---
title: "#外资研报"
topic_id: 14425444451415122
created_at: 2026-10-13T08:19:38.384+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：431
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## 文档

### GS-Constellation Energy（CEG）宣布与谷歌签订购电协议，在 PJM 区域合计约 3.6GW 核电项目，合同签订势头持续向好 Constellation Energy Corp. (CEG) Announces PPAs with Google for total of ~3.6 GW of nuclear in PJM; continued positive momentum on contracting.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/261013_0819__外资研报__GS-Constellation Energy（CEG）宣布与谷歌签订购电协议，在 PJM 区域合计约 3.6GW 核电项目，合同签订势头持续向好 Constellation Energy Corp. (CEG) Announces PPAs with Google for total of ~3.6 GW of.pdf|GS-Constellation Energy（CEG）宣布与谷歌签订购电协议，在 PJM 区域合计约 3.6GW 核电项目，合同签订势头持续向好 Constellation Energy Corp. (CEG) Announces PPAs with Google for total of ~3.6 GW of nuclear in PJM; continued positive momentum on contracting.pdf]]

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[[assets/docs/261013_0819__外资研报__GS-Constellation Energy（CEG）宣布与谷歌签订购电协议，在 PJM 区域合计约 3.6GW 核电项目，合同签订势头持续向好 Constellation Energy Corp. (CEG) Announces PPAs with Google for total of ~3.6 GW of.pdf|GS-Constellation Energy（CEG）宣布与谷歌签订购电协议，在 PJM 区域合计约 3.6GW 核电项目，合同签订势头持续向好 Constellation Energy Corp. (CEG) Announces PPAs with Google for total of ~3.6 GW of nuclear in PJM; continued positive momentum on contracting.pdf]]

### GS-CoreWeave Inc.（CRWV.US）：Fully Connected 2026大会：AI平台版图持续扩张.pdf

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[[assets/docs/261013_0819__外资研报__GS-CoreWeave Inc.（CRWV.US）：Fully Connected 2026大会：AI平台版图持续扩张.pdf|GS-CoreWeave Inc.（CRWV.US）：Fully Connected 2026大会：AI平台版图持续扩张.pdf]]

### GS-Marvell 投资者日解读.pdf

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- 本地资源：[[assets/docs/261013_0819__外资研报__GS-Marvell 投资者日解读.pdf|GS-Marvell 投资者日解读.pdf]]

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[[assets/docs/261013_0819__外资研报__GS-Marvell 投资者日解读.pdf|GS-Marvell 投资者日解读.pdf]]

### GS-Marvell（MRVL）：投资者日要点，在连接与定制芯片解决方案领域实现多元化机遇 Marvell Technology Inc. (MRVL) Investor Day highlights diversifying opportunity set across connectivity and custom silicon solutions.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181515255245442/download_url
- 本地资源：[[assets/docs/261013_0819__外资研报__GS-Marvell（MRVL）：投资者日要点，在连接与定制芯片解决方案领域实现多元化机遇 Marvell Technology Inc. (MRVL) Investor Day highlights diversifying opportunity set across connectivity and cus.pdf|GS-Marvell（MRVL）：投资者日要点，在连接与定制芯片解决方案领域实现多元化机遇 Marvell Technology Inc. (MRVL) Investor Day highlights diversifying opportunity set across connectivity and custom silicon solutions.pdf]]

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[[assets/docs/261013_0819__外资研报__GS-Marvell（MRVL）：投资者日要点，在连接与定制芯片解决方案领域实现多元化机遇 Marvell Technology Inc. (MRVL) Investor Day highlights diversifying opportunity set across connectivity and cus.pdf|GS-Marvell（MRVL）：投资者日要点，在连接与定制芯片解决方案领域实现多元化机遇 Marvell Technology Inc. (MRVL) Investor Day highlights diversifying opportunity set across connectivity and custom silicon solutions.pdf]]

### GS-Palantir Technologies（PLTR）：CFO 会议：FDE 护城河或比我们预想的更深；垂直化或将催化下一阶段增长 Palantir Technologies (PLTR) CFO meeting FDE moat may be deeper than we thought; verticalization may catalyze next phase of growth.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412828488458248/download_url
- 本地资源：[[assets/docs/261013_0819__外资研报__GS-Palantir Technologies（PLTR）：CFO 会议：FDE 护城河或比我们预想的更深；垂直化或将催化下一阶段增长 Palantir Technologies (PLTR) CFO meeting FDE moat may be deeper than we thought; vertica.pdf|GS-Palantir Technologies（PLTR）：CFO 会议：FDE 护城河或比我们预想的更深；垂直化或将催化下一阶段增长 Palantir Technologies (PLTR) CFO meeting FDE moat may be deeper than we thought; verticalization may catalyze next phase of growth.pdf]]

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[[assets/docs/261013_0819__外资研报__GS-Palantir Technologies（PLTR）：CFO 会议：FDE 护城河或比我们预想的更深；垂直化或将催化下一阶段增长 Palantir Technologies (PLTR) CFO meeting FDE moat may be deeper than we thought; vertica.pdf|GS-Palantir Technologies（PLTR）：CFO 会议：FDE 护城河或比我们预想的更深；垂直化或将催化下一阶段增长 Palantir Technologies (PLTR) CFO meeting FDE moat may be deeper than we thought; verticalization may catalyze next phase of growth.pdf]]

### Deutsche-当前市场最大的错位是什么？.pdf

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- 本地资源：[[assets/docs/261013_0819__外资研报__Deutsche-当前市场最大的错位是什么？.pdf|Deutsche-当前市场最大的错位是什么？.pdf]]

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[[assets/docs/261013_0819__外资研报__Deutsche-当前市场最大的错位是什么？.pdf|Deutsche-当前市场最大的错位是什么？.pdf]]

### GFHK-共封装光学技术加速推进，但个股影响分化 CPO Accelerates, Yet Stock Implications Vary.pdf

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[[assets/docs/261013_0819__外资研报__GFHK-共封装光学技术加速推进，但个股影响分化 CPO Accelerates, Yet Stock Implications Vary.pdf|GFHK-共封装光学技术加速推进，但个股影响分化 CPO Accelerates, Yet Stock Implications Vary.pdf]]

### GS CHINA MIDDAY.pdf

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[[assets/docs/261013_0819__外资研报__GS CHINA MIDDAY.pdf|GS CHINA MIDDAY.pdf]]

### GS-AI改变格局：中国来了-20261011.pdf

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[[assets/docs/261013_0819__外资研报__GS-AI改变格局：中国来了-20261011.pdf|GS-AI改变格局：中国来了-20261011.pdf]]