--- title: "「文件」" topic_id: 45544525288542428 created_at: 2026-06-23T08:19:24.547+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # 「文件」 - 序号：418 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544525288542428) - 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 「文件」 ## 总体总结 主题正文 1. 「文件」 ## 文档 ### GS-宝马集团（BMWG.DE）——因中国市场疲软与欧洲重组下调2026财年指引，资本回报政策保持不变 BMW (BMWG.DE)：BMW materially lowers FY26 guidance on China weakness and Europe restructuring; capital return policy unchanged.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### GS-大宗商品研究：石油追踪——霍尔木兹海峡战前流量的70%或成新常态 Oil Tracker：70% of Pre-War Hormuz Flows Might Become the New 100%.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260623_0819_「文件」__GS-大宗商品研究：石油追踪——霍尔木兹海峡战前流量的70%或成新常态 Oil Tracker：70% of Pre-War Hormuz Flows Might Become the New 100%.pdf|GS-大宗商品研究：石油追踪——霍尔木兹海峡战前流量的70%或成新常态 Oil Tracker：70% of Pre-War Hormuz Flows Might Become the New 100%.pdf]] #### 预览 [[assets/docs/260623_0819_「文件」__GS-大宗商品研究：石油追踪——霍尔木兹海峡战前流量的70%或成新常态 Oil Tracker：70% of Pre-War Hormuz Flows Might Become the New 100%.pdf|GS-大宗商品研究：石油追踪——霍尔木兹海峡战前流量的70%或成新常态 Oil Tracker：70% of Pre-War Hormuz Flows Might Become the New 100%.pdf]] ### GS-大宗商品研究·石油分析：霍尔木兹海峡重开协议达成，下调油价预测 OIL ANALYST Reducing Our Price Forecast on Deal to Reopen Hormuz.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260623_0819_「文件」__GS-大宗商品研究·石油分析：霍尔木兹海峡重开协议达成，下调油价预测 OIL ANALYST Reducing Our Price Forecast on Deal to Reopen Hormuz.pdf|GS-大宗商品研究·石油分析：霍尔木兹海峡重开协议达成，下调油价预测 OIL ANALYST Reducing Our Price Forecast on Deal to Reopen Hormuz.pdf]] #### 预览 [[assets/docs/260623_0819_「文件」__GS-大宗商品研究·石油分析：霍尔木兹海峡重开协议达成，下调油价预测 OIL ANALYST Reducing Our Price Forecast on Deal to Reopen Hormuz.pdf|GS-大宗商品研究·石油分析：霍尔木兹海峡重开协议达成，下调油价预测 OIL ANALYST Reducing Our Price Forecast on Deal to Reopen Hormuz.pdf]] ### GS-第720期：聚焦阿里巴巴及科技股-20260620.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260623_0819_「文件」__GS-第720期：聚焦阿里巴巴及科技股-20260620.pdf|GS-第720期：聚焦阿里巴巴及科技股-20260620.pdf]] #### 预览 [[assets/docs/260623_0819_「文件」__GS-第720期：聚焦阿里巴巴及科技股-20260620.pdf|GS-第720期：聚焦阿里巴巴及科技股-20260620.pdf]] ### GS-电力与资源可靠性：亚利桑那加州实地调研——看好电力、基建及关键矿产需求与优先级 POWER & RESOURCES RELIABILITY AZ_CA meetings bullish power, infrastructure and critical materials demand, prioritization.