---
title: "#外资研报"
topic_id: 22258842251888181
created_at: 2026-09-03T08:26:18.853+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：388
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258842251888181)
- 附件：图片 0，音频 0，文档 9
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## 图片

_无图片_

## 正文

详情页仍未获取到全文。原始列表正文可能被截断。

## 总体总结

主题正文
1. 详情页仍未获取到全文。
2. 原始列表正文可能被截断。

附件总结
GS Sales Note- AI Series- The build-out ....pdf
1. 2026/8/29 09:11 [GS Sales Note]: AI Series: The build-out of gigantic data centers in China and ASEAN: Can you pinpoint the city Ulanqab (乌兰察布) on a map?
2. only c.4% of live capacity in China. This is three times the total upcoming data center capacity in
3. Johor, Malaysia (live and pipeline combined, Exhibit 2) which has the largest incoming data center
4. 2026/8/29 09:11 [GS Sales Note]: AI Series: The build-out of gigantic data centers in China and ASEAN: Can you pinpoint the city Ulanqab (乌兰察布) on a map?
5. to grow from c.3GW today to 13GW by 2030E in our base case (a 33% 5-year CAGR). We identify Johor
6. as the largest hub at one-third of regional capacity by 2030E, with Bangkok and Batam as the fastest
7. platforms. Listed real estate beneficiaries are KDCREIT with 2/3rd exposure in Singapore, Keppel
8. 2026/8/29 09:11 [GS Sales Note]: AI Series: The build-out of gigantic data centers in China and ASEAN: Can you pinpoint the city Ulanqab (乌兰察布) on a map?

GS-GS SUSTAIN：欧盟碳关税向下游延伸：每年约1500-4300亿美元的机动车与工业品进口或将被纳入范围.pdf
1. CN Code Product name T I ( m o U t $ p a m o l r E n ts U ) % E U of t e ra x d tr e a s - Ex N p o o . r 1 te r Ex N p o o . r 2 te r Ex N p o o . r 3 te r Ex N p o o . r 4 te r Ex N p o o . r 5 te r E % x N p f o o r . o r 1 t m e r E % x N p f o o r . o r 2 t m e r E % x N p f o o r . o r 3 t m e r E % x N p f o o r . o r 4 t m e r E % x N p f o o r . o r 5 t m e r
2. 850440 Power converters, inverters, rectifiers 14,023 35% M C a h in in la a n * d Thailand* USA Japan Hon S g A K R ong 62% 8% 6% 4% 4%
3. 870421 Light diesel commercial trucks (<5t) 10,452 29% Türkiye South Africa Thailand* Japan M C ai h n i l n a a nd 57% 32% 6% 3% 2%
4. 870899 Miscellaneous automotive components 7,772 19% Türkiye M C ai h n i l n a a nd Morocco India South Korea 22% 19% 14% 13% 9%
5. 841191 Aircraft engine/turboprop parts 7,441 35% Singapore Hon S g A K R ong Japan M C ai h n i l n a a nd USA 28% 17% 14% 12% 12%
6. 854449 Low-voltage insulated cables & wires 5,355 29% Türkiye Morocco M C ai h n i l n a a nd Bosnia Egypt 34% 23% 13% 6% 5%
7. 870829 Vehicle body parts & accessories 4,852 13% M C a h in in la a n * d Türkiye South Korea Serbia FR USA 33% 27% 11% 7% 5%
8. 850300 Electric motor & generator parts 4,720 43% M C a h in in la a n * d India Japan Türkiye Serbia FR 50% 16% 7% 6% 6%

## 文档

### Goldman Sachs-US ECONOMICS ANALYST：Looking for Pockets of Overheating-260830.pdf

- 状态：downloaded
- 错误：
- 本地资源：[[assets/docs/260903_0826__外资研报__Goldman Sachs-US ECONOMICS ANALYST：Looking for Pockets of Overheating-260830.pdf|Goldman Sachs-US ECONOMICS ANALYST：Looking for Pockets of Overheating-260830.pdf]]

#### 预览

[[assets/docs/260903_0826__外资研报__Goldman Sachs-US ECONOMICS ANALYST：Looking for Pockets of Overheating-260830.pdf|Goldman Sachs-US ECONOMICS ANALYST：Looking for Pockets of Overheating-260830.pdf]]

