---
title: "#外资研报"
topic_id: 45548558411412888
created_at: 2026-10-09T08:36:47.479+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：359
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548558411412888)
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## 文档

### MS-Shopify｜北美：仍未见买家后悔 —— 评估 Muse 之后的三项智能体相关争议 Shopify Inc North America Still No Buyers' Remorse - Assessing Three Agentic Debates Post Muse.pdf

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[[assets/docs/261009_0836__外资研报__MS-Shopify｜北美：仍未见买家后悔 —— 评估 Muse 之后的三项智能体相关争议 Shopify Inc North America Still No Buyers' Remorse - Assessing Three Agentic Debates Post Muse.pdf|MS-Shopify｜北美：仍未见买家后悔 —— 评估 Muse 之后的三项智能体相关争议 Shopify Inc North America Still No Buyers' Remorse - Assessing Three Agentic Debates Post Muse.pdf]]

### MS-SpaceX｜北美：SPCX 股价 159 美元，估值便宜且更便宜 SpaceX North America SPCX $159 Cheap and Getting Cheaper.pdf

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[[assets/docs/261009_0836__外资研报__MS-SpaceX｜北美：SPCX 股价 159 美元，估值便宜且更便宜 SpaceX North America SPCX $159 Cheap and Getting Cheaper.pdf|MS-SpaceX｜北美：SPCX 股价 159 美元，估值便宜且更便宜 SpaceX North America SPCX $159 Cheap and Getting Cheaper.pdf]]

### MS-SpaceX｜北美：不止 SpaceX，名称背后有何含义 SpaceX North America Not Just SpaceX, What’s in a Name？.pdf

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[[assets/docs/261009_0836__外资研报__MS-SpaceX｜北美：不止 SpaceX，名称背后有何含义 SpaceX North America Not Just SpaceX, What’s in a Name？.pdf|MS-SpaceX｜北美：不止 SpaceX，名称背后有何含义 SpaceX North America Not Just SpaceX, What’s in a Name？.pdf]]

### MS-按揭补贴：覆盖有限-销售支撑有限-20261001.pdf

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[[assets/docs/261009_0836__外资研报__MS-按揭补贴：覆盖有限-销售支撑有限-20261001.pdf|MS-按揭补贴：覆盖有限-销售支撑有限-20261001.pdf]]

### MS-按揭补贴政策远低于市场预期-20260929.pdf

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[[assets/docs/261009_0836__外资研报__MS-按揭补贴政策远低于市场预期-20260929.pdf|MS-按揭补贴政策远低于市场预期-20260929.pdf]]

### MS-半导体：AI生态系统如何绕开内存瓶颈？.pdf

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[[assets/docs/261009_0836__外资研报__MS-半导体：AI生态系统如何绕开内存瓶颈？.pdf|MS-半导体：AI生态系统如何绕开内存瓶颈？.pdf]]

### MS-半导体｜北美：AI 生态系统如何绕过内存瓶颈？ Semiconductors North America How can the AI ecosystem work around memory bottlenecks？.pdf

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[[assets/docs/261009_0836__外资研报__MS-半导体｜北美：AI 生态系统如何绕过内存瓶颈？ Semiconductors North America How can the AI ecosystem work around memory bottlenecks？.pdf|MS-半导体｜北美：AI 生态系统如何绕过内存瓶颈？ Semiconductors North America How can the AI ecosystem work around memory bottlenecks？.pdf]]

### MS-MongoDB 公司｜北美：尽管 CEO 换届带来不确定性，投资者日仍展现了强劲的未来增长前景 MongoDB Inc North America Despite the Fog of Another CEO Transition, Investor Day Showcases the Compelling Growth Story Ahead.pdf

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[[assets/docs/261009_0836__外资研报__MS-MongoDB 公司｜北美：尽管 CEO 换届带来不确定性，投资者日仍展现了强劲的未来增长前景 MongoDB Inc North America Despite the Fog of Another CEO Transition, Investor Day Showcases the Compelling.pdf|MS-MongoDB 公司｜北美：尽管 CEO 换届带来不确定性，投资者日仍展现了强劲的未来增长前景 MongoDB Inc North America Despite the Fog of Another CEO Transition, Investor Day Showcases the Compelling Growth Story Ahead.pdf]]

### MS-MongoDB｜北美：首席执行官 CJ Desai 任职不到一年后离任，Dev Ittycheria 回归担任临时首席执行官 MongoDB Inc North America CEO CJ Desai Departs After Less Than a Year; Dev Ittycheria Returns as Interim CEO.pdf

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[[assets/docs/261009_0836__外资研报__MS-MongoDB｜北美：首席执行官 CJ Desai 任职不到一年后离任，Dev Ittycheria 回归担任临时首席执行官 MongoDB Inc North America CEO CJ Desai Departs After Less Than a Year; Dev Ittycheria Retur.pdf|MS-MongoDB｜北美：首席执行官 CJ Desai 任职不到一年后离任，Dev Ittycheria 回归担任临时首席执行官 MongoDB Inc North America CEO CJ Desai Departs After Less Than a Year; Dev Ittycheria Returns as Interim CEO.pdf]]