--- title: "#外资研报" topic_id: 14425444451414552 created_at: 2026-10-13T08:20:00.266+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：429 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425444451414552) - 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 ### BofA-2026年ESMO大会：中国药企与生物科技公司核心要点.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412828488452558/download_url - 本地资源：[[assets/docs/261013_0820__外资研报__BofA-2026年ESMO大会：中国药企与生物科技公司核心要点.pdf|BofA-2026年ESMO大会：中国药企与生物科技公司核心要点.pdf]] #### 预览 [[assets/docs/261013_0820__外资研报__BofA-2026年ESMO大会：中国药企与生物科技公司核心要点.pdf|BofA-2026年ESMO大会：中国药企与生物科技公司核心要点.pdf]] ### BofA-PCB 用覆铜板（CCL）：规格升级稳步推进，2027、28 年有望带来价格上行空间.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814848588524542/download_url - 本地资源：[[assets/docs/261013_0820__外资研报__BofA-PCB 用覆铜板（CCL）：规格升级稳步推进，2027、28 年有望带来价格上行空间.pdf|BofA-PCB 用覆铜板（CCL）：规格升级稳步推进，2027、28 年有望带来价格上行空间.pdf]] #### 预览 [[assets/docs/261013_0820__外资研报__BofA-PCB 用覆铜板（CCL）：规格升级稳步推进，2027、28 年有望带来价格上行空间.pdf|BofA-PCB 用覆铜板（CCL）：规格升级稳步推进，2027、28 年有望带来价格上行空间.pdf]] ### BofA-The Flow Show_A Tail of Two Cities-20261002.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181515255241282/download_url - 本地资源：[[assets/docs/261013_0820__外资研报__BofA-The Flow Show_A Tail of Two Cities-20261002.pdf|BofA-The Flow Show_A Tail of Two Cities-20261002.pdf]] #### 预览 [[assets/docs/261013_0820__外资研报__BofA-The Flow Show_A Tail of Two Cities-20261002.pdf|BofA-The Flow Show_A Tail of Two Cities-20261002.pdf]] ### BofA-全球存储科技：J 曲线周期过后，美光对比三星_Hynix，出口表现强劲 Global Memory Tech Weekly theme post J-curve cycle, Micron vs SamsungHynix, strong exports.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214848588524541/download_url - 本地资源：[[assets/docs/261013_0820__外资研报__BofA-全球存储科技：J 曲线周期过后，美光对比三星_Hynix，出口表现强劲 Global Memory Tech Weekly theme post J-curve cycle, Micron vs SamsungHynix, strong exports.pdf|BofA-全球存储科技：J 曲线周期过后，美光对比三星_Hynix，出口表现强劲 Global Memory Tech Weekly theme post J-curve cycle, Micron vs SamsungHynix, strong exports.pdf]] #### 预览 [[assets/docs/261013_0820__外资研报__BofA-全球存储科技：J 曲线周期过后，美光对比三星_Hynix，出口表现强劲 Global Memory Tech Weekly theme post J-curve cycle, Micron vs SamsungHynix, strong exports.pdf|BofA-全球存储科技：J 曲线周期过后，美光对比三星_Hynix，出口表现强劲 Global Memory Tech Weekly theme post J-curve cycle, Micron vs SamsungHynix, strong exports.pdf]] ### BofA-宇树科技（A股）（688836）：首评跑输大盘，目标价350元人民币；强健体魄，构建大脑.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412828488452418/download_url - 本地资源：[[assets/docs/261013_0820__外资研报__BofA-宇树科技（A股）（688836）：首评跑输大盘，目标价350元人民币；强健体魄，构建大脑.pdf|BofA-宇树科技（A股）（688836）：首评跑输大盘，目标价350元人民币；强健体魄，构建大脑.pdf]] #### 预览 [[assets/docs/261013_0820__外资研报__BofA-宇树科技（A股）（688836）：首评跑输大盘，目标价350元人民币；强健体魄，构建大脑.pdf|BofA-宇树科技（A股）（688836）：首评跑输大盘，目标价350元人民币；强健体魄，构建大脑.pdf]] ### CITI-3-2T光模块潜在FCC限制的快速思考-20261004.