---
title: "#外资研报"
topic_id: 45548555118544828
created_at: 2026-10-14T08:15:23.210+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：314
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548555118544828)
- 附件：图片 0，音频 0，文档 9
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## 正文

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## 总体总结

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## 文档

### 【个股-META】【英】JPM-Muse Wonder模型赋能代理与企业-重申增持920美元目标价-20261012.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412828814515258/download_url
- 本地资源：[[assets/docs/261014_0815__外资研报__【个股-META】【英】JPM-Muse Wonder模型赋能代理与企业-重申增持920美元目标价-20261012.pdf|【个股-META】【英】JPM-Muse Wonder模型赋能代理与企业-重申增持920美元目标价-20261012.pdf]]

#### 预览

[[assets/docs/261014_0815__外资研报__【个股-META】【英】JPM-Muse Wonder模型赋能代理与企业-重申增持920美元目标价-20261012.pdf|【个股-META】【英】JPM-Muse Wonder模型赋能代理与企业-重申增持920美元目标价-20261012.pdf]]

### 【个股-MRVL】【英】JPM-Marvell 2026投资者日纪要：全面提速-远期TAM与盈利预期大幅上修-20261007.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/261014_0815__外资研报__【个股-MRVL】【英】JPM-Marvell 2026投资者日纪要：全面提速-远期TAM与盈利预期大幅上修-20261007.pdf|【个股-MRVL】【英】JPM-Marvell 2026投资者日纪要：全面提速-远期TAM与盈利预期大幅上修-20261007.pdf]]

#### 预览

[[assets/docs/261014_0815__外资研报__【个股-MRVL】【英】JPM-Marvell 2026投资者日纪要：全面提速-远期TAM与盈利预期大幅上修-20261007.pdf|【个股-MRVL】【英】JPM-Marvell 2026投资者日纪要：全面提速-远期TAM与盈利预期大幅上修-20261007.pdf]]

### 【个股-MRVL】【英】UBS-Marvell科技：分析师日预览；基本面强劲-预期高企-20260928.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/261014_0815__外资研报__【个股-MRVL】【英】UBS-Marvell科技：分析师日预览；基本面强劲-预期高企-20260928.pdf|【个股-MRVL】【英】UBS-Marvell科技：分析师日预览；基本面强劲-预期高企-20260928.pdf]]

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[[assets/docs/261014_0815__外资研报__【个股-MRVL】【英】UBS-Marvell科技：分析师日预览；基本面强劲-预期高企-20260928.pdf|【个股-MRVL】【英】UBS-Marvell科技：分析师日预览；基本面强劲-预期高企-20260928.pdf]]

### 【个股-MSFT】【英】JPM-微软：Maia系列成主推理系统-Maia 300性能大幅提升支撑强劲部署-20261013.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/261014_0815__外资研报__【个股-MSFT】【英】JPM-微软：Maia系列成主推理系统-Maia 300性能大幅提升支撑强劲部署-20261013.pdf|【个股-MSFT】【英】JPM-微软：Maia系列成主推理系统-Maia 300性能大幅提升支撑强劲部署-20261013.pdf]]

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[[assets/docs/261014_0815__外资研报__【个股-MSFT】【英】JPM-微软：Maia系列成主推理系统-Maia 300性能大幅提升支撑强劲部署-20261013.pdf|【个股-MSFT】【英】JPM-微软：Maia系列成主推理系统-Maia 300性能大幅提升支撑强劲部署-20261013.pdf]]

### 【个股-MSFT】【英】JPM-微软：与全球大型IT分销商探讨Copilot采用与Azure消费-20261006.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/261014_0815__外资研报__【个股-MSFT】【英】JPM-微软：与全球大型IT分销商探讨Copilot采用与Azure消费-20261006.pdf|【个股-MSFT】【英】JPM-微软：与全球大型IT分销商探讨Copilot采用与Azure消费-20261006.pdf]]

#### 预览

[[assets/docs/261014_0815__外资研报__【个股-MSFT】【英】JPM-微软：与全球大型IT分销商探讨Copilot采用与Azure消费-20261006.pdf|【个股-MSFT】【英】JPM-微软：与全球大型IT分销商探讨Copilot采用与Azure消费-20261006.pdf]]

### 【个股-LLY】【英】JPM-礼来：三季度预览-Zepbound与海外Mounjaro增长可期-20260928.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412828814515218/download_url
- 本地资源：[[assets/docs/261014_0815__外资研报__【个股-LLY】【英】JPM-礼来：三季度预览-Zepbound与海外Mounjaro增长可期-20260928.pdf|【个股-LLY】【英】JPM-礼来：三季度预览-Zepbound与海外Mounjaro增长可期-20260928.pdf]]

#### 预览

[[assets/docs/261014_0815__外资研报__【个股-LLY】【英】JPM-礼来：三季度预览-Zepbound与海外Mounjaro增长可期-20260928.pdf|【个股-LLY】【英】JPM-礼来：三季度预览-Zepbound与海外Mounjaro增长可期-20260928.pdf]]

### 【个股-LLY】【英】JPM-礼来公司——肥胖症处方追踪报告-20261002.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/261014_0815__外资研报__【个股-LLY】【英】JPM-礼来公司——肥胖症处方追踪报告-20261002.pdf|【个股-LLY】【英】JPM-礼来公司——肥胖症处方追踪报告-20261002.pdf]]

#### 预览

[[assets/docs/261014_0815__外资研报__【个股-LLY】【英】JPM-礼来公司——肥胖症处方追踪报告-20261002.pdf|【个股-LLY】【英】JPM-礼来公司——肥胖症处方追踪报告-20261002.pdf]]

### 【个股-LLY】【英】MS-礼来：Mounjaro+Zepbound+Foundayo处方数据追踪-20261009.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181515582484822/download_url
- 本地资源：[[assets/docs/261014_0815__外资研报__【个股-LLY】【英】MS-礼来：Mounjaro+Zepbound+Foundayo处方数据追踪-20261009.pdf|【个股-LLY】【英】MS-礼来：Mounjaro+Zepbound+Foundayo处方数据追踪-20261009.pdf]]

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[[assets/docs/261014_0815__外资研报__【个股-LLY】【英】MS-礼来：Mounjaro+Zepbound+Foundayo处方数据追踪-20261009.pdf|【个股-LLY】【英】MS-礼来：Mounjaro+Zepbound+Foundayo处方数据追踪-20261009.pdf]]

### 【个股-META】【英】CITI-Meta企业平台发布预示27年算力大幅扩容-20260928.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584141182585414/download_url
- 本地资源：[[assets/docs/261014_0815__外资研报__【个股-META】【英】CITI-Meta企业平台发布预示27年算力大幅扩容-20260928.pdf|【个股-META】【英】CITI-Meta企业平台发布预示27年算力大幅扩容-20260928.pdf]]

#### 预览

[[assets/docs/261014_0815__外资研报__【个股-META】【英】CITI-Meta企业平台发布预示27年算力大幅扩容-20260928.pdf|【个股-META】【英】CITI-Meta企业平台发布预示27年算力大幅扩容-20260928.pdf]]