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260623_0819_「文件」__GS-电力与资源可靠性：亚利桑那加州实地调研——看好电力、基建及关键矿产需求与优先级 POWER & RESOURCES RELIABILITY AZ_CA meetings bullish power, infrastructure and critical materials demand, prioritiz.pdf|GS-电力与资源可靠性：亚利桑那加州实地调研——看好电力、基建及关键矿产需求与优先级 POWER & RESOURCES RELIABILITY AZ_CA meetings bullish power, infrastructure and critical materials demand, prioritization.pdf]] #### 预览 [[assets/docs/260623_0819_「文件」__GS-电力与资源可靠性：亚利桑那加州实地调研——看好电力、基建及关键矿产需求与优先级 POWER & RESOURCES RELIABILITY AZ_CA meetings bullish power, infrastructure and critical materials demand, prioritiz.pdf|GS-电力与资源可靠性：亚利桑那加州实地调研——看好电力、基建及关键矿产需求与优先级 POWER & RESOURCES RELIABILITY AZ_CA meetings bullish power, infrastructure and critical materials demand, prioritization.pdf]] ### GS-洞察中国互联网：电商行业追踪：5 月行业线上零售交易额同比增长 3%；618 消费趋势；阿里相关讨论 NAVIGATING CHINA INTERNET ECOMMERCE TRACKER May industry online retail GMV +3%; 618 trends; Alibaba debates.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260623_0819_「文件」__GS-洞察中国互联网：电商行业追踪：5 月行业线上零售交易额同比增长 3%；618 消费趋势；阿里相关讨论 NAVIGATING CHINA INTERNET ECOMMERCE TRACKER May industry online retail GMV +3%; 618 trends; Alibaba deba.pdf|GS-洞察中国互联网：电商行业追踪：5 月行业线上零售交易额同比增长 3%；618 消费趋势；阿里相关讨论 NAVIGATING CHINA INTERNET ECOMMERCE TRACKER May industry online retail GMV +3%; 618 trends; Alibaba debates.pdf]] #### 预览 [[assets/docs/260623_0819_「文件」__GS-洞察中国互联网：电商行业追踪：5 月行业线上零售交易额同比增长 3%；618 消费趋势；阿里相关讨论 NAVIGATING CHINA INTERNET ECOMMERCE TRACKER May industry online retail GMV +3%; 618 trends; Alibaba deba.pdf|GS-洞察中国互联网：电商行业追踪：5 月行业线上零售交易额同比增长 3%；618 消费趋势；阿里相关讨论 NAVIGATING CHINA INTERNET ECOMMERCE TRACKER May industry online retail GMV +3%; 618 trends; Alibaba debates.pdf]] ### GS-高盛720：阿里、腾讯等九股-20260620.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### GS-澳大利亚与新西兰通胀监测——5月油价间接传导效应持续显现 Australian and New Zealand Inflation Monitor：Further Indirect Effects From Higher Oil Prices Expected in May.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260623_0819_「文件」__GS-澳大利亚与新西兰通胀监测——5月油价间接传导效应持续显现 Australian and New Zealand Inflation Monitor：Further Indirect Effects From Higher Oil Prices Expected in May.pdf|GS-澳大利亚与新西兰通胀监测——5月油价间接传导效应持续显现 Australian and New Zealand Inflation Monitor：Further Indirect Effects From Higher Oil Prices Expected in May.pdf]] #### 预览 [[assets/docs/260623_0819_「文件」__GS-澳大利亚与新西兰通胀监测——5月油价间接传导效应持续显现 Australian and New Zealand Inflation Monitor：Further Indirect Effects From Higher Oil Prices Expected in May.pdf|GS-澳大利亚与新西兰通胀监测——5月油价间接传导效应持续显现 Australian and New Zealand Inflation Monitor：Further Indirect Effects From Higher Oil Prices Expected in May.pdf]] ### GS-澳洲金矿、锂矿及铀矿行业全景——覆盖标的摘要、盈利预测与现货价格情景分析.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260623_0819_「文件」__GS-澳洲金矿、锂矿及铀矿行业全景——覆盖标的摘要、盈利预测与现货价格情景分析.pdf|GS-澳洲金矿、锂矿及铀矿行业全景——覆盖标的摘要、盈利预测与现货价格情景分析.pdf]] #### 预览 [[assets/docs/260623_0819_「文件」__GS-澳洲金矿、锂矿及铀矿行业全景——覆盖标的摘要、盈利预测与现货价格情景分析.pdf|GS-澳洲金矿、锂矿及铀矿行业全景——覆盖标的摘要、盈利预测与现货价格情景分析.pdf]]