--- title: "#外资研报" topic_id: 82255288112125542 created_at: 2026-06-04T08:17:56.616+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：515 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255288112125542) - 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-组合配置：追踪科技板块行情中的资金持仓动向 GOAL POSITIONING Tracking positioning in the Tech rally.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260604_0817__外资研报__GS-组合配置：追踪科技板块行情中的资金持仓动向 GOAL POSITIONING Tracking positioning in the Tech rally.pdf|GS-组合配置：追踪科技板块行情中的资金持仓动向 GOAL POSITIONING Tracking positioning in the Tech rally.pdf]] #### 预览 [[assets/docs/260604_0817__外资研报__GS-组合配置：追踪科技板块行情中的资金持仓动向 GOAL POSITIONING Tracking positioning in the Tech rally.pdf|GS-组合配置：追踪科技板块行情中的资金持仓动向 GOAL POSITIONING Tracking positioning in the Tech rally.pdf]] ### Jefferies-拜耳公司（BAYN.GR）：这场胜利值得争取，但值得入局吗？—持有评级 Bayer AG This Game Might Be Worth Winning, but Is It Worth Playing？Hold.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260604_0817__外资研报__Jefferies-拜耳公司（BAYN.GR）：这场胜利值得争取，但值得入局吗？—持有评级 Bayer AG This Game Might Be Worth Winning, but Is It Worth Playing？Hold.pdf|Jefferies-拜耳公司（BAYN.GR）：这场胜利值得争取，但值得入局吗？—持有评级 Bayer AG This Game Might Be Worth Winning, but Is It Worth Playing？Hold.pdf]] #### 预览 [[assets/docs/260604_0817__外资研报__Jefferies-拜耳公司（BAYN.GR）：这场胜利值得争取，但值得入局吗？—持有评级 Bayer AG This Game Might Be Worth Winning, but Is It Worth Playing？Hold.pdf|Jefferies-拜耳公司（BAYN.GR）：这场胜利值得争取，但值得入局吗？—持有评级 Bayer AG This Game Might Be Worth Winning, but Is It Worth Playing？Hold.pdf]] ### Jefferies-中国科技——苹果供应链潜在采用COB技术：不止一家受益 China (PRC) Technology Potential Adoption of COB in Apple Supply Chain：Not Only One Beneficiary.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260604_0817__外资研报__Jefferies-中国科技——苹果供应链潜在采用COB技术：不止一家受益 China (PRC) Technology Potential Adoption of COB in Apple Supply Chain：Not Only One Beneficiary.pdf|Jefferies-中国科技——苹果供应链潜在采用COB技术：不止一家受益 China (PRC) Technology Potential Adoption of COB in Apple Supply Chain：Not Only One Beneficiary.pdf]] #### 预览 [[assets/docs/260604_0817__外资研报__Jefferies-中国科技——苹果供应链潜在采用COB技术：不止一家受益 China (PRC) Technology Potential Adoption of COB in Apple Supply Chain：Not Only One Beneficiary.pdf|Jefferies-中国科技——苹果供应链潜在采用COB技术：不止一家受益 China (PRC) Technology Potential Adoption of COB in Apple Supply Chain：Not Only One Beneficiary.pdf]] ### JPM-北美股票研究——月度汽车市场回顾：轻型车年化销量小幅环比回升至1610万辆，消费底色坚韧但仍显脆弱；成交价维持高位，补贴力度温和，租赁车队采购低迷 Monthly Auto Review Expect Modest MM Pickup in LV SAAR to ~16.1 mn, Suggesting a Resilient But Still Fragile Consumer Backdrop; ATPs Stic....pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260604_0817__外资研报__JPM-北美股票研究——月度汽车市场回顾：轻型车年化销量小幅环比回升至1610万辆，消费底色坚韧但仍显脆弱；成交价维持高位，补贴力度温和，租赁车队采购低迷 Monthly Auto Review Expect Modest MM Pickup in LV SAAR to ~16.1 mn, Suggesting.pdf|JPM-北美股票研究——月度汽车市场回顾：轻型车年化销量小幅环比回升至1610万辆，消费底色坚韧但仍显脆弱；成交价维持高位，补贴力度温和，租赁车队采购低迷 Monthly Auto Review Expect Modest MM Pickup in LV SAAR to ~16.1 mn, Suggesting a Resilient But Still Fragile Consumer Backdrop; ATPs Stic....pdf]] #### 预览 [[assets/docs/260604_0817__外资研报__JPM-北美股票研究——月度汽车市场回顾：轻型车年化销量小幅环比回升至1610万辆，消费底色坚韧但仍显脆弱；成交价维持高位，补贴力度温和，租赁车队采购低迷 Monthly Auto Review Expect Modest MM Pickup in LV SAAR to ~16.1 mn, Suggesting.pdf|JPM-北美股票研究——月度汽车市场回顾：轻型车年化销量小幅环比回升至1610万辆，消费底色坚韧但仍显脆弱；成交价维持高位，补贴力度温和，租赁车队采购低迷 Monthly Auto Review Expect Modest MM Pickup in LV SAAR to ~16.1 mn, Suggesting a Resilient But Still Fragile Consumer Backdrop; ATPs Stic....pdf]] ### JPM-比亚迪（1211.HK）：科技日——自研芯片与人形机器人 BYD Company Limited - H Technology Day：In-house chip and humanoid robot.