--- title: "#外资研报" topic_id: 55522588122281284 created_at: 2026-07-01T13:08:30.739+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：232 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522588122281284) - 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-存储市场更新：解读韩国人工智能巨额投资总体规划及近期存储行业动态 Memory Market Update Our take on Korea's AI mega-investment master plan and recent memory industry developments.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260701_1308__外资研报__JPM-存储市场更新：解读韩国人工智能巨额投资总体规划及近期存储行业动态 Memory Market Update Our take on Korea's AI mega-investment master plan and recent memory industry developments.pdf|JPM-存储市场更新：解读韩国人工智能巨额投资总体规划及近期存储行业动态 Memory Market Update Our take on Korea's AI mega-investment master plan and recent memory industry developments.pdf]] #### 预览 [[assets/docs/260701_1308__外资研报__JPM-存储市场更新：解读韩国人工智能巨额投资总体规划及近期存储行业动态 Memory Market Update Our take on Korea's AI mega-investment master plan and recent memory industry developments.pdf|JPM-存储市场更新：解读韩国人工智能巨额投资总体规划及近期存储行业动态 Memory Market Update Our take on Korea's AI mega-investment master plan and recent memory industry developments.pdf]] ### JPM-亚洲科技追踪-20260630.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260701_1308__外资研报__JPM-亚洲科技追踪-20260630.pdf|JPM-亚洲科技追踪-20260630.pdf]] #### 预览 [[assets/docs/260701_1308__外资研报__JPM-亚洲科技追踪-20260630.pdf|JPM-亚洲科技追踪-20260630.pdf]] ### MS-6万亿美元之问：医疗成本可控吗-20260630.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260701_1308__外资研报__MS-6万亿美元之问：医疗成本可控吗-20260630.pdf|MS-6万亿美元之问：医疗成本可控吗-20260630.pdf]] #### 预览 [[assets/docs/260701_1308__外资研报__MS-6万亿美元之问：医疗成本可控吗-20260630.pdf|MS-6万亿美元之问：医疗成本可控吗-20260630.pdf]] ### MS-ALPHABET｜北美板块：深度拆解 2028 年算力规模、TPU 设备销量及未来营收 Alphabet Inc. North America Diving into '28 Compute Capacity, TPU Sales and Revenue to Come.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260701_1308__外资研报__MS-ALPHABET｜北美板块：深度拆解 2028 年算力规模、TPU 设备销量及未来营收 Alphabet Inc. North America Diving into '28 Compute Capacity, TPU Sales and Revenue to Come.pdf|MS-ALPHABET｜北美板块：深度拆解 2028 年算力规模、TPU 设备销量及未来营收 Alphabet Inc. North America Diving into '28 Compute Capacity, TPU Sales and Revenue to Come.pdf]] #### 预览 [[assets/docs/260701_1308__外资研报__MS-ALPHABET｜北美板块：深度拆解 2028 年算力规模、TPU 设备销量及未来营收 Alphabet Inc. North America Diving into '28 Compute Capacity, TPU Sales and Revenue to Come.pdf|MS-ALPHABET｜北美板块：深度拆解 2028 年算力规模、TPU 设备销量及未来营收 Alphabet Inc. North America Diving into '28 Compute Capacity, TPU Sales and Revenue to Come.pdf]] ### MS-大中华区_显示板块｜亚太：面板厂先进封装玻璃材料取得技术进展 Greater China – Displays Asia Pacific Progress for Glass in Advanced Packaging among Panel Makers.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260701_1308__外资研报__MS-大中华区_显示板块｜亚太：面板厂先进封装玻璃材料取得技术进展 Greater China – Displays Asia Pacific Progress for Glass in Advanced Packaging among Panel Makers.pdf|MS-大中华区_显示板块｜亚太：面板厂先进封装玻璃材料取得技术进展 Greater China – Displays Asia Pacific Progress for Glass in Advanced Packaging among Panel Makers.pdf]] #### 预览 [[assets/docs/260701_1308__外资研报__MS-大中华区_显示板块｜亚太：面板厂先进封装玻璃材料取得技术进展 Greater China – Displays Asia Pacific Progress for Glass in Advanced Packaging among Panel Makers.pdf|MS-大中华区_显示板块｜亚太：面板厂先进封装玻璃材料取得技术进展 Greater China – Displays Asia Pacific Progress for Glass in Advanced Packaging among Panel Makers.pdf]] ### MS-电子元器件｜日本板块：新加坡及香港投资者交流会 Electronic Components Japan Investor Visits in Singapore & Hong Kong.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260701_1308__外资研报__MS-电子元器件｜日本板块：新加坡及香港投资者交流会 Electronic Components Japan Investor Visits in Singapore & Hong Kong.pdf|MS-电子元器件｜日本板块：新加坡及香港投资者交流会 Electronic Components Japan Investor Visits in Singapore & Hong Kong.pdf]] #### 预览 [[assets/docs/260701_1308__外资研报__MS-电子元器件｜日本板块：新加坡及香港投资者交流会 Electronic Components Japan Investor Visits in Singapore & Hong Kong.pdf|MS-电子元器件｜日本板块：新加坡及香港投资者交流会 Electronic Components Japan Investor Visits in Singapore & Hong Kong.pdf]] ### GS-中国智能手机：5月出货量同比增19%、环比增7%；高企的内存成本压制需求.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260701_1308__外资研报__GS-中国智能手机：5月出货量同比增19%、环比增7%；高企的内存成本压制需求.pdf|GS-中国智能手机：5月出货量同比增19%、环比增7%；高企的内存成本压制需求.pdf]] #### 预览 [[assets/docs/260701_1308__外资研报__GS-中国智能手机：5月出货量同比增19%、环比增7%；高企的内存成本压制需求.pdf|GS-中国智能手机：5月出货量同比增19%、环比增7%；高企的内存成本压制需求.pdf]] ### HSBC-全球集装箱航运：Linerlytica电话会要点——二、三季度利润率料将持续攀升.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260701_1308__外资研报__HSBC-全球集装箱航运：Linerlytica电话会要点——二、三季度利润率料将持续攀升.pdf|HSBC-全球集装箱航运：Linerlytica电话会要点——二、三季度利润率料将持续攀升.pdf]] #### 预览 [[assets/docs/260701_1308__外资研报__HSBC-全球集装箱航运：Linerlytica电话会要点——二、三季度利润率料将持续攀升.pdf|HSBC-全球集装箱航运：Linerlytica电话会要点——二、三季度利润率料将持续攀升.pdf]] ### JPM-半导体_科技材料 与欧洲及美国投资者会晤反馈 Semiconductor_Tech Materials Feedback from meetings with European and US investors.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260701_1308__外资研报__JPM-半导体_科技材料 与欧洲及美国投资者会晤反馈 Semiconductor_Tech Materials Feedback from meetings with European and US investors.pdf|JPM-半导体_科技材料 与欧洲及美国投资者会晤反馈 Semiconductor_Tech Materials Feedback from meetings with European and US investors.pdf]] #### 预览 [[assets/docs/260701_1308__外资研报__JPM-半导体_科技材料 与欧洲及美国投资者会晤反馈 Semiconductor_Tech Materials Feedback from meetings with European and US investors.pdf|JPM-半导体_科技材料 与欧洲及美国投资者会晤反馈 Semiconductor_Tech Materials Feedback from meetings with European and US investors.pdf]]