--- title: "#外资研报" topic_id: 82255221282544452 created_at: 2026-06-15T08:03:01.758+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：446 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255221282544452) - 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-卫龙美味（9985.HK）—股东大会：数字化驱动新品创新+精细化深耕线下支撑高质量增长；坚持股东回报；维持买入 Weilong Delicious Global Holdings (9985.HK) AGM digital-driven new product innovation and refined offline anchoring high quality growth; stick to shareholder....pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0803__外资研报__GS-卫龙美味（9985.HK）—股东大会：数字化驱动新品创新+精细化深耕线下支撑高质量增长；坚持股东回报；维持买入 Weilong Delicious Global Holdings (9985.HK) AGM digital-driven new product innovation and refined.pdf|GS-卫龙美味（9985.HK）—股东大会：数字化驱动新品创新+精细化深耕线下支撑高质量增长；坚持股东回报；维持买入 Weilong Delicious Global Holdings (9985.HK) AGM digital-driven new product innovation and refined offline anchoring high quality growth; stick to shareholder....pdf]] #### 预览 [[assets/docs/260615_0803__外资研报__GS-卫龙美味（9985.HK）—股东大会：数字化驱动新品创新+精细化深耕线下支撑高质量增长；坚持股东回报；维持买入 Weilong Delicious Global Holdings (9985.HK) AGM digital-driven new product innovation and refined.pdf|GS-卫龙美味（9985.HK）—股东大会：数字化驱动新品创新+精细化深耕线下支撑高质量增长；坚持股东回报；维持买入 Weilong Delicious Global Holdings (9985.HK) AGM digital-driven new product innovation and refined offline anchoring high quality growth; stick to shareholder....pdf]] ### GS-信达生物（1801.HK）——2026年ADA大会要点：口服GLP-1早期减重数据亮眼，玛仕度肽III期结果瞄准最优说明书标签 Innovent Biologics (1801.HK) ADA 2026 take Oral GLP-1 showing strongly weight loss data; Mazdutide ph3 results aiming for potential label weight loss d....pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0803__外资研报__GS-信达生物（1801.HK）——2026年ADA大会要点：口服GLP-1早期减重数据亮眼，玛仕度肽III期结果瞄准最优说明书标签 Innovent Biologics (1801.HK) ADA 2026 take Oral GLP-1 showing strongly weight loss data; M.pdf|GS-信达生物（1801.HK）——2026年ADA大会要点：口服GLP-1早期减重数据亮眼，玛仕度肽III期结果瞄准最优说明书标签 Innovent Biologics (1801.HK) ADA 2026 take Oral GLP-1 showing strongly weight loss data; Mazdutide ph3 results aiming for potential label weight loss d....pdf]] #### 预览 [[assets/docs/260615_0803__外资研报__GS-信达生物（1801.HK）——2026年ADA大会要点：口服GLP-1早期减重数据亮眼，玛仕度肽III期结果瞄准最优说明书标签 Innovent Biologics (1801.HK) ADA 2026 take Oral GLP-1 showing strongly weight loss data; M.pdf|GS-信达生物（1801.HK）——2026年ADA大会要点：口服GLP-1早期减重数据亮眼，玛仕度肽III期结果瞄准最优说明书标签 Innovent Biologics (1801.HK) ADA 2026 take Oral GLP-1 showing strongly weight loss data; Mazdutide ph3 results aiming for potential label weight loss d....pdf]] ### GS-亚太市场周报：MXAPJ closed flat despite a volat...-20260614.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0803__外资研报__GS-亚太市场周报：MXAPJ closed flat despite a volat...-20260614.pdf|GS-亚太市场周报：MXAPJ closed flat despite a volat...-20260614.pdf]] #### 预览 [[assets/docs/260615_0803__外资研报__GS-亚太市场周报：MXAPJ closed flat despite a volat...-20260614.pdf|GS-亚太市场周报：MXAPJ closed flat despite a volat...-20260614.pdf]] ### GS-亚洲央行外汇政策工具箱——中东冲突引发能源冲击背景下的汇市干预手段评估 ASIA ECONOMICS ANALYST Asian Central Banks' FX Policy Toolkit.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0803__外资研报__GS-亚洲央行外汇政策工具箱——中东冲突引发能源冲击背景下的汇市干预手段评估 ASIA ECONOMICS ANALYST Asian Central Banks' FX Policy Toolkit.pdf|GS-亚洲央行外汇政策工具箱——中东冲突引发能源冲击背景下的汇市干预手段评估 ASIA ECONOMICS ANALYST Asian Central Banks' FX Policy Toolkit.pdf]] #### 预览 [[assets/docs/260615_0803__外资研报__GS-亚洲央行外汇政策工具箱——中东冲突引发能源冲击背景下的汇市干预手段评估 ASIA ECONOMICS ANALYST Asian Central Banks' FX Policy Toolkit.pdf|GS-亚洲央行外汇政策工具箱——中东冲突引发能源冲击背景下的汇市干预手段评估 ASIA ECONOMICS ANALYST Asian Central Banks' FX Policy Toolkit.pdf]] ### GS-亿航智能（EH.US）：EH216-S满足新规推进商运，1Q26业绩低于预期，维持买入｜目标价$16.90 EHang (EH) EH216-S commercial operations update following new requirements; 1Q26 miss; Buy.