--- title: "#外资研报" topic_id: 82255242521154242 created_at: 2026-06-22T08:01:12.932+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：372 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255242521154242) - 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-惠普公司（HPQ.US）投资者交流会核心要点 HP Inc Key Takeaways from Investor Meetings.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-惠普公司（HPQ.US）投资者交流会核心要点 HP Inc Key Takeaways from Investor Meetings.pdf|JPM-惠普公司（HPQ.US）投资者交流会核心要点 HP Inc Key Takeaways from Investor Meetings.pdf]] #### 预览 [[assets/docs/260622_0801__外资研报__JPM-惠普公司（HPQ.US）投资者交流会核心要点 HP Inc Key Takeaways from Investor Meetings.pdf|JPM-惠普公司（HPQ.US）投资者交流会核心要点 HP Inc Key Takeaways from Investor Meetings.pdf]] ### JPM-铠侠控股 (285A)：多重估值修复催化，上调目标价至 155000 日元 KIOXIA Holdings (285A) Multiple re-rating catalysts, raise our price target to ¥155,000.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-铠侠控股 (285A)：多重估值修复催化，上调目标价至 155000 日元 KIOXIA Holdings (285A) Multiple re-rating catalysts, raise our price target to ¥155,000.pdf|JPM-铠侠控股 (285A)：多重估值修复催化，上调目标价至 155000 日元 KIOXIA Holdings (285A) Multiple re-rating catalysts, raise our price target to ¥155,000.pdf]] #### 预览 [[assets/docs/260622_0801__外资研报__JPM-铠侠控股 (285A)：多重估值修复催化，上调目标价至 155000 日元 KIOXIA Holdings (285A) Multiple re-rating catalysts, raise our price target to ¥155,000.pdf|JPM-铠侠控股 (285A)：多重估值修复催化，上调目标价至 155000 日元 KIOXIA Holdings (285A) Multiple re-rating catalysts, raise our price target to ¥155,000.pdf]] ### JPM-老铺黄金（6181.HK）：应对金价波动的努力被低估；敏感性分析；估值具备吸引力 Laopu Gold - H Underappreciated efforts to navigate the gold volatility; sensitivity analysis; attractive valuation.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-老铺黄金（6181.HK）：应对金价波动的努力被低估；敏感性分析；估值具备吸引力 Laopu Gold - H Underappreciated efforts to navigate the gold volatility; sensitivity analysis; attractive valuat.pdf|JPM-老铺黄金（6181.HK）：应对金价波动的努力被低估；敏感性分析；估值具备吸引力 Laopu Gold - H Underappreciated efforts to navigate the gold volatility; sensitivity analysis; attractive valuation.pdf]] #### 预览 [[assets/docs/260622_0801__外资研报__JPM-老铺黄金（6181.HK）：应对金价波动的努力被低估；敏感性分析；估值具备吸引力 Laopu Gold - H Underappreciated efforts to navigate the gold volatility; sensitivity analysis; attractive valuat.pdf|JPM-老铺黄金（6181.HK）：应对金价波动的努力被低估；敏感性分析；估值具备吸引力 Laopu Gold - H Underappreciated efforts to navigate the gold volatility; sensitivity analysis; attractive valuation.pdf]] ### JPM-美联储6月议息会议后利率策略更新——别指望降息，接受现实吧 Post-FOMC rates update You’ll get nothing and like it.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-美联储6月议息会议后利率策略更新——别指望降息，接受现实吧 Post-FOMC rates update You’ll get nothing and like it.pdf|JPM-美联储6月议息会议后利率策略更新——别指望降息，接受现实吧 Post-FOMC rates update You’ll get nothing and like it.pdf]] #### 预览 [[assets/docs/260622_0801__外资研报__JPM-美联储6月议息会议后利率策略更新——别指望降息，接受现实吧 Post-FOMC rates update You’ll get nothing and like it.pdf|JPM-美联储6月议息会议后利率策略更新——别指望降息，接受现实吧 Post-FOMC rates update You’ll get nothing and like it.pdf]] ### JPM-全球宏观展望与策略：全球利率、大宗商品、外汇及新兴市场 Global Macro Outlook and Strategy Global Rates, Commodities, Currencies and Emerging Markets.