#外资研报
- 序号：405
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- 附件：图片 0，音频 0，文档 9
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附件总结 高盛宏观电话会 & 调研 - 习特会、国庆汽车销量、中国地产和金融调研.pdf
- 8:30 – 9:30pm EST Prof. Li is the Director of the Centre on Contemporary China and the World (CCCW) at the
- This is a private event strictly for clients of Goldman Sachs. The event is not intended for the media and is off the record.
- The information contained in and accompanying this communication, including dial-in details, is solely for the use of the intended recipient(s). It should not
- be disseminated to others who are not invited or confirmed for the meeting. The information may be confidential, subject to legal privilege, or otherwise
- protected from disclosure. If you are not the intended recipient of this communication, please delete and destroy all copies in your possession, notify the
- sender that you have received this communication in error, and note that any review or dissemination of, or the taking of any action in reliance on, this
- Please be advised that Goldman Sachs personnel must be able to identify participants of this meeting. If we are not able to identify you, you may be
- Goldman Sachs personnel and the public-side client representatives attending the meeting do not want to receive, and you should not disclose,
文档
高盛-中国房地产专家交流反馈+20260918.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：高盛-中国房地产专家交流反馈+20260918.pdf
预览
汇丰-中国AI药物发现：商业化兑现获验证，资产期权价值扩张；关注BD、临床验证与智能体AI+20260916.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：汇丰-中国AI药物发现：商业化兑现获验证，资产期权价值扩张；关注BD、临床验证与智能体AI+20260916.pdf
预览
汇丰-中国AI药物发现：商业化兑现获验证，资产期权价值扩张；关注BD、临床验证与智能体AI+20260916.pdf
摩根大通-PCB、CCL及载板：市场对CPO的担忧或过度+20260917.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：摩根大通-PCB、CCL及载板：市场对CPO的担忧或过度+20260917.pdf
预览
摩根大通-PCB、CCL及载板：市场对CPO的担忧或过度+20260917.pdf
摩根大通-锂行业：8月全球纯电动车销量同比微增1%，年初至今持平，渗透率持稳+20260917.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：摩根大通-锂行业：8月全球纯电动车销量同比微增1%，年初至今持平，渗透率持稳+20260917.pdf
预览
摩根大通-锂行业：8月全球纯电动车销量同比微增1%，年初至今持平，渗透率持稳+20260917.pdf
摩根大通-美国半导体2026秋季更新：AI驱动超级周期+20260918.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：摩根大通-美国半导体2026秋季更新：AI驱动超级周期+20260918.pdf
预览
摩根大通-美国半导体2026秋季更新：AI驱动超级周期+20260918.pdf
野村-网络安全会是LLM落地的下一个爆款应用吗？+20260918.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：野村-网络安全会是LLM落地的下一个爆款应用吗？+20260918.pdf
预览
野村-网络安全会是LLM落地的下一个爆款应用吗？+20260918.pdf
野村-中国先进制造：吉隆坡与新加坡路演反馈+20260917.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：野村-中国先进制造：吉隆坡与新加坡路演反馈+20260917.pdf
预览
野村-中国先进制造：吉隆坡与新加坡路演反馈+20260917.pdf
高盛宏观电话会 & 调研 - 习特会、国庆汽车销量、中国地产和金融调研.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：高盛宏观电话会 & 调研 - 习特会、国庆汽车销量、中国地产和金融调研.pdf
总结
- 8:30 – 9:30pm EST Prof. Li is the Director of the Centre on Contemporary China and the World (CCCW) at the
- This is a private event strictly for clients of Goldman Sachs. The event is not intended for the media and is off the record.
- The information contained in and accompanying this communication, including dial-in details, is solely for the use of the intended recipient(s). It should not
- be disseminated to others who are not invited or confirmed for the meeting. The information may be confidential, subject to legal privilege, or otherwise
- protected from disclosure. If you are not the intended recipient of this communication, please delete and destroy all copies in your possession, notify the
- sender that you have received this communication in error, and note that any review or dissemination of, or the taking of any action in reliance on, this
- Please be advised that Goldman Sachs personnel must be able to identify participants of this meeting. If we are not able to identify you, you may be
- Goldman Sachs personnel and the public-side client representatives attending the meeting do not want to receive, and you should not disclose,
预览
高盛宏观电话会 & 调研 - 习特会、国庆汽车销量、中国地产和金融调研.pdf
高盛-美国股票观点：盈利超常但并非盈利泡沫+20260917.pdf
- 状态：skipped_existing
- 错误：
- 本地资源：高盛-美国股票观点：盈利超常但并非盈利泡沫+20260917.pdf