--- title: "#外资研报" topic_id: 55522545258824224 created_at: 2026-06-22T08:00:57.222+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：375 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522545258824224) - 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-中国跨境资本流动政策——松紧交织、框架趋明，研判对人民币汇率与银行业的影响 HK_China Capital Flow Policy：Mixed impacts, clearer framework - gauging implications for CNY and Banks.pdf - 状态：downloaded - 错误：内部错误 - 本地资源：[[assets/docs/260622_0800__外资研报__JPM-中国跨境资本流动政策——松紧交织、框架趋明，研判对人民币汇率与银行业的影响 HK_China Capital Flow Policy：Mixed impacts, clearer framework - gauging implications for CNY and Banks.pdf|JPM-中国跨境资本流动政策——松紧交织、框架趋明，研判对人民币汇率与银行业的影响 HK_China Capital Flow Policy：Mixed impacts, clearer framework - gauging implications for CNY and Banks.pdf]] #### 预览 [[assets/docs/260622_0800__外资研报__JPM-中国跨境资本流动政策——松紧交织、框架趋明，研判对人民币汇率与银行业的影响 HK_China Capital Flow Policy：Mixed impacts, clearer framework - gauging implications for CNY and Banks.pdf|JPM-中国跨境资本流动政策——松紧交织、框架趋明，研判对人民币汇率与银行业的影响 HK_China Capital Flow Policy：Mixed impacts, clearer framework - gauging implications for CNY and Banks.pdf]] ### JPM-中国量化策略：成长风格趁窗口期持有（Growth While It Lasts） China Quant Strategy Growth While It Lasts.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_0800__外资研报__JPM-中国量化策略：成长风格趁窗口期持有（Growth While It Lasts） China Quant Strategy Growth While It Lasts.pdf|JPM-中国量化策略：成长风格趁窗口期持有（Growth While It Lasts） China Quant Strategy Growth While It Lasts.pdf]] #### 预览 [[assets/docs/260622_0800__外资研报__JPM-中国量化策略：成长风格趁窗口期持有（Growth While It Lasts） China Quant Strategy Growth While It Lasts.pdf|JPM-中国量化策略：成长风格趁窗口期持有（Growth While It Lasts） China Quant Strategy Growth While It Lasts.pdf]] ### JPM-中国外卖行业：新规草案并非软约束——信息披露机制或降温补贴大战.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_0800__外资研报__JPM-中国外卖行业：新规草案并非软约束——信息披露机制或降温补贴大战.pdf|JPM-中国外卖行业：新规草案并非软约束——信息披露机制或降温补贴大战.pdf]] #### 预览 [[assets/docs/260622_0800__外资研报__JPM-中国外卖行业：新规草案并非软约束——信息披露机制或降温补贴大战.pdf|JPM-中国外卖行业：新规草案并非软约束——信息披露机制或降温补贴大战.pdf]] ### JPM-中国消费策略——2026年5月社零同比降0.6%，连续不及预期 China Consumer Strategy May retail sales down 0.6% YoY, a consecutive miss.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_0800__外资研报__JPM-中国消费策略——2026年5月社零同比降0.6%，连续不及预期 China Consumer Strategy May retail sales down 0.6% YoY, a consecutive miss.pdf|JPM-中国消费策略——2026年5月社零同比降0.6%，连续不及预期 China Consumer Strategy May retail sales down 0.6% YoY, a consecutive miss.pdf]] #### 预览 [[assets/docs/260622_0800__外资研报__JPM-中国消费策略——2026年5月社零同比降0.6%，连续不及预期 China Consumer Strategy May retail sales down 0.6% YoY, a consecutive miss.pdf|JPM-中国消费策略——2026年5月社零同比降0.6%，连续不及预期 China Consumer Strategy May retail sales down 0.6% YoY, a consecutive miss.pdf]] ### mi-mid-year-outlook-2026.pdf - 状态：downloaded - 错误：内部错误 - 本地资源：[[assets/docs/260622_0800__外资研报__mi-mid-year-outlook-2026.pdf|mi-mid-year-outlook-2026.pdf]] #### 预览 [[assets/docs/260622_0800__外资研报__mi-mid-year-outlook-2026.pdf|mi-mid-year-outlook-2026.pdf]] ### Morgan Stanley-Greater China Semiconductors：Power Semis – Supply Driven Upcycle-260618.