--- title: "#外资研报" topic_id: 14422454442514552 created_at: 2026-06-05T08:21:46.260+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：405 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422454442514552) - 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-亚洲聚焦：中国进口激增、顺差收窄，黄金进口带来主要拖累，能源和AI影响有限.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260605_0821__外资研报__GS-亚洲聚焦：中国进口激增、顺差收窄，黄金进口带来主要拖累，能源和AI影响有限.pdf|GS-亚洲聚焦：中国进口激增、顺差收窄，黄金进口带来主要拖累，能源和AI影响有限.pdf]] #### 预览 [[assets/docs/260605_0821__外资研报__GS-亚洲聚焦：中国进口激增、顺差收窄，黄金进口带来主要拖累，能源和AI影响有限.pdf|GS-亚洲聚焦：中国进口激增、顺差收窄，黄金进口带来主要拖累，能源和AI影响有限.pdf]] ### GS-药明生物（2269.HK）：指引重申且项目动能强劲；中国区D&M产能扩张成新资本开支重点 WuXi Biologics (2269.HK)：Guidance reiterated with strong project momentum; China D&M capacity expansion as new capex focus.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260605_0821__外资研报__GS-药明生物（2269.HK）：指引重申且项目动能强劲；中国区D&M产能扩张成新资本开支重点 WuXi Biologics (2269.HK)：Guidance reiterated with strong project momentum; China D&M capacity expansion as ne.pdf|GS-药明生物（2269.HK）：指引重申且项目动能强劲；中国区D&M产能扩张成新资本开支重点 WuXi Biologics (2269.HK)：Guidance reiterated with strong project momentum; China D&M capacity expansion as new capex focus.pdf]] #### 预览 [[assets/docs/260605_0821__外资研报__GS-药明生物（2269.HK）：指引重申且项目动能强劲；中国区D&M产能扩张成新资本开支重点 WuXi Biologics (2269.HK)：Guidance reiterated with strong project momentum; China D&M capacity expansion as ne.pdf|GS-药明生物（2269.HK）：指引重申且项目动能强劲；中国区D&M产能扩张成新资本开支重点 WuXi Biologics (2269.HK)：Guidance reiterated with strong project momentum; China D&M capacity expansion as new capex focus.pdf]] ### GS-臻鼎-KY（4958.TW）：中国台湾Computex暨企业日要点——多年产能扩张支撑AI业务强劲增长；买入 ZhenDing Technology Holding (4958.TW)：Taiwan Computex & ZhenDing Corporate Day：Multi-year expansion to support strong AI.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260605_0821__外资研报__GS-臻鼎-KY（4958.TW）：中国台湾Computex暨企业日要点——多年产能扩张支撑AI业务强劲增长；买入 ZhenDing Technology Holding (4958.TW)：Taiwan Computex & ZhenDing Corporate Day：Multi-year expansion.pdf|GS-臻鼎-KY（4958.TW）：中国台湾Computex暨企业日要点——多年产能扩张支撑AI业务强劲增长；买入 ZhenDing Technology Holding (4958.TW)：Taiwan Computex & ZhenDing Corporate Day：Multi-year expansion to support strong AI.pdf]] #### 预览 [[assets/docs/260605_0821__外资研报__GS-臻鼎-KY（4958.TW）：中国台湾Computex暨企业日要点——多年产能扩张支撑AI业务强劲增长；买入 ZhenDing Technology Holding (4958.TW)：Taiwan Computex & ZhenDing Corporate Day：Multi-year expansion.pdf|GS-臻鼎-KY（4958.TW）：中国台湾Computex暨企业日要点——多年产能扩张支撑AI业务强劲增长；买入 ZhenDing Technology Holding (4958.TW)：Taiwan Computex & ZhenDing Corporate Day：Multi-year expansion to support strong AI.pdf]] ### GS-中国房地产跟踪——新房销售进一步回暖；广州全市推行存量房收购 CHINA PROPERTY WEEKLY WRAP Week22 Wrap－Primary sales advanced further; city-wide buyback launched in GZ.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260605_0821__外资研报__GS-中国房地产跟踪——新房销售进一步回暖；广州全市推行存量房收购 CHINA PROPERTY WEEKLY WRAP Week22 Wrap－Primary sales advanced further; city-wide buyback launched in GZ.pdf|GS-中国房地产跟踪——新房销售进一步回暖；广州全市推行存量房收购 CHINA PROPERTY WEEKLY WRAP Week22 Wrap－Primary sales advanced further; city-wide buyback launched in GZ.pdf]] #### 预览 [[assets/docs/260605_0821__外资研报__GS-中国房地产跟踪——新房销售进一步回暖；广州全市推行存量房收购 CHINA PROPERTY WEEKLY WRAP Week22 Wrap－Primary sales advanced further; city-wide buyback launched in GZ.pdf|GS-中国房地产跟踪——新房销售进一步回暖；广州全市推行存量房收购 CHINA PROPERTY WEEKLY WRAP Week22 Wrap－Primary sales advanced further; city-wide buyback launched in GZ.pdf]] ### GS-中国金属活动追踪：铜消费放缓，铝消费回升，Mysteel解读中国钢铁产能置换新规 CHINA CARGO TRANSPORT TRACKER Container shipping upside risk from earlier peak season on low inventory; prospective reopening of Hormuz remains tanker catalyst.