura-谷歌TPU对通信的影响 Global AI Trend Tracker Google’s next-gen AI network for TPUv8t_v8i….pdf|Nomura-谷歌TPU对通信的影响 Global AI Trend Tracker Google’s next-gen AI network for TPUv8t_v8i….pdf]] #### 预览 [[assets/docs/260601_0746__外资研报__Nomura-谷歌TPU对通信的影响 Global AI Trend Tracker Google’s next-gen AI network for TPUv8t_v8i….pdf|Nomura-谷歌TPU对通信的影响 Global AI Trend Tracker Google’s next-gen AI network for TPUv8t_v8i….pdf]] ### Nomura-豪迈科技（002595.SZ）三大核心业务支撑稳健增长，首次覆盖给予买入评级 Himile Three core businesses to sustain steady growth.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0746__外资研报__Nomura-豪迈科技（002595.SZ）三大核心业务支撑稳健增长，首次覆盖给予买入评级 Himile Three core businesses to sustain steady growth.pdf|Nomura-豪迈科技（002595.SZ）三大核心业务支撑稳健增长，首次覆盖给予买入评级 Himile Three core businesses to sustain steady growth.pdf]] #### 预览 [[assets/docs/260601_0746__外资研报__Nomura-豪迈科技（002595.SZ）三大核心业务支撑稳健增长，首次覆盖给予买入评级 Himile Three core businesses to sustain steady growth.pdf|Nomura-豪迈科技（002595.SZ）三大核心业务支撑稳健增长，首次覆盖给予买入评级 Himile Three core businesses to sustain steady growth.pdf]] ### MS-中国材料行业：铝行业超产核查已启动 China Materials Asia Pacific Aluminum overproduction inspection starts, reports.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0746__外资研报__MS-中国材料行业：铝行业超产核查已启动 China Materials Asia Pacific Aluminum overproduction inspection starts, reports.pdf|MS-中国材料行业：铝行业超产核查已启动 China Materials Asia Pacific Aluminum overproduction inspection starts, reports.pdf]] #### 预览 [[assets/docs/260601_0746__外资研报__MS-中国材料行业：铝行业超产核查已启动 China Materials Asia Pacific Aluminum overproduction inspection starts, reports.pdf|MS-中国材料行业：铝行业超产核查已启动 China Materials Asia Pacific Aluminum overproduction inspection starts, reports.pdf]] ### MS-中国房地产：每周数据库跟踪#21 China Property Asia Pacific Weekly Database Tracker #21-20260525.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260601_0746__外资研报__MS-中国房地产：每周数据库跟踪_21 China Property Asia Pacific Weekly Database Tracker _21-20260525.pdf|MS-中国房地产：每周数据库跟踪#21 China Property Asia Pacific Weekly Database Tracker #21-20260525.pdf]] #### 预览 [[assets/docs/260601_0746__外资研报__MS-中国房地产：每周数据库跟踪_21 China Property Asia Pacific Weekly Database Tracker _21-20260525.pdf|MS-中国房地产：每周数据库跟踪#21 China Property Asia Pacific Weekly Database Tracker #21-20260525.pdf]]