--- title: "#外资研报" topic_id: 55522558515244114 created_at: 2026-06-15T08:02:40.001+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：449 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558515244114) - 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-4月WSTS半导体销售加速增长-20260612.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0802__外资研报__JPM-4月WSTS半导体销售加速增长-20260612.pdf|JPM-4月WSTS半导体销售加速增长-20260612.pdf]] #### 预览 [[assets/docs/260615_0802__外资研报__JPM-4月WSTS半导体销售加速增长-20260612.pdf|JPM-4月WSTS半导体销售加速增长-20260612.pdf]] ### JPM-爱尔眼科（300015.SZ）：收购巴西资产是拉美布局关键一步；因屈光手术量担忧及税务逆风下调目标价 Aier Eye -A Brazil Acquisition Marks Pivotal Step in LatAm; PT Lowered Due to Refractive Volume Concerns and Tax Headwinds.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0802__外资研报__JPM-爱尔眼科（300015.SZ）：收购巴西资产是拉美布局关键一步；因屈光手术量担忧及税务逆风下调目标价 Aier Eye -A Brazil Acquisition Marks Pivotal Step in LatAm; PT Lowered Due to Refractive Volume Concer.pdf|JPM-爱尔眼科（300015.SZ）：收购巴西资产是拉美布局关键一步；因屈光手术量担忧及税务逆风下调目标价 Aier Eye -A Brazil Acquisition Marks Pivotal Step in LatAm; PT Lowered Due to Refractive Volume Concerns and Tax Headwinds.pdf]] #### 预览 [[assets/docs/260615_0802__外资研报__JPM-爱尔眼科（300015.SZ）：收购巴西资产是拉美布局关键一步；因屈光手术量担忧及税务逆风下调目标价 Aier Eye -A Brazil Acquisition Marks Pivotal Step in LatAm; PT Lowered Due to Refractive Volume Concer.pdf|JPM-爱尔眼科（300015.SZ）：收购巴西资产是拉美布局关键一步；因屈光手术量担忧及税务逆风下调目标价 Aier Eye -A Brazil Acquisition Marks Pivotal Step in LatAm; PT Lowered Due to Refractive Volume Concerns and Tax Headwinds.pdf]] ### JPM-存储市场动态——Vera Rubin SOCAMM容量削减传闻带来逢低买入机会；英伟达—SK海力士合作及2026年台北国际电脑展（Computex）要点解读 Memory Market Update SOCAMM content noise offers a buying opportunity；thoughts on NVDA-SKH partnership and takeaways from Computex 2026.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0802__外资研报__JPM-存储市场动态——Vera Rubin SOCAMM容量削减传闻带来逢低买入机会；英伟达—SK海力士合作及2026年台北国际电脑展（Computex）要点解读 Memory Market Update SOCAMM content noise offers a buying opportunity；thou.pdf|JPM-存储市场动态——Vera Rubin SOCAMM容量削减传闻带来逢低买入机会；英伟达—SK海力士合作及2026年台北国际电脑展（Computex）要点解读 Memory Market Update SOCAMM content noise offers a buying opportunity；thoughts on NVDA-SKH partnership and takeaways from Computex 2026.pdf]] #### 预览 [[assets/docs/260615_0802__外资研报__JPM-存储市场动态——Vera Rubin SOCAMM容量削减传闻带来逢低买入机会；英伟达—SK海力士合作及2026年台北国际电脑展（Computex）要点解读 Memory Market Update SOCAMM content noise offers a buying opportunity；thou.pdf|JPM-存储市场动态——Vera Rubin SOCAMM容量削减传闻带来逢低买入机会；英伟达—SK海力士合作及2026年台北国际电脑展（Computex）要点解读 Memory Market Update SOCAMM content noise offers a buying opportunity；thoughts on NVDA-SKH partnership and takeaways from Computex 2026.pdf]] ### JPM-大模型变现与模型领导力-20260612.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0802__外资研报__JPM-大模型变现与模型领导力-20260612.pdf|JPM-大模型变现与模型领导力-20260612.pdf]] #### 预览 [[assets/docs/260615_0802__外资研报__JPM-大模型变现与模型领导力-20260612.pdf|JPM-大模型变现与模型领导力-20260612.pdf]] ### JPM-电子行业——松下控股投资者日活动要点：AI基础设施业务进展 Electronics AI infrastructure Panasonic Investor Day takeaways.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0802__外资研报__JPM-电子行业——松下控股投资者日活动要点：AI基础设施业务进展 Electronics AI infrastructure Panasonic Investor Day takeaways.pdf|JPM-电子行业——松下控股投资者日活动要点：AI基础设施业务进展 Electronics AI infrastructure Panasonic Investor Day takeaways.pdf]] #### 预览 [[assets/docs/260615_0802__外资研报__JPM-电子行业——松下控股投资者日活动要点：AI基础设施业务进展 Electronics AI infrastructure Panasonic Investor Day takeaways.pdf|JPM-电子行业——松下控股投资者日活动要点：AI基础设施业务进展 Electronics AI infrastructure Panasonic Investor Day takeaways.pdf]] ### JPM-韩国化工行业——5月丁腈乳胶（NBL）丁苯橡胶（SBR）价差飙至五年新高，石脑油与LPG短缺引发橡胶原料供应紧张 Korea Chemicals May NBL_SBR margins surge to five-year highs as naphtha_LPG shortage triggers rubber tightness.