--- title: "#外资研报" topic_id: 45548818544522558 created_at: 2026-09-14T08:55:15.304+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：386 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818544522558) - 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 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。 ## 文档 ### MS-AI 供应链：2028 年 AI 半导体与云服务商资本开支增长初步预测 AI Supply Chain Prelim 2028 AI semis vs. CSP capex growth.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181544224821112/download_url - 本地资源：[[assets/docs/260914_0855__外资研报__MS-AI 供应链：2028 年 AI 半导体与云服务商资本开支增长初步预测 AI Supply Chain Prelim 2028 AI semis vs. CSP capex growth.pdf|MS-AI 供应链：2028 年 AI 半导体与云服务商资本开支增长初步预测 AI Supply Chain Prelim 2028 AI semis vs. CSP capex growth.pdf]] #### 预览 [[assets/docs/260914_0855__外资研报__MS-AI 供应链：2028 年 AI 半导体与云服务商资本开支增长初步预测 AI Supply Chain Prelim 2028 AI semis vs. CSP capex growth.pdf|MS-AI 供应链：2028 年 AI 半导体与云服务商资本开支增长初步预测 AI Supply Chain Prelim 2028 AI semis vs. CSP capex growth.pdf]] ### MS-AI制作剧集登陆电视：政策里程碑-20260831.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214822552154241/download_url - 本地资源：[[assets/docs/260914_0855__外资研报__MS-AI制作剧集登陆电视：政策里程碑-20260831.pdf|MS-AI制作剧集登陆电视：政策里程碑-20260831.pdf]] #### 预览 [[assets/docs/260914_0855__外资研报__MS-AI制作剧集登陆电视：政策里程碑-20260831.pdf|MS-AI制作剧集登陆电视：政策里程碑-20260831.pdf]] ### MS-LG电子（066570.KS）——AI冷却基础设施的规模化建设.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814822552154442/download_url - 本地资源：[[assets/docs/260914_0855__外资研报__MS-LG电子（066570.KS）——AI冷却基础设施的规模化建设.pdf|MS-LG电子（066570.KS）——AI冷却基础设施的规模化建设.pdf]] #### 预览 [[assets/docs/260914_0855__外资研报__MS-LG电子（066570.KS）——AI冷却基础设施的规模化建设.pdf|MS-LG电子（066570.KS）——AI冷却基础设施的规模化建设.pdf]] ### MS-Meta 北美：Muse 已登场；接下来重点关注什么？ Meta Platforms Inc North America Muse Has Arrived; What Matters Next？.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814822552154422/download_url - 本地资源：[[assets/docs/260914_0855__外资研报__MS-Meta 北美：Muse 已登场；接下来重点关注什么？ Meta Platforms Inc North America Muse Has Arrived; What Matters Next？.pdf|MS-Meta 北美：Muse 已登场；接下来重点关注什么？ Meta Platforms Inc North America Muse Has Arrived; What Matters Next？.pdf]] #### 预览 [[assets/docs/260914_0855__外资研报__MS-Meta 北美：Muse 已登场；接下来重点关注什么？ Meta Platforms Inc North America Muse Has Arrived; What Matters Next？.pdf|MS-Meta 北美：Muse 已登场；接下来重点关注什么？ Meta Platforms Inc North America Muse Has Arrived; What Matters Next？.pdf]] ### MS-半导体资本设备：关于 SPE 的七大辩论 Semiconductor Capital Equipment North America 7 Debates on SPE.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412855445142228/download_url - 本地资源：[[assets/docs/260914_0855__外资研报__MS-半导体资本设备：关于 SPE 的七大辩论 Semiconductor Capital Equipment North America 7 Debates on SPE.pdf|MS-半导体资本设备：关于 SPE 的七大辩论 Semiconductor Capital Equipment North America 7 Debates on SPE.pdf]] #### 预览 [[assets/docs/260914_0855__外资研报__MS-半导体资本设备：关于 SPE 的七大辩论 Semiconductor Capital Equipment North America 7 Debates on SPE.pdf|MS-半导体资本设备：关于 SPE 的七大辩论 Semiconductor Capital Equipment North America 7 Debates on SPE.pdf]] ### MS-北美互联网：摩根士丹利 AI 指南：驾驭推理时代 Internet North America The Morgan Stanley AI Guidebook：Navigating the Age of Inference.