### GS Asia Industrials - Turbines- Shipbuil....pdf

- 状态：downloaded
- 错误：内部错误
- 本地资源：[[assets/docs/260903_0826__外资研报__GS Asia Industrials - Turbines- Shipbuil....pdf|GS Asia Industrials - Turbines- Shipbuil....pdf]]

#### 预览

[[assets/docs/260903_0826__外资研报__GS Asia Industrials - Turbines- Shipbuil....pdf|GS Asia Industrials - Turbines- Shipbuil....pdf]]

### GS KOREA OPEN - HAWKISH FED- MSCI REBAL-....pdf

- 状态：downloaded
- 错误：内部错误
- 本地资源：[[assets/docs/260903_0826__外资研报__GS KOREA OPEN - HAWKISH FED- MSCI REBAL-....pdf|GS KOREA OPEN - HAWKISH FED- MSCI REBAL-....pdf]]

#### 预览

[[assets/docs/260903_0826__外资研报__GS KOREA OPEN - HAWKISH FED- MSCI REBAL-....pdf|GS KOREA OPEN - HAWKISH FED- MSCI REBAL-....pdf]]

### GS Sales Note- AI Series- The build-out ....pdf

- 状态：downloaded
- 错误：
- 本地资源：[[assets/docs/260903_0826__外资研报__GS Sales Note- AI Series- The build-out ....pdf|GS Sales Note- AI Series- The build-out ....pdf]]

#### 总结

1. 2026/8/29 09:11 [GS Sales Note]: AI Series: The build-out of gigantic data centers in China and ASEAN: Can you pinpoint the city Ulanqab (乌兰察布) on a map?
2. only c.4% of live capacity in China. This is three times the total upcoming data center capacity in
3. Johor, Malaysia (live and pipeline combined, Exhibit 2) which has the largest incoming data center
4. 2026/8/29 09:11 [GS Sales Note]: AI Series: The build-out of gigantic data centers in China and ASEAN: Can you pinpoint the city Ulanqab (乌兰察布) on a map?
5. to grow from c.3GW today to 13GW by 2030E in our base case (a 33% 5-year CAGR). We identify Johor
6. as the largest hub at one-third of regional capacity by 2030E, with Bangkok and Batam as the fastest
7. platforms. Listed real estate beneficiaries are KDCREIT with 2/3rd exposure in Singapore, Keppel
8. 2026/8/29 09:11 [GS Sales Note]: AI Series: The build-out of gigantic data centers in China and ASEAN: Can you pinpoint the city Ulanqab (乌兰察布) on a map?

#### 预览

[[assets/docs/260903_0826__外资研报__GS Sales Note- AI Series- The build-out ....pdf|GS Sales Note- AI Series- The build-out ....pdf]]

### GS-2026年WHRG世界人形机器人运动会要点：应用场景拓宽，自主性门槛提升.pdf

- 状态：downloaded
- 错误：内部错误
- 本地资源：[[assets/docs/260903_0826__外资研报__GS-2026年WHRG世界人形机器人运动会要点：应用场景拓宽，自主性门槛提升.pdf|GS-2026年WHRG世界人形机器人运动会要点：应用场景拓宽，自主性门槛提升.pdf]]

#### 预览

[[assets/docs/260903_0826__外资研报__GS-2026年WHRG世界人形机器人运动会要点：应用场景拓宽，自主性门槛提升.pdf|GS-2026年WHRG世界人形机器人运动会要点：应用场景拓宽，自主性门槛提升.pdf]]

### GS-G10利率展望：长端困境仅获浅层缓解-20260827.pdf

- 状态：downloaded
- 错误：内部错误
- 本地资源：[[assets/docs/260903_0826__外资研报__GS-G10利率展望：长端困境仅获浅层缓解-20260827.pdf|GS-G10利率展望：长端困境仅获浅层缓解-20260827.pdf]]

#### 预览

[[assets/docs/260903_0826__外资研报__GS-G10利率展望：长端困境仅获浅层缓解-20260827.pdf|GS-G10利率展望：长端困境仅获浅层缓解-20260827.pdf]]

