--- title: "#外资研报" topic_id: 55522512885458524 created_at: 2026-06-02T08:40:43.181+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：407 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522512885458524) - 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-新兴市场每周基金资金流向监测：中国台湾驱动外资周度流入；散户持续支撑韩国市场；亚洲对冲基金5月买盘强劲，3月抛售完全回补；共同基金仍超配拉美、低配中国台湾与印度 Foreign inflows w_w, driven by Taiwan; Retail continues to support Korea; Asian HFs see strong buying in May, with sell off in March....pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260602_0840__外资研报__GS-新兴市场每周基金资金流向监测：中国台湾驱动外资周度流入；散户持续支撑韩国市场；亚洲对冲基金5月买盘强劲，3月抛售完全回补；共同基金仍超配拉美、低配中国台湾与印度 Foreign inflows w_w, driven by Taiwan; Retail continues to support Korea;.pdf|GS-新兴市场每周基金资金流向监测：中国台湾驱动外资周度流入；散户持续支撑韩国市场；亚洲对冲基金5月买盘强劲，3月抛售完全回补；共同基金仍超配拉美、低配中国台湾与印度 Foreign inflows w_w, driven by Taiwan; Retail continues to support Korea; Asian HFs see strong buying in May, with sell off in March....pdf]] #### 预览 [[assets/docs/260602_0840__外资研报__GS-新兴市场每周基金资金流向监测：中国台湾驱动外资周度流入；散户持续支撑韩国市场；亚洲对冲基金5月买盘强劲，3月抛售完全回补；共同基金仍超配拉美、低配中国台湾与印度 Foreign inflows w_w, driven by Taiwan; Retail continues to support Korea;.pdf|GS-新兴市场每周基金资金流向监测：中国台湾驱动外资周度流入；散户持续支撑韩国市场；亚洲对冲基金5月买盘强劲，3月抛售完全回补；共同基金仍超配拉美、低配中国台湾与印度 Foreign inflows w_w, driven by Taiwan; Retail continues to support Korea; Asian HFs see strong buying in May, with sell off in March....pdf]] ### GS-新兴市场周报：MSCI新兴市场指数本周上涨4%创年内新高，受益于伊朗协议乐观预期；科技权重较高的东北亚持续领涨；上调匈牙利至超配；哥伦比亚大选首轮将于本周末举行 MSCI EM rose 4% to fresh highs this week on Iran deal optimism; Tech-heavy North Asia continued to lead; We raised Hungary to OW; Fi....pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260602_0840__外资研报__GS-新兴市场周报：MSCI新兴市场指数本周上涨4%创年内新高，受益于伊朗协议乐观预期；科技权重较高的东北亚持续领涨；上调匈牙利至超配；哥伦比亚大选首轮将于本周末举行 MSCI EM rose 4% to fresh highs this week on Iran deal optimism; Tech-heav.pdf|GS-新兴市场周报：MSCI新兴市场指数本周上涨4%创年内新高，受益于伊朗协议乐观预期；科技权重较高的东北亚持续领涨；上调匈牙利至超配；哥伦比亚大选首轮将于本周末举行 MSCI EM rose 4% to fresh highs this week on Iran deal optimism; Tech-heavy North Asia continued to lead; We raised Hungary to OW; Fi....pdf]] #### 预览 [[assets/docs/260602_0840__外资研报__GS-新兴市场周报：MSCI新兴市场指数本周上涨4%创年内新高，受益于伊朗协议乐观预期；科技权重较高的东北亚持续领涨；上调匈牙利至超配；哥伦比亚大选首轮将于本周末举行 MSCI EM rose 4% to fresh highs this week on Iran deal optimism; Tech-heav.pdf|GS-新兴市场周报：MSCI新兴市场指数本周上涨4%创年内新高，受益于伊朗协议乐观预期；科技权重较高的东北亚持续领涨；上调匈牙利至超配；哥伦比亚大选首轮将于本周末举行 MSCI EM rose 4% to fresh highs this week on Iran deal optimism; Tech-heavy North Asia continued to lead; We raised Hungary to OW; Fi....pdf]] ### GS-信达生物（1801.HK）：宣布与辉瑞达成105亿美元合作；聚焦新型抗体偶联药物及多特异性抗体，经济效益差异化 Innovent Biologics (1801.HK) Announces $10.5bn collaboration with Pfizer; Focus on novel ADC_multi-specifics with varied economics.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260602_0840__外资研报__GS-信达生物（1801.HK）：宣布与辉瑞达成105亿美元合作；聚焦新型抗体偶联药物及多特异性抗体，经济效益差异化 Innovent Biologics (1801.HK) Announces $10.5bn collaboration with Pfizer; Focus on novel ADC_multi.pdf|GS-信达生物（1801.HK）：宣布与辉瑞达成105亿美元合作；聚焦新型抗体偶联药物及多特异性抗体，经济效益差异化 Innovent Biologics (1801.HK) Announces $10.5bn collaboration with Pfizer; Focus on novel ADC_multi-specifics with varied economics.pdf]] #### 预览 [[assets/docs/260602_0840__外资研报__GS-信达生物（1801.HK）：宣布与辉瑞达成105亿美元合作；聚焦新型抗体偶联药物及多特异性抗体，经济效益差异化 Innovent Biologics (1801.HK) Announces $10.5bn collaboration with Pfizer; Focus on novel ADC_multi.pdf|GS-信达生物（1801.HK）：宣布与辉瑞达成105亿美元合作；聚焦新型抗体偶联药物及多特异性抗体，经济效益差异化 Innovent Biologics (1801.HK) Announces $10.5bn collaboration with Pfizer; Focus on novel ADC_multi-specifics with varied economics.pdf]] ### GS-中国经济活动与政策追踪 China Economic Activity and Policy Tracker：May 29.