--- title: "#外资研报" topic_id: 45544551585422428 created_at: 2026-06-15T08:02:33.882+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：450 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544551585422428) - 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-零售雷达：6 月 10 日 — 市场回调下科技股遭抛售，世界杯主题尚未启动 Retail Radar Jun 10 - Tech Selling amidst Drawdown, World Cup Theme Yet to Kick In.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0802__外资研报__JPM-零售雷达：6 月 10 日 — 市场回调下科技股遭抛售，世界杯主题尚未启动 Retail Radar Jun 10 - Tech Selling amidst Drawdown, World Cup Theme Yet to Kick In.pdf|JPM-零售雷达：6 月 10 日 — 市场回调下科技股遭抛售，世界杯主题尚未启动 Retail Radar Jun 10 - Tech Selling amidst Drawdown, World Cup Theme Yet to Kick In.pdf]] #### 预览 [[assets/docs/260615_0802__外资研报__JPM-零售雷达：6 月 10 日 — 市场回调下科技股遭抛售，世界杯主题尚未启动 Retail Radar Jun 10 - Tech Selling amidst Drawdown, World Cup Theme Yet to Kick In.pdf|JPM-零售雷达：6 月 10 日 — 市场回调下科技股遭抛售，世界杯主题尚未启动 Retail Radar Jun 10 - Tech Selling amidst Drawdown, World Cup Theme Yet to Kick In.pdf]] ### JPM-美国每周展望-20260613.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0802__外资研报__JPM-美国每周展望-20260613.pdf|JPM-美国每周展望-20260613.pdf]] #### 预览 [[assets/docs/260615_0802__外资研报__JPM-美国每周展望-20260613.pdf|JPM-美国每周展望-20260613.pdf]] ### JPM-诺基亚：构建 AI 收入模型。光通信利好与交换机订单照亮大幅上行路径 Nokia Building the AI revenue model. Optical tailwinds and switching wins light the path to significant upside.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0802__外资研报__JPM-诺基亚：构建 AI 收入模型。光通信利好与交换机订单照亮大幅上行路径 Nokia Building the AI revenue model. Optical tailwinds and switching wins light the path to significant upside.pdf|JPM-诺基亚：构建 AI 收入模型。光通信利好与交换机订单照亮大幅上行路径 Nokia Building the AI revenue model. Optical tailwinds and switching wins light the path to significant upside.pdf]] #### 预览 [[assets/docs/260615_0802__外资研报__JPM-诺基亚：构建 AI 收入模型。光通信利好与交换机订单照亮大幅上行路径 Nokia Building the AI revenue model. Optical tailwinds and switching wins light the path to significant upside.pdf|JPM-诺基亚：构建 AI 收入模型。光通信利好与交换机订单照亮大幅上行路径 Nokia Building the AI revenue model. Optical tailwinds and switching wins light the path to significant upside.pdf]] ### JPM-全球LNG供应与航运追踪——首艘LNG运输船驶入霍尔木兹海峡 Global LNG Supply & ShippingTracker First LNG tanker enters the Strait.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0802__外资研报__JPM-全球LNG供应与航运追踪——首艘LNG运输船驶入霍尔木兹海峡 Global LNG Supply & ShippingTracker First LNG tanker enters the Strait.pdf|JPM-全球LNG供应与航运追踪——首艘LNG运输船驶入霍尔木兹海峡 Global LNG Supply & ShippingTracker First LNG tanker enters the Strait.pdf]] #### 预览 [[assets/docs/260615_0802__外资研报__JPM-全球LNG供应与航运追踪——首艘LNG运输船驶入霍尔木兹海峡 Global LNG Supply & ShippingTracker First LNG tanker enters the Strait.pdf|JPM-全球LNG供应与航运追踪——首艘LNG运输船驶入霍尔木兹海峡 Global LNG Supply & ShippingTracker First LNG tanker enters the Strait.pdf]] ### JPM-日立（6501.T）——投资者日：上调能源业务展望；通过实体AI（Physical AIHMAX）寻求新增长 Hitachi (6501) Investor Day Revises up energy outlook; seeking growth through physical AI.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0802__外资研报__JPM-日立（6501.T）——投资者日：上调能源业务展望；通过实体AI（Physical AIHMAX）寻求新增长 Hitachi (6501) Investor Day Revises up energy outlook; seeking growth through physical AI.pdf|JPM-日立（6501.T）——投资者日：上调能源业务展望；通过实体AI（Physical AIHMAX）寻求新增长 Hitachi (6501) Investor Day Revises up energy outlook; seeking growth through physical AI.pdf]] #### 预览 [[assets/docs/260615_0802__外资研报__JPM-日立（6501.T）——投资者日：上调能源业务展望；通过实体AI（Physical AIHMAX）寻求新增长 Hitachi (6501) Investor Day Revises up energy outlook; seeking growth through physical AI.pdf|JPM-日立（6501.T）——投资者日：上调能源业务展望；通过实体AI（Physical AIHMAX）寻求新增长 Hitachi (6501) Investor Day Revises up energy outlook; seeking growth through physical AI.pdf]] ### JPM-实地考察：楼市K型复苏-20260612.