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_0800__外资研报__Morgan Stanley-Greater China Semiconductors：Power Semis – Supply Driven Upcycle-260618.pdf|Morgan Stanley-Greater China Semiconductors：Power Semis – Supply Driven Upcycle-260618.pdf]] #### 预览 [[assets/docs/260622_0800__外资研报__Morgan Stanley-Greater China Semiconductors：Power Semis – Supply Driven Upcycle-260618.pdf|Morgan Stanley-Greater China Semiconductors：Power Semis – Supply Driven Upcycle-260618.pdf]] ### JPM-中国公用事业与新能源行业：资金轮动创造逢低布局机会——精选电力设备与风电上游；霍尔木兹重开背景下德业(DG ESS)视为交易性买点.pdf - 状态：downloaded - 错误：内部错误 - 本地资源：[[assets/docs/260622_0800__外资研报__JPM-中国公用事业与新能源行业：资金轮动创造逢低布局机会——精选电力设备与风电上游；霍尔木兹重开背景下德业(DG ESS)视为交易性买点.pdf|JPM-中国公用事业与新能源行业：资金轮动创造逢低布局机会——精选电力设备与风电上游；霍尔木兹重开背景下德业(DG ESS)视为交易性买点.pdf]] #### 预览 [[assets/docs/260622_0800__外资研报__JPM-中国公用事业与新能源行业：资金轮动创造逢低布局机会——精选电力设备与风电上游；霍尔木兹重开背景下德业(DG ESS)视为交易性买点.pdf|JPM-中国公用事业与新能源行业：资金轮动创造逢低布局机会——精选电力设备与风电上游；霍尔木兹重开背景下德业(DG ESS)视为交易性买点.pdf]] ### JPM-中国金属活动追踪：上周铜库存大增但铝去库强劲；散货铁矿石运费回落至战前水平附近 China Metals Activity Tracker Large copper inventory increase last week, but stronger aluminium destocking. Bulk iron ore freight rates appear to be falling back to pre-war prices.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_0800__外资研报__JPM-中国金属活动追踪：上周铜库存大增但铝去库强劲；散货铁矿石运费回落至战前水平附近 China Metals Activity Tracker Large copper inventory increase last week, but stronger aluminium destocking. Bulk.pdf|JPM-中国金属活动追踪：上周铜库存大增但铝去库强劲；散货铁矿石运费回落至战前水平附近 China Metals Activity Tracker Large copper inventory increase last week, but stronger aluminium destocking. Bulk iron ore freight rates appear to be falling back to pre-war prices.pdf]] #### 预览 [[assets/docs/260622_0800__外资研报__JPM-中国金属活动追踪：上周铜库存大增但铝去库强劲；散货铁矿石运费回落至战前水平附近 China Metals Activity Tracker Large copper inventory increase last week, but stronger aluminium destocking. Bulk.pdf|JPM-中国金属活动追踪：上周铜库存大增但铝去库强劲；散货铁矿石运费回落至战前水平附近 China Metals Activity Tracker Large copper inventory increase last week, but stronger aluminium destocking. Bulk iron ore freight rates appear to be falling back to pre-war prices.pdf]] ### JPM-中国经济替代数据追踪：出口仍是亮点，原油供给恢复有限.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_0800__外资研报__JPM-中国经济替代数据追踪：出口仍是亮点，原油供给恢复有限.pdf|JPM-中国经济替代数据追踪：出口仍是亮点，原油供给恢复有限.pdf]] #### 预览 [[assets/docs/260622_0800__外资研报__JPM-中国经济替代数据追踪：出口仍是亮点，原油供给恢复有限.pdf|JPM-中国经济替代数据追踪：出口仍是亮点，原油供给恢复有限.pdf]]