--- title: "#外资研报" topic_id: 22258228112254851 created_at: 2026-10-12T08:27:13.110+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：347 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258228112254851) - 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 ### GS-美国 TMT 简讯.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584142842212214/download_url - 本地资源：[[assets/docs/261012_0827__外资研报__GS-美国 TMT 简讯.pdf|GS-美国 TMT 简讯.pdf]] #### 预览 [[assets/docs/261012_0827__外资研报__GS-美国 TMT 简讯.pdf|GS-美国 TMT 简讯.pdf]] ### GS-美国股票市场概况：平淡.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584142842228884/download_url - 本地资源：[[assets/docs/261012_0827__外资研报__GS-美国股票市场概况：平淡.pdf|GS-美国股票市场概况：平淡.pdf]] #### 预览 [[assets/docs/261012_0827__外资研报__GS-美国股票市场概况：平淡.pdf|GS-美国股票市场概况：平淡.pdf]] ### GS-美国科技：半导体——三季度业绩前瞻：板块普跌后，预计个股将随业绩上修而走强.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181512812252252/download_url - 本地资源：[[assets/docs/261012_0827__外资研报__GS-美国科技：半导体——三季度业绩前瞻：板块普跌后，预计个股将随业绩上修而走强.pdf|GS-美国科技：半导体——三季度业绩前瞻：板块普跌后，预计个股将随业绩上修而走强.pdf]] #### 预览 [[assets/docs/261012_0827__外资研报__GS-美国科技：半导体——三季度业绩前瞻：板块普跌后，预计个股将随业绩上修而走强.pdf|GS-美国科技：半导体——三季度业绩前瞻：板块普跌后，预计个股将随业绩上修而走强.pdf]] ### GS-美国科技：硬件——ANET、CLS、FFIV 3Q26E 业绩前瞻及行业网络模型更新.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181512812252242/download_url - 本地资源：[[assets/docs/261012_0827__外资研报__GS-美国科技：硬件——ANET、CLS、FFIV 3Q26E 业绩前瞻及行业网络模型更新.pdf|GS-美国科技：硬件——ANET、CLS、FFIV 3Q26E 业绩前瞻及行业网络模型更新.pdf]] #### 预览 [[assets/docs/261012_0827__外资研报__GS-美国科技：硬件——ANET、CLS、FFIV 3Q26E 业绩前瞻及行业网络模型更新.pdf|GS-美国科技：硬件——ANET、CLS、FFIV 3Q26E 业绩前瞻及行业网络模型更新.pdf]] ### GS-美联储9月会议纪要：多数与会者认为年底前再加息适宜-20261008.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412824124441118/download_url - 本地资源：[[assets/docs/261012_0827__外资研报__GS-美联储9月会议纪要：多数与会者认为年底前再加息适宜-20261008.pdf|GS-美联储9月会议纪要：多数与会者认为年底前再加息适宜-20261008.pdf]] #### 预览 [[assets/docs/261012_0827__外资研报__GS-美联储9月会议纪要：多数与会者认为年底前再加息适宜-20261008.pdf|GS-美联储9月会议纪要：多数与会者认为年底前再加息适宜-20261008.pdf]] ### GS-每日精选：宁德时代、全球市场观点与多公司更新-20260929.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814845145551112/download_url - 本地资源：[[assets/docs/261012_0827__外资研报__GS-每日精选：宁德时代、全球市场观点与多公司更新-20260929.pdf|GS-每日精选：宁德时代、全球市场观点与多公司更新-20260929.pdf]] #### 预览 [[assets/docs/261012_0827__外资研报__GS-每日精选：宁德时代、全球市场观点与多公司更新-20260929.pdf|GS-每日精选：宁德时代、全球市场观点与多公司更新-20260929.pdf]] ### GS-美股每周综述：仓位、资金流向与全市场观察 US Equities Weekly Rundown Positioning, Flows, and Observations Across the Floor.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214845145585581/download_url - 本地资源：[[assets/docs/261012_0827__外资研报__GS-美股每周综述：仓位、资金流向与全市场观察 US Equities Weekly Rundown Positioning, Flows, and Observations Across the Floor.pdf|GS-美股每周综述：仓位、资金流向与全市场观察 US Equities Weekly Rundown Positioning, Flows, and Observations Across the Floor.pdf]] #### 预览 [[assets/docs/261012_0827__外资研报__GS-美股每周综述：仓位、资金流向与全市场观察 US Equities Weekly Rundown Positioning, Flows, and Observations Across the Floor.pdf|GS-美股每周综述：仓位、资金流向与全市场观察 US Equities Weekly Rundown Positioning, Flows, and Observations Across the Floor.pdf]] ### GS-美光科技（MU）：季度业绩与指引亮眼，新增客户协议并上调资本开支以保障供应 Micron Technology Inc. (MU) Strong quarter and guidance, with new customer agreements and increased CapEx to support supply additions.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814845145585582/download_url - 本地资源：[[assets/docs/261012_0827__外资研报__GS-美光科技（MU）：季度业绩与指引亮眼，新增客户协议并上调资本开支以保障供应 Micron Technology Inc. (MU) Strong quarter and guidance, with new customer agreements and increased CapEx to support.pdf|GS-美光科技（MU）：季度业绩与指引亮眼，新增客户协议并上调资本开支以保障供应 Micron Technology Inc. (MU) Strong quarter and guidance, with new customer agreements and increased CapEx to support supply additions.pdf]] #### 预览 [[assets/docs/261012_0827__外资研报__GS-美光科技（MU）：季度业绩与指引亮眼，新增客户协议并上调资本开支以保障供应 Micron Technology Inc. (MU) Strong quarter and guidance, with new customer agreements and increased CapEx to support.pdf|GS-美光科技（MU）：季度业绩与指引亮眼，新增客户协议并上调资本开支以保障供应 Micron Technology Inc. (MU) Strong quarter and guidance, with new customer agreements and increased CapEx to support supply additions.pdf]] ### GS-美光科技（MU）：业绩与指引强劲，新签客户协议叠加资本开支上修以支撑供给扩张.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412824124484488/download_url - 本地资源：[[assets/docs/261012_0827__外资研报__GS-美光科技（MU）：业绩与指引强劲，新签客户协议叠加资本开支上修以支撑供给扩张.pdf|GS-美光科技（MU）：业绩与指引强劲，新签客户协议叠加资本开支上修以支撑供给扩张.pdf]] #### 预览 [[assets/docs/261012_0827__外资研报__GS-美光科技（MU）：业绩与指引强劲，新签客户协议叠加资本开支上修以支撑供给扩张.pdf|GS-美光科技（MU）：业绩与指引强劲，新签客户协议叠加资本开支上修以支撑供给扩张.pdf]]