---
title: "#外资研报"
topic_id: 22255281415855411
created_at: 2026-06-11T08:11:40.948+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：502
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281415855411)
- 附件：图片 0，音频 0，文档 9
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## 总体总结

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## 文档

### Deutsche-亚太本地市场周报：政策重拳密集落地 Asia Local Markets Weekly The kitchen sink.pdf

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- 本地资源：[[assets/docs/260611_0811__外资研报__Deutsche-亚太本地市场周报：政策重拳密集落地 Asia Local Markets Weekly The kitchen sink.pdf|Deutsche-亚太本地市场周报：政策重拳密集落地 Asia Local Markets Weekly The kitchen sink.pdf]]

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[[assets/docs/260611_0811__外资研报__Deutsche-亚太本地市场周报：政策重拳密集落地 Asia Local Markets Weekly The kitchen sink.pdf|Deutsche-亚太本地市场周报：政策重拳密集落地 Asia Local Markets Weekly The kitchen sink.pdf]]

### GS MORNING 1- FX Trader Call Today- 2- U....pdf

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- 本地资源：[[assets/docs/260611_0811__外资研报__GS MORNING 1- FX Trader Call Today- 2- U....pdf|GS MORNING 1- FX Trader Call Today- 2- U....pdf]]

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[[assets/docs/260611_0811__外资研报__GS MORNING 1- FX Trader Call Today- 2- U....pdf|GS MORNING 1- FX Trader Call Today- 2- U....pdf]]

### GS-2026年上海SNEC光伏展总结——行业整体情绪偏弱，分布式储能成为亮点 CHINA SOLAR 2026 SNEC Takeaways DESS emerges as bright spot against subdued Solar sentiment.pdf

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- 本地资源：[[assets/docs/260611_0811__外资研报__GS-2026年上海SNEC光伏展总结——行业整体情绪偏弱，分布式储能成为亮点 CHINA SOLAR 2026 SNEC Takeaways DESS emerges as bright spot against subdued Solar sentiment.pdf|GS-2026年上海SNEC光伏展总结——行业整体情绪偏弱，分布式储能成为亮点 CHINA SOLAR 2026 SNEC Takeaways DESS emerges as bright spot against subdued Solar sentiment.pdf]]

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[[assets/docs/260611_0811__外资研报__GS-2026年上海SNEC光伏展总结——行业整体情绪偏弱，分布式储能成为亮点 CHINA SOLAR 2026 SNEC Takeaways DESS emerges as bright spot against subdued Solar sentiment.pdf|GS-2026年上海SNEC光伏展总结——行业整体情绪偏弱，分布式储能成为亮点 CHINA SOLAR 2026 SNEC Takeaways DESS emerges as bright spot against subdued Solar sentiment.pdf]]

### GS-2026年重点能源项目：人工智能、勘探业务与全球页岩油发展，能源资本开支迎来新一轮大潮 Top Projects 2026 AI, Exploration, global shale and the great energy capex wave.pdf

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### GS-川湖科技（2059.TW）：AI服务器导轨出货高速放量，上调目标价至7664新台币，维持买入评级 King Slide (2059.TW)：AI server rail kits ramp up, supporting solid growth; TP raised to NT$7,664; Buy.pdf

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- 本地资源：[[assets/docs/260611_0811__外资研报__GS-川湖科技（2059.TW）：AI服务器导轨出货高速放量，上调目标价至7664新台币，维持买入评级 King Slide (2059.TW)：AI server rail kits ramp up, supporting solid growth; TP raised to NT$7,664; Buy.pdf|GS-川湖科技（2059.TW）：AI服务器导轨出货高速放量，上调目标价至7664新台币，维持买入评级 King Slide (2059.TW)：AI server rail kits ramp up, supporting solid growth; TP raised to NT$7,664; Buy.pdf]]

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[[assets/docs/260611_0811__外资研报__GS-川湖科技（2059.TW）：AI服务器导轨出货高速放量，上调目标价至7664新台币，维持买入评级 King Slide (2059.TW)：AI server rail kits ramp up, supporting solid growth; TP raised to NT$7,664; Buy.pdf|GS-川湖科技（2059.TW）：AI服务器导轨出货高速放量，上调目标价至7664新台币，维持买入评级 King Slide (2059.TW)：AI server rail kits ramp up, supporting solid growth; TP raised to NT$7,664; Buy.pdf]]

### CITI-中国2万亿AI投资利好本土芯片链-20260609.pdf

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### CITI-中国房地产投资者仓位与估值-20260610.pdf

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- 本地资源：[[assets/docs/260611_0811__外资研报__CITI-中国房地产投资者仓位与估值-20260610.pdf|CITI-中国房地产投资者仓位与估值-20260610.pdf]]

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[[assets/docs/260611_0811__外资研报__CITI-中国房地产投资者仓位与估值-20260610.pdf|CITI-中国房地产投资者仓位与估值-20260610.pdf]]

### DeepSeekV4 1.6T Day 0 to Day 43 Performance Over Time - GB300 NVL72, Huawei, MI355X, B200.pdf

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### Deutsche-地缘冲突引发市场反应或过度，中国医药行业观点 China Healthcare Market likely overreacted on geopolitical tensions, we think.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/260611_0811__外资研报__Deutsche-地缘冲突引发市场反应或过度，中国医药行业观点 China Healthcare Market likely overreacted on geopolitical tensions, we think.pdf|Deutsche-地缘冲突引发市场反应或过度，中国医药行业观点 China Healthcare Market likely overreacted on geopolitical tensions, we think.pdf]]

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[[assets/docs/260611_0811__外资研报__Deutsche-地缘冲突引发市场反应或过度，中国医药行业观点 China Healthcare Market likely overreacted on geopolitical tensions, we think.pdf|Deutsche-地缘冲突引发市场反应或过度，中国医药行业观点 China Healthcare Market likely overreacted on geopolitical tensions, we think.pdf]]