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260602_0840__外资研报__GS-中国经济活动与政策追踪 China Economic Activity and Policy Tracker：May 29.pdf|GS-中国经济活动与政策追踪 China Economic Activity and Policy Tracker：May 29.pdf]] #### 预览 [[assets/docs/260602_0840__外资研报__GS-中国经济活动与政策追踪 China Economic Activity and Policy Tracker：May 29.pdf|GS-中国经济活动与政策追踪 China Economic Activity and Policy Tracker：May 29.pdf]] ### GS-中国智能手机行业：4月出货量同比+12%、环比+25%；二季度内存成本压力持续 China Smartphones Apr shipments +12% YoY +25% MoM; 2Q costs pressures remained.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260602_0840__外资研报__GS-中国智能手机行业：4月出货量同比+12%、环比+25%；二季度内存成本压力持续 China Smartphones Apr shipments +12% YoY +25% MoM; 2Q costs pressures remained.pdf|GS-中国智能手机行业：4月出货量同比+12%、环比+25%；二季度内存成本压力持续 China Smartphones Apr shipments +12% YoY +25% MoM; 2Q costs pressures remained.pdf]] #### 预览 [[assets/docs/260602_0840__外资研报__GS-中国智能手机行业：4月出货量同比+12%、环比+25%；二季度内存成本压力持续 China Smartphones Apr shipments +12% YoY +25% MoM; 2Q costs pressures remained.pdf|GS-中国智能手机行业：4月出货量同比+12%、环比+25%；二季度内存成本压力持续 China Smartphones Apr shipments +12% YoY +25% MoM; 2Q costs pressures remained.pdf]] ### JPM-5月开发商销售同比微降 聚焦优质个股-20260601.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260602_0840__外资研报__JPM-5月开发商销售同比微降 聚焦优质个股-20260601.pdf|JPM-5月开发商销售同比微降 聚焦优质个股-20260601.pdf]] #### 预览 [[assets/docs/260602_0840__外资研报__JPM-5月开发商销售同比微降 聚焦优质个股-20260601.pdf|JPM-5月开发商销售同比微降 聚焦优质个股-20260601.pdf]] ### JPM-恒立液压（601100.SS）：全球中国峰会要点——新动能加速释放与全球化扩张提速 Jiangsu Hengli Hydraulic - A Global China Summit Takeaways：Accelerating new drivers and global expansion.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260602_0840__外资研报__JPM-恒立液压（601100.SS）：全球中国峰会要点——新动能加速释放与全球化扩张提速 Jiangsu Hengli Hydraulic - A Global China Summit Takeaways：Accelerating new drivers and global expansion.pdf|JPM-恒立液压（601100.SS）：全球中国峰会要点——新动能加速释放与全球化扩张提速 Jiangsu Hengli Hydraulic - A Global China Summit Takeaways：Accelerating new drivers and global expansion.pdf]] #### 预览 [[assets/docs/260602_0840__外资研报__JPM-恒立液压（601100.SS）：全球中国峰会要点——新动能加速释放与全球化扩张提速 Jiangsu Hengli Hydraulic - A Global China Summit Takeaways：Accelerating new drivers and global expansion.pdf|JPM-恒立液压（601100.SS）：全球中国峰会要点——新动能加速释放与全球化扩张提速 Jiangsu Hengli Hydraulic - A Global China Summit Takeaways：Accelerating new drivers and global expansion.pdf]] ### GS-三星、海力士、铠侠等科技股分析-20260601.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260602_0840__外资研报__GS-三星、海力士、铠侠等科技股分析-20260601.pdf|GS-三星、海力士、铠侠等科技股分析-20260601.pdf]] #### 预览 [[assets/docs/260602_0840__外资研报__GS-三星、海力士、铠侠等科技股分析-20260601.pdf|GS-三星、海力士、铠侠等科技股分析-20260601.pdf]] ### GS-味之素（2802.T）：电话会议要点——ABF核心竞争优势与涨价立场得到确认 Ajinomoto (2802.T) Conference Call Takeaways ABF’s competitive advantage and stance on price hikes confirmed.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260602_0840__外资研报__GS-味之素（2802.T）：电话会议要点——ABF核心竞争优势与涨价立场得到确认 Ajinomoto (2802.T) Conference Call Takeaways ABF’s competitive advantage and stance on price hikes confirmed.pdf|GS-味之素（2802.T）：电话会议要点——ABF核心竞争优势与涨价立场得到确认 Ajinomoto (2802.T) Conference Call Takeaways ABF’s competitive advantage and stance on price hikes confirmed.pdf]] #### 预览 [[assets/docs/260602_0840__外资研报__GS-味之素（2802.T）：电话会议要点——ABF核心竞争优势与涨价立场得到确认 Ajinomoto (2802.T) Conference Call Takeaways ABF’s competitive advantage and stance on price hikes confirmed.pdf|GS-味之素（2802.T）：电话会议要点——ABF核心竞争优势与涨价立场得到确认 Ajinomoto (2802.T) Conference Call Takeaways ABF’s competitive advantage and stance on price hikes confirmed.pdf]]