--- title: "#外资研报" topic_id: 22255221282544121 created_at: 2026-06-15T08:03:27.513+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：444 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221282544121) - 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 ### GS-聚焦中国互联网AI模型行业：解读AI和超大盘股的主要争论点；未来投资建议（摘要）.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0803__外资研报__GS-聚焦中国互联网AI模型行业：解读AI和超大盘股的主要争论点；未来投资建议（摘要）.pdf|GS-聚焦中国互联网AI模型行业：解读AI和超大盘股的主要争论点；未来投资建议（摘要）.pdf]] #### 预览 [[assets/docs/260615_0803__外资研报__GS-聚焦中国互联网AI模型行业：解读AI和超大盘股的主要争论点；未来投资建议（摘要）.pdf|GS-聚焦中国互联网AI模型行业：解读AI和超大盘股的主要争论点；未来投资建议（摘要）.pdf]] ### GS-礼来（LLY.US）——第47届高盛全球医疗保健大会纪要及核心要点 Eli Lilly & Co. (LLY) 47th Annual Global Healthcare Conference---Key Takeaways.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0803__外资研报__GS-礼来（LLY.US）——第47届高盛全球医疗保健大会纪要及核心要点 Eli Lilly & Co. (LLY) 47th Annual Global Healthcare Conference---Key Takeaways.pdf|GS-礼来（LLY.US）——第47届高盛全球医疗保健大会纪要及核心要点 Eli Lilly & Co. (LLY) 47th Annual Global Healthcare Conference---Key Takeaways.pdf]] #### 预览 [[assets/docs/260615_0803__外资研报__GS-礼来（LLY.US）——第47届高盛全球医疗保健大会纪要及核心要点 Eli Lilly & Co. (LLY) 47th Annual Global Healthcare Conference---Key Takeaways.pdf|GS-礼来（LLY.US）——第47届高盛全球医疗保健大会纪要及核心要点 Eli Lilly & Co. (LLY) 47th Annual Global Healthcare Conference---Key Takeaways.pdf]] ### GS-媒体报道的2万亿元数据中心投资计划并非新消息 China Media reported RMB 2 trillion data center investment not new news.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0803__外资研报__GS-媒体报道的2万亿元数据中心投资计划并非新消息 China Media reported RMB 2 trillion data center investment not new news.pdf|GS-媒体报道的2万亿元数据中心投资计划并非新消息 China Media reported RMB 2 trillion data center investment not new news.pdf]] #### 预览 [[assets/docs/260615_0803__外资研报__GS-媒体报道的2万亿元数据中心投资计划并非新消息 China Media reported RMB 2 trillion data center investment not new news.pdf|GS-媒体报道的2万亿元数据中心投资计划并非新消息 China Media reported RMB 2 trillion data center investment not new news.pdf]] ### GS-美股观点：AI 资本开支提升，市场波动性加剧 US EQUITY VIEWS More AI capex, more volatility.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0803__外资研报__GS-美股观点：AI 资本开支提升，市场波动性加剧 US EQUITY VIEWS More AI capex, more volatility.pdf|GS-美股观点：AI 资本开支提升，市场波动性加剧 US EQUITY VIEWS More AI capex, more volatility.pdf]] #### 预览 [[assets/docs/260615_0803__外资研报__GS-美股观点：AI 资本开支提升，市场波动性加剧 US EQUITY VIEWS More AI capex, more volatility.pdf|GS-美股观点：AI 资本开支提升，市场波动性加剧 US EQUITY VIEWS More AI capex, more volatility.pdf]] ### GS-美股每周概览：仓位、资金流向及场内观察 US Equities Weekly Rundown Positioning, Flows, and Observations Across the Floor.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0803__外资研报__GS-美股每周概览：仓位、资金流向及场内观察 US Equities Weekly Rundown Positioning, Flows, and Observations Across the Floor.pdf|GS-美股每周概览：仓位、资金流向及场内观察 US Equities Weekly Rundown Positioning, Flows, and Observations Across the Floor.pdf]] #### 预览 [[assets/docs/260615_0803__外资研报__GS-美股每周概览：仓位、资金流向及场内观察 US Equities Weekly Rundown Positioning, Flows, and Observations Across the Floor.pdf|GS-美股每周概览：仓位、资金流向及场内观察 US Equities Weekly Rundown Positioning, Flows, and Observations Across the Floor.pdf]] ### GS-美国PPI超预期-核心PCE预估0-31%-20260611.