--- title: "#外资研报" topic_id: 22258228511512241 created_at: 2026-10-09T08:36:31.638+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：361 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258228511512241) - 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-联发科｜亚太：管理层明确 TPU 生产时间及台积电 CoWoS 支持；维持超配 MediaTek Asia Pacific Management Clarifies TPU production timing and TSMC's CoWoS Support; Reit OW.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214845254482111/download_url - 本地资源：[[assets/docs/261009_0836__外资研报__MS-联发科｜亚太：管理层明确 TPU 生产时间及台积电 CoWoS 支持；维持超配 MediaTek Asia Pacific Management Clarifies TPU production timing and TSMC's CoWoS Support; Reit OW.pdf|MS-联发科｜亚太：管理层明确 TPU 生产时间及台积电 CoWoS 支持；维持超配 MediaTek Asia Pacific Management Clarifies TPU production timing and TSMC's CoWoS Support; Reit OW.pdf]] #### 预览 [[assets/docs/261009_0836__外资研报__MS-联发科｜亚太：管理层明确 TPU 生产时间及台积电 CoWoS 支持；维持超配 MediaTek Asia Pacific Management Clarifies TPU production timing and TSMC's CoWoS Support; Reit OW.pdf|MS-联发科｜亚太：管理层明确 TPU 生产时间及台积电 CoWoS 支持；维持超配 MediaTek Asia Pacific Management Clarifies TPU production timing and TSMC's CoWoS Support; Reit OW.pdf]] ### MS-联发科｜亚太：台积电 CoWoS 支持缓解联发科 2028 年 TPU 生产顾虑；维持超配 MediaTek Asia Pacific TSMC CoWoS support eases MediaTek's 2028 TPU production concerns; OW.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412824542282488/download_url - 本地资源：[[assets/docs/261009_0836__外资研报__MS-联发科｜亚太：台积电 CoWoS 支持缓解联发科 2028 年 TPU 生产顾虑；维持超配 MediaTek Asia Pacific TSMC CoWoS support eases MediaTek's 2028 TPU production concerns; OW.pdf|MS-联发科｜亚太：台积电 CoWoS 支持缓解联发科 2028 年 TPU 生产顾虑；维持超配 MediaTek Asia Pacific TSMC CoWoS support eases MediaTek's 2028 TPU production concerns; OW.pdf]] #### 预览 [[assets/docs/261009_0836__外资研报__MS-联发科｜亚太：台积电 CoWoS 支持缓解联发科 2028 年 TPU 生产顾虑；维持超配 MediaTek Asia Pacific TSMC CoWoS support eases MediaTek's 2028 TPU production concerns; OW.pdf|MS-联发科｜亚太：台积电 CoWoS 支持缓解联发科 2028 年 TPU 生产顾虑；维持超配 MediaTek Asia Pacific TSMC CoWoS support eases MediaTek's 2028 TPU production concerns; OW.pdf]] ### MS-美光科技｜北美：美光论证其长期向好逻辑 Micron Technology Inc North America Micron makes the case that it’s better for longer.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181512421151252/download_url - 本地资源：[[assets/docs/261009_0836__外资研报__MS-美光科技｜北美：美光论证其长期向好逻辑 Micron Technology Inc North America Micron makes the case that it’s better for longer.pdf|MS-美光科技｜北美：美光论证其长期向好逻辑 Micron Technology Inc North America Micron makes the case that it’s better for longer.pdf]] #### 预览 [[assets/docs/261009_0836__外资研报__MS-美光科技｜北美：美光论证其长期向好逻辑 Micron Technology Inc North America Micron makes the case that it’s better for longer.pdf|MS-美光科技｜北美：美光论证其长期向好逻辑 Micron Technology Inc North America Micron makes the case that it’s better for longer.pdf]] ### MS-美国联邦通信委员会关于光收发器的潜在规定更有可能针对3.2T规格.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814845254484552/download_url - 本地资源：[[assets/docs/261009_0836__外资研报__MS-美国联邦通信委员会关于光收发器的潜在规定更有可能针对3.2T规格.pdf|MS-美国联邦通信委员会关于光收发器的潜在规定更有可能针对3.2T规格.pdf]] #### 预览 [[assets/docs/261009_0836__外资研报__MS-美国联邦通信委员会关于光收发器的潜在规定更有可能针对3.2T规格.pdf|MS-美国联邦通信委员会关于光收发器的潜在规定更有可能针对3.2T规格.pdf]] ### MS-欧洲股票策略｜欧洲：Muse_智能体 AI—— 颠覆、错位与监管 European Equity Strategy Europe MuseAgentic AI - Disruption, Dislocations & Regulation.