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584141211254254/download_url - 本地资源：[[assets/docs/261013_0820__外资研报__CITI-3-2T光模块潜在FCC限制的快速思考-20261004.pdf|CITI-3-2T光模块潜在FCC限制的快速思考-20261004.pdf]] #### 预览 [[assets/docs/261013_0820__外资研报__CITI-3-2T光模块潜在FCC限制的快速思考-20261004.pdf|CITI-3-2T光模块潜在FCC限制的快速思考-20261004.pdf]] ### Bernstein-在线旅游：我们与 DirectBooker 创始人 Sanjay Vakil 开展 AI 与在线旅游平台辩论的核心要点 Online Travel：Key takeaways from our AI vs OTA debate with Founder of DirectBooker, Sanjay Vakil.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214848588524521/download_url - 本地资源：[[assets/docs/261013_0820__外资研报__Bernstein-在线旅游：我们与 DirectBooker 创始人 Sanjay Vakil 开展 AI 与在线旅游平台辩论的核心要点 Online Travel：Key takeaways from our AI vs OTA debate with Founder of DirectBooker, San.pdf|Bernstein-在线旅游：我们与 DirectBooker 创始人 Sanjay Vakil 开展 AI 与在线旅游平台辩论的核心要点 Online Travel：Key takeaways from our AI vs OTA debate with Founder of DirectBooker, Sanjay Vakil.pdf]] #### 预览 [[assets/docs/261013_0820__外资研报__Bernstein-在线旅游：我们与 DirectBooker 创始人 Sanjay Vakil 开展 AI 与在线旅游平台辩论的核心要点 Online Travel：Key takeaways from our AI vs OTA debate with Founder of DirectBooker, San.pdf|Bernstein-在线旅游：我们与 DirectBooker 创始人 Sanjay Vakil 开展 AI 与在线旅游平台辩论的核心要点 Online Travel：Key takeaways from our AI vs OTA debate with Founder of DirectBooker, Sanjay Vakil.pdf]] ### Bernstein-中国互联网：中国下一代赢家：人工智能赋能，上下文锁定之争 China Internet China Next Winners AI harnesses, and the battle for context lock-in.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584141211254114/download_url - 本地资源：[[assets/docs/261013_0820__外资研报__Bernstein-中国互联网：中国下一代赢家：人工智能赋能，上下文锁定之争 China Internet China Next Winners AI harnesses, and the battle for context lock-in.pdf|Bernstein-中国互联网：中国下一代赢家：人工智能赋能，上下文锁定之争 China Internet China Next Winners AI harnesses, and the battle for context lock-in.pdf]] #### 预览 [[assets/docs/261013_0820__外资研报__Bernstein-中国互联网：中国下一代赢家：人工智能赋能，上下文锁定之争 China Internet China Next Winners AI harnesses, and the battle for context lock-in.pdf|Bernstein-中国互联网：中国下一代赢家：人工智能赋能，上下文锁定之争 China Internet China Next Winners AI harnesses, and the battle for context lock-in.pdf]] ### Bernstein-中国医药与生物科技：中国下一代赢家：不仅仅是 AIDD—— 人工智能时代的药物开发 China Pharma and Biotech China Next Winners More than AIDD - drug development in the AI age.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584141211254544/download_url - 本地资源：[[assets/docs/261013_0820__外资研报__Bernstein-中国医药与生物科技：中国下一代赢家：不仅仅是 AIDD—— 人工智能时代的药物开发 China Pharma and Biotech China Next Winners More than AIDD - drug development in the AI age.pdf|Bernstein-中国医药与生物科技：中国下一代赢家：不仅仅是 AIDD—— 人工智能时代的药物开发 China Pharma and Biotech China Next Winners More than AIDD - drug development in the AI age.pdf]] #### 预览 [[assets/docs/261013_0820__外资研报__Bernstein-中国医药与生物科技：中国下一代赢家：不仅仅是 AIDD—— 人工智能时代的药物开发 China Pharma and Biotech China Next Winners More than AIDD - drug development in the AI age.pdf|Bernstein-中国医药与生物科技：中国下一代赢家：不仅仅是 AIDD—— 人工智能时代的药物开发 China Pharma and Biotech China Next Winners More than AIDD - drug development in the AI age.pdf]]