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0802__外资研报__JPM-韩国化工行业——5月丁腈乳胶（NBL）丁苯橡胶（SBR）价差飙至五年新高，石脑油与LPG短缺引发橡胶原料供应紧张 Korea Chemicals May NBL_SBR margins surge to five-year highs as naphtha_LPG shortage triggers ru.pdf|JPM-韩国化工行业——5月丁腈乳胶（NBL）丁苯橡胶（SBR）价差飙至五年新高，石脑油与LPG短缺引发橡胶原料供应紧张 Korea Chemicals May NBL_SBR margins surge to five-year highs as naphtha_LPG shortage triggers rubber tightness.pdf]] #### 预览 [[assets/docs/260615_0802__外资研报__JPM-韩国化工行业——5月丁腈乳胶（NBL）丁苯橡胶（SBR）价差飙至五年新高，石脑油与LPG短缺引发橡胶原料供应紧张 Korea Chemicals May NBL_SBR margins surge to five-year highs as naphtha_LPG shortage triggers ru.pdf|JPM-韩国化工行业——5月丁腈乳胶（NBL）丁苯橡胶（SBR）价差飙至五年新高，石脑油与LPG短缺引发橡胶原料供应紧张 Korea Chemicals May NBL_SBR margins surge to five-year highs as naphtha_LPG shortage triggers rubber tightness.pdf]] ### Jefferies-中国互联网行业——智能体互联（Agent-to-Agent）合作生态扩展；大模型拓宽应用边界 China (PRC) Internet AI Series #48 Agent-to-Agent Partnerships; Models Expand Use-Case Scenario.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0802__外资研报__Jefferies-中国互联网行业——智能体互联（Agent-to-Agent）合作生态扩展；大模型拓宽应用边界 China (PRC) Internet AI Series _48 Agent-to-Agent Partnerships; Models Expand Use-Case Scenario.pdf|Jefferies-中国互联网行业——智能体互联（Agent-to-Agent）合作生态扩展；大模型拓宽应用边界 China (PRC) Internet AI Series #48 Agent-to-Agent Partnerships; Models Expand Use-Case Scenario.pdf]] #### 预览 [[assets/docs/260615_0802__外资研报__Jefferies-中国互联网行业——智能体互联（Agent-to-Agent）合作生态扩展；大模型拓宽应用边界 China (PRC) Internet AI Series _48 Agent-to-Agent Partnerships; Models Expand Use-Case Scenario.pdf|Jefferies-中国互联网行业——智能体互联（Agent-to-Agent）合作生态扩展；大模型拓宽应用边界 China (PRC) Internet AI Series #48 Agent-to-Agent Partnerships; Models Expand Use-Case Scenario.pdf]] ### Jefferies-中国科技行业：中国软件与AI月度追踪——市场对AI冲击SaaS的担忧过度，尤其在中国 China (PRC) Technology China AI Monthly - Excess Fear of AI Disruption in Software, Esp for China.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0802__外资研报__Jefferies-中国科技行业：中国软件与AI月度追踪——市场对AI冲击SaaS的担忧过度，尤其在中国 China (PRC) Technology China AI Monthly - Excess Fear of AI Disruption in Software, Esp for China.pdf|Jefferies-中国科技行业：中国软件与AI月度追踪——市场对AI冲击SaaS的担忧过度，尤其在中国 China (PRC) Technology China AI Monthly - Excess Fear of AI Disruption in Software, Esp for China.pdf]] #### 预览 [[assets/docs/260615_0802__外资研报__Jefferies-中国科技行业：中国软件与AI月度追踪——市场对AI冲击SaaS的担忧过度，尤其在中国 China (PRC) Technology China AI Monthly - Excess Fear of AI Disruption in Software, Esp for China.pdf|Jefferies-中国科技行业：中国软件与AI月度追踪——市场对AI冲击SaaS的担忧过度，尤其在中国 China (PRC) Technology China AI Monthly - Excess Fear of AI Disruption in Software, Esp for China.pdf]] ### Jefferies-中国新能源行业：SNEC光伏储能展首日会议反馈 China (PRC) Alternative Energy SNEC 2026 Day 1 Conference Feedback.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0802__外资研报__Jefferies-中国新能源行业：SNEC光伏储能展首日会议反馈 China (PRC) Alternative Energy SNEC 2026 Day 1 Conference Feedback.pdf|Jefferies-中国新能源行业：SNEC光伏储能展首日会议反馈 China (PRC) Alternative Energy SNEC 2026 Day 1 Conference Feedback.pdf]] #### 预览 [[assets/docs/260615_0802__外资研报__Jefferies-中国新能源行业：SNEC光伏储能展首日会议反馈 China (PRC) Alternative Energy SNEC 2026 Day 1 Conference Feedback.pdf|Jefferies-中国新能源行业：SNEC光伏储能展首日会议反馈 China (PRC) Alternative Energy SNEC 2026 Day 1 Conference Feedback.pdf]]