--- title: "#外资研报" topic_id: 22255284448224441 created_at: 2026-06-09T08:18:12.558+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：472 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255284448224441) - 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 ### JPM-亚太科技行业展望 Asia Technology Outlook.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260609_0818__外资研报__JPM-亚太科技行业展望 Asia Technology Outlook.pdf|JPM-亚太科技行业展望 Asia Technology Outlook.pdf]] #### 预览 [[assets/docs/260609_0818__外资研报__JPM-亚太科技行业展望 Asia Technology Outlook.pdf|JPM-亚太科技行业展望 Asia Technology Outlook.pdf]] ### MS-2026年6月TFT-LCD面板价格展望-20260608.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260609_0818__外资研报__MS-2026年6月TFT-LCD面板价格展望-20260608.pdf|MS-2026年6月TFT-LCD面板价格展望-20260608.pdf]] #### 预览 [[assets/docs/260609_0818__外资研报__MS-2026年6月TFT-LCD面板价格展望-20260608.pdf|MS-2026年6月TFT-LCD面板价格展望-20260608.pdf]] ### MS-2026亚太股市策略暨主题投资：四大主线碰撞催生投资机遇 Investor Presentation Asia Pacific Asia Equity Strategy and Thematic Research Opportunities in the Collision of Themes.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260609_0818__外资研报__MS-2026亚太股市策略暨主题投资：四大主线碰撞催生投资机遇 Investor Presentation Asia Pacific Asia Equity Strategy and Thematic Research Opportunities in the Collision of Themes.pdf|MS-2026亚太股市策略暨主题投资：四大主线碰撞催生投资机遇 Investor Presentation Asia Pacific Asia Equity Strategy and Thematic Research Opportunities in the Collision of Themes.pdf]] #### 预览 [[assets/docs/260609_0818__外资研报__MS-2026亚太股市策略暨主题投资：四大主线碰撞催生投资机遇 Investor Presentation Asia Pacific Asia Equity Strategy and Thematic Research Opportunities in the Collision of Themes.pdf|MS-2026亚太股市策略暨主题投资：四大主线碰撞催生投资机遇 Investor Presentation Asia Pacific Asia Equity Strategy and Thematic Research Opportunities in the Collision of Themes.pdf]] ### MS-NVDA存储削减与4月SIA-20260608.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260609_0818__外资研报__MS-NVDA存储削减与4月SIA-20260608.pdf|MS-NVDA存储削减与4月SIA-20260608.pdf]] #### 预览 [[assets/docs/260609_0818__外资研报__MS-NVDA存储削减与4月SIA-20260608.pdf|MS-NVDA存储削减与4月SIA-20260608.pdf]] ### MS-古河电工——经营沟通会要点：金属、车载、光通信三大业务复盘 Furukawa Electric(5801) Japan Business Briefing on Metal Solutions, Automotive Systems and Optical Solutions.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260609_0818__外资研报__MS-古河电工——经营沟通会要点：金属、车载、光通信三大业务复盘 Furukawa Electric(5801) Japan Business Briefing on Metal Solutions, Automotive Systems and Optical Solutions.pdf|MS-古河电工——经营沟通会要点：金属、车载、光通信三大业务复盘 Furukawa Electric(5801) Japan Business Briefing on Metal Solutions, Automotive Systems and Optical Solutions.pdf]] #### 预览 [[assets/docs/260609_0818__外资研报__MS-古河电工——经营沟通会要点：金属、车载、光通信三大业务复盘 Furukawa Electric(5801) Japan Business Briefing on Metal Solutions, Automotive Systems and Optical Solutions.pdf|MS-古河电工——经营沟通会要点：金属、车载、光通信三大业务复盘 Furukawa Electric(5801) Japan Business Briefing on Metal Solutions, Automotive Systems and Optical Solutions.pdf]] ### MS-禾赛：成长逻辑清晰、落地路线明确，维持增持评级 Hesai Group Asia Pacific Compelling Narrative, Clear Roadmap, Confident Reaffirmation; Stay OW.