--- title: "#外资研报" topic_id: 22258818122144511 created_at: 2026-09-15T08:34:24.762+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：362 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258818122144511) - 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。 附件总结 高盛早报0914 - 预期9月联储加息1次 - 美股策略积极 - 中国科技调研反....pdf 要点：AI顺⻛推动MLCC与ABF载板⾛强——买⼊评级…SEMCO – US NDR Takeaways: AI tailwinds driving MLCC and ABF strength – Buy 汽⻋|侯雪婷Tina 中国乘⽤⻋⽉度图评: 2026年8⽉ - 强劲出⼝增⻓持续但国内零售销量⾛弱，⽐亚迪改款⻋型提价…China Passenger Vehicle Monthly Chartbook: Aug 2026 - Strong ex 近期⼤会 Date Event CONFERENCES & CORPORATE DAYS 23-Sep (Wed) to 25-Sep (Fri) Asia Healthcare CDMO Day 2026 Upd 30-Sep (Wed) Singapore Value Unlock Corporate Da 5-Oct (Mon) to 6-Oct (Tue) Vietnam Corporate Day 2026 Updated 3-Nov (Tue) to 6-Nov (Fri) APAC Healthcare Corporate Day 2026 24-Nov (Tue) Korea KRXKosdaq Corporate Day in S Korea KRXKosdaq Corporate Day in H 25-Nov (Wed) Kong 24-Nov (Tue) to 27-Nov (Fri) APAC Healthcare Corporate Day 2026 30-Nov (Mon) to 1-Dec (Tue) India Corporate Day in Hong Kong 30-Nov (Mon) to 4-Dec (Fri) Japan Conference 2026 2-Dec (Wed) to 3-Dec (Thu) India Corporate Day in Singapore FIELD TRIPS Date & Time (HKT) Event 17-Sep (Thu) to 19-Sep (Sat) GS Make in India Trip 2026 2H26 GS China Commodity Trip (Sem 21-Sep (Mon) to 24-Sep (Thu) Tour with Trina Chen) 21-Sep (Mon) to 24-Sep (Thu) GS Asia LNG Tour 22-Sep (Tue) to 24-Sep (Thu) GS China Biopharma Investor Trip GS Asia Healthcare CDMO Tour - Sart 25-Sep (Fri) Application Center 14-Oct (Wed) GS Power Semi-Rohm Sic Factory Tou 3-Nov (Tue) GS China CIO Tour New! https://marquee.gs.com/s/content/markets/b102f303-586d-48f5-982d-20c66a75393d 2/7 2026/9/14 10:33 ⾼盛早报0914 - 预期9⽉联储加息1次 | 美股策略积极 | 中国科技调研反馈 | 韩国存储、MLCC | 美国科技论坛总结 7-Dec (Mon) to 11- Dec (Fri) GS Asia Tech Tour New! INTERNATIONAL Date & Time Event 18-Sep (Fri) Marathon Petroleum Corporation (M 5-Oct (Mon) to 9-Oct (Fri) Liberty Formula One (FWONK) 4-Nov (Wed) to 6-Nov (Fri) Tryg AS (TRYG.CO) EXPERT CALL Date & Time (HKT) Event GS China Property Expert Series: 17 Sep (Thu) @ 4:00pm HKT China Property 4Q Outlook - Are New Taking Effect? NON-DEAL ROADSHOWS / POST-RESULTS BRIEFING Date & Time (HKT) Event *For events with self-registration, your personalized pin code will be sent to your registered email. *I: In-person; V: Virtual; H: Hybrid AGRICULTURE Dekon Food and Agriculture Group (2 14-Sep (Mon) to 15-Sep (Tue) New! CONSUMER 29-Sep (Tue) - 30-Sep (Wed) Devyani International (DEVY.BO) FINANCIALS 14-Sep (Mon) to 17-Sep (Thu) Hyundai Marine & Fire (001450.KS) Industrial and Commercial Bank of Ch 15-Sep (Tue) (ICBC) (1398.HK) New! China Bank and Broker 1H26 Post Res 15-Sep (Tue) @ 9:30am HKT Series - Bank of Ningbo(宁波银⾏, 002 China Bank and Broker 1H26 Post Res 16-Sep (Wed) @ 10:00am HKT Series - GF Securi ## 文档 ### 花旗-中国房地产：第三次产业革命与第二轮供给侧改革+20260910.