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-全球宏观展望与策略：全球利率、大宗商品、外汇及新兴市场 Global Macro Outlook and Strategy Global Rates, Commodities, Currencies and Emerging Markets.pdf|JPM-全球宏观展望与策略：全球利率、大宗商品、外汇及新兴市场 Global Macro Outlook and Strategy Global Rates, Commodities, Currencies and Emerging Markets.pdf]] #### 预览 [[assets/docs/260622_0801__外资研报__JPM-全球宏观展望与策略：全球利率、大宗商品、外汇及新兴市场 Global Macro Outlook and Strategy Global Rates, Commodities, Currencies and Emerging Markets.pdf|JPM-全球宏观展望与策略：全球利率、大宗商品、外汇及新兴市场 Global Macro Outlook and Strategy Global Rates, Commodities, Currencies and Emerging Markets.pdf]] ### JPM-全球汽车驱动器全球汽车新闻流与研究-20260618.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-全球汽车驱动器全球汽车新闻流与研究-20260618.pdf|JPM-全球汽车驱动器全球汽车新闻流与研究-20260618.pdf]] #### 预览 [[assets/docs/260622_0801__外资研报__JPM-全球汽车驱动器全球汽车新闻流与研究-20260618.pdf|JPM-全球汽车驱动器全球汽车新闻流与研究-20260618.pdf]] ### JPM-日本股票策略由盈利驱动的持续股市上涨提高价格目标-20260618.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-日本股票策略由盈利驱动的持续股市上涨提高价格目标-20260618.pdf|JPM-日本股票策略由盈利驱动的持续股市上涨提高价格目标-20260618.pdf]] #### 预览 [[assets/docs/260622_0801__外资研报__JPM-日本股票策略由盈利驱动的持续股市上涨提高价格目标-20260618.pdf|JPM-日本股票策略由盈利驱动的持续股市上涨提高价格目标-20260618.pdf]] ### JPM-恒瑞医药（600276.SS 1276.HK）：估值回调创造再进场机会，上调H股至增持；A股维持增持 Hengrui Valuation reset creates re-entry opportunity; upgrade H-shares to OW.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-恒瑞医药（600276.SS 1276.HK）：估值回调创造再进场机会，上调H股至增持；A股维持增持 Hengrui Valuation reset creates re-entry opportunity; upgrade H-shares to OW.pdf|JPM-恒瑞医药（600276.SS 1276.HK）：估值回调创造再进场机会，上调H股至增持；A股维持增持 Hengrui Valuation reset creates re-entry opportunity; upgrade H-shares to OW.pdf]] #### 预览 [[assets/docs/260622_0801__外资研报__JPM-恒瑞医药（600276.SS 1276.HK）：估值回调创造再进场机会，上调H股至增持；A股维持增持 Hengrui Valuation reset creates re-entry opportunity; upgrade H-shares to OW.pdf|JPM-恒瑞医药（600276.SS 1276.HK）：估值回调创造再进场机会，上调H股至增持；A股维持增持 Hengrui Valuation reset creates re-entry opportunity; upgrade H-shares to OW.pdf]] ### JPM-华邦电（2344.TW）：本轮存储上行周期更高、更长；利基DRAM前景明朗，SLC与NOR Flash全球市占第一；维持增持，目标价上看255新台币 Winbond Higher and longer memory upcycle; firming legacy DRAM outlook and global No.1 for SLC and NOR flash; OW with Street-high PT of N....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-华邦电（2344.TW）：本轮存储上行周期更高、更长；利基DRAM前景明朗，SLC与NOR Flash全球市占第一；维持增持，目标价上看255新台币 Winbond Higher and longer memory upcycle; firming legacy DRAM outlook and glob.pdf|JPM-华邦电（2344.TW）：本轮存储上行周期更高、更长；利基DRAM前景明朗，SLC与NOR Flash全球市占第一；维持增持，目标价上看255新台币 Winbond Higher and longer memory upcycle; firming legacy DRAM outlook and global No.1 for SLC and NOR flash; OW with Street-high PT of N....pdf]] #### 预览 [[assets/docs/260622_0801__外资研报__JPM-华邦电（2344.TW）：本轮存储上行周期更高、更长；利基DRAM前景明朗，SLC与NOR Flash全球市占第一；维持增持，目标价上看255新台币 Winbond Higher and longer memory upcycle; firming legacy DRAM outlook and glob.pdf|JPM-华邦电（2344.TW）：本轮存储上行周期更高、更长；利基DRAM前景明朗，SLC与NOR Flash全球市占第一；维持增持，目标价上看255新台币 Winbond Higher and longer memory upcycle; firming legacy DRAM outlook and global No.1 for SLC and NOR flash; OW with Street-high PT of N....pdf]]