---
title: "#外资研报"
topic_id: 55522448211145814
created_at: 2026-08-05T08:17:11.025+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：446
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522448211145814)
- 附件：图片 0，音频 0，文档 9
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## 文档

### GS-META：2026 年二季度点评｜核心业务显现短期资本回报率支撑，但长期算力支出前景依旧不明朗 Meta Platforms Inc. (META) Q2’26 Review Core Business Provides Evidence of Near-Term ROIC but Lack of Visibility into Long-Term Compute Spend Persists.pdf

- 状态：downloaded
- 错误：
- 本地资源：[[assets/docs/260805_0817__外资研报__GS-META：2026 年二季度点评｜核心业务显现短期资本回报率支撑，但长期算力支出前景依旧不明朗 Meta Platforms Inc. (META) Q2’26 Review Core Business Provides Evidence of Near-Term ROIC but Lack of Visi.pdf|GS-META：2026 年二季度点评｜核心业务显现短期资本回报率支撑，但长期算力支出前景依旧不明朗 Meta Platforms Inc. (META) Q2’26 Review Core Business Provides Evidence of Near-Term ROIC but Lack of Visibility into Long-Term Compute Spend Persists.pdf]]

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[[assets/docs/260805_0817__外资研报__GS-META：2026 年二季度点评｜核心业务显现短期资本回报率支撑，但长期算力支出前景依旧不明朗 Meta Platforms Inc. (META) Q2’26 Review Core Business Provides Evidence of Near-Term ROIC but Lack of Visi.pdf|GS-META：2026 年二季度点评｜核心业务显现短期资本回报率支撑，但长期算力支出前景依旧不明朗 Meta Platforms Inc. (META) Q2’26 Review Core Business Provides Evidence of Near-Term ROIC but Lack of Visibility into Long-Term Compute Spend Persists.pdf]]

### GS-MiniMax（0100.HK）：创始人CEO交流会纪要.pdf

- 状态：failed
- 错误：内部错误
- 本地资源：_无本地文件_

### GS-安川电机（6506.T）：业绩电话会要点.pdf

- 状态：downloaded
- 错误：
- 本地资源：[[assets/docs/260805_0817__外资研报__GS-安川电机（6506.T）：业绩电话会要点.pdf|GS-安川电机（6506.T）：业绩电话会要点.pdf]]

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[[assets/docs/260805_0817__外资研报__GS-安川电机（6506.T）：业绩电话会要点.pdf|GS-安川电机（6506.T）：业绩电话会要点.pdf]]

### GS-澳大利亚黄金、锂与铀行业覆盖报告-20260803.pdf

- 状态：downloaded
- 错误：
- 本地资源：[[assets/docs/260805_0817__外资研报__GS-澳大利亚黄金、锂与铀行业覆盖报告-20260803.pdf|GS-澳大利亚黄金、锂与铀行业覆盖报告-20260803.pdf]]

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[[assets/docs/260805_0817__外资研报__GS-澳大利亚黄金、锂与铀行业覆盖报告-20260803.pdf|GS-澳大利亚黄金、锂与铀行业覆盖报告-20260803.pdf]]

### GS-北美科技硬件——AI项目脉动.pdf

- 状态：downloaded
- 错误：
- 本地资源：[[assets/docs/260805_0817__外资研报__GS-北美科技硬件——AI项目脉动.pdf|GS-北美科技硬件——AI项目脉动.pdf]]

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[[assets/docs/260805_0817__外资研报__GS-北美科技硬件——AI项目脉动.pdf|GS-北美科技硬件——AI项目脉动.pdf]]

### GS-超大规模云厂商信用债 vs. 权益：发行量攀升、贝塔走高，现金流关注点迥异.pdf

- 状态：downloaded
- 错误：
- 本地资源：[[assets/docs/260805_0817__外资研报__GS-超大规模云厂商信用债 vs. 权益：发行量攀升、贝塔走高，现金流关注点迥异.pdf|GS-超大规模云厂商信用债 vs. 权益：发行量攀升、贝塔走高，现金流关注点迥异.pdf]]

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[[assets/docs/260805_0817__外资研报__GS-超大规模云厂商信用债 vs. 权益：发行量攀升、贝塔走高，现金流关注点迥异.pdf|GS-超大规模云厂商信用债 vs. 权益：发行量攀升、贝塔走高，现金流关注点迥异.pdf]]

### Goldman Sachs-China Grid Tech： Power Transformer Export Tracker： June China transformer total exports at 47% yoy， with exports to US at +172% yoy-260729.pdf

- 状态：downloaded
- 错误：
- 本地资源：[[assets/docs/260805_0817__外资研报__Goldman Sachs-China Grid Tech： Power Transformer Export Tracker： June China transformer total exports at 47% yoy， with exports to US at +172% yoy-260729.pdf|Goldman Sachs-China Grid Tech： Power Transformer Export Tracker： June China transformer total exports at 47% yoy， with exports to US at +172% yoy-260729.pdf]]

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[[assets/docs/260805_0817__外资研报__Goldman Sachs-China Grid Tech： Power Transformer Export Tracker： June China transformer total exports at 47% yoy， with exports to US at +172% yoy-260729.pdf|Goldman Sachs-China Grid Tech： Power Transformer Export Tracker： June China transformer total exports at 47% yoy， with exports to US at +172% yoy-260729.pdf]]

### Goldman Sachs-GLOBAL CREDIT TRADER：The Increasing Importance of Demand Technicals in Credit-260730.pdf

- 状态：downloaded
- 错误：
- 本地资源：[[assets/docs/260805_0817__外资研报__Goldman Sachs-GLOBAL CREDIT TRADER：The Increasing Importance of Demand Technicals in Credit-260730.pdf|Goldman Sachs-GLOBAL CREDIT TRADER：The Increasing Importance of Demand Technicals in Credit-260730.pdf]]

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[[assets/docs/260805_0817__外资研报__Goldman Sachs-GLOBAL CREDIT TRADER：The Increasing Importance of Demand Technicals in Credit-260730.pdf|Goldman Sachs-GLOBAL CREDIT TRADER：The Increasing Importance of Demand Technicals in Credit-260730.pdf]]

### GS-AI 采用追踪（2026年7月）——企业渗透率升至21.5%.pdf

- 状态：failed
- 错误：内部错误
- 本地资源：_无本地文件_