--- title: "#外资研报" topic_id: 45544525451142158 created_at: 2026-06-22T08:01:32.664+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：369 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544525451142158) - 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-AI 资本开支 2.0：只要落地建设，资金便会跟进 —— 更新增长与资本市场预测 AI Capex 2.0 If You Build It, They Will Finance It - Updated Growth & Capital Markets Forecasts.pdf - 状态：downloaded - 错误：检测到你的下载量异常，已拒绝下载，下个自然日自动恢复 - 本地资源：[[assets/docs/260622_0801__外资研报__JPM-AI 资本开支 2.0：只要落地建设，资金便会跟进 —— 更新增长与资本市场预测 AI Capex 2.0 If You Build It, They Will Finance It - Updated Growth & Capital Markets Forecasts.pdf|JPM-AI 资本开支 2.0：只要落地建设，资金便会跟进 —— 更新增长与资本市场预测 AI Capex 2.0 If You Build It, They Will Finance It - Updated Growth & Capital Markets Forecasts.pdf]] #### 预览 [[assets/docs/260622_0801__外资研报__JPM-AI 资本开支 2.0：只要落地建设，资金便会跟进 —— 更新增长与资本市场预测 AI Capex 2.0 If You Build It, They Will Finance It - Updated Growth & Capital Markets Forecasts.pdf|JPM-AI 资本开支 2.0：只要落地建设，资金便会跟进 —— 更新增长与资本市场预测 AI Capex 2.0 If You Build It, They Will Finance It - Updated Growth & Capital Markets Forecasts.pdf]] ### JPM-AI 资本开支 2.0：只要落地建设，资金就会跟进 —— 更新版增长与资本市场预测 AI Capex 2.0 If You Build It, They Will Finance It - Updated Growth & Capital Markets Forecasts.pdf - 状态：downloaded - 错误：检测到你的下载量异常，已拒绝下载，下个自然日自动恢复 - 本地资源：[[assets/docs/260622_0801__外资研报__JPM-AI 资本开支 2.0：只要落地建设，资金就会跟进 —— 更新版增长与资本市场预测 AI Capex 2.0 If You Build It, They Will Finance It - Updated Growth & Capital Markets Forecasts.pdf|JPM-AI 资本开支 2.0：只要落地建设，资金就会跟进 —— 更新版增长与资本市场预测 AI Capex 2.0 If You Build It, They Will Finance It - Updated Growth & Capital Markets Forecasts.pdf]] #### 预览 [[assets/docs/260622_0801__外资研报__JPM-AI 资本开支 2.0：只要落地建设，资金就会跟进 —— 更新版增长与资本市场预测 AI Capex 2.0 If You Build It, They Will Finance It - Updated Growth & Capital Markets Forecasts.pdf|JPM-AI 资本开支 2.0：只要落地建设，资金就会跟进 —— 更新版增长与资本市场预测 AI Capex 2.0 If You Build It, They Will Finance It - Updated Growth & Capital Markets Forecasts.pdf]] ### JPM-AMD（AMD.US）：静默期前交流要点——代理式AI驱动服务器CPU需求跃升；MI450 Helios 风险持续释放；2027-2028年能见度改善 Advanced Micro Devices Pre-Quiet Period Call Takeaways：Agentic AI Drives Step-Function Server CPU Opportunity; MI450_Helios De-Risking ....pdf - 状态：downloaded - 错误：检测到你的下载量异常，已拒绝下载，下个自然日自动恢复 - 本地资源：[[assets/docs/260622_0801__外资研报__JPM-AMD（AMD.US）：静默期前交流要点——代理式AI驱动服务器CPU需求跃升；MI450 Helios 风险持续释放；2027-2028年能见度改善 Advanced Micro Devices Pre-Quiet Period Call Takeaways：Agentic AI Drives