--- title: "#外资研报" topic_id: 82255225884521122 created_at: 2026-06-12T08:19:52.753+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：347 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255225884521122) - 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-全球宏观评论：市场重新定价风险-20260611.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260612_0819__外资研报__MS-全球宏观评论：市场重新定价风险-20260611.pdf|MS-全球宏观评论：市场重新定价风险-20260611.pdf]] #### 预览 [[assets/docs/260612_0819__外资研报__MS-全球宏观评论：市场重新定价风险-20260611.pdf|MS-全球宏观评论：市场重新定价风险-20260611.pdf]] ### MS-全球宏观评论_全球：6 月 5 日：就业数据引发美联储定价重估 Global Macro Commentary Global June 5：Payrolls Reprice Fed.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260612_0819__外资研报__MS-全球宏观评论_全球：6 月 5 日：就业数据引发美联储定价重估 Global Macro Commentary Global June 5：Payrolls Reprice Fed.pdf|MS-全球宏观评论_全球：6 月 5 日：就业数据引发美联储定价重估 Global Macro Commentary Global June 5：Payrolls Reprice Fed.pdf]] #### 预览 [[assets/docs/260612_0819__外资研报__MS-全球宏观评论_全球：6 月 5 日：就业数据引发美联储定价重估 Global Macro Commentary Global June 5：Payrolls Reprice Fed.pdf|MS-全球宏观评论_全球：6 月 5 日：就业数据引发美联储定价重估 Global Macro Commentary Global June 5：Payrolls Reprice Fed.pdf]] ### MS-中国工业板块——5月挖掘机销量数据：表现远超市场预期 China Industrials Asia Pacific May Excavator Sales Growth Much Stronger than Feared.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### MS-中国工业行业调研纪要——资本开支热潮持续升级、覆盖范围进一步拓宽 China Industrials Asia Pacific Trip Takeaways Stronger, Broader Capex Boom.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### MS-中国金融行业——人民币存贷款利率管理新规征求意见稿解读：助力利率市场化与公平定价 China Financials Asia Pacific New Consultation Paper on RMB Deposit and Loan Interest Rate Management Rules to Support Fair and Market-oriented Pricing.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260612_0819__外资研报__MS-中国金融行业——人民币存贷款利率管理新规征求意见稿解读：助力利率市场化与公平定价 China Financials Asia Pacific New Consultation Paper on RMB Deposit and Loan Interest Rate Management Rules to Su.pdf|MS-中国金融行业——人民币存贷款利率管理新规征求意见稿解读：助力利率市场化与公平定价 China Financials Asia Pacific New Consultation Paper on RMB Deposit and Loan Interest Rate Management Rules to Support Fair and Market-oriented Pricing.pdf]] #### 预览 [[assets/docs/260612_0819__外资研报__MS-中国金融行业——人民币存贷款利率管理新规征求意见稿解读：助力利率市场化与公平定价 China Financials Asia Pacific New Consultation Paper on RMB Deposit and Loan Interest Rate Management Rules to Su.pdf|MS-中国金融行业——人民币存贷款利率管理新规征求意见稿解读：助力利率市场化与公平定价 China Financials Asia Pacific New Consultation Paper on RMB Deposit and Loan Interest Rate Management Rules to Support Fair and Market-oriented Pricing.pdf]] ### MS-大中华科技硬件_亚太地区：2026 年 5 月的 GB200 与 GB300 NVL72 机架 Greater China Technology Hardware Asia Pacific GB200 and GB300 NVL72 Racks in May 2026.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260612_0819__外资研报__MS-大中华科技硬件_亚太地区：2026 年 5 月的 GB200 与 GB300 NVL72 机架 Greater China Technology Hardware Asia Pacific GB200 and GB300 NVL72 Racks in May 2026.pdf|MS-大中华科技硬件_亚太地区：2026 年 5 月的 GB200 与 GB300 NVL72 机架 Greater China Technology Hardware Asia Pacific GB200 and GB300 NVL72 Racks in May 2026.pdf]] #### 预览 [[assets/docs/260612_0819__外资研报__MS-大中华科技硬件_亚太地区：2026 年 5 月的 GB200 与 GB300 NVL72 机架 Greater China Technology Hardware Asia Pacific GB200 and GB300 NVL72 Racks in May 2026.pdf|MS-大中华科技硬件_亚太地区：2026 年 5 月的 GB200 与 GB300 NVL72 机架 Greater China Technology Hardware Asia Pacific GB200 and GB300 NVL72 Racks in May 2026.pdf]] ### MS-大中华区半导体行业——台北国际电脑展见闻：云计算、PC及传统存储市场分析 Greater China Technology Semiconductors Asia Pacific Computex takeaways Cloud, PC and old memory.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260612_0819__外资研报__MS-大中华区半导体行业——台北国际电脑展见闻：云计算、PC及传统存储市场分析 Greater China Technology Semiconductors Asia Pacific Computex takeaways Cloud, PC and old memory.pdf|MS-大中华区半导体行业——台北国际电脑展见闻：云计算、PC及传统存储市场分析 Greater China Technology Semiconductors Asia Pacific Computex takeaways Cloud, PC and old memory.pdf]] #### 预览 [[assets/docs/260612_0819__外资研报__MS-大中华区半导体行业——台北国际电脑展见闻：云计算、PC及传统存储市场分析 Greater China Technology Semiconductors Asia Pacific Computex takeaways Cloud, PC and old memory.pdf|MS-大中华区半导体行业——台北国际电脑展见闻：云计算、PC及传统存储市场分析 Greater China Technology Semiconductors Asia Pacific Computex takeaways Cloud, PC and old memory.pdf]] ### MS-大中华区硬件科技——2026年6月液晶面板价格展望：电视面板价格持平，显示器面板环比微涨0.2%，笔记本面板价格维稳 Greater China Technology Hardware Asia Pacific TFT-LCD Panel Price Outlook for June 2026：TVs Flat, Monitors +0.2%, NBs Flat MoM.pdf - 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Asia Pacific Inner Mongolia Site Visit.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260612_0819__外资研报__MS-东阿阿胶（000423）内蒙古实地调研纪要 Dong E E Jiao Co. Asia Pacific Inner Mongolia Site Visit.pdf|MS-东阿阿胶（000423）内蒙古实地调研纪要 Dong E E Jiao Co. Asia Pacific Inner Mongolia Site Visit.pdf]] #### 预览 [[assets/docs/260612_0819__外资研报__MS-东阿阿胶（000423）内蒙古实地调研纪要 Dong E E Jiao Co. Asia Pacific Inner Mongolia Site Visit.pdf|MS-东阿阿胶（000423）内蒙古实地调研纪要 Dong E E Jiao Co. Asia Pacific Inner Mongolia Site Visit.pdf]]