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181512421151212/download_url - 本地资源：[[assets/docs/261009_0836__外资研报__MS-欧洲股票策略｜欧洲：Muse_智能体 AI—— 颠覆、错位与监管 European Equity Strategy Europe MuseAgentic AI - Disruption, Dislocations & Regulation.pdf|MS-欧洲股票策略｜欧洲：Muse_智能体 AI—— 颠覆、错位与监管 European Equity Strategy Europe MuseAgentic AI - Disruption, Dislocations & Regulation.pdf]] #### 预览 [[assets/docs/261009_0836__外资研报__MS-欧洲股票策略｜欧洲：Muse_智能体 AI—— 颠覆、错位与监管 European Equity Strategy Europe MuseAgentic AI - Disruption, Dislocations & Regulation.pdf|MS-欧洲股票策略｜欧洲：Muse_智能体 AI—— 颠覆、错位与监管 European Equity Strategy Europe MuseAgentic AI - Disruption, Dislocations & Regulation.pdf]] ### MS-苹果公司：前景规划振奋但估值短期见顶 Apple, Inc. An Exciting Roadmap, But Tactically Full Valuation.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584142524414254/download_url - 本地资源：[[assets/docs/261009_0836__外资研报__MS-苹果公司：前景规划振奋但估值短期见顶 Apple, Inc. An Exciting Roadmap, But Tactically Full Valuation.pdf|MS-苹果公司：前景规划振奋但估值短期见顶 Apple, Inc. An Exciting Roadmap, But Tactically Full Valuation.pdf]] #### 预览 [[assets/docs/261009_0836__外资研报__MS-苹果公司：前景规划振奋但估值短期见顶 Apple, Inc. An Exciting Roadmap, But Tactically Full Valuation.pdf|MS-苹果公司：前景规划振奋但估值短期见顶 Apple, Inc. An Exciting Roadmap, But Tactically Full Valuation.pdf]] ### MS-黄金周：房屋销售增长-二手市场领跑-20261007.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814845254482112/download_url - 本地资源：[[assets/docs/261009_0836__外资研报__MS-黄金周：房屋销售增长-二手市场领跑-20261007.pdf|MS-黄金周：房屋销售增长-二手市场领跑-20261007.pdf]] #### 预览 [[assets/docs/261009_0836__外资研报__MS-黄金周：房屋销售增长-二手市场领跑-20261007.pdf|MS-黄金周：房屋销售增长-二手市场领跑-20261007.pdf]] ### MS-康宁公司｜北美：又一项长期协议为光业务增添新的增长动力 Corning Inc North America Another LTA Adds Strand of Strength to Optical Business.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214845254484551/download_url - 本地资源：[[assets/docs/261009_0836__外资研报__MS-康宁公司｜北美：又一项长期协议为光业务增添新的增长动力 Corning Inc North America Another LTA Adds Strand of Strength to Optical Business.pdf|MS-康宁公司｜北美：又一项长期协议为光业务增添新的增长动力 Corning Inc North America Another LTA Adds Strand of Strength to Optical Business.pdf]] #### 预览 [[assets/docs/261009_0836__外资研报__MS-康宁公司｜北美：又一项长期协议为光业务增添新的增长动力 Corning Inc North America Another LTA Adds Strand of Strength to Optical Business.pdf|MS-康宁公司｜北美：又一项长期协议为光业务增添新的增长动力 Corning Inc North America Another LTA Adds Strand of Strength to Optical Business.pdf]] ### MS-拉姆研究公司｜北美：GAA 的大赢家 Lam Research Corp North America The big GAA winner.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412824542282448/download_url - 本地资源：[[assets/docs/261009_0836__外资研报__MS-拉姆研究公司｜北美：GAA 的大赢家 Lam Research Corp North America The big GAA winner.pdf|MS-拉姆研究公司｜北美：GAA 的大赢家 Lam Research Corp North America The big GAA winner.pdf]] #### 预览 [[assets/docs/261009_0836__外资研报__MS-拉姆研究公司｜北美：GAA 的大赢家 Lam Research Corp North America The big GAA winner.pdf|MS-拉姆研究公司｜北美：GAA 的大赢家 Lam Research Corp North America The big GAA winner.pdf]]