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584155225841814/download_url - 本地资源：[[assets/docs/260914_0855__外资研报__MS-北美互联网：摩根士丹利 AI 指南：驾驭推理时代 Internet North America The Morgan Stanley AI Guidebook：Navigating the Age of Inference.pdf|MS-北美互联网：摩根士丹利 AI 指南：驾驭推理时代 Internet North America The Morgan Stanley AI Guidebook：Navigating the Age of Inference.pdf]] #### 预览 [[assets/docs/260914_0855__外资研报__MS-北美互联网：摩根士丹利 AI 指南：驾驭推理时代 Internet North America The Morgan Stanley AI Guidebook：Navigating the Age of Inference.pdf|MS-北美互联网：摩根士丹利 AI 指南：驾驭推理时代 Internet North America The Morgan Stanley AI Guidebook：Navigating the Age of Inference.pdf]] ### MS-2026 年 8 月 GB200 与 GB300 NVL72 机架 Greater China Technology Hardware Asia Pacific GB200 and GB300 NVL72 Racks in August 2026.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412855445142258/download_url - 本地资源：[[assets/docs/260914_0855__外资研报__MS-2026 年 8 月 GB200 与 GB300 NVL72 机架 Greater China Technology Hardware Asia Pacific GB200 and GB300 NVL72 Racks in August 2026.pdf|MS-2026 年 8 月 GB200 与 GB300 NVL72 机架 Greater China Technology Hardware Asia Pacific GB200 and GB300 NVL72 Racks in August 2026.pdf]] #### 预览 [[assets/docs/260914_0855__外资研报__MS-2026 年 8 月 GB200 与 GB300 NVL72 机架 Greater China Technology Hardware Asia Pacific GB200 and GB300 NVL72 Racks in August 2026.pdf|MS-2026 年 8 月 GB200 与 GB300 NVL72 机架 Greater China Technology Hardware Asia Pacific GB200 and GB300 NVL72 Racks in August 2026.pdf]] ### MS-2026 年中国台湾半导体展核心要点：我们还需要更多 Greater China Semiconductors Asia Pacific SEMICON Taiwan 2026 key takeaways - we need more.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214822552154421/download_url - 本地资源：[[assets/docs/260914_0855__外资研报__MS-2026 年中国台湾半导体展核心要点：我们还需要更多 Greater China Semiconductors Asia Pacific SEMICON Taiwan 2026 key takeaways - we need more.pdf|MS-2026 年中国台湾半导体展核心要点：我们还需要更多 Greater China Semiconductors Asia Pacific SEMICON Taiwan 2026 key takeaways - we need more.pdf]] #### 预览 [[assets/docs/260914_0855__外资研报__MS-2026 年中国台湾半导体展核心要点：我们还需要更多 Greater China Semiconductors Asia Pacific SEMICON Taiwan 2026 key takeaways - we need more.pdf|MS-2026 年中国台湾半导体展核心要点：我们还需要更多 Greater China Semiconductors Asia Pacific SEMICON Taiwan 2026 key takeaways - we need more.pdf]] ### MS-ABF 基板：对南亚电路板与欣兴电子 ABF 供给份额存在风险？ Greater China Technology Hardware Asia Pacific ABF Substrate Risk to NYPCB and Unimicron ABF Supply Share？.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412855445142518/download_url - 本地资源：[[assets/docs/260914_0855__外资研报__MS-ABF 基板：对南亚电路板与欣兴电子 ABF 供给份额存在风险？ Greater China Technology Hardware Asia Pacific ABF Substrate Risk to NYPCB and Unimicron ABF Supply Share？.pdf|MS-ABF 基板：对南亚电路板与欣兴电子 ABF 供给份额存在风险？ Greater China Technology Hardware Asia Pacific ABF Substrate Risk to NYPCB and Unimicron ABF Supply Share？.pdf]] #### 预览 [[assets/docs/260914_0855__外资研报__MS-ABF 基板：对南亚电路板与欣兴电子 ABF 供给份额存在风险？ Greater China Technology Hardware Asia Pacific ABF Substrate Risk to NYPCB and Unimicron ABF Supply Share？.pdf|MS-ABF 基板：对南亚电路板与欣兴电子 ABF 供给份额存在风险？ Greater China Technology Hardware Asia Pacific ABF Substrate Risk to NYPCB and Unimicron ABF Supply Share？.pdf]]