---
title: "#外资研报"
topic_id: 82258222284248522
created_at: 2026-10-13T08:19:16.276+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：433
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258222284248522)
- 附件：图片 0，音频 0，文档 9
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## 图片

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## 正文

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## 总体总结

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## 文档

### GS-中国：中国的三件事-20261011.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/261013_0819__外资研报__GS-中国：中国的三件事-20261011.pdf|GS-中国：中国的三件事-20261011.pdf]]

#### 预览

[[assets/docs/261013_0819__外资研报__GS-中国：中国的三件事-20261011.pdf|GS-中国：中国的三件事-20261011.pdf]]

### GS-中国外汇-利率观察：适度宽松、人民币韧性及低利率环境-20261011.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814848588581152/download_url
- 本地资源：[[assets/docs/261013_0819__外资研报__GS-中国外汇-利率观察：适度宽松、人民币韧性及低利率环境-20261011.pdf|GS-中国外汇-利率观察：适度宽松、人民币韧性及低利率环境-20261011.pdf]]

#### 预览

[[assets/docs/261013_0819__外资研报__GS-中国外汇-利率观察：适度宽松、人民币韧性及低利率环境-20261011.pdf|GS-中国外汇-利率观察：适度宽松、人民币韧性及低利率环境-20261011.pdf]]

### JPM-3Q26半导体行业前瞻：供应受限与AI动能支撑持续上行-20261012.pdf

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- 本地资源：[[assets/docs/261013_0819__外资研报__JPM-3Q26半导体行业前瞻：供应受限与AI动能支撑持续上行-20261012.pdf|JPM-3Q26半导体行业前瞻：供应受限与AI动能支撑持续上行-20261012.pdf]]

#### 预览

[[assets/docs/261013_0819__外资研报__JPM-3Q26半导体行业前瞻：供应受限与AI动能支撑持续上行-20261012.pdf|JPM-3Q26半导体行业前瞻：供应受限与AI动能支撑持续上行-20261012.pdf]]

### JPM-中国地产：筛选带有-无法表示意见-审计意见的公司-20261011.pdf

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- 本地资源：[[assets/docs/261013_0819__外资研报__JPM-中国地产：筛选带有-无法表示意见-审计意见的公司-20261011.pdf|JPM-中国地产：筛选带有-无法表示意见-审计意见的公司-20261011.pdf]]

#### 预览

[[assets/docs/261013_0819__外资研报__JPM-中国地产：筛选带有-无法表示意见-审计意见的公司-20261011.pdf|JPM-中国地产：筛选带有-无法表示意见-审计意见的公司-20261011.pdf]]

### MS-Alphabet Inc.｜北美：为何 Waymo 是智能体差异化要素 Alphabet Inc. North America Why Waymo is an Agentic Differentiator.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/261013_0819__外资研报__MS-Alphabet Inc.｜北美：为何 Waymo 是智能体差异化要素 Alphabet Inc. North America Why Waymo is an Agentic Differentiator.pdf|MS-Alphabet Inc.｜北美：为何 Waymo 是智能体差异化要素 Alphabet Inc. North America Why Waymo is an Agentic Differentiator.pdf]]

#### 预览

[[assets/docs/261013_0819__外资研报__MS-Alphabet Inc.｜北美：为何 Waymo 是智能体差异化要素 Alphabet Inc. North America Why Waymo is an Agentic Differentiator.pdf|MS-Alphabet Inc.｜北美：为何 Waymo 是智能体差异化要素 Alphabet Inc. North America Why Waymo is an Agentic Differentiator.pdf]]

### MS-Constellation Energy Corporation｜北美：更多电力合同正在推进 Constellation Energy Corporation North America More Power Contracts in Play.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/261013_0819__外资研报__MS-Constellation Energy Corporation｜北美：更多电力合同正在推进 Constellation Energy Corporation North America More Power Contracts in Play.pdf|MS-Constellation Energy Corporation｜北美：更多电力合同正在推进 Constellation Energy Corporation North America More Power Contracts in Play.pdf]]

#### 预览

[[assets/docs/261013_0819__外资研报__MS-Constellation Energy Corporation｜北美：更多电力合同正在推进 Constellation Energy Corporation North America More Power Contracts in Play.pdf|MS-Constellation Energy Corporation｜北美：更多电力合同正在推进 Constellation Energy Corporation North America More Power Contracts in Play.pdf]]

### MS-Marvell 投资者大会指引2030财年每股收益30美元.pdf

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- 本地资源：[[assets/docs/261013_0819__外资研报__MS-Marvell 投资者大会指引2030财年每股收益30美元.pdf|MS-Marvell 投资者大会指引2030财年每股收益30美元.pdf]]

#### 预览

[[assets/docs/261013_0819__外资研报__MS-Marvell 投资者大会指引2030财年每股收益30美元.pdf|MS-Marvell 投资者大会指引2030财年每股收益30美元.pdf]]

### GS-美洲通信技术：专家网络系列：与 Dell'Oro 探讨数据中心展望 AMERICAS COMMUNICATIONS TECHNOLOGY Expert Network Series Data center outlook with Dell'Oro.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214848588581421/download_url
- 本地资源：[[assets/docs/261013_0819__外资研报__GS-美洲通信技术：专家网络系列：与 Dell'Oro 探讨数据中心展望 AMERICAS COMMUNICATIONS TECHNOLOGY Expert Network Series Data center outlook with Dell'Oro.pdf|GS-美洲通信技术：专家网络系列：与 Dell'Oro 探讨数据中心展望 AMERICAS COMMUNICATIONS TECHNOLOGY Expert Network Series Data center outlook with Dell'Oro.pdf]]

#### 预览

[[assets/docs/261013_0819__外资研报__GS-美洲通信技术：专家网络系列：与 Dell'Oro 探讨数据中心展望 AMERICAS COMMUNICATIONS TECHNOLOGY Expert Network Series Data center outlook with Dell'Oro.pdf|GS-美洲通信技术：专家网络系列：与 Dell'Oro 探讨数据中心展望 AMERICAS COMMUNICATIONS TECHNOLOGY Expert Network Series Data center outlook with Dell'Oro.pdf]]

### GS-亚洲经济分析师：中国出口还能再增长多少？.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214848588581151/download_url
- 本地资源：[[assets/docs/261013_0819__外资研报__GS-亚洲经济分析师：中国出口还能再增长多少？.pdf|GS-亚洲经济分析师：中国出口还能再增长多少？.pdf]]

#### 预览

[[assets/docs/261013_0819__外资研报__GS-亚洲经济分析师：中国出口还能再增长多少？.pdf|GS-亚洲经济分析师：中国出口还能再增长多少？.pdf]]