---
title: "#外资研报"
topic_id: 82258228511518882
created_at: 2026-10-09T08:36:15.596+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：363
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258228511518882)
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## 文档

### MS-硬盘驱动器｜北美：东芝消息后，我们的 HDD 调研反而更具信心 Hard Disk Drives North America Post-Toshiba News, Our HDD Checks Leave Us More Bullish, Not Less.pdf

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- 本地资源：[[assets/docs/261009_0836__外资研报__MS-硬盘驱动器｜北美：东芝消息后，我们的 HDD 调研反而更具信心 Hard Disk Drives North America Post-Toshiba News, Our HDD Checks Leave Us More Bullish, Not Less.pdf|MS-硬盘驱动器｜北美：东芝消息后，我们的 HDD 调研反而更具信心 Hard Disk Drives North America Post-Toshiba News, Our HDD Checks Leave Us More Bullish, Not Less.pdf]]

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[[assets/docs/261009_0836__外资研报__MS-硬盘驱动器｜北美：东芝消息后，我们的 HDD 调研反而更具信心 Hard Disk Drives North America Post-Toshiba News, Our HDD Checks Leave Us More Bullish, Not Less.pdf|MS-硬盘驱动器｜北美：东芝消息后，我们的 HDD 调研反而更具信心 Hard Disk Drives North America Post-Toshiba News, Our HDD Checks Leave Us More Bullish, Not Less.pdf]]

### MS-硬盘驱动器｜北美：我们不必为东芝报告担忧，原因如下 Hard Disk Drives North America We're Not Losing Sleep Over The Toshiba Report. Here's Why.pdf

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- 本地资源：[[assets/docs/261009_0836__外资研报__MS-硬盘驱动器｜北美：我们不必为东芝报告担忧，原因如下 Hard Disk Drives North America We're Not Losing Sleep Over The Toshiba Report. Here's Why.pdf|MS-硬盘驱动器｜北美：我们不必为东芝报告担忧，原因如下 Hard Disk Drives North America We're Not Losing Sleep Over The Toshiba Report. Here's Why.pdf]]

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[[assets/docs/261009_0836__外资研报__MS-硬盘驱动器｜北美：我们不必为东芝报告担忧，原因如下 Hard Disk Drives North America We're Not Losing Sleep Over The Toshiba Report. Here's Why.pdf|MS-硬盘驱动器｜北美：我们不必为东芝报告担忧，原因如下 Hard Disk Drives North America We're Not Losing Sleep Over The Toshiba Report. Here's Why.pdf]]

### MS-云栖大会要点与中国先进封装更新-20260928.pdf

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- 本地资源：[[assets/docs/261009_0836__外资研报__MS-云栖大会要点与中国先进封装更新-20260928.pdf|MS-云栖大会要点与中国先进封装更新-20260928.pdf]]

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[[assets/docs/261009_0836__外资研报__MS-云栖大会要点与中国先进封装更新-20260928.pdf|MS-云栖大会要点与中国先进封装更新-20260928.pdf]]

### MS-中国房地产：九月房价跌幅加速-先行指标走弱-20261004.pdf

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#### 预览

[[assets/docs/261009_0836__外资研报__MS-中国房地产：九月房价跌幅加速-先行指标走弱-20261004.pdf|MS-中国房地产：九月房价跌幅加速-先行指标走弱-20261004.pdf]]

### MS-中国将如何深化其在全球供应链中的存在-20261001.pdf

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[[assets/docs/261009_0836__外资研报__MS-中国将如何深化其在全球供应链中的存在-20261001.pdf|MS-中国将如何深化其在全球供应链中的存在-20261001.pdf]]

### MS-中国自由流动性与MSCI中国同比变化分析-20261004.pdf

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[[assets/docs/261009_0836__外资研报__MS-中国自由流动性与MSCI中国同比变化分析-20261004.pdf|MS-中国自由流动性与MSCI中国同比变化分析-20261004.pdf]]

### MS-亚洲新兴市场股票策略｜亚太地区：资金流向与仓位指引 Asia EM Equity Strategy Asia Pacific Flows & Positioning Guide.pdf

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[[assets/docs/261009_0836__外资研报__MS-亚洲新兴市场股票策略｜亚太地区：资金流向与仓位指引 Asia EM Equity Strategy Asia Pacific Flows & Positioning Guide.pdf|MS-亚洲新兴市场股票策略｜亚太地区：资金流向与仓位指引 Asia EM Equity Strategy Asia Pacific Flows & Positioning Guide.pdf]]

### MS-英伟达：重申首选标的，NDR路演强化积极观点.pdf

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[[assets/docs/261009_0836__外资研报__MS-英伟达：重申首选标的，NDR路演强化积极观点.pdf|MS-英伟达：重申首选标的，NDR路演强化积极观点.pdf]]

### MS-英伟达公司：重申首选评级，NDR 会议印证我们的乐观判断 NVIDIA Corp. Reinstating Top Pick as NDR supports our positive views.pdf

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[[assets/docs/261009_0836__外资研报__MS-英伟达公司：重申首选评级，NDR 会议印证我们的乐观判断 NVIDIA Corp. Reinstating Top Pick as NDR supports our positive views.pdf|MS-英伟达公司：重申首选评级，NDR 会议印证我们的乐观判断 NVIDIA Corp. Reinstating Top Pick as NDR supports our positive views.pdf]]