--- title: "#外资研报" topic_id: 45544222514551888 created_at: 2026-08-04T08:18:59.744+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：381 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222514551888) - 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 ### MS-2026年二季度SaaS板块前瞻.pdf - 状态：failed - 错误：curl failed with exit code 28 - 本地资源：_无本地文件_ ### MS-AI组网——Scale-up技术驱动中国AI超级节点崛起.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260804_0818__外资研报__MS-AI组网——Scale-up技术驱动中国AI超级节点崛起.pdf|MS-AI组网——Scale-up技术驱动中国AI超级节点崛起.pdf]] #### 预览 [[assets/docs/260804_0818__外资研报__MS-AI组网——Scale-up技术驱动中国AI超级节点崛起.pdf|MS-AI组网——Scale-up技术驱动中国AI超级节点崛起.pdf]] ### MS-Arm Holdings plc｜北美 授权费增长放缓 Arm Holdings plc North America Royalty Growth Weakens.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260804_0818__外资研报__MS-Arm Holdings plc｜北美 授权费增长放缓 Arm Holdings plc North America Royalty Growth Weakens.pdf|MS-Arm Holdings plc｜北美 授权费增长放缓 Arm Holdings plc North America Royalty Growth Weakens.pdf]] #### 预览 [[assets/docs/260804_0818__外资研报__MS-Arm Holdings plc｜北美 授权费增长放缓 Arm Holdings plc North America Royalty Growth Weakens.pdf|MS-Arm Holdings plc｜北美 授权费增长放缓 Arm Holdings plc North America Royalty Growth Weakens.pdf]] ### MS-Arm Holdings plc｜北美 一季度业绩稳健，但缺乏长期更新信息 Arm Holdings plc North America Solid Q1 but No Long-Term Updates.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### MS-META｜北美市场：当前核心业务强劲，更多看涨期权或将很快落地 Meta Platforms Inc North America Core Strong Now; More Call Options “Soon”.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260804_0818__外资研报__MS-META｜北美市场：当前核心业务强劲，更多看涨期权或将很快落地 Meta Platforms Inc North America Core Strong Now; More Call Options “Soon”.pdf|MS-META｜北美市场：当前核心业务强劲，更多看涨期权或将很快落地 Meta Platforms Inc North America Core Strong Now; More Call Options “Soon”.pdf]] #### 预览 [[assets/docs/260804_0818__外资研报__MS-META｜北美市场：当前核心业务强劲，更多看涨期权或将很快落地 Meta Platforms Inc North America Core Strong Now; More Call Options “Soon”.pdf|MS-META｜北美市场：当前核心业务强劲，更多看涨期权或将很快落地 Meta Platforms Inc North America Core Strong Now; More Call Options “Soon”.pdf]] ### JPM-资金流向与流动性｜去杠杆阶段大概率已经结束 Flows & Liquidity Deleveraging likely behind us.pdf - 状态：failed - 错误：curl failed with exit code 28 - 本地资源：_无本地文件_ ### Morgan Stanley-China Equity Strategy： Time to Add Hong Kong Back-260731.pdf - 状态：failed - 错误：curl failed with exit code 28 - 本地资源：_无本地文件_ ### Morgan Stanley-China Financials Tracking industrial risks： Demand growth continued to notably outpace supply in June~good for risk reduction-260730.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260804_0818__外资研报__Morgan Stanley-China Financials Tracking industrial risks： Demand growth continued to notably outpace supply in June~good for risk reduction-260730.pdf|Morgan Stanley-China Financials Tracking industrial risks： Demand growth continued to notably outpace supply in June~good for risk reduction-260730.pdf]] #### 预览 [[assets/docs/260804_0818__外资研报__Morgan Stanley-China Financials Tracking industrial risks： Demand growth continued to notably outpace supply in June~good for risk reduction-260730.pdf|Morgan Stanley-China Financials Tracking industrial risks： Demand growth continued to notably outpace supply in June~good for risk reduction-260730.pdf]] ### MS-7月新房销售持续疲软且分化加剧-20260801 02_19_00+08_00.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_