--- title: "#外资研报" topic_id: 55522514525455154 created_at: 2026-06-08T08:06:57.874+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：435 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522514525455154) - 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-中国经济活动与政策追踪-20260605.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### GS-中国零售燃料价格管理成本温和且可持续-20260605.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### GS-中国每周启动-20260606.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260608_0806__外资研报__GS-中国每周启动-20260606.pdf|GS-中国每周启动-20260606.pdf]] #### 预览 [[assets/docs/260608_0806__外资研报__GS-中国每周启动-20260606.pdf|GS-中国每周启动-20260606.pdf]] ### GS-中国软件：4月收入增速放缓至8.9%；新产品持续聚焦AI Agent与行业AI平台 China Software：Apr revenue growth slowed to 8.9% YoY; New products continue to focus on AI agents and industry AI platforms.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260608_0806__外资研报__GS-中国软件：4月收入增速放缓至8.9%；新产品持续聚焦AI Agent与行业AI平台 China Software：Apr revenue growth slowed to 8.9% YoY; New products continue to focus on AI agents and industry A.pdf|GS-中国软件：4月收入增速放缓至8.9%；新产品持续聚焦AI Agent与行业AI平台 China Software：Apr revenue growth slowed to 8.9% YoY; New products continue to focus on AI agents and industry AI platforms.pdf]] #### 预览 [[assets/docs/260608_0806__外资研报__GS-中国软件：4月收入增速放缓至8.9%；新产品持续聚焦AI Agent与行业AI平台 China Software：Apr revenue growth slowed to 8.9% YoY; New products continue to focus on AI agents and industry A.pdf|GS-中国软件：4月收入增速放缓至8.9%；新产品持续聚焦AI Agent与行业AI平台 China Software：Apr revenue growth slowed to 8.9% YoY; New products continue to focus on AI agents and industry AI platforms.pdf]] ### GS-中国市场寻思：看好故事多于指数回报；维持超配A股，将港股下调至标配 （摘要）.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### GS-中国台湾Computex企业日—大银微(3167.TW,未覆盖)：新一代AI PCB制程难度提升，检测钻孔设备需求看涨 Taiwan Computex & Corporate Day：Ta Liang (3167.TW, NC); Increasing PCB production difficulty, suggesting more industry testing_drilling.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260608_0806__外资研报__GS-中国台湾Computex企业日—大银微(3167.TW,未覆盖)：新一代AI PCB制程难度提升，检测钻孔设备需求看涨 Taiwan Computex & Corporate Day：Ta Liang (3167.TW, NC); Increasing PCB production difficulty,.pdf|GS-中国台湾Computex企业日—大银微(3167.TW,未覆盖)：新一代AI PCB制程难度提升，检测钻孔设备需求看涨 Taiwan Computex & Corporate Day：Ta Liang (3167.TW, NC); Increasing PCB production difficulty, suggesting more industry testing_drilling.pdf]] #### 预览 [[assets/docs/260608_0806__外资研报__GS-中国台湾Computex企业日—大银微(3167.TW,未覆盖)：新一代AI PCB制程难度提升，检测钻孔设备需求看涨 Taiwan Computex & Corporate Day：Ta Liang (3167.TW, NC); Increasing PCB production difficulty,.pdf|GS-中国台湾Computex企业日—大银微(3167.TW,未覆盖)：新一代AI PCB制程难度提升，检测钻孔设备需求看涨 Taiwan Computex & Corporate Day：Ta Liang (3167.TW, NC); Increasing PCB production difficulty, suggesting more industry testing_drilling.pdf]] ### GS-中国台湾科技—半导体｜2026年高盛台湾Computex企业日·第二天重点纪要 TaiwanTechnologySemiconductors GS Taiwan Computex & Corporate Day 2026 - Day2 Key takeaways.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260608_0806__外资研报__GS-中国台湾科技—半导体｜2026年高盛台湾Computex企业日·第二天重点纪要 TaiwanTechnologySemiconductors GS Taiwan Computex & Corporate Day 2026 - Day2 Key takeaways.pdf|GS-中国台湾科技—半导体｜2026年高盛台湾Computex企业日·第二天重点纪要 TaiwanTechnologySemiconductors GS Taiwan Computex & Corporate Day 2026 - Day2 Key takeaways.pdf]] #### 预览 [[assets/docs/260608_0806__外资研报__GS-中国台湾科技—半导体｜2026年高盛台湾Computex企业日·第二天重点纪要 TaiwanTechnologySemiconductors GS Taiwan Computex & Corporate Day 2026 - Day2 Key takeaways.pdf|GS-中国台湾科技—半导体｜2026年高盛台湾Computex企业日·第二天重点纪要 TaiwanTechnologySemiconductors GS Taiwan Computex & Corporate Day 2026 - Day2 Key takeaways.pdf]] ### GS-中国房地产行业专家电话会系列：复苏过程中正在呈现结构性分化.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### GS-中国房地产—专家电话会：复苏路上持续呈现结构性分化 CHINA PROPERTY Expert call series：Ongoing structural divergence along the recovery path.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260608_0806__外资研报__GS-中国房地产—专家电话会：复苏路上持续呈现结构性分化 CHINA PROPERTY Expert call series：Ongoing structural divergence along the recovery path.pdf|GS-中国房地产—专家电话会：复苏路上持续呈现结构性分化 CHINA PROPERTY Expert call series：Ongoing structural divergence along the recovery path.pdf]] #### 预览 [[assets/docs/260608_0806__外资研报__GS-中国房地产—专家电话会：复苏路上持续呈现结构性分化 CHINA PROPERTY Expert call series：Ongoing structural divergence along the recovery path.pdf|GS-中国房地产—专家电话会：复苏路上持续呈现结构性分化 CHINA PROPERTY Expert call series：Ongoing structural divergence along the recovery path.pdf]]