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0803__外资研报__GS-美国PPI超预期-核心PCE预估0-31%-20260611.pdf|GS-美国PPI超预期-核心PCE预估0-31%-20260611.pdf]] #### 预览 [[assets/docs/260615_0803__外资研报__GS-美国PPI超预期-核心PCE预估0-31%-20260611.pdf|GS-美国PPI超预期-核心PCE预估0-31%-20260611.pdf]] ### GS-美国股票策略——AI资本开支越涨，市场波动越大：上调2027年云厂商CAPEX预测，警惕基础设施板块拥挤交易风险 US EQUITY VIEWS More AI capex, more volatility.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0803__外资研报__GS-美国股票策略——AI资本开支越涨，市场波动越大：上调2027年云厂商CAPEX预测，警惕基础设施板块拥挤交易风险 US EQUITY VIEWS More AI capex, more volatility.pdf|GS-美国股票策略——AI资本开支越涨，市场波动越大：上调2027年云厂商CAPEX预测，警惕基础设施板块拥挤交易风险 US EQUITY VIEWS More AI capex, more volatility.pdf]] #### 预览 [[assets/docs/260615_0803__外资研报__GS-美国股票策略——AI资本开支越涨，市场波动越大：上调2027年云厂商CAPEX预测，警惕基础设施板块拥挤交易风险 US EQUITY VIEWS More AI capex, more volatility.pdf|GS-美国股票策略——AI资本开支越涨，市场波动越大：上调2027年云厂商CAPEX预测，警惕基础设施板块拥挤交易风险 US EQUITY VIEWS More AI capex, more volatility.pdf]] ### GS-美国医疗保健行业——制药板块：第47届全球医疗健康大会CMS专题小组纪要——关键要点 Americas Healthcare：Pharmaceuticals：Notes from the CMS Panel：47th Annual Global Healthcare Conference -- Key Takeaways.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0803__外资研报__GS-美国医疗保健行业——制药板块：第47届全球医疗健康大会CMS专题小组纪要——关键要点 Americas Healthcare：Pharmaceuticals：Notes from the CMS Panel：47th Annual Global Healthcare Conference -- Key Ta.pdf|GS-美国医疗保健行业——制药板块：第47届全球医疗健康大会CMS专题小组纪要——关键要点 Americas Healthcare：Pharmaceuticals：Notes from the CMS Panel：47th Annual Global Healthcare Conference -- Key Takeaways.pdf]] #### 预览 [[assets/docs/260615_0803__外资研报__GS-美国医疗保健行业——制药板块：第47届全球医疗健康大会CMS专题小组纪要——关键要点 Americas Healthcare：Pharmaceuticals：Notes from the CMS Panel：47th Annual Global Healthcare Conference -- Key Ta.pdf|GS-美国医疗保健行业——制药板块：第47届全球医疗健康大会CMS专题小组纪要——关键要点 Americas Healthcare：Pharmaceuticals：Notes from the CMS Panel：47th Annual Global Healthcare Conference -- Key Takeaways.pdf]] ### GS-巨子生物（2367.HK）：医美首款产品正式亮相，销售潜力达十亿级；全年指引如期推进；维持买入｜目标价HK$46 Giant Biogene Holding (shturl.) MA official debut Sales potential in Rmb billions; on track for full year guidance; Buy.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0803__外资研报__GS-巨子生物（2367.HK）：医美首款产品正式亮相，销售潜力达十亿级；全年指引如期推进；维持买入｜目标价HK$46 Giant Biogene Holding (shturl.) MA official debut Sales potential in Rmb billions; on track for f.pdf|GS-巨子生物（2367.HK）：医美首款产品正式亮相，销售潜力达十亿级；全年指引如期推进；维持买入｜目标价HK$46 Giant Biogene Holding (shturl.) MA official debut Sales potential in Rmb billions; on track for full year guidance; Buy.pdf]] #### 预览 [[assets/docs/260615_0803__外资研报__GS-巨子生物（2367.HK）：医美首款产品正式亮相，销售潜力达十亿级；全年指引如期推进；维持买入｜目标价HK$46 Giant Biogene Holding (shturl.) MA official debut Sales potential in Rmb billions; on track for f.pdf|GS-巨子生物（2367.HK）：医美首款产品正式亮相，销售潜力达十亿级；全年指引如期推进；维持买入｜目标价HK$46 Giant Biogene Holding (shturl.) MA official debut Sales potential in Rmb billions; on track for full year guidance; Buy.pdf]]