--- title: "#外资研报" topic_id: 22258251121411181 created_at: 2026-09-28T08:16:43.170+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：340 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258251121411181) - 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 ### UBS-中国工业：航运供应链跟踪：贸易流、运费及霍尔木兹海峡动态更新.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214821888142121/download_url - 本地资源：[[assets/docs/260928_0816__外资研报__UBS-中国工业：航运供应链跟踪：贸易流、运费及霍尔木兹海峡动态更新.pdf|UBS-中国工业：航运供应链跟踪：贸易流、运费及霍尔木兹海峡动态更新.pdf]] #### 预览 [[assets/docs/260928_0816__外资研报__UBS-中国工业：航运供应链跟踪：贸易流、运费及霍尔木兹海峡动态更新.pdf|UBS-中国工业：航运供应链跟踪：贸易流、运费及霍尔木兹海峡动态更新.pdf]] ### UBS-中国光纤行业：盈利见顶担忧创造买入机会 China Optical Fibre Industry Peak earnings fears create buying opportunities.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814821888144512/download_url - 本地资源：[[assets/docs/260928_0816__外资研报__UBS-中国光纤行业：盈利见顶担忧创造买入机会 China Optical Fibre Industry Peak earnings fears create buying opportunities.pdf|UBS-中国光纤行业：盈利见顶担忧创造买入机会 China Optical Fibre Industry Peak earnings fears create buying opportunities.pdf]] #### 预览 [[assets/docs/260928_0816__外资研报__UBS-中国光纤行业：盈利见顶担忧创造买入机会 China Optical Fibre Industry Peak earnings fears create buying opportunities.pdf|UBS-中国光纤行业：盈利见顶担忧创造买入机会 China Optical Fibre Industry Peak earnings fears create buying opportunities.pdf]] ### UBS-中国锂行业：虽已脱离峰值，但已超跌.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584158111844214/download_url - 本地资源：[[assets/docs/260928_0816__外资研报__UBS-中国锂行业：虽已脱离峰值，但已超跌.pdf|UBS-中国锂行业：虽已脱离峰值，但已超跌.pdf]] #### 预览 [[assets/docs/260928_0816__外资研报__UBS-中国锂行业：虽已脱离峰值，但已超跌.pdf|UBS-中国锂行业：虽已脱离峰值，但已超跌.pdf]] ### ZeroHedge-Amid 2nd Largest OpEx In History, Citadel Securities Chief Strategist Warns 'September Weakness May Not Be Finished'.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584158111844244/download_url - 本地资源：[[assets/docs/260928_0816__外资研报__ZeroHedge-Amid 2nd Largest OpEx In History, Citadel Securities Chief Strategist Warns 'September Weakness May Not Be Finished'.pdf|ZeroHedge-Amid 2nd Largest OpEx In History, Citadel Securities Chief Strategist Warns 'September Weakness May Not Be Finished'.pdf]] #### 预览 [[assets/docs/260928_0816__外资研报__ZeroHedge-Amid 2nd Largest OpEx In History, Citadel Securities Chief Strategist Warns 'September Weakness May Not Be Finished'.pdf|ZeroHedge-Amid 2nd Largest OpEx In History, Citadel Securities Chief Strategist Warns 'September Weakness May Not Be Finished'.pdf]] ### ZeroHedge-伽马逼空席卷全球 Gamma Squeeze The World.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181548555811242/download_url - 本地资源：[[assets/docs/260928_0816__外资研报__ZeroHedge-伽马逼空席卷全球 Gamma Squeeze The World.pdf|ZeroHedge-伽马逼空席卷全球 Gamma Squeeze The World.pdf]] #### 预览 [[assets/docs/260928_0816__外资研报__ZeroHedge-伽马逼空席卷全球 Gamma Squeeze The World.pdf|ZeroHedge-伽马逼空席卷全球 Gamma Squeeze The World.pdf]] ### UBS-中国半导体设备：SPE 进口分析：8 月各省需求扩大，同比稳健增长 China Semi Equipment SPE import analysis Solid YoY growth with broadening demand across provinces in August.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214821888144551/download_url - 本地资源：[[assets/docs/260928_0816__外资研报__UBS-中国半导体设备：SPE 进口分析：8 月各省需求扩大，同比稳健增长 China Semi Equipment SPE import analysis Solid YoY growth with broadening demand across provinces in August.pdf|UBS-中国半导体设备：SPE 进口分析：8 月各省需求扩大，同比稳健增长 China Semi Equipment SPE import analysis Solid YoY growth with broadening demand across provinces in August.pdf]] #### 预览 [[assets/docs/260928_0816__外资研报__UBS-中国半导体设备：SPE 进口分析：8 月各省需求扩大，同比稳健增长 China Semi Equipment SPE import analysis Solid YoY growth with broadening demand across provinces in August.pdf|UBS-中国半导体设备：SPE 进口分析：8 月各省需求扩大，同比稳健增长 China Semi Equipment SPE import analysis Solid YoY growth with broadening demand across provinces in August.pdf]] ### UBS-中国储能行业专家电话会要点.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412851888125158/download_url - 本地资源：[[assets/docs/260928_0816__外资研报__UBS-中国储能行业专家电话会要点.pdf|UBS-中国储能行业专家电话会要点.pdf]] #### 预览 [[assets/docs/260928_0816__外资研报__UBS-中国储能行业专家电话会要点.pdf|UBS-中国储能行业专家电话会要点.pdf]] ### UBS-中国电力设备：基于贸易担忧及供应宽松下调行业评级，全行业下调2026至2028年预期盈利3%至66%、目标价38%至67%.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181548555811252/download_url - 本地资源：[[assets/docs/260928_0816__外资研报__UBS-中国电力设备：基于贸易担忧及供应宽松下调行业评级，全行业下调2026至2028年预期盈利3%至66%、目标价38%至67%.pdf|UBS-中国电力设备：基于贸易担忧及供应宽松下调行业评级，全行业下调2026至2028年预期盈利3%至66%、目标价38%至67%.pdf]] #### 预览 [[assets/docs/260928_0816__外资研报__UBS-中国电力设备：基于贸易担忧及供应宽松下调行业评级，全行业下调2026至2028年预期盈利3%至66%、目标价38%至67%.pdf|UBS-中国电力设备：基于贸易担忧及供应宽松下调行业评级，全行业下调2026至2028年预期盈利3%至66%、目标价38%至67%.pdf]] ### UBS-中国房地产：北京市预售政策调整——对开发商影响更为直接.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584158111845824/download_url - 本地资源：[[assets/docs/260928_0816__外资研报__UBS-中国房地产：北京市预售政策调整——对开发商影响更为直接.pdf|UBS-中国房地产：北京市预售政策调整——对开发商影响更为直接.pdf]] #### 预览 [[assets/docs/260928_0816__外资研报__UBS-中国房地产：北京市预售政策调整——对开发商影响更为直接.pdf|UBS-中国房地产：北京市预售政策调整——对开发商影响更为直接.pdf]]