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260609_0818__外资研报__MS-禾赛：成长逻辑清晰、落地路线明确，维持增持评级 Hesai Group Asia Pacific Compelling Narrative, Clear Roadmap, Confident Reaffirmation; Stay OW.pdf|MS-禾赛：成长逻辑清晰、落地路线明确，维持增持评级 Hesai Group Asia Pacific Compelling Narrative, Clear Roadmap, Confident Reaffirmation; Stay OW.pdf]] #### 预览 [[assets/docs/260609_0818__外资研报__MS-禾赛：成长逻辑清晰、落地路线明确，维持增持评级 Hesai Group Asia Pacific Compelling Narrative, Clear Roadmap, Confident Reaffirmation; Stay OW.pdf|MS-禾赛：成长逻辑清晰、落地路线明确，维持增持评级 Hesai Group Asia Pacific Compelling Narrative, Clear Roadmap, Confident Reaffirmation; Stay OW.pdf]] ### JPM-台积电：2026年年度股东大会要点及摩根大通观点 TSMC 2026 AGM takeaways and JPM views.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260609_0818__外资研报__JPM-台积电：2026年年度股东大会要点及摩根大通观点 TSMC 2026 AGM takeaways and JPM views.pdf|JPM-台积电：2026年年度股东大会要点及摩根大通观点 TSMC 2026 AGM takeaways and JPM views.pdf]] #### 预览 [[assets/docs/260609_0818__外资研报__JPM-台积电：2026年年度股东大会要点及摩根大通观点 TSMC 2026 AGM takeaways and JPM views.pdf|JPM-台积电：2026年年度股东大会要点及摩根大通观点 TSMC 2026 AGM takeaways and JPM views.pdf]] ### JPM-特斯拉：全栈垂直一体化构筑壁垒，多赛道打开成长空间，评级由低配上调至中性，目标价475美元 Tesla Inc Essential to the Future TSLA’s Vertical Integration & Tech Efficacy Unmatched; Uniquely Positioned to Scale (and Expand) New TAMs, with Multiple Feedback Loop.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260609_0818__外资研报__JPM-特斯拉：全栈垂直一体化构筑壁垒，多赛道打开成长空间，评级由低配上调至中性，目标价475美元 Tesla Inc Essential to the Future TSLA’s Vertical Integration & Tech Efficacy Unmatched; Uniquely Positione.pdf|JPM-特斯拉：全栈垂直一体化构筑壁垒，多赛道打开成长空间，评级由低配上调至中性，目标价475美元 Tesla Inc Essential to the Future TSLA’s Vertical Integration & Tech Efficacy Unmatched; Uniquely Positioned to Scale (and Expand) New TAMs, with Multiple Feedback Loop.pdf]] #### 预览 [[assets/docs/260609_0818__外资研报__JPM-特斯拉：全栈垂直一体化构筑壁垒，多赛道打开成长空间，评级由低配上调至中性，目标价475美元 Tesla Inc Essential to the Future TSLA’s Vertical Integration & Tech Efficacy Unmatched; Uniquely Positione.pdf|JPM-特斯拉：全栈垂直一体化构筑壁垒，多赛道打开成长空间，评级由低配上调至中性，目标价475美元 Tesla Inc Essential to the Future TSLA’s Vertical Integration & Tech Efficacy Unmatched; Uniquely Positioned to Scale (and Expand) New TAMs, with Multiple Feedback Loop.pdf]] ### JPM-新兴市场资金追踪｜资金外流范围持续扩张、规模同步加深 EM Money Trail EM outflows broadening as well as deepening.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260609_0818__外资研报__JPM-新兴市场资金追踪｜资金外流范围持续扩张、规模同步加深 EM Money Trail EM outflows broadening as well as deepening.pdf|JPM-新兴市场资金追踪｜资金外流范围持续扩张、规模同步加深 EM Money Trail EM outflows broadening as well as deepening.pdf]] #### 预览 [[assets/docs/260609_0818__外资研报__JPM-新兴市场资金追踪｜资金外流范围持续扩张、规模同步加深 EM Money Trail EM outflows broadening as well as deepening.pdf|JPM-新兴市场资金追踪｜资金外流范围持续扩张、规模同步加深 EM Money Trail EM outflows broadening as well as deepening.pdf]]