### GS-GS SUSTAIN：欧盟碳关税向下游延伸：每年约1500-4300亿美元的机动车与工业品进口或将被纳入范围.pdf

- 状态：downloaded
- 错误：
- 本地资源：[[assets/docs/260903_0826__外资研报__GS-GS SUSTAIN：欧盟碳关税向下游延伸：每年约1500-4300亿美元的机动车与工业品进口或将被纳入范围.pdf|GS-GS SUSTAIN：欧盟碳关税向下游延伸：每年约1500-4300亿美元的机动车与工业品进口或将被纳入范围.pdf]]

#### 总结

1. CN Code Product name T I ( m o U t $ p a m o l r E n ts U ) % E U of t e ra x d tr e a s - Ex N p o o . r 1 te r Ex N p o o . r 2 te r Ex N p o o . r 3 te r Ex N p o o . r 4 te r Ex N p o o . r 5 te r E % x N p f o o r . o r 1 t m e r E % x N p f o o r . o r 2 t m e r E % x N p f o o r . o r 3 t m e r E % x N p f o o r . o r 4 t m e r E % x N p f o o r . o r 5 t m e r
2. 850440 Power converters, inverters, rectifiers 14,023 35% M C a h in in la a n * d Thailand* USA Japan Hon S g A K R ong 62% 8% 6% 4% 4%
3. 870421 Light diesel commercial trucks (<5t) 10,452 29% Türkiye South Africa Thailand* Japan M C ai h n i l n a a nd 57% 32% 6% 3% 2%
4. 870899 Miscellaneous automotive components 7,772 19% Türkiye M C ai h n i l n a a nd Morocco India South Korea 22% 19% 14% 13% 9%
5. 841191 Aircraft engine/turboprop parts 7,441 35% Singapore Hon S g A K R ong Japan M C ai h n i l n a a nd USA 28% 17% 14% 12% 12%
6. 854449 Low-voltage insulated cables & wires 5,355 29% Türkiye Morocco M C ai h n i l n a a nd Bosnia Egypt 34% 23% 13% 6% 5%
7. 870829 Vehicle body parts & accessories 4,852 13% M C a h in in la a n * d Türkiye South Korea Serbia FR USA 33% 27% 11% 7% 5%
8. 850300 Electric motor & generator parts 4,720 43% M C a h in in la a n * d India Japan Türkiye Serbia FR 50% 16% 7% 6% 6%

#### 预览

[[assets/docs/260903_0826__外资研报__GS-GS SUSTAIN：欧盟碳关税向下游延伸：每年约1500-4300亿美元的机动车与工业品进口或将被纳入范围.pdf|GS-GS SUSTAIN：欧盟碳关税向下游延伸：每年约1500-4300亿美元的机动车与工业品进口或将被纳入范围.pdf]]

### Goldman Sachs-China Official Manufacturing PMI Rose While Non-Manufacturin-260831.pdf

- 状态：downloaded
- 错误：内部错误
- 本地资源：[[assets/docs/260903_0826__外资研报__Goldman Sachs-China Official Manufacturing PMI Rose While Non-Manufacturin-260831.pdf|Goldman Sachs-China Official Manufacturing PMI Rose While Non-Manufacturin-260831.pdf]]

#### 预览

[[assets/docs/260903_0826__外资研报__Goldman Sachs-China Official Manufacturing PMI Rose While Non-Manufacturin-260831.pdf|Goldman Sachs-China Official Manufacturing PMI Rose While Non-Manufacturin-260831.pdf]]

### Goldman Sachs-China： Both industrial profits and revenue fell sequentially in July-260827.pdf

- 状态：downloaded
- 错误：内部错误
- 本地资源：[[assets/docs/260903_0826__外资研报__Goldman Sachs-China： Both industrial profits and revenue fell sequentially in July-260827.pdf|Goldman Sachs-China： Both industrial profits and revenue fell sequentially in July-260827.pdf]]

#### 预览

[[assets/docs/260903_0826__外资研报__Goldman Sachs-China： Both industrial profits and revenue fell sequentially in July-260827.pdf|Goldman Sachs-China： Both industrial profits and revenue fell sequentially in July-260827.pdf]]