--- title: "#外资研报" topic_id: 45544582228552128 created_at: 2026-06-09T08:18:19.108+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：471 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544582228552128) - 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 ### Jefferies-腾讯（0700.HK）：腾讯云AI产业峰会核心纪要 Tencent Holdings Key Takeaways from Tencent Cloud AI Industry Applications Summit.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260609_0818__外资研报__Jefferies-腾讯（0700.HK）：腾讯云AI产业峰会核心纪要 Tencent Holdings Key Takeaways from Tencent Cloud AI Industry Applications Summit.pdf|Jefferies-腾讯（0700.HK）：腾讯云AI产业峰会核心纪要 Tencent Holdings Key Takeaways from Tencent Cloud AI Industry Applications Summit.pdf]] #### 预览 [[assets/docs/260609_0818__外资研报__Jefferies-腾讯（0700.HK）：腾讯云AI产业峰会核心纪要 Tencent Holdings Key Takeaways from Tencent Cloud AI Industry Applications Summit.pdf|Jefferies-腾讯（0700.HK）：腾讯云AI产业峰会核心纪要 Tencent Holdings Key Takeaways from Tencent Cloud AI Industry Applications Summit.pdf]] ### Jefferies-中国基础金属行业调研纪要 China (PRC) Metals & Mining China basic materials trip key takeaways.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260609_0818__外资研报__Jefferies-中国基础金属行业调研纪要 China (PRC) Metals & Mining China basic materials trip key takeaways.pdf|Jefferies-中国基础金属行业调研纪要 China (PRC) Metals & Mining China basic materials trip key takeaways.pdf]] #### 预览 [[assets/docs/260609_0818__外资研报__Jefferies-中国基础金属行业调研纪要 China (PRC) Metals & Mining China basic materials trip key takeaways.pdf|Jefferies-中国基础金属行业调研纪要 China (PRC) Metals & Mining China basic materials trip key takeaways.pdf]] ### Jefferies-住友电工（5802.JP）：AI数据中心拉动业绩上行，光器件业务打开成长空间 Sumitomo Electric JP Cables SEI — AIDC Drives Earnings Upside; Optical Content Expands Growth.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### JPM-低波动环境下转向做多美元 Turning long-USD in a low-vol regime.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260609_0818__外资研报__JPM-低波动环境下转向做多美元 Turning long-USD in a low-vol regime.pdf|JPM-低波动环境下转向做多美元 Turning long-USD in a low-vol regime.pdf]] #### 预览 [[assets/docs/260609_0818__外资研报__JPM-低波动环境下转向做多美元 Turning long-USD in a low-vol regime.pdf|JPM-低波动环境下转向做多美元 Turning long-USD in a low-vol regime.pdf]] ### JPM-高通（QCOM）：投资者日有望上调数据中心营收指引、客户储备充足，列入利好催化观察名单 Qualcomm Expect Strong Data Center Market Revenue Targets and Customer Pipeline at Investor Day; Place on Positive Catalyst Watch.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260609_0818__外资研报__JPM-高通（QCOM）：投资者日有望上调数据中心营收指引、客户储备充足，列入利好催化观察名单 Qualcomm Expect Strong Data Center Market Revenue Targets and Customer Pipeline at Investor Day; Place on Pos.pdf|JPM-高通（QCOM）：投资者日有望上调数据中心营收指引、客户储备充足，列入利好催化观察名单 Qualcomm Expect Strong Data Center Market Revenue Targets and Customer Pipeline at Investor Day; Place on Positive Catalyst Watch.pdf]] #### 预览 [[assets/docs/260609_0818__外资研报__JPM-高通（QCOM）：投资者日有望上调数据中心营收指引、客户储备充足，列入利好催化观察名单 Qualcomm Expect Strong Data Center Market Revenue Targets and Customer Pipeline at Investor Day; Place on Pos.pdf|JPM-高通（QCOM）：投资者日有望上调数据中心营收指引、客户储备充足，列入利好催化观察名单 Qualcomm Expect Strong Data Center Market Revenue Targets and Customer Pipeline at Investor Day; Place on Positive Catalyst Watch.pdf]] ### JPM-清洁能源周报-20260608.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260609_0818__外资研报__JPM-清洁能源周报-20260608.pdf|JPM-清洁能源周报-20260608.pdf]] #### 预览 [[assets/docs/260609_0818__外资研报__JPM-清洁能源周报-20260608.pdf|JPM-清洁能源周报-20260608.pdf]] ### GS-中国：三件事-20260608.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260609_0818__外资研报__GS-中国：三件事-20260608.pdf|GS-中国：三件事-20260608.pdf]] #### 预览 [[assets/docs/260609_0818__外资研报__GS-中国：三件事-20260608.pdf|GS-中国：三件事-20260608.pdf]] ### HSBC-中国车企登陆欧洲动因分化，盈利优先于市占争夺 Global Autos Chinese OEMs in Europe varied motivations.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260609_0818__外资研报__HSBC-中国车企登陆欧洲动因分化，盈利优先于市占争夺 Global Autos Chinese OEMs in Europe varied motivations.pdf|HSBC-中国车企登陆欧洲动因分化，盈利优先于市占争夺 Global Autos Chinese OEMs in Europe varied motivations.pdf]] #### 预览 [[assets/docs/260609_0818__外资研报__HSBC-中国车企登陆欧洲动因分化，盈利优先于市占争夺 Global Autos Chinese OEMs in Europe varied motivations.pdf|HSBC-中国车企登陆欧洲动因分化，盈利优先于市占争夺 Global Autos Chinese OEMs in Europe varied motivations.pdf]] ### Jefferies-数字基建：全球数据中心需求爆棚，供给持续短缺 USA Digital Infrastructure All the Data Center Demand in the World, Still Not Enough Supply.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260609_0818__外资研报__Jefferies-数字基建：全球数据中心需求爆棚，供给持续短缺 USA Digital Infrastructure All the Data Center Demand in the World, Still Not Enough Supply.pdf|Jefferies-数字基建：全球数据中心需求爆棚，供给持续短缺 USA Digital Infrastructure All the Data Center Demand in the World, Still Not Enough Supply.pdf]] #### 预览 [[assets/docs/260609_0818__外资研报__Jefferies-数字基建：全球数据中心需求爆棚，供给持续短缺 USA Digital Infrastructure All the Data Center Demand in the World, Still Not Enough Supply.pdf|Jefferies-数字基建：全球数据中心需求爆棚，供给持续短缺 USA Digital Infrastructure All the Data Center Demand in the World, Still Not Enough Supply.pdf]]