---
title: "#外资研报"
topic_id: 14425545115281812
created_at: 2026-08-28T08:20:47.541+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：550
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425545115281812)
- 附件：图片 0，音频 0，文档 9
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## 正文

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## 总体总结

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## 文档

### 【个股-GLW】【英】JPM-面板月报：3Q26价格降幅有望收窄-20260826.pdf

- 状态：failed
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412884258441448/download_url
- 本地资源：_无本地文件_

### 【个股-GOOGL】【英】MS-2000亿美元TPU收入在途-3大催化在前-20260825.pdf

- 状态：failed
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814885428551552/download_url
- 本地资源：_无本地文件_

### 【个股-LITE】【英】MS-第六届纳斯达克虚拟亚洲投资者会议纪要：各业务需求强劲-20260824.pdf

- 状态：failed
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214885428554141/download_url
- 本地资源：_无本地文件_

### 【个股-LLY】【英】MS-礼来：Mounjaro+Zepbound+Foundayo处方追踪报告-20260821.pdf

- 状态：failed
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214885428551581/download_url
- 本地资源：_无本地文件_

### 【个股-META】【英】CITI-青少年使用限制和解令消除股价压力；新业务推进货币化空间有限-20260827.pdf

- 状态：failed
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181552145228222/download_url
- 本地资源：_无本地文件_

### 【个股-META】【英】JPM-州检察长和解积极-但法律风险未消-20260827.pdf

- 状态：failed
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181552145221882/download_url
- 本地资源：_无本地文件_

### 【个股-BABA】【英】JPM-AI资本开支：从投入到回报-20260821.pdf

- 状态：failed
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584112451224884/download_url
- 本地资源：_无本地文件_

### 【个股-BABA】【英】MS-阿里巴巴：预期较高-但交出满分答卷-20260821.pdf

- 状态：failed
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814885428554112/download_url
- 本地资源：_无本地文件_

### 【个股-BABA】【英】UBS-阿里巴巴1QFY27符合预期-云加速亏损收窄迎拐点-20260821.pdf

- 状态：failed
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412884258442118/download_url
- 本地资源：_无本地文件_