---
title: "#外资研报"
topic_id: 55521525854888424
created_at: 2026-09-22T08:34:24.576+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：484
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521525854888424)
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## 正文

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## 文档

### MS-26 年第三季度出现 AI 获利了结，接下来会发生什么？ AI Profit Taking Occurred in 3Q26, What's Next？.pdf

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- 本地资源：[[assets/docs/260922_0834__外资研报__MS-26 年第三季度出现 AI 获利了结，接下来会发生什么？ AI Profit Taking Occurred in 3Q26, What's Next？.pdf|MS-26 年第三季度出现 AI 获利了结，接下来会发生什么？ AI Profit Taking Occurred in 3Q26, What's Next？.pdf]]

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[[assets/docs/260922_0834__外资研报__MS-26 年第三季度出现 AI 获利了结，接下来会发生什么？ AI Profit Taking Occurred in 3Q26, What's Next？.pdf|MS-26 年第三季度出现 AI 获利了结，接下来会发生什么？ AI Profit Taking Occurred in 3Q26, What's Next？.pdf]]

### MS-2026中国BEST大会反馈-20260920.pdf

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- 本地资源：[[assets/docs/260922_0834__外资研报__MS-2026中国BEST大会反馈-20260920.pdf|MS-2026中国BEST大会反馈-20260920.pdf]]

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[[assets/docs/260922_0834__外资研报__MS-2026中国BEST大会反馈-20260920.pdf|MS-2026中国BEST大会反馈-20260920.pdf]]

### MS-AI 基础设施：材料超级周期 Global Materials AI Infrastructure The Materials Super-cycle.pdf

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- 本地资源：[[assets/docs/260922_0834__外资研报__MS-AI 基础设施：材料超级周期 Global Materials AI Infrastructure The Materials Super-cycle.pdf|MS-AI 基础设施：材料超级周期 Global Materials AI Infrastructure The Materials Super-cycle.pdf]]

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[[assets/docs/260922_0834__外资研报__MS-AI 基础设施：材料超级周期 Global Materials AI Infrastructure The Materials Super-cycle.pdf|MS-AI 基础设施：材料超级周期 Global Materials AI Infrastructure The Materials Super-cycle.pdf]]

### MS-AI半导体展望与存储创新-20260920.pdf

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- 本地资源：[[assets/docs/260922_0834__外资研报__MS-AI半导体展望与存储创新-20260920.pdf|MS-AI半导体展望与存储创新-20260920.pdf]]

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[[assets/docs/260922_0834__外资研报__MS-AI半导体展望与存储创新-20260920.pdf|MS-AI半导体展望与存储创新-20260920.pdf]]

### MS-AlphaWise：AI 应用与职场未来：银行、科技及专业服务 —— 你未曾见过的数据 AlphaWise AI Adoption and the Future of Work：Banks, Tech and Professional Services - The Data You Haven't Seen.pdf

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- 本地资源：[[assets/docs/260922_0834__外资研报__MS-AlphaWise：AI 应用与职场未来：银行、科技及专业服务 —— 你未曾见过的数据 AlphaWise AI Adoption and the Future of Work：Banks, Tech and Professional Services - The Data You Haven't Seen.pdf|MS-AlphaWise：AI 应用与职场未来：银行、科技及专业服务 —— 你未曾见过的数据 AlphaWise AI Adoption and the Future of Work：Banks, Tech and Professional Services - The Data You Haven't Seen.pdf]]

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[[assets/docs/260922_0834__外资研报__MS-AlphaWise：AI 应用与职场未来：银行、科技及专业服务 —— 你未曾见过的数据 AlphaWise AI Adoption and the Future of Work：Banks, Tech and Professional Services - The Data You Haven't Seen.pdf|MS-AlphaWise：AI 应用与职场未来：银行、科技及专业服务 —— 你未曾见过的数据 AlphaWise AI Adoption and the Future of Work：Banks, Tech and Professional Services - The Data You Haven't Seen.pdf]]

### MS-CCL-覆铜板-—斗山宣布在韩国和中国扩产-20260920.pdf

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[[assets/docs/260922_0834__外资研报__MS-CCL-覆铜板-—斗山宣布在韩国和中国扩产-20260920.pdf|MS-CCL-覆铜板-—斗山宣布在韩国和中国扩产-20260920.pdf]]

### MS-iPhone 18：真实的换机周期，但部分光学标的估值显得过高-20260910 Andy Meng，Betty Chen(原文).pdf

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- 本地资源：[[assets/docs/260922_0834__外资研报__MS-iPhone 18：真实的换机周期，但部分光学标的估值显得过高-20260910 Andy Meng，Betty Chen(原文).pdf|MS-iPhone 18：真实的换机周期，但部分光学标的估值显得过高-20260910 Andy Meng，Betty Chen(原文).pdf]]

#### 预览

[[assets/docs/260922_0834__外资研报__MS-iPhone 18：真实的换机周期，但部分光学标的估值显得过高-20260910 Andy Meng，Betty Chen(原文).pdf|MS-iPhone 18：真实的换机周期，但部分光学标的估值显得过高-20260910 Andy Meng，Betty Chen(原文).pdf]]

### JPM-资金流与流动性：科技债发行将给全球债券收益率带来多大上行压力 Flows & Liquidity How much upward pressure on global bond yields from tech bond issuance？.pdf

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- 本地资源：[[assets/docs/260922_0834__外资研报__JPM-资金流与流动性：科技债发行将给全球债券收益率带来多大上行压力 Flows & Liquidity How much upward pressure on global bond yields from tech bond issuance？.pdf|JPM-资金流与流动性：科技债发行将给全球债券收益率带来多大上行压力 Flows & Liquidity How much upward pressure on global bond yields from tech bond issuance？.pdf]]

#### 预览

[[assets/docs/260922_0834__外资研报__JPM-资金流与流动性：科技债发行将给全球债券收益率带来多大上行压力 Flows & Liquidity How much upward pressure on global bond yields from tech bond issuance？.pdf|JPM-资金流与流动性：科技债发行将给全球债券收益率带来多大上行压力 Flows & Liquidity How much upward pressure on global bond yields from tech bond issuance？.pdf]]

### JPM-资金与流动性 Flows & Liquidity：股权风险溢价进一步收窄至 2002 年水平 Equity Risk Premia shrink further to levels last seen in 2002.pdf

- 状态：downloaded
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[[assets/docs/260922_0834__外资研报__JPM-资金与流动性 Flows & Liquidity：股权风险溢价进一步收窄至 2002 年水平 Equity Risk Premia shrink further to levels last seen in 2002.pdf|JPM-资金与流动性 Flows & Liquidity：股权风险溢价进一步收窄至 2002 年水平 Equity Risk Premia shrink further to levels last seen in 2002.pdf]]