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### JPM-博通（AVGO.US）财报前瞻：AI订单积压大幅上修，2027财年有望突破1500亿美元（此前预期为1200亿美元），推理工作负载需求强劲，重申“增持”评级及500美元目标价 Broadcom Inc Earnings Preview：We Believe FY27 AI Backlog Now At $150B+ (Prior Est. of $120B+) On Strong TPU, MTIA, OpenAI, ....pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260604_0817__外资研报__JPM-博通（AVGO.US）财报前瞻：AI订单积压大幅上修，2027财年有望突破1500亿美元（此前预期为1200亿美元），推理工作负载需求强劲，重申“增持”评级及500美元目标价 Broadcom Inc Earnings Preview：We Believe FY27 AI Backlog Now At $.pdf|JPM-博通（AVGO.US）财报前瞻：AI订单积压大幅上修，2027财年有望突破1500亿美元（此前预期为1200亿美元），推理工作负载需求强劲，重申“增持”评级及500美元目标价 Broadcom Inc Earnings Preview：We Believe FY27 AI Backlog Now At $150B+ (Prior Est. of $120B+) On Strong TPU, MTIA, OpenAI, ....pdf]] #### 预览 [[assets/docs/260604_0817__外资研报__JPM-博通（AVGO.US）财报前瞻：AI订单积压大幅上修，2027财年有望突破1500亿美元（此前预期为1200亿美元），推理工作负载需求强劲，重申“增持”评级及500美元目标价 Broadcom Inc Earnings Preview：We Believe FY27 AI Backlog Now At $.pdf|JPM-博通（AVGO.US）财报前瞻：AI订单积压大幅上修，2027财年有望突破1500亿美元（此前预期为1200亿美元），推理工作负载需求强劲，重申“增持”评级及500美元目标价 Broadcom Inc Earnings Preview：We Believe FY27 AI Backlog Now At $150B+ (Prior Est. of $120B+) On Strong TPU, MTIA, OpenAI, ....pdf]] ### GS-中国股市沉思-20260603.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### GS-中国台湾市场周报：台股加权指数再涨4%，跃居全球第五大股市，科技股行情延续，外资强力买入，散户借道ETF与期货提供支撑 TAIWAN WEEKLY KICKSTART TAIFEX surged another 4% and advanced to become the world’s fifth-largest market, as the tech rally continued amid strong foreign....pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260604_0817__外资研报__GS-中国台湾市场周报：台股加权指数再涨4%，跃居全球第五大股市，科技股行情延续，外资强力买入，散户借道ETF与期货提供支撑 TAIWAN WEEKLY KICKSTART TAIFEX surged another 4% and advanced to become the world’s fifth-larg.pdf|GS-中国台湾市场周报：台股加权指数再涨4%，跃居全球第五大股市，科技股行情延续，外资强力买入，散户借道ETF与期货提供支撑 TAIWAN WEEKLY KICKSTART TAIFEX surged another 4% and advanced to become the world’s fifth-largest market, as the tech rally continued amid strong foreign....pdf]] #### 预览 [[assets/docs/260604_0817__外资研报__GS-中国台湾市场周报：台股加权指数再涨4%，跃居全球第五大股市，科技股行情延续，外资强力买入，散户借道ETF与期货提供支撑 TAIWAN WEEKLY KICKSTART TAIFEX surged another 4% and advanced to become the world’s fifth-larg.pdf|GS-中国台湾市场周报：台股加权指数再涨4%，跃居全球第五大股市，科技股行情延续，外资强力买入，散户借道ETF与期货提供支撑 TAIWAN WEEKLY KICKSTART TAIFEX surged another 4% and advanced to become the world’s fifth-largest market, as the tech rally continued amid strong foreign....pdf]] ### GS-中金公司（3908.HK）——CEO会议要点 China International Capital Corp. (3908.HK) CEO meeting talks.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260604_0817__外资研报__GS-中金公司（3908.HK）——CEO会议要点 China International Capital Corp. (3908.HK) CEO meeting talks.pdf|GS-中金公司（3908.HK）——CEO会议要点 China International Capital Corp. (3908.HK) CEO meeting talks.pdf]] #### 预览 [[assets/docs/260604_0817__外资研报__GS-中金公司（3908.HK）——CEO会议要点 China International Capital Corp. (3908.HK) CEO meeting talks.pdf|GS-中金公司（3908.HK）——CEO会议要点 China International Capital Corp. (3908.HK) CEO meeting talks.pdf]]