Step.pdf|JPM-AMD（AMD.US）：静默期前交流要点——代理式AI驱动服务器CPU需求跃升；MI450 Helios 风险持续释放；2027-2028年能见度改善 Advanced Micro Devices Pre-Quiet Period Call Takeaways：Agentic AI Drives Step-Function Server CPU Opportunity; MI450_Helios De-Risking ....pdf]] #### 预览 [[assets/docs/260622_0801__外资研报__JPM-AMD（AMD.US）：静默期前交流要点——代理式AI驱动服务器CPU需求跃升；MI450 Helios 风险持续释放；2027-2028年能见度改善 Advanced Micro Devices Pre-Quiet Period Call Takeaways：Agentic AI Drives Step.pdf|JPM-AMD（AMD.US）：静默期前交流要点——代理式AI驱动服务器CPU需求跃升；MI450 Helios 风险持续释放；2027-2028年能见度改善 Advanced Micro Devices Pre-Quiet Period Call Takeaways：Agentic AI Drives Step-Function Server CPU Opportunity; MI450_Helios De-Risking ....pdf]] ### JPM-Delta One资金流向与仓位跟踪：伊朗协议乐观预期下半导体AI及航天主题获强流入；新兴市场与农产品持续流出；CTA削减利率空仓、减持大宗商品 Delta-One Flows & Positioning Strong inflows to SemisAI and Space themes amid Iran deal optimism; continued outflows from EM and Ags; CTAs....pdf - 状态：downloaded - 错误：内部错误; browser fallback: 等待浏览器下载文件超时。 - 本地资源：[[assets/docs/260622_0801__外资研报__JPM-Delta One资金流向与仓位跟踪：伊朗协议乐观预期下半导体AI及航天主题获强流入；新兴市场与农产品持续流出；CTA削减利率空仓、减持大宗商品 Delta-One Flows & Positioning Strong inflows to SemisAI and Space themes amid Ir.pdf|JPM-Delta One资金流向与仓位跟踪：伊朗协议乐观预期下半导体AI及航天主题获强流入；新兴市场与农产品持续流出；CTA削减利率空仓、减持大宗商品 Delta-One Flows & Positioning Strong inflows to SemisAI and Space themes amid Iran deal optimism; continued outflows from EM and Ags; CTAs....pdf]] #### 预览 [[assets/docs/260622_0801__外资研报__JPM-Delta One资金流向与仓位跟踪：伊朗协议乐观预期下半导体AI及航天主题获强流入；新兴市场与农产品持续流出；CTA削减利率空仓、减持大宗商品 Delta-One Flows & Positioning Strong inflows to SemisAI and Space themes amid Ir.pdf|JPM-Delta One资金流向与仓位跟踪：伊朗协议乐观预期下半导体AI及航天主题获强流入；新兴市场与农产品持续流出；CTA削减利率空仓、减持大宗商品 Delta-One Flows & Positioning Strong inflows to SemisAI and Space themes amid Iran deal optimism; continued outflows from EM and Ags; CTAs....pdf]] ### JPM-爱德万测试（6857.T）——上调盈利预测：GPUASIC之外新增CPUCPO需求预期.pdf - 状态：downloaded - 错误：检测到你的下载量异常，已拒绝下载，下个自然日自动恢复 - 本地资源：[[assets/docs/260622_0801__外资研报__JPM-爱德万测试（6857.T）——上调盈利预测：GPUASIC之外新增CPUCPO需求预期.pdf|JPM-爱德万测试（6857.T）——上调盈利预测：GPUASIC之外新增CPUCPO需求预期.pdf]] #### 预览 [[assets/docs/260622_0801__外资研报__JPM-爱德万测试（6857.T）——上调盈利预测：GPUASIC之外新增CPUCPO需求预期.pdf|JPM-爱德万测试（6857.T）——上调盈利预测：GPUASIC之外新增CPUCPO需求预期.pdf]] ### JPM-半导体：AI 驱动专用集成电路（ASIC）行业复苏 ——ASIC 市场概览_更新 Semiconductors AI Drives Resurgence in Custom Chips (ASICs) - ASIC Market Overview_Update.pdf - 状态：downloaded - 错误：内部错误 - 本地资源：[[assets/docs/260622_0801__外资研报__JPM-半导体：AI 驱动专用集成电路（ASIC）行业复苏 ——ASIC 市场概览_更新 Semiconductors