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260915_0834__外资研报__花旗-中国房地产：第三次产业革命与第二轮供给侧改革+20260910.pdf|花旗-中国房地产：第三次产业革命与第二轮供给侧改革+20260910.pdf]] #### 预览 [[assets/docs/260915_0834__外资研报__花旗-中国房地产：第三次产业革命与第二轮供给侧改革+20260910.pdf|花旗-中国房地产：第三次产业革命与第二轮供给侧改革+20260910.pdf]] ### 汇丰-石油市场：霍尔木兹新常态遭破坏，上调油价预测+20260908.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260915_0834__外资研报__汇丰-石油市场：霍尔木兹新常态遭破坏，上调油价预测+20260908.pdf|汇丰-石油市场：霍尔木兹新常态遭破坏，上调油价预测+20260908.pdf]] #### 预览 [[assets/docs/260915_0834__外资研报__汇丰-石油市场：霍尔木兹新常态遭破坏，上调油价预测+20260908.pdf|汇丰-石油市场：霍尔木兹新常态遭破坏，上调油价预测+20260908.pdf]] ### 摩根大通-散户雷达：散户重估利率，短期动量现轮动+20260909.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260915_0834__外资研报__摩根大通-散户雷达：散户重估利率，短期动量现轮动+20260909.pdf|摩根大通-散户雷达：散户重估利率，短期动量现轮动+20260909.pdf]] #### 预览 [[assets/docs/260915_0834__外资研报__摩根大通-散户雷达：散户重估利率，短期动量现轮动+20260909.pdf|摩根大通-散户雷达：散户重估利率，短期动量现轮动+20260909.pdf]] ### 摩根大通-中国本地市场周报：重拾离岸人民币（CNH）多头；倾向收益率曲线趋平+20260911.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260915_0834__外资研报__摩根大通-中国本地市场周报：重拾离岸人民币（CNH）多头；倾向收益率曲线趋平+20260911.pdf|摩根大通-中国本地市场周报：重拾离岸人民币（CNH）多头；倾向收益率曲线趋平+20260911.pdf]] #### 预览 [[assets/docs/260915_0834__外资研报__摩根大通-中国本地市场周报：重拾离岸人民币（CNH）多头；倾向收益率曲线趋平+20260911.pdf|摩根大通-中国本地市场周报：重拾离岸人民币（CNH）多头；倾向收益率曲线趋平+20260911.pdf]] ### 摩根大通-中国钢铁渠道调研：中国钢铁产量10日年化环比降4%，8月出口环比持平，散货运费创2026年新高+20260908.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260915_0834__外资研报__摩根大通-中国钢铁渠道调研：中国钢铁产量10日年化环比降4%，8月出口环比持平，散货运费创2026年新高+20260908.pdf|摩根大通-中国钢铁渠道调研：中国钢铁产量10日年化环比降4%，8月出口环比持平，散货运费创2026年新高+20260908.pdf]] #### 预览 [[assets/docs/260915_0834__外资研报__摩根大通-中国钢铁渠道调研：中国钢铁产量10日年化环比降4%，8月出口环比持平，散货运费创2026年新高+20260908.pdf|摩根大通-中国钢铁渠道调研：中国钢铁产量10日年化环比降4%，8月出口环比持平，散货运费创2026年新高+20260908.pdf]] ### 摩根大通-资金流向与流动性：股票风险溢价进一步收窄，回落至2002年水平+20260909.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260915_0834__外资研报__摩根大通-资金流向与流动性：股票风险溢价进一步收窄，回落至2002年水平+20260909.pdf|摩根大通-资金流向与流动性：股票风险溢价进一步收窄，回落至2002年水平+20260909.pdf]] #### 预览 [[assets/docs/260915_0834__外资研报__摩根大通-资金流向与流动性：股票风险溢价进一步收窄，回落至2002年水平+20260909.pdf|摩根大通-资金流向与流动性：股票风险溢价进一步收窄，回落至2002年水平+20260909.pdf]] ### 野村-9月FOMC会议前瞻：我们现预计美联储将加息+20260911.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260915_0834__外资研报__野村-9月FOMC会议前瞻：我们现预计美联储将加息+20260911.pdf|野村-9月FOMC会议前瞻：我们现预计美联储将加息+20260911.pdf]] #### 预览 [[assets/docs/260915_0834__外资研报__野村-9月FOMC会议前瞻：我们现预计美联储将加息+20260911.pdf|野村-9月FOMC会议前瞻：我们现预计美联储将加息+20260911.pdf]] ### 高盛-全球汽车：中国实地调研；更新电动汽车情绪地图+20260909.pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260915_0834__外资研报__高盛-全球汽车：中国实地调研；更新电动汽车情绪地图+20260909.pdf|高盛-全球汽车：中国实地调研；更新电动汽车情绪地图+20260909.pdf]] #### 预览 [[assets/docs/260915_0834__外资研报__高盛-全球汽车：中国实地调研；更新电动汽车情绪地图+20260909.pdf|高盛-全球汽车：中国实地调研；更新电动汽车情绪地图+20260909.pdf]] ### 高盛早报0914 - 预期9月联储加息1次 - 美股策略积极 - 中国科技调研反....pdf - 状态：skipped_existing - 错误： - 本地资源：[[assets/docs/260915_0834__外资研报__高盛早报0914 - 预期9月联储加息1次 - 美股策略积极 - 中国科技调研反....pdf|高盛早报0914 - 预期9月联储加息1次 - 美股策略积极 - 中国科技调研反....pdf]] #### 总结 要点：AI顺⻛推动MLCC与ABF载板⾛强——买⼊评级…SEMCO – US NDR Takeaways: AI tailwinds driving MLCC and ABF strength – Buy 汽⻋|侯雪婷Tina 中国乘⽤⻋⽉度图评: 2026年8⽉ - 强劲出⼝增⻓持续但国内零售销量⾛弱，⽐亚迪改款⻋型提价…China Passenger Vehicle Monthly Chartbook: Aug 2026 - Strong ex 近期⼤会 Date Event CONFERENCES & CORPORATE DAYS 23-Sep (Wed) to 25-Sep (Fri) Asia Healthcare CDMO Day 2026 Upd 30-Sep (Wed) Singapore Value Unlock Corporate Da 5-Oct (Mon) to 6-Oct (Tue) Vietnam Corporate Day 2026 Updated 3-Nov (Tue) to 6-Nov (Fri) APAC Healthcare Corporate Day 2026 24-Nov (Tue) Korea KRXKosdaq Corporate Day in S Korea KRXKosdaq Corporate Day in H 25-Nov (Wed) Kong 24-Nov (Tue) to 27-Nov (Fri) APAC Healthcare Corporate Day 2026 30-Nov (Mon) to 1-Dec (Tue) India Corporate Day in Hong Kong 30-Nov (Mon) to 4-Dec (Fri) Japan Conference 2026 2-Dec (Wed) to 3-Dec (Thu) India Corporate Day in Singapore FIELD TRIPS Date & Time (HKT) Event 17-Sep (Thu) to 19-Sep (Sat) GS Make in India Trip 2026 2H26 GS China Commodity Trip (Sem 21-Sep (Mon) to 24-Sep (Thu) Tour with Trina Chen) 21-Sep (Mon) to 24-Sep (Thu) GS Asia LNG Tour 22-Sep (Tue) to 24-Sep (Thu) GS China Biopharma Investor Trip GS Asia Healthcare CDMO Tour - Sart 25-Sep (Fri) Application Center 14-Oct (Wed) GS Power Semi-Rohm Sic Factory Tou 3-Nov (Tue) GS China CIO Tour New! https://marquee.gs.com/s/content/markets/b102f303-586d-48f5-982d-20c66a75393d 2/7 2026/9/14 10:33 ⾼盛早报0914 - 预期9⽉联储加息1次 | 美股策略积极 | 中国科技调研反馈 | 韩国存储、MLCC | 美国科技论坛总结 7-Dec (Mon) to 11- Dec (Fri) GS Asia Tech Tour New! INTERNATIONAL Date & Time Event 18-Sep (Fri) Marathon Petroleum Corporation (M 5-Oct (Mon) to 9-Oct (Fri) Liberty Formula One (FWONK) 4-Nov (Wed) to 6-Nov (Fri) Tryg AS (TRYG.CO) EXPERT CALL Date & Time (HKT) Event GS China Property Expert Series: 17 Sep (Thu) @ 4:00pm HKT China Property 4Q Outlook - Are New Taking Effect? NON-DEAL ROADSHOWS / POST-RESULTS BRIEFING Date & Time (HKT) Event *For events with self-registration, your personalized pin code will be sent to your registered email. *I: In-person; V: Virtual; H: Hybrid AGRICULTURE Dekon Food and Agriculture Group (2 14-Sep (Mon) to 15-Sep (Tue) New! CONSUMER 29-Sep (Tue) - 30-Sep (Wed) Devyani International (DEVY.BO) FINANCIALS 14-Sep (Mon) to 17-Sep (Thu) Hyundai Marine & Fire (001450.KS) Industrial and Commercial Bank of Ch 15-Sep (Tue) (ICBC) (1398.HK) New! China Bank and Broker 1H26 Post Res 15-Sep (Tue) @ 9:30am HKT Series - Bank of Ningbo(宁波银⾏, 002 China Bank and Broker 1H26 Post Res 16-Sep (Wed) @ 10:00am HKT Series - GF Securi #### 预览 [[assets/docs/260915_0834__外资研报__高盛早报0914 - 预期9月联储加息1次 - 美股策略积极 - 中国科技调研反....pdf|高盛早报0914 - 预期9月联储加息1次 - 美股策略积极 - 中国科技调研反....pdf]]