--- title: "#外资研报" topic_id: 14422458182245852 created_at: 2026-06-11T08:10:50.036+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：511 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422458182245852) - 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-中国量化策略：盘面表面平静，内部暗流涌动 China Quant Strategy Calm Surface, Violent Undercurrents.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260611_0810__外资研报__JPM-中国量化策略：盘面表面平静，内部暗流涌动 China Quant Strategy Calm Surface, Violent Undercurrents.pdf|JPM-中国量化策略：盘面表面平静，内部暗流涌动 China Quant Strategy Calm Surface, Violent Undercurrents.pdf]] #### 预览 [[assets/docs/260611_0810__外资研报__JPM-中国量化策略：盘面表面平静，内部暗流涌动 China Quant Strategy Calm Surface, Violent Undercurrents.pdf|JPM-中国量化策略：盘面表面平静，内部暗流涌动 China Quant Strategy Calm Surface, Violent Undercurrents.pdf]] ### JPM-中国投资监管新规影响汇丰、渣打、瑞银、宝盛等机构财富管理业务收入 Global Banks China investment regulations triggering WM revenue uncertainty for HSBC_STAN as well as UBS_BAER.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260611_0810__外资研报__JPM-中国投资监管新规影响汇丰、渣打、瑞银、宝盛等机构财富管理业务收入 Global Banks China investment regulations triggering WM revenue uncertainty for HSBC_STAN as well as UBS_BAER.pdf|JPM-中国投资监管新规影响汇丰、渣打、瑞银、宝盛等机构财富管理业务收入 Global Banks China investment regulations triggering WM revenue uncertainty for HSBC_STAN as well as UBS_BAER.pdf]] #### 预览 [[assets/docs/260611_0810__外资研报__JPM-中国投资监管新规影响汇丰、渣打、瑞银、宝盛等机构财富管理业务收入 Global Banks China investment regulations triggering WM revenue uncertainty for HSBC_STAN as well as UBS_BAER.pdf|JPM-中国投资监管新规影响汇丰、渣打、瑞银、宝盛等机构财富管理业务收入 Global Banks China investment regulations triggering WM revenue uncertainty for HSBC_STAN as well as UBS_BAER.pdf]] ### JPM-中国外汇储备再度大幅超预期，跨境与对外投资监管解读 China：Another strong beat in FX reserves Cross-border tightening and outbound investment regulation.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260611_0810__外资研报__JPM-中国外汇储备再度大幅超预期，跨境与对外投资监管解读 China：Another strong beat in FX reserves Cross-border tightening and outbound investment regulation.pdf|JPM-中国外汇储备再度大幅超预期，跨境与对外投资监管解读 China：Another strong beat in FX reserves Cross-border tightening and outbound investment regulation.pdf]] #### 预览 [[assets/docs/260611_0810__外资研报__JPM-中国外汇储备再度大幅超预期，跨境与对外投资监管解读 China：Another strong beat in FX reserves Cross-border tightening and outbound investment regulation.pdf|JPM-中国外汇储备再度大幅超预期，跨境与对外投资监管解读 China：Another strong beat in FX reserves Cross-border tightening and outbound investment regulation.pdf]] ### MS-800V直流电源延迟传闻点评-20260610.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260611_0810__外资研报__MS-800V直流电源延迟传闻点评-20260610.pdf|MS-800V直流电源延迟传闻点评-20260610.pdf]] #### 预览 [[assets/docs/260611_0810__外资研报__MS-800V直流电源延迟传闻点评-20260610.pdf|MS-800V直流电源延迟传闻点评-20260610.pdf]] ### MS-2026纽约线下行业交流纪要——软件及观测类企业调研要点 Software North America Takeaways From Our 2026 NYC Subway Tour.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260611_0810__外资研报__MS-2026纽约线下行业交流纪要——软件及观测类企业调研要点 Software North America Takeaways From Our 2026 NYC Subway Tour.pdf|MS-2026纽约线下行业交流纪要——软件及观测类企业调研要点 Software North America Takeaways From Our 2026 NYC Subway Tour.pdf]] #### 预览 [[assets/docs/260611_0810__外资研报__MS-2026纽约线下行业交流纪要——软件及观测类企业调研要点 Software North America Takeaways From Our 2026 NYC Subway Tour.pdf|MS-2026纽约线下行业交流纪要——软件及观测类企业调研要点 Software North America Takeaways From Our 2026 NYC Subway Tour.pdf]] ### MS-PDD 控股（亚太区）：Temu 2026 年 5 月进展追踪 PDD Holdings Inc Asia Pacific Temu Progress Check – May 2026.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### JPM-网易-9999.HK-重磅游戏即将于2026年3季度上线，且估值具吸引力.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260611_0810__外资研报__JPM-网易-9999.HK-重磅游戏即将于2026年3季度上线，且估值具吸引力.pdf|JPM-网易-9999.HK-重磅游戏即将于2026年3季度上线，且估值具吸引力.pdf]] #### 预览 [[assets/docs/260611_0810__外资研报__JPM-网易-9999.HK-重磅游戏即将于2026年3季度上线，且估值具吸引力.pdf|JPM-网易-9999.HK-重磅游戏即将于2026年3季度上线，且估值具吸引力.pdf]] ### JPM-微博-WB.US-广告复苏能见度较低；维持“中性”评级.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260611_0810__外资研报__JPM-微博-WB.US-广告复苏能见度较低；维持“中性”评级.pdf|JPM-微博-WB.US-广告复苏能见度较低；维持“中性”评级.pdf]] #### 预览 [[assets/docs/260611_0810__外资研报__JPM-微博-WB.US-广告复苏能见度较低；维持“中性”评级.pdf|JPM-微博-WB.US-广告复苏能见度较低；维持“中性”评级.pdf]] ### JPM-长期展望：人工智能、能源与气候热点问答 The Long View Q&A on AI, Energy and Climate.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260611_0810__外资研报__JPM-长期展望：人工智能、能源与气候热点问答 The Long View Q&A on AI, Energy and Climate.pdf|JPM-长期展望：人工智能、能源与气候热点问答 The Long View Q&A on AI, Energy and Climate.pdf]] #### 预览 [[assets/docs/260611_0810__外资研报__JPM-长期展望：人工智能、能源与气候热点问答 The Long View Q&A on AI, Energy and Climate.pdf|JPM-长期展望：人工智能、能源与气候热点问答 The Long View Q&A on AI, Energy and Climate.pdf]]