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0802__外资研报__JPM-实地考察：楼市K型复苏-20260612.pdf|JPM-实地考察：楼市K型复苏-20260612.pdf]] #### 预览 [[assets/docs/260615_0802__外资研报__JPM-实地考察：楼市K型复苏-20260612.pdf|JPM-实地考察：楼市K型复苏-20260612.pdf]] ### JPM-特斯拉：全栈垂直一体化构筑壁垒，多赛道打开成长空间，评级由低配上调至中性，目标价475美元 Tesla Inc Essential to the Future TSLA’s Vertical Integration & Tech Efficacy Unmatched; Uniquely Positioned to Scale (and Expand) New TAMs, with Multiple Feedback L....pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0802__外资研报__JPM-特斯拉：全栈垂直一体化构筑壁垒，多赛道打开成长空间，评级由低配上调至中性，目标价475美元 Tesla Inc Essential to the Future TSLA’s Vertical Integration & Tech Efficacy Unmatched; Uniquely Positione.pdf|JPM-特斯拉：全栈垂直一体化构筑壁垒，多赛道打开成长空间，评级由低配上调至中性，目标价475美元 Tesla Inc Essential to the Future TSLA’s Vertical Integration & Tech Efficacy Unmatched; Uniquely Positioned to Scale (and Expand) New TAMs, with Multiple Feedback L....pdf]] #### 预览 [[assets/docs/260615_0802__外资研报__JPM-特斯拉：全栈垂直一体化构筑壁垒，多赛道打开成长空间，评级由低配上调至中性，目标价475美元 Tesla Inc Essential to the Future TSLA’s Vertical Integration & Tech Efficacy Unmatched; Uniquely Positione.pdf|JPM-特斯拉：全栈垂直一体化构筑壁垒，多赛道打开成长空间，评级由低配上调至中性，目标价475美元 Tesla Inc Essential to the Future TSLA’s Vertical Integration & Tech Efficacy Unmatched; Uniquely Positioned to Scale (and Expand) New TAMs, with Multiple Feedback L....pdf]] ### JPM-基本金属供需追踪——中国铝材及成品出口是海外（除中国外）铝市紧俏的减压阀 Base Metals Supply & Demand Tracker Chinese exports are the relief valve for ex-China aluminium tightness.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0802__外资研报__JPM-基本金属供需追踪——中国铝材及成品出口是海外（除中国外）铝市紧俏的减压阀 Base Metals Supply & Demand Tracker Chinese exports are the relief valve for ex-China aluminium tightness.pdf|JPM-基本金属供需追踪——中国铝材及成品出口是海外（除中国外）铝市紧俏的减压阀 Base Metals Supply & Demand Tracker Chinese exports are the relief valve for ex-China aluminium tightness.pdf]] #### 预览 [[assets/docs/260615_0802__外资研报__JPM-基本金属供需追踪——中国铝材及成品出口是海外（除中国外）铝市紧俏的减压阀 Base Metals Supply & Demand Tracker Chinese exports are the relief valve for ex-China aluminium tightness.pdf|JPM-基本金属供需追踪——中国铝材及成品出口是海外（除中国外）铝市紧俏的减压阀 Base Metals Supply & Demand Tracker Chinese exports are the relief valve for ex-China aluminium tightness.pdf]] ### JPM-晶圆代工行业—2026年一季度综述：先进制程吃紧加深，成熟制程复苏扩散但不均衡 Foundries 1Q26 wrap Leading edge tightness deepens; Mature recovery broadening but uneven.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0802__外资研报__JPM-晶圆代工行业—2026年一季度综述：先进制程吃紧加深，成熟制程复苏扩散但不均衡 Foundries 1Q26 wrap Leading edge tightness deepens; Mature recovery broadening but uneven.pdf|JPM-晶圆代工行业—2026年一季度综述：先进制程吃紧加深，成熟制程复苏扩散但不均衡 Foundries 1Q26 wrap Leading edge tightness deepens; Mature recovery broadening but uneven.pdf]] #### 预览 [[assets/docs/260615_0802__外资研报__JPM-晶圆代工行业—2026年一季度综述：先进制程吃紧加深，成熟制程复苏扩散但不均衡 Foundries 1Q26 wrap Leading edge tightness deepens; Mature recovery broadening but uneven.pdf|JPM-晶圆代工行业—2026年一季度综述：先进制程吃紧加深，成熟制程复苏扩散但不均衡 Foundries 1Q26 wrap Leading edge tightness deepens; Mature recovery broadening but uneven.pdf]]