--- title: "#外资研报" topic_id: 14422448454228812 created_at: 2026-06-15T08:02:26.543+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：451 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422448454228812) - 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-中国科技行业择优挑选：更青睐上游，对下游有所选择.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0802__外资研报__JPM-中国科技行业择优挑选：更青睐上游，对下游有所选择.pdf|JPM-中国科技行业择优挑选：更青睐上游，对下游有所选择.pdf]] #### 预览 [[assets/docs/260615_0802__外资研报__JPM-中国科技行业择优挑选：更青睐上游，对下游有所选择.pdf|JPM-中国科技行业择优挑选：更青睐上游，对下游有所选择.pdf]] ### JPM-中国内地及香港房地产数据月报——内地二手房挂牌量5月续降；香港楼价年初至今累涨9.6% Property Data Monitor Mainland China：secondary listings further dropped in May；HK：home prices have risen 9.6% YTD.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0802__外资研报__JPM-中国内地及香港房地产数据月报——内地二手房挂牌量5月续降；香港楼价年初至今累涨9.6% Property Data Monitor Mainland China：secondary listings further dropped in May；HK：home prices have risen 9.6%.pdf|JPM-中国内地及香港房地产数据月报——内地二手房挂牌量5月续降；香港楼价年初至今累涨9.6% Property Data Monitor Mainland China：secondary listings further dropped in May；HK：home prices have risen 9.6% YTD.pdf]] #### 预览 [[assets/docs/260615_0802__外资研报__JPM-中国内地及香港房地产数据月报——内地二手房挂牌量5月续降；香港楼价年初至今累涨9.6% Property Data Monitor Mainland China：secondary listings further dropped in May；HK：home prices have risen 9.6%.pdf|JPM-中国内地及香港房地产数据月报——内地二手房挂牌量5月续降；香港楼价年初至今累涨9.6% Property Data Monitor Mainland China：secondary listings further dropped in May；HK：home prices have risen 9.6% YTD.pdf]] ### JPM-中国汽车业——5月销量：燃油车今年夏天迎关键时刻；新能源渗透率续升，尽管与燃油车价差优势逆转 Autos Sector China auto sales (May)：Moment of truth for ICE autos this summer; NEV shift continues, despite reversal of price gap with ICE.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0802__外资研报__JPM-中国汽车业——5月销量：燃油车今年夏天迎关键时刻；新能源渗透率续升，尽管与燃油车价差优势逆转 Autos Sector China auto sales (May)：Moment of truth for ICE autos this summer; NEV shift continues, despit.pdf|JPM-中国汽车业——5月销量：燃油车今年夏天迎关键时刻；新能源渗透率续升，尽管与燃油车价差优势逆转 Autos Sector China auto sales (May)：Moment of truth for ICE autos this summer; NEV shift continues, despite reversal of price gap with ICE.pdf]] #### 预览 [[assets/docs/260615_0802__外资研报__JPM-中国汽车业——5月销量：燃油车今年夏天迎关键时刻；新能源渗透率续升，尽管与燃油车价差优势逆转 Autos Sector China auto sales (May)：Moment of truth for ICE autos this summer; NEV shift continues, despit.pdf|JPM-中国汽车业——5月销量：燃油车今年夏天迎关键时刻；新能源渗透率续升，尽管与燃油车价差优势逆转 Autos Sector China auto sales (May)：Moment of truth for ICE autos this summer; NEV shift continues, despite reversal of price gap with ICE.pdf]] ### JPM-中国汽车业——走访伦敦和巴黎比亚迪门店后，我们对车企出海更趋乐观 China Auto Industry We turn more positive after visiting London and Paris.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0802__外资研报__JPM-中国汽车业——走访伦敦和巴黎比亚迪门店后，我们对车企出海更趋乐观 China Auto Industry We turn more positive after visiting London and Paris.pdf|JPM-中国汽车业——走访伦敦和巴黎比亚迪门店后，我们对车企出海更趋乐观 China Auto Industry We turn more positive after visiting London and Paris.pdf]] #### 预览 [[assets/docs/260615_0802__外资研报__JPM-中国汽车业——走访伦敦和巴黎比亚迪门店后，我们对车企出海更趋乐观 China Auto Industry We turn more positive after visiting London and Paris.pdf|JPM-中国汽车业——走访伦敦和巴黎比亚迪门店后，我们对车企出海更趋乐观 China Auto Industry We turn more positive after visiting London and Paris.pdf]] ### JPM-中国医疗健康行业：美国医药生物科技分析师电话会要点——创新韧性延续、资本配置趋稳、政策扰动有限 China Healthcare Takeaways from US Pharma_Biotech Analyst Call：Durable innovation, disciplined capital, limited policy disruption.