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260605_0821__外资研报__GS-中国金属活动追踪：铜消费放缓，铝消费回升，Mysteel解读中国钢铁产能置换新规 CHINA CARGO TRANSPORT TRACKER Container shipping upside risk from earlier peak season on low inventory; prospecti.pdf|GS-中国金属活动追踪：铜消费放缓，铝消费回升，Mysteel解读中国钢铁产能置换新规 CHINA CARGO TRANSPORT TRACKER Container shipping upside risk from earlier peak season on low inventory; prospective reopening of Hormuz remains tanker catalyst.pdf]] #### 预览 [[assets/docs/260605_0821__外资研报__GS-中国金属活动追踪：铜消费放缓，铝消费回升，Mysteel解读中国钢铁产能置换新规 CHINA CARGO TRANSPORT TRACKER Container shipping upside risk from earlier peak season on low inventory; prospecti.pdf|GS-中国金属活动追踪：铜消费放缓，铝消费回升，Mysteel解读中国钢铁产能置换新规 CHINA CARGO TRANSPORT TRACKER Container shipping upside risk from earlier peak season on low inventory; prospective reopening of Hormuz remains tanker catalyst.pdf]] ### GS-中国零食行业——2026年二季度上半年前瞻：魔芋韧性强劲且享成本红利，其余品类短期承压；买入盐津铺子与卫龙美味 CHINA SNACKS 2Q_1H early color：Konjac resilience for growth and cost benefits, though other products see short-term softness; Buy Yankershop and Weilong.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260605_0821__外资研报__GS-中国零食行业——2026年二季度上半年前瞻：魔芋韧性强劲且享成本红利，其余品类短期承压；买入盐津铺子与卫龙美味 CHINA SNACKS 2Q_1H early color：Konjac resilience for growth and cost benefits, though other produc.pdf|GS-中国零食行业——2026年二季度上半年前瞻：魔芋韧性强劲且享成本红利，其余品类短期承压；买入盐津铺子与卫龙美味 CHINA SNACKS 2Q_1H early color：Konjac resilience for growth and cost benefits, though other products see short-term softness; Buy Yankershop and Weilong.pdf]] #### 预览 [[assets/docs/260605_0821__外资研报__GS-中国零食行业——2026年二季度上半年前瞻：魔芋韧性强劲且享成本红利，其余品类短期承压；买入盐津铺子与卫龙美味 CHINA SNACKS 2Q_1H early color：Konjac resilience for growth and cost benefits, though other produc.pdf|GS-中国零食行业——2026年二季度上半年前瞻：魔芋韧性强劲且享成本红利，其余品类短期承压；买入盐津铺子与卫龙美味 CHINA SNACKS 2Q_1H early color：Konjac resilience for growth and cost benefits, though other products see short-term softness; Buy Yankershop and Weilong.pdf]] ### GS-中国台湾科技 半导体：2026年Computex及企业日首日核心要点 Taiwan Technology：Semiconductors：Day 1 Key takeaways：GS Taiwan Technology Semiconductors：Computex & Corporate Day 2026.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260605_0821__外资研报__GS-中国台湾科技 半导体：2026年Computex及企业日首日核心要点 Taiwan Technology：Semiconductors：Day 1 Key takeaways：GS Taiwan Technology Semiconductors：Computex & Corporate Day 2026.pdf|GS-中国台湾科技 半导体：2026年Computex及企业日首日核心要点 Taiwan Technology：Semiconductors：Day 1 Key takeaways：GS Taiwan Technology Semiconductors：Computex & Corporate Day 2026.pdf]] #### 预览 [[assets/docs/260605_0821__外资研报__GS-中国台湾科技 半导体：2026年Computex及企业日首日核心要点 Taiwan Technology：Semiconductors：Day 1 Key takeaways：GS Taiwan Technology Semiconductors：Computex & Corporate Day 2026.pdf|GS-中国台湾科技 半导体：2026年Computex及企业日首日核心要点 Taiwan Technology：Semiconductors：Day 1 Key takeaways：GS Taiwan Technology Semiconductors：Computex & Corporate Day 2026.pdf]] ### GS-中国消费：一线城市房价企稳对消费的影响——复苏尚未全面铺开，但结构性受益标的浮现 CHINA CONSUMER Implications on consumption from housing price stabilization in Tier-1 cities：recovery not yet broad-based, but selective beneficiaries emerge.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260605_0821__外资研报__GS-中国消费：一线城市房价企稳对消费的影响——复苏尚未全面铺开，但结构性受益标的浮现 CHINA CONSUMER Implications on consumption from housing price stabilization in Tier-1 cities：recovery not yet bro.pdf|GS-中国消费：一线城市房价企稳对消费的影响——复苏尚未全面铺开，但结构性受益标的浮现 CHINA CONSUMER Implications on consumption from housing price stabilization in Tier-1 cities：recovery not yet broad-based, but selective beneficiaries emerge.pdf]] #### 预览 [[assets/docs/260605_0821__外资研报__GS-中国消费：一线城市房价企稳对消费的影响——复苏尚未全面铺开，但结构性受益标的浮现 CHINA CONSUMER Implications on consumption from housing price stabilization in Tier-1 cities：recovery not yet bro.pdf|GS-中国消费：一线城市房价企稳对消费的影响——复苏尚未全面铺开，但结构性受益标的浮现 CHINA CONSUMER Implications on consumption from housing price stabilization in Tier-1 cities：recovery not yet broad-based, but selective beneficiaries emerge.pdf]] ### GS-亚洲经济分析：中国投资占GDP比重步入结构性下行通道.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260605_0821__外资研报__GS-亚洲经济分析：中国投资占GDP比重步入结构性下行通道.pdf|GS-亚洲经济分析：中国投资占GDP比重步入结构性下行通道.pdf]] #### 预览 [[assets/docs/260605_0821__外资研报__GS-亚洲经济分析：中国投资占GDP比重步入结构性下行通道.pdf|GS-亚洲经济分析：中国投资占GDP比重步入结构性下行通道.pdf]]