--- title: "#外资研报" topic_id: 22258254252515211 created_at: 2026-09-23T08:21:17.929+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：405 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258254252515211) - 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 1. 8:30 – 9:30pm EST Prof. Li is the Director of the Centre on Contemporary China and the World (CCCW) at the 2. This is a private event strictly for clients of Goldman Sachs. The event is not intended for the media and is off the record. 3. 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 4. be disseminated to others who are not invited or confirmed for the meeting. The information may be confidential, subject to legal privilege, or otherwise 5. protected from disclosure. If you are not the intended recipient of this communication, please delete and destroy all copies in your possession, notify the 6. 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 7. 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 8. 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：[[assets/docs/260923_0821__外资研报__高盛-中国房地产专家交流反馈+20260918.pdf|高盛-中国房地产专家交流反馈+20260918.pdf]] #### 预览 [[assets/docs/260923_0821__外资研报__高盛-中国房地产专家交流反馈+20260918.pdf|高盛-中国房地产专家交流反馈+20260918.pdf]] ### 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：[[assets/docs/260923_0821__外资研报__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|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 [[assets/docs/260923_0821__外资研报__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|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：[[assets/docs/260923_0821__外资研报__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-PCB、CCL及载板：市场对CPO的担忧或过度+20260917.pdf]] #### 预览 [[assets/docs/260923_0821__外资研报__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-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：[[assets/docs/260923_0821__外资研报__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-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 [[assets/docs/260923_0821__外资研报__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-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：[[assets/docs/260923_0821__外资研报__摩根大通-美国半导体2026秋季更新：AI驱动超级周期+20260918.pdf|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 [[assets/docs/260923_0821__外资研报__摩根大通-美国半导体2026秋季更新：AI驱动超级周期+20260918.pdf|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：[[assets/docs/260923_0821__外资研报__野村-网络安全会是LLM落地的下一个爆款应用吗？+20260918.pdf|野村-网络安全会是LLM落地的下一个爆款应用吗？+20260918.pdf]] #### 预览 [[assets/docs/260923_0821__外资研报__野村-网络安全会是LLM落地的下一个爆款应用吗？+20260918.pdf|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：[[assets/docs/260923_0821__外资研报__野村-中国先进制造：吉隆坡与新加坡路演反馈+20260917.pdf|野村-中国先进制造：吉隆坡与新加坡路演反馈+20260917.pdf]] #### 预览 [[assets/docs/260923_0821__外资研报__野村-中国先进制造：吉隆坡与新加坡路演反馈+20260917.pdf|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：[[assets/docs/260923_0821__外资研报__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 1. 8:30 – 9:30pm EST Prof. Li is the Director of the Centre on Contemporary China and the World (CCCW) at the 2. This is a private event strictly for clients of Goldman Sachs. The event is not intended for the media and is off the record. 3. 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 4. be disseminated to others who are not invited or confirmed for the meeting. The information may be confidential, subject to legal privilege, or otherwise 5. protected from disclosure. If you are not the intended recipient of this communication, please delete and destroy all copies in your possession, notify the 6. 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 7. 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 8. Goldman Sachs personnel and the public-side client representatives attending the meeting do not want to receive, and you should not disclose, #### 预览 [[assets/docs/260923_0821__外资研报__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：[[assets/docs/260923_0821__外资研报__高盛-美国股票观点：盈利超常但并非盈利泡沫+20260917.pdf|高盛-美国股票观点：盈利超常但并非盈利泡沫+20260917.pdf]] #### 预览 [[assets/docs/260923_0821__外资研报__高盛-美国股票观点：盈利超常但并非盈利泡沫+20260917.pdf|高盛-美国股票观点：盈利超常但并非盈利泡沫+20260917.pdf]]