AI Drives Resurgence in Custom Chips (ASICs) - ASIC Market Overview_Update.pdf|JPM-半导体：AI 驱动专用集成电路（ASIC）行业复苏 ——ASIC 市场概览_更新 Semiconductors AI Drives Resurgence in Custom Chips (ASICs) - ASIC Market Overview_Update.pdf]] #### 预览 [[assets/docs/260622_0801__外资研报__JPM-半导体：AI 驱动专用集成电路（ASIC）行业复苏 ——ASIC 市场概览_更新 Semiconductors AI Drives Resurgence in Custom Chips (ASICs) - ASIC Market Overview_Update.pdf|JPM-半导体：AI 驱动专用集成电路（ASIC）行业复苏 ——ASIC 市场概览_更新 Semiconductors AI Drives Resurgence in Custom Chips (ASICs) - ASIC Market Overview_Update.pdf]] ### J.P. Morgan-AI Capex 2.0：If You Build It， They Will Finance It ~Updated Growth & Capital Markets Forecasts-260616.pdf - 状态：downloaded - 错误：内部错误 - 本地资源：[[assets/docs/260622_0801__外资研报__J.P. Morgan-AI Capex 2.0：If You Build It， They Will Finance It ~Updated Growth & Capital Markets Forecasts-260616.pdf|J.P. Morgan-AI Capex 2.0：If You Build It， They Will Finance It ~Updated Growth & Capital Markets Forecasts-260616.pdf]] #### 预览 [[assets/docs/260622_0801__外资研报__J.P. Morgan-AI Capex 2.0：If You Build It， They Will Finance It ~Updated Growth & Capital Markets Forecasts-260616.pdf|J.P. Morgan-AI Capex 2.0：If You Build It， They Will Finance It ~Updated Growth & Capital Markets Forecasts-260616.pdf]] ### J.P. Morgan-Post~FOMC rates update：You’ll get nothing and like it-260617.pdf - 状态：downloaded - 错误：检测到你的下载量异常，已拒绝下载，下个自然日自动恢复 - 本地资源：[[assets/docs/260622_0801__外资研报__J.P. Morgan-Post~FOMC rates update：You’ll get nothing and like it-260617.pdf|J.P. Morgan-Post~FOMC rates update：You’ll get nothing and like it-260617.pdf]] #### 预览 [[assets/docs/260622_0801__外资研报__J.P. Morgan-Post~FOMC rates update：You’ll get nothing and like it-260617.pdf|J.P. Morgan-Post~FOMC rates update：You’ll get nothing and like it-260617.pdf]] ### Jefferies-锂价值链调查：阶段性回调，信号分化 USA Chemicals Lithium Value Chain Survey Temporary Pullback, Diverging Signals.pdf - 状态：downloaded - 错误：检测到你的下载量异常，已拒绝下载，下个自然日自动恢复 - 本地资源：[[assets/docs/260622_0801__外资研报__Jefferies-锂价值链调查：阶段性回调，信号分化 USA Chemicals Lithium Value Chain Survey Temporary Pullback, Diverging Signals.pdf|Jefferies-锂价值链调查：阶段性回调，信号分化 USA Chemicals Lithium Value Chain Survey Temporary Pullback, Diverging Signals.pdf]] #### 预览 [[assets/docs/260622_0801__外资研报__Jefferies-锂价值链调查：阶段性回调，信号分化 USA Chemicals Lithium Value Chain Survey Temporary Pullback, Diverging Signals.pdf|Jefferies-锂价值链调查：阶段性回调，信号分化 USA Chemicals Lithium Value Chain Survey Temporary Pullback, Diverging Signals.pdf]]