--- title: "#外资研报" topic_id: 55521551288285854 created_at: 2026-10-09T08:36:39.402+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：360 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521551288285854) - 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 ### MS-大中华科技硬件：AI获利了结发生在3Q26；下一步如何-20261002.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181512421158542/download_url - 本地资源：[[assets/docs/261009_0836__外资研报__MS-大中华科技硬件：AI获利了结发生在3Q26；下一步如何-20261002.pdf|MS-大中华科技硬件：AI获利了结发生在3Q26；下一步如何-20261002.pdf]] #### 预览 [[assets/docs/261009_0836__外资研报__MS-大中华科技硬件：AI获利了结发生在3Q26；下一步如何-20261002.pdf|MS-大中华科技硬件：AI获利了结发生在3Q26；下一步如何-20261002.pdf]] ### MS-大中华科技硬件：集成电源解决方案驱动长期需求-20261006.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412824542281858/download_url - 本地资源：[[assets/docs/261009_0836__外资研报__MS-大中华科技硬件：集成电源解决方案驱动长期需求-20261006.pdf|MS-大中华科技硬件：集成电源解决方案驱动长期需求-20261006.pdf]] #### 预览 [[assets/docs/261009_0836__外资研报__MS-大中华科技硬件：集成电源解决方案驱动长期需求-20261006.pdf|MS-大中华科技硬件：集成电源解决方案驱动长期需求-20261006.pdf]] ### MS-大中华科技硬件｜亚太：中国 NPO 技术的进一步创新 Greater China Technology Hardware Asia Pacific Further NPO Technology Innovation in China.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814845254481512/download_url - 本地资源：[[assets/docs/261009_0836__外资研报__MS-大中华科技硬件｜亚太：中国 NPO 技术的进一步创新 Greater China Technology Hardware Asia Pacific Further NPO Technology Innovation in China.pdf|MS-大中华科技硬件｜亚太：中国 NPO 技术的进一步创新 Greater China Technology Hardware Asia Pacific Further NPO Technology Innovation in China.pdf]] #### 预览 [[assets/docs/261009_0836__外资研报__MS-大中华科技硬件｜亚太：中国 NPO 技术的进一步创新 Greater China Technology Hardware Asia Pacific Further NPO Technology Innovation in China.pdf|MS-大中华科技硬件｜亚太：中国 NPO 技术的进一步创新 Greater China Technology Hardware Asia Pacific Further NPO Technology Innovation in China.pdf]] ### MS-大中华区半导体｜亚太地区：更正：晶圆厂整体规划：台积电 26 年 3 季度业绩前瞻；联电 2027 年初步利好展望 Greater China Semiconductors Asia Pacific Correction The Foundry Floorplan TSMC 3Q26 Earnings Preview; UMC Preliminary 2027 Positives.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214845254481881/download_url - 本地资源：[[assets/docs/261009_0836__外资研报__MS-大中华区半导体｜亚太地区：更正：晶圆厂整体规划：台积电 26 年 3 季度业绩前瞻；联电 2027 年初步利好展望 Greater China Semiconductors Asia Pacific Correction The Foundry Floorplan TSMC 3Q26 Earnings Pr.pdf|MS-大中华区半导体｜亚太地区：更正：晶圆厂整体规划：台积电 26 年 3 季度业绩前瞻；联电 2027 年初步利好展望 Greater China Semiconductors Asia Pacific Correction The Foundry Floorplan TSMC 3Q26 Earnings Preview; UMC Preliminary 2027 Positives.pdf]] #### 预览 [[assets/docs/261009_0836__外资研报__MS-大中华区半导体｜亚太地区：更正：晶圆厂整体规划：台积电 26 年 3 季度业绩前瞻；联电 2027 年初步利好展望 Greater China Semiconductors Asia Pacific Correction The Foundry Floorplan TSMC 3Q26 Earnings Pr.pdf|MS-大中华区半导体｜亚太地区：更正：晶圆厂整体规划：台积电 26 年 3 季度业绩前瞻；联电 2027 年初步利好展望 Greater China Semiconductors Asia Pacific Correction The Foundry Floorplan TSMC 3Q26 Earnings Preview; UMC Preliminary 2027 Positives.pdf]] ### MS-代工厂蓝图：台积电3Q26业绩预览；联电2027初步利好-20261006.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584142524418114/download_url - 本地资源：[[assets/docs/261009_0836__外资研报__MS-代工厂蓝图：台积电3Q26业绩预览；联电2027初步利好-20261006.pdf|MS-代工厂蓝图：台积电3Q26业绩预览；联电2027初步利好-20261006.pdf]] #### 预览 [[assets/docs/261009_0836__外资研报__MS-代工厂蓝图：台积电3Q26业绩预览；联电2027初步利好-20261006.pdf|MS-代工厂蓝图：台积电3Q26业绩预览；联电2027初步利好-20261006.pdf]] ### MS-电力短缺对半导体意味着什么-20261005.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181512421151542/download_url - 本地资源：[[assets/docs/261009_0836__外资研报__MS-电力短缺对半导体意味着什么-20261005.pdf|MS-电力短缺对半导体意味着什么-20261005.pdf]] #### 预览 [[assets/docs/261009_0836__外资研报__MS-电力短缺对半导体意味着什么-20261005.pdf|MS-电力短缺对半导体意味着什么-20261005.pdf]] ### MS-半导体｜北美：周报：SPE 盈利观点与 8 月 SIA 数据 Semiconductors North America Weekly SPE Earnings Thoughts & August SIA.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814845254481882/download_url - 本地资源：[[assets/docs/261009_0836__外资研报__MS-半导体｜北美：周报：SPE 盈利观点与 8 月 SIA 数据 Semiconductors North America Weekly SPE Earnings Thoughts & August SIA.pdf|MS-半导体｜北美：周报：SPE 盈利观点与 8 月 SIA 数据 Semiconductors North America Weekly SPE Earnings Thoughts & August SIA.pdf]] #### 预览 [[assets/docs/261009_0836__外资研报__MS-半导体｜北美：周报：SPE 盈利观点与 8 月 SIA 数据 Semiconductors North America Weekly SPE Earnings Thoughts & August SIA.pdf|MS-半导体｜北美：周报：SPE 盈利观点与 8 月 SIA 数据 Semiconductors North America Weekly SPE Earnings Thoughts & August SIA.pdf]] ### MS-半导体设备-日本：亚洲投资者路演反馈-20261004.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412824542281418/download_url - 本地资源：[[assets/docs/261009_0836__外资研报__MS-半导体设备-日本：亚洲投资者路演反馈-20261004.pdf|MS-半导体设备-日本：亚洲投资者路演反馈-20261004.pdf]] #### 预览 [[assets/docs/261009_0836__外资研报__MS-半导体设备-日本：亚洲投资者路演反馈-20261004.pdf|MS-半导体设备-日本：亚洲投资者路演反馈-20261004.pdf]] ### MS-北美半导体周报：美光预览 Semiconductors North America Weekly：MU Preview.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181512421158522/download_url - 本地资源：[[assets/docs/261009_0836__外资研报__MS-北美半导体周报：美光预览 Semiconductors North America Weekly：MU Preview.pdf|MS-北美半导体周报：美光预览 Semiconductors North America Weekly：MU Preview.pdf]] #### 预览 [[assets/docs/261009_0836__外资研报__MS-北美半导体周报：美光预览 Semiconductors North America Weekly：MU Preview.pdf|MS-北美半导体周报：美光预览 Semiconductors North America Weekly：MU Preview.pdf]]