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0802__外资研报__JPM-中国医疗健康行业：美国医药生物科技分析师电话会要点——创新韧性延续、资本配置趋稳、政策扰动有限 China Healthcare Takeaways from US Pharma_Biotech Analyst Call：Durable innovation, disciplined capital, l.pdf|JPM-中国医疗健康行业：美国医药生物科技分析师电话会要点——创新韧性延续、资本配置趋稳、政策扰动有限 China Healthcare Takeaways from US Pharma_Biotech Analyst Call：Durable innovation, disciplined capital, limited policy disruption.pdf]] #### 预览 [[assets/docs/260615_0802__外资研报__JPM-中国医疗健康行业：美国医药生物科技分析师电话会要点——创新韧性延续、资本配置趋稳、政策扰动有限 China Healthcare Takeaways from US Pharma_Biotech Analyst Call：Durable innovation, disciplined capital, l.pdf|JPM-中国医疗健康行业：美国医药生物科技分析师电话会要点——创新韧性延续、资本配置趋稳、政策扰动有限 China Healthcare Takeaways from US Pharma_Biotech Analyst Call：Durable innovation, disciplined capital, limited policy disruption.pdf]] ### MS-AI服务器势头持续强劲-20260614.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0802__外资研报__MS-AI服务器势头持续强劲-20260614.pdf|MS-AI服务器势头持续强劲-20260614.pdf]] #### 预览 [[assets/docs/260615_0802__外资研报__MS-AI服务器势头持续强劲-20260614.pdf|MS-AI服务器势头持续强劲-20260614.pdf]] ### JPM-英伟达为基站射频单元开发定制芯片，不视为对设备商的利空 Tech Snippets Nvidia building chips tailored for radio units in mobile networks is not a negative for the equipment suppliers.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0802__外资研报__JPM-英伟达为基站射频单元开发定制芯片，不视为对设备商的利空 Tech Snippets Nvidia building chips tailored for radio units in mobile networks is not a negative for the equipment suppliers.pdf|JPM-英伟达为基站射频单元开发定制芯片，不视为对设备商的利空 Tech Snippets Nvidia building chips tailored for radio units in mobile networks is not a negative for the equipment suppliers.pdf]] #### 预览 [[assets/docs/260615_0802__外资研报__JPM-英伟达为基站射频单元开发定制芯片，不视为对设备商的利空 Tech Snippets Nvidia building chips tailored for radio units in mobile networks is not a negative for the equipment suppliers.pdf|JPM-英伟达为基站射频单元开发定制芯片，不视为对设备商的利空 Tech Snippets Nvidia building chips tailored for radio units in mobile networks is not a negative for the equipment suppliers.pdf]] ### JPM-中国地产实地调研：K型复苏 China Property Site visit note： A K~shaped recovery-260612.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0802__外资研报__JPM-中国地产实地调研：K型复苏 China Property Site visit note： A K~shaped recovery-260612.pdf|JPM-中国地产实地调研：K型复苏 China Property Site visit note： A K~shaped recovery-260612.pdf]] #### 预览 [[assets/docs/260615_0802__外资研报__JPM-中国地产实地调研：K型复苏 China Property Site visit note： A K~shaped recovery-260612.pdf|JPM-中国地产实地调研：K型复苏 China Property Site visit note： A K~shaped recovery-260612.pdf]] ### JPM-中国股票策略：流动性稳定，担忧过度，AI国产化的逢低买入窗口.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260615_0802__外资研报__JPM-中国股票策略：流动性稳定，担忧过度，AI国产化的逢低买入窗口.pdf|JPM-中国股票策略：流动性稳定，担忧过度，AI国产化的逢低买入窗口.pdf]] #### 预览 [[assets/docs/260615_0802__外资研报__JPM-中国股票策略：流动性稳定，担忧过度，AI国产化的逢低买入窗口.pdf|JPM-中国股票策略：流动性稳定，担忧过度，AI国产化的逢低买入窗口.pdf]]