--- title: "#外资研报" topic_id: 45544582545255248 created_at: 2026-06-08T08:07:19.294+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：431 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544582545255248) - 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-美股每周复盘 US Equities Weekly Rundown：Positioning, Flows, and Observations Across the Floor-20260605.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260608_0807__外资研报__GS-美股每周复盘 US Equities Weekly Rundown：Positioning, Flows, and Observations Across the Floor-20260605.pdf|GS-美股每周复盘 US Equities Weekly Rundown：Positioning, Flows, and Observations Across the Floor-20260605.pdf]] #### 预览 [[assets/docs/260608_0807__外资研报__GS-美股每周复盘 US Equities Weekly Rundown：Positioning, Flows, and Observations Across the Floor-20260605.pdf|GS-美股每周复盘 US Equities Weekly Rundown：Positioning, Flows, and Observations Across the Floor-20260605.pdf]] ### GS-美股清洁能源：核产业点评（SOLS线上交流会纪要），UEC受益产业链景气、维持买入 Americas Clean Energy Nuclear Read-across from SOLS nuclear webinar.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260608_0807__外资研报__GS-美股清洁能源：核产业点评（SOLS线上交流会纪要），UEC受益产业链景气、维持买入 Americas Clean Energy Nuclear Read-across from SOLS nuclear webinar.pdf|GS-美股清洁能源：核产业点评（SOLS线上交流会纪要），UEC受益产业链景气、维持买入 Americas Clean Energy Nuclear Read-across from SOLS nuclear webinar.pdf]] #### 预览 [[assets/docs/260608_0807__外资研报__GS-美股清洁能源：核产业点评（SOLS线上交流会纪要），UEC受益产业链景气、维持买入 Americas Clean Energy Nuclear Read-across from SOLS nuclear webinar.pdf|GS-美股清洁能源：核产业点评（SOLS线上交流会纪要），UEC受益产业链景气、维持买入 Americas Clean Energy Nuclear Read-across from SOLS nuclear webinar.pdf]] ### GS-美国经济分析：业绩期要点，具备韧性，但能持续多久？.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### GS-美国经济周报：6月8-14日：2bd4bb74 c007 47af b85b c...-20260607.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### GS-美国科技—硬件｜AI项目追踪：2026年5月——新云厂垂直整合软件层、企业本地混合AI部署需求扩大 AmericasTechnology：Hardware：AI Project Pulse：May2026.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### GS-美团——投资者交流会纪要：外卖盈利修复、到店利润率保持稳健，维持买入评级 Meituan (3690.HK)：NDR highlights：Food delivery profit recovery; stable in-store margins; Buy.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260608_0807__外资研报__GS-美团——投资者交流会纪要：外卖盈利修复、到店利润率保持稳健，维持买入评级 Meituan (3690.HK)：NDR highlights：Food delivery profit recovery; stable in-store margins; Buy.pdf|GS-美团——投资者交流会纪要：外卖盈利修复、到店利润率保持稳健，维持买入评级 Meituan (3690.HK)：NDR highlights：Food delivery profit recovery; stable in-store margins; Buy.pdf]] #### 预览 [[assets/docs/260608_0807__外资研报__GS-美团——投资者交流会纪要：外卖盈利修复、到店利润率保持稳健，维持买入评级 Meituan (3690.HK)：NDR highlights：Food delivery profit recovery; stable in-store margins; Buy.pdf|GS-美团——投资者交流会纪要：外卖盈利修复、到店利润率保持稳健，维持买入评级 Meituan (3690.HK)：NDR highlights：Food delivery profit recovery; stable in-store margins; Buy.pdf]] ### GS-减肥药市场深度更新：口服制剂放量、海外市场提速，上调全球减肥药（AOM）市场空间预测 The Obesity Evolution Refining our Global Anti-Obesity Medication (AOM) Market Model Oral Options and OUS Poised to Capture Volumes.