--- title: "#外资研报" topic_id: 45544581214458558 created_at: 2026-06-11T08:10:32.890+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：514 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581214458558) - 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 ### MS-制药行业——司美格鲁肽专利悬崖来袭：仿制药带来的风险与机遇及产业链瓶颈分析 Pharmaceuticals The Ozempic cliff：generic risks, opportunities and bottlenecks.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260611_0810__外资研报__MS-制药行业——司美格鲁肽专利悬崖来袭：仿制药带来的风险与机遇及产业链瓶颈分析 Pharmaceuticals The Ozempic cliff：generic risks, opportunities and bottlenecks.pdf|MS-制药行业——司美格鲁肽专利悬崖来袭：仿制药带来的风险与机遇及产业链瓶颈分析 Pharmaceuticals The Ozempic cliff：generic risks, opportunities and bottlenecks.pdf]] #### 预览 [[assets/docs/260611_0810__外资研报__MS-制药行业——司美格鲁肽专利悬崖来袭：仿制药带来的风险与机遇及产业链瓶颈分析 Pharmaceuticals The Ozempic cliff：generic risks, opportunities and bottlenecks.pdf|MS-制药行业——司美格鲁肽专利悬崖来袭：仿制药带来的风险与机遇及产业链瓶颈分析 Pharmaceuticals The Ozempic cliff：generic risks, opportunities and bottlenecks.pdf]] ### MS-中国发展三维思考——合肥发展悖论：为何优质产业政策无法根治宏观失衡 China's 3D Journey The Hefei Paradox Why Smart Industrial Policy Can't Fix Macro Imbalances.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260611_0810__外资研报__MS-中国发展三维思考——合肥发展悖论：为何优质产业政策无法根治宏观失衡 China's 3D Journey The Hefei Paradox Why Smart Industrial Policy Can't Fix Macro Imbalances.pdf|MS-中国发展三维思考——合肥发展悖论：为何优质产业政策无法根治宏观失衡 China's 3D Journey The Hefei Paradox Why Smart Industrial Policy Can't Fix Macro Imbalances.pdf]] #### 预览 [[assets/docs/260611_0810__外资研报__MS-中国发展三维思考——合肥发展悖论：为何优质产业政策无法根治宏观失衡 China's 3D Journey The Hefei Paradox Why Smart Industrial Policy Can't Fix Macro Imbalances.pdf|MS-中国发展三维思考——合肥发展悖论：为何优质产业政策无法根治宏观失衡 China's 3D Journey The Hefei Paradox Why Smart Industrial Policy Can't Fix Macro Imbalances.pdf]] ### Nomura-哔哩哔哩（BILI.US）——亚洲投资论坛交流要点 Bilibili Inc Takeaways from NIFA conference.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260611_0810__外资研报__Nomura-哔哩哔哩（BILI.US）——亚洲投资论坛交流要点 Bilibili Inc Takeaways from NIFA conference.pdf|Nomura-哔哩哔哩（BILI.US）——亚洲投资论坛交流要点 Bilibili Inc Takeaways from NIFA conference.pdf]] #### 预览 [[assets/docs/260611_0810__外资研报__Nomura-哔哩哔哩（BILI.US）——亚洲投资论坛交流要点 Bilibili Inc Takeaways from NIFA conference.pdf|Nomura-哔哩哔哩（BILI.US）——亚洲投资论坛交流要点 Bilibili Inc Takeaways from NIFA conference.pdf]] ### Nomura-经济洞察：2026年亚洲投资论坛宏观观点汇总及投资者调研结果 Economic Insights Nomura Investment Forum Asia 2026：A recap of our macro views and what investors think.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260611_0810__外资研报__Nomura-经济洞察：2026年亚洲投资论坛宏观观点汇总及投资者调研结果 Economic Insights Nomura Investment Forum Asia 2026：A recap of our macro views and what investors think.pdf|Nomura-经济洞察：2026年亚洲投资论坛宏观观点汇总及投资者调研结果 Economic Insights Nomura Investment Forum Asia 2026：A recap of our macro views and what investors think.pdf]] #### 预览 [[assets/docs/260611_0810__外资研报__Nomura-经济洞察：2026年亚洲投资论坛宏观观点汇总及投资者调研结果 Economic Insights Nomura Investment Forum Asia 2026：A recap of our macro views and what investors think.pdf|Nomura-经济洞察：2026年亚洲投资论坛宏观观点汇总及投资者调研结果 Economic Insights Nomura Investment Forum Asia 2026：A recap of our macro views and what investors think.pdf]] ### SemiAnalysis-How China's Unitree Will Dominate Global Robotics.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### SemiAnalysis-中国宇树科技将如何主导全球机器人产业 --- How China's Unitree Will Dominate Global Robotics.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### MS-沃尔玛（WMT.US）——业务飞轮持续拓展目标市场 Walmart Inc North America How WMT's Flywheel Is Expanding Its Addressable Market.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260611_0810__外资研报__MS-沃尔玛（WMT.US）——业务飞轮持续拓展目标市场 Walmart Inc North America How WMT's Flywheel Is Expanding Its Addressable Market.pdf|MS-沃尔玛（WMT.US）——业务飞轮持续拓展目标市场 Walmart Inc North America How WMT's Flywheel Is Expanding Its Addressable Market.pdf]] #### 预览 [[assets/docs/260611_0810__外资研报__MS-沃尔玛（WMT.US）——业务飞轮持续拓展目标市场 Walmart Inc North America How WMT's Flywheel Is Expanding Its Addressable Market.pdf|MS-沃尔玛（WMT.US）——业务飞轮持续拓展目标市场 Walmart Inc North America How WMT's Flywheel Is Expanding Its Addressable Market.pdf]] ### MS-亚洲新兴市场股票策略（亚太区）：资金流向与仓位配置指南 Asia EM Equity Strategy Asia Pacific Flows & Positioning Guide.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### MS-硬件行业——台北国际电脑展见闻汇总 IT Hardware North America More Takeaways From Taiwan – COMPUTEX Edition.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260611_0810__外资研报__MS-硬件行业——台北国际电脑展见闻汇总 IT Hardware North America More Takeaways From Taiwan – COMPUTEX Edition.pdf|MS-硬件行业——台北国际电脑展见闻汇总 IT Hardware North America More Takeaways From Taiwan – COMPUTEX Edition.pdf]] #### 预览 [[assets/docs/260611_0810__外资研报__MS-硬件行业——台北国际电脑展见闻汇总 IT Hardware North America More Takeaways From Taiwan – COMPUTEX Edition.pdf|MS-硬件行业——台北国际电脑展见闻汇总 IT Hardware North America More Takeaways From Taiwan – COMPUTEX Edition.pdf]]