---
title: "#外资研报"
topic_id: 14425551854425512
created_at: 2026-08-21T08:30:59.500+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：298
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425551854425512)
- 附件：图片 0，音频 0，文档 9
- 音频文件：_无音频_

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## 总体总结

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## 文档

### HSBC-万国数据（GDS.US）：订单储备完好，静待催化.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/260821_0830__外资研报__HSBC-万国数据（GDS.US）：订单储备完好，静待催化.pdf|HSBC-万国数据（GDS.US）：订单储备完好，静待催化.pdf]]

#### 预览

[[assets/docs/260821_0830__外资研报__HSBC-万国数据（GDS.US）：订单储备完好，静待催化.pdf|HSBC-万国数据（GDS.US）：订单储备完好，静待催化.pdf]]

### If Unitree mkt cap is -$50B.pdf

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- 本地资源：[[assets/docs/260821_0830__外资研报__If Unitree mkt cap is -$50B.pdf|If Unitree mkt cap is -$50B.pdf]]

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[[assets/docs/260821_0830__外资研报__If Unitree mkt cap is -$50B.pdf|If Unitree mkt cap is -$50B.pdf]]

### JPM-2Q26模拟与分立半导体厂商业绩：汽车需求回归实际水平-工业机械广泛复苏-AI需...-20260819.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/260821_0830__外资研报__JPM-2Q26模拟与分立半导体厂商业绩：汽车需求回归实际水平-工业机械广泛复苏-AI需...-20260819.pdf|JPM-2Q26模拟与分立半导体厂商业绩：汽车需求回归实际水平-工业机械广泛复苏-AI需...-20260819.pdf]]

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[[assets/docs/260821_0830__外资研报__JPM-2Q26模拟与分立半导体厂商业绩：汽车需求回归实际水平-工业机械广泛复苏-AI需...-20260819.pdf|JPM-2Q26模拟与分立半导体厂商业绩：汽车需求回归实际水平-工业机械广泛复苏-AI需...-20260819.pdf]]

### JPM-SK 海力士：40 万亿韩元回购落地早于预期；该股后续走势如何 SK hynix W40trn buyback has arrived sooner than expected; what's next for the stock.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/260821_0830__外资研报__JPM-SK 海力士：40 万亿韩元回购落地早于预期；该股后续走势如何 SK hynix W40trn buyback has arrived sooner than expected; what's next for the stock.pdf|JPM-SK 海力士：40 万亿韩元回购落地早于预期；该股后续走势如何 SK hynix W40trn buyback has arrived sooner than expected; what's next for the stock.pdf]]

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[[assets/docs/260821_0830__外资研报__JPM-SK 海力士：40 万亿韩元回购落地早于预期；该股后续走势如何 SK hynix W40trn buyback has arrived sooner than expected; what's next for the stock.pdf|JPM-SK 海力士：40 万亿韩元回购落地早于预期；该股后续走势如何 SK hynix W40trn buyback has arrived sooner than expected; what's next for the stock.pdf]]

### JPM-亚洲科技追踪：全球电气设备2Q业绩要点；SK海力士回购；亚德诺重申增持；诺基亚首...-20260820.pdf

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- 本地资源：[[assets/docs/260821_0830__外资研报__JPM-亚洲科技追踪：全球电气设备2Q业绩要点；SK海力士回购；亚德诺重申增持；诺基亚首...-20260820.pdf|JPM-亚洲科技追踪：全球电气设备2Q业绩要点；SK海力士回购；亚德诺重申增持；诺基亚首...-20260820.pdf]]

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[[assets/docs/260821_0830__外资研报__JPM-亚洲科技追踪：全球电气设备2Q业绩要点；SK海力士回购；亚德诺重申增持；诺基亚首...-20260820.pdf|JPM-亚洲科技追踪：全球电气设备2Q业绩要点；SK海力士回购；亚德诺重申增持；诺基亚首...-20260820.pdf]]

### JPM-应用材料：近期投资者会议要点总结 Applied Materials Takeaways From Recent Meeting With Investors.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/260821_0830__外资研报__JPM-应用材料：近期投资者会议要点总结 Applied Materials Takeaways From Recent Meeting With Investors.pdf|JPM-应用材料：近期投资者会议要点总结 Applied Materials Takeaways From Recent Meeting With Investors.pdf]]

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[[assets/docs/260821_0830__外资研报__JPM-应用材料：近期投资者会议要点总结 Applied Materials Takeaways From Recent Meeting With Investors.pdf|JPM-应用材料：近期投资者会议要点总结 Applied Materials Takeaways From Recent Meeting With Investors.pdf]]

### JPM-中国半导体封测行业二季度代工业绩积极传导-20260818.pdf

- 状态：failed
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### GS-中国新能源汽车周度图册：2026年第33周.pdf

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- 本地资源：[[assets/docs/260821_0830__外资研报__GS-中国新能源汽车周度图册：2026年第33周.pdf|GS-中国新能源汽车周度图册：2026年第33周.pdf]]

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[[assets/docs/260821_0830__外资研报__GS-中国新能源汽车周度图册：2026年第33周.pdf|GS-中国新能源汽车周度图册：2026年第33周.pdf]]

### HSBC-太空经济的首站是地球.pdf

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- 本地资源：[[assets/docs/260821_0830__外资研报__HSBC-太空经济的首站是地球.pdf|HSBC-太空经济的首站是地球.pdf]]

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[[assets/docs/260821_0830__外资研报__HSBC-太空经济的首站是地球.pdf|HSBC-太空经济的首站是地球.pdf]]