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260608_0807__外资研报__GS-减肥药市场深度更新：口服制剂放量、海外市场提速，上调全球减肥药（AOM）市场空间预测 The Obesity Evolution Refining our Global Anti-Obesity Medication (AOM) Market Model Oral Options and OUS Poise.pdf|GS-减肥药市场深度更新：口服制剂放量、海外市场提速，上调全球减肥药（AOM）市场空间预测 The Obesity Evolution Refining our Global Anti-Obesity Medication (AOM) Market Model Oral Options and OUS Poised to Capture Volumes.pdf]] #### 预览 [[assets/docs/260608_0807__外资研报__GS-减肥药市场深度更新：口服制剂放量、海外市场提速，上调全球减肥药（AOM）市场空间预测 The Obesity Evolution Refining our Global Anti-Obesity Medication (AOM) Market Model Oral Options and OUS Poise.pdf|GS-减肥药市场深度更新：口服制剂放量、海外市场提速，上调全球减肥药（AOM）市场空间预测 The Obesity Evolution Refining our Global Anti-Obesity Medication (AOM) Market Model Oral Options and OUS Poised to Capture Volumes.pdf]] ### GS-金蝶国际(00268.HK) - 推出灵基AI操作系统用于智能体_应用开发；端侧AI升级推动普及，维持中性评级 Kingdee (0268.HK) Lingee AI OS launched for AI agents_applications development; Enhanced on-device AI to drive adoption; Neutral.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260608_0807__外资研报__GS-金蝶国际(00268.HK) - 推出灵基AI操作系统用于智能体_应用开发；端侧AI升级推动普及，维持中性评级 Kingdee (0268.HK) Lingee AI OS launched for AI agents_applications development; Enhanced on-device.pdf|GS-金蝶国际(00268.HK) - 推出灵基AI操作系统用于智能体_应用开发；端侧AI升级推动普及，维持中性评级 Kingdee (0268.HK) Lingee AI OS launched for AI agents_applications development; Enhanced on-device AI to drive adoption; Neutral.pdf]] #### 预览 [[assets/docs/260608_0807__外资研报__GS-金蝶国际(00268.HK) - 推出灵基AI操作系统用于智能体_应用开发；端侧AI升级推动普及，维持中性评级 Kingdee (0268.HK) Lingee AI OS launched for AI agents_applications development; Enhanced on-device.pdf|GS-金蝶国际(00268.HK) - 推出灵基AI操作系统用于智能体_应用开发；端侧AI升级推动普及，维持中性评级 Kingdee (0268.HK) Lingee AI OS launched for AI agents_applications development; Enhanced on-device AI to drive adoption; Neutral.pdf]] ### GS-金力永磁(300748.SZ) - 全球金属与矿业：金力永磁电话会议反馈；预计2026年稀土永磁需求增长约10，氧化镨钕价格前景乐观 Global Metals and Mining：JL Mag Call Feedback；expect RE magnetdemand to grow ~10% in 2026, NdPrO price outlook positive.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260608_0807__外资研报__GS-金力永磁(300748.SZ) - 全球金属与矿业：金力永磁电话会议反馈；预计2026年稀土永磁需求增长约10，氧化镨钕价格前景乐观 Global Metals and Mining：JL Mag Call Feedback；expect RE magnetdemand to grow ~10% in 20.pdf|GS-金力永磁(300748.SZ) - 全球金属与矿业：金力永磁电话会议反馈；预计2026年稀土永磁需求增长约10，氧化镨钕价格前景乐观 Global Metals and Mining：JL Mag Call Feedback；expect RE magnetdemand to grow ~10% in 2026, NdPrO price outlook positive.pdf]] #### 预览 [[assets/docs/260608_0807__外资研报__GS-金力永磁(300748.SZ) - 全球金属与矿业：金力永磁电话会议反馈；预计2026年稀土永磁需求增长约10，氧化镨钕价格前景乐观 Global Metals and Mining：JL Mag Call Feedback；expect RE magnetdemand to grow ~10% in 20.pdf|GS-金力永磁(300748.SZ) - 全球金属与矿业：金力永磁电话会议反馈；预计2026年稀土永磁需求增长约10，氧化镨钕价格前景乐观 Global Metals and Mining：JL Mag Call Feedback；expect RE magnetdemand to grow ~10% in 2026, NdPrO price outlook positive.pdf]]