--- title: "#外资研报" topic_id: 82255288112184152 created_at: 2026-06-04T08:17:24.166+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：519 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255288112184152) - 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-中国房地产周度数据库跟踪#22-20260601.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260604_0817__外资研报__MS-中国房地产周度数据库跟踪_22-20260601.pdf|MS-中国房地产周度数据库跟踪#22-20260601.pdf]] #### 预览 [[assets/docs/260604_0817__外资研报__MS-中国房地产周度数据库跟踪_22-20260601.pdf|MS-中国房地产周度数据库跟踪#22-20260601.pdf]] ### MS-中国金融业——无需担忧赴港金融投资资金流向的全面收紧 China Financials Asia Pacific No need to worry about broad-based tightening on financial investment flow to Hong Kong.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260604_0817__外资研报__MS-中国金融业——无需担忧赴港金融投资资金流向的全面收紧 China Financials Asia Pacific No need to worry about broad-based tightening on financial investment flow to Hong Kong.pdf|MS-中国金融业——无需担忧赴港金融投资资金流向的全面收紧 China Financials Asia Pacific No need to worry about broad-based tightening on financial investment flow to Hong Kong.pdf]] #### 预览 [[assets/docs/260604_0817__外资研报__MS-中国金融业——无需担忧赴港金融投资资金流向的全面收紧 China Financials Asia Pacific No need to worry about broad-based tightening on financial investment flow to Hong Kong.pdf|MS-中国金融业——无需担忧赴港金融投资资金流向的全面收紧 China Financials Asia Pacific No need to worry about broad-based tightening on financial investment flow to Hong Kong.pdf]] ### MS-中国思考：年中展望——路演反馈 China Insight Asia Pacific Mid-Year Outlook – Marketing Feedback.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260604_0817__外资研报__MS-中国思考：年中展望——路演反馈 China Insight Asia Pacific Mid-Year Outlook – Marketing Feedback.pdf|MS-中国思考：年中展望——路演反馈 China Insight Asia Pacific Mid-Year Outlook – Marketing Feedback.pdf]] #### 预览 [[assets/docs/260604_0817__外资研报__MS-中国思考：年中展望——路演反馈 China Insight Asia Pacific Mid-Year Outlook – Marketing Feedback.pdf|MS-中国思考：年中展望——路演反馈 China Insight Asia Pacific Mid-Year Outlook – Marketing Feedback.pdf]] ### Nomura-奥比中光（688322）数据采集成为新增长赛道；3D打印拓展消费用户群 Orbbec Inc Data collection becomes next TAM.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260604_0817__外资研报__Nomura-奥比中光（688322）数据采集成为新增长赛道；3D打印拓展消费用户群 Orbbec Inc Data collection becomes next TAM.pdf|Nomura-奥比中光（688322）数据采集成为新增长赛道；3D打印拓展消费用户群 Orbbec Inc Data collection becomes next TAM.pdf]] #### 预览 [[assets/docs/260604_0817__外资研报__Nomura-奥比中光（688322）数据采集成为新增长赛道；3D打印拓展消费用户群 Orbbec Inc Data collection becomes next TAM.pdf|Nomura-奥比中光（688322）数据采集成为新增长赛道；3D打印拓展消费用户群 Orbbec Inc Data collection becomes next TAM.pdf]] ### Nomura-大中华半导体：2026-30年半导体复兴指南 A guide to Semi renaissance in 2026-30F.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260604_0817__外资研报__Nomura-大中华半导体：2026-30年半导体复兴指南 A guide to Semi renaissance in 2026-30F.pdf|Nomura-大中华半导体：2026-30年半导体复兴指南 A guide to Semi renaissance in 2026-30F.pdf]] #### 预览 [[assets/docs/260604_0817__外资研报__Nomura-大中华半导体：2026-30年半导体复兴指南 A guide to Semi renaissance in 2026-30F.pdf|Nomura-大中华半导体：2026-30年半导体复兴指南 A guide to Semi renaissance in 2026-30F.pdf]] ### Nomura-康方生物（9926.HK）HARMONi-6数据读出：总生存期大获全胜 Akeso HARMONi 6 readout a big OS win.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260604_0817__外资研报__Nomura-康方生物（9926.HK）HARMONi-6数据读出：总生存期大获全胜 Akeso HARMONi 6 readout a big OS win.pdf|Nomura-康方生物（9926.HK）HARMONi-6数据读出：总生存期大获全胜 Akeso HARMONi 6 readout a big OS win.pdf]] #### 预览 [[assets/docs/260604_0817__外资研报__Nomura-康方生物（9926.HK）HARMONi-6数据读出：总生存期大获全胜 Akeso HARMONi 6 readout a big OS win.pdf|Nomura-康方生物（9926.HK）HARMONi-6数据读出：总生存期大获全胜 Akeso HARMONi 6 readout a big OS win.pdf]] ### Nomura-美国周度经济观察：加息信号隐现 US Economic Weekly Hints of hikes.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260604_0817__外资研报__Nomura-美国周度经济观察：加息信号隐现 US Economic Weekly Hints of hikes.pdf|Nomura-美国周度经济观察：加息信号隐现 US Economic Weekly Hints of hikes.pdf]] #### 预览 [[assets/docs/260604_0817__外资研报__Nomura-美国周度经济观察：加息信号隐现 US Economic Weekly Hints of hikes.pdf|Nomura-美国周度经济观察：加息信号隐现 US Economic Weekly Hints of hikes.pdf]] ### MS-需求持续超过供应-上调存储股预期-20260603.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260604_0817__外资研报__MS-需求持续超过供应-上调存储股预期-20260603.pdf|MS-需求持续超过供应-上调存储股预期-20260603.pdf]] #### 预览 [[assets/docs/260604_0817__外资研报__MS-需求持续超过供应-上调存储股预期-20260603.pdf|MS-需求持续超过供应-上调存储股预期-20260603.pdf]] ### MS-中东局势缓和背景下的资产配置策略 CEEMEA Equity How to Position for Middle East De-Escalation.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260604_0817__外资研报__MS-中东局势缓和背景下的资产配置策略 CEEMEA Equity How to Position for Middle East De-Escalation.pdf|MS-中东局势缓和背景下的资产配置策略 CEEMEA Equity How to Position for Middle East De-Escalation.pdf]] #### 预览 [[assets/docs/260604_0817__外资研报__MS-中东局势缓和背景下的资产配置策略 CEEMEA Equity How to Position for Middle East De-Escalation.pdf|MS-中东局势缓和背景下的资产配置策略 CEEMEA Equity How to Position for Middle East De-Escalation.pdf]]