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0803__外资研报__GS-亿航智能（EH.US）：EH216-S满足新规推进商运，1Q26业绩低于预期，维持买入｜目标价$16.90 EHang (EH) EH216-S commercial operations update following new requirements; 1Q26 miss; Buy.pdf|GS-亿航智能（EH.US）：EH216-S满足新规推进商运，1Q26业绩低于预期，维持买入｜目标价$16.90 EHang (EH) EH216-S commercial operations update following new requirements; 1Q26 miss; Buy.pdf]] #### 预览 [[assets/docs/260615_0803__外资研报__GS-亿航智能（EH.US）：EH216-S满足新规推进商运，1Q26业绩低于预期，维持买入｜目标价$16.90 EHang (EH) EH216-S commercial operations update following new requirements; 1Q26 miss; Buy.pdf|GS-亿航智能（EH.US）：EH216-S满足新规推进商运，1Q26业绩低于预期，维持买入｜目标价$16.90 EHang (EH) EH216-S commercial operations update following new requirements; 1Q26 miss; Buy.pdf]] ### GS-友邦保险（1299.HK）——股价承压下的估值审视：增长动能将驱动价值重估；维持买入 AIA Group (1299.HK) Assessing valuation amid share price weakness. Growth momentum to drive re-rating；Buy.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0803__外资研报__GS-友邦保险（1299.HK）——股价承压下的估值审视：增长动能将驱动价值重估；维持买入 AIA Group (1299.HK) Assessing valuation amid share price weakness. Growth momentum to drive re-rating；Buy.pdf|GS-友邦保险（1299.HK）——股价承压下的估值审视：增长动能将驱动价值重估；维持买入 AIA Group (1299.HK) Assessing valuation amid share price weakness. Growth momentum to drive re-rating；Buy.pdf]] #### 预览 [[assets/docs/260615_0803__外资研报__GS-友邦保险（1299.HK）——股价承压下的估值审视：增长动能将驱动价值重估；维持买入 AIA Group (1299.HK) Assessing valuation amid share price weakness. Growth momentum to drive re-rating；Buy.pdf|GS-友邦保险（1299.HK）——股价承压下的估值审视：增长动能将驱动价值重估；维持买入 AIA Group (1299.HK) Assessing valuation amid share price weakness. Growth momentum to drive re-rating；Buy.pdf]] ### GS-中国：5月信贷增长超预期-但需求疲软-20260612.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0803__外资研报__GS-中国：5月信贷增长超预期-但需求疲软-20260612.pdf|GS-中国：5月信贷增长超预期-但需求疲软-20260612.pdf]] #### 预览 [[assets/docs/260615_0803__外资研报__GS-中国：5月信贷增长超预期-但需求疲软-20260612.pdf|GS-中国：5月信贷增长超预期-但需求疲软-20260612.pdf]] ### GS-中国必选消费——量贩零食零售商：从新兴现制短保零食连锁店的蓬勃发展中提炼的三点启示 CHINA STAPLES Value Retailers：Our three key takes on read-across from new booming Fresh Snacks retail chains.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0803__外资研报__GS-中国必选消费——量贩零食零售商：从新兴现制短保零食连锁店的蓬勃发展中提炼的三点启示 CHINA STAPLES Value Retailers：Our three key takes on read-across from new booming Fresh Snacks retail chains.pdf|GS-中国必选消费——量贩零食零售商：从新兴现制短保零食连锁店的蓬勃发展中提炼的三点启示 CHINA STAPLES Value Retailers：Our three key takes on read-across from new booming Fresh Snacks retail chains.pdf]] #### 预览 [[assets/docs/260615_0803__外资研报__GS-中国必选消费——量贩零食零售商：从新兴现制短保零食连锁店的蓬勃发展中提炼的三点启示 CHINA STAPLES Value Retailers：Our three key takes on read-across from new booming Fresh Snacks retail chains.pdf|GS-中国必选消费——量贩零食零售商：从新兴现制短保零食连锁店的蓬勃发展中提炼的三点启示 CHINA STAPLES Value Retailers：Our three key takes on read-across from new booming Fresh Snacks retail chains.pdf]] ### GS-斯达半导（603290.SS）：产品线向AI应用延伸，维持中性评级｜目标价121.2元人民币 StarPower (603290.SS) Product line expansion towards AI-related applications; Neutral.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0803__外资研报__GS-斯达半导（603290.SS）：产品线向AI应用延伸，维持中性评级｜目标价121.2元人民币 StarPower (603290.SS) Product line expansion towards AI-related applications; Neutral.pdf|GS-斯达半导（603290.SS）：产品线向AI应用延伸，维持中性评级｜目标价121.2元人民币 StarPower (603290.SS) Product line expansion towards AI-related applications; Neutral.pdf]] #### 预览 [[assets/docs/260615_0803__外资研报__GS-斯达半导（603290.SS）：产品线向AI应用延伸，维持中性评级｜目标价121.2元人民币 StarPower (603290.SS) Product line expansion towards AI-related applications; Neutral.pdf|GS-斯达半导（603290.SS）：产品线向AI应用延伸，维持中性评级｜目标价121.2元人民币 StarPower (603290.SS) Product line expansion towards AI-related applications; Neutral.pdf]]