---
title: "#外资研报"
topic_id: 14425444885422282
created_at: 2026-10-14T08:15:17.287+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：315
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425444885422282)
- 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

### 【个股-MU】【英】JPM-美光F4Q26预览：业绩有望超预期-SCA覆盖或提升-20260928.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181515582484482/download_url
- 本地资源：[[assets/docs/261014_0815__外资研报__【个股-MU】【英】JPM-美光F4Q26预览：业绩有望超预期-SCA覆盖或提升-20260928.pdf|【个股-MU】【英】JPM-美光F4Q26预览：业绩有望超预期-SCA覆盖或提升-20260928.pdf]]

#### 预览

[[assets/docs/261014_0815__外资研报__【个股-MU】【英】JPM-美光F4Q26预览：业绩有望超预期-SCA覆盖或提升-20260928.pdf|【个股-MU】【英】JPM-美光F4Q26预览：业绩有望超预期-SCA覆盖或提升-20260928.pdf]]

### 【个股-NOKIA】【英】JPM-诺基亚3Q26预览：若三大因素积极-季报或成催化剂-20260929.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412828814515518/download_url
- 本地资源：[[assets/docs/261014_0815__外资研报__【个股-NOKIA】【英】JPM-诺基亚3Q26预览：若三大因素积极-季报或成催化剂-20260929.pdf|【个股-NOKIA】【英】JPM-诺基亚3Q26预览：若三大因素积极-季报或成催化剂-20260929.pdf]]

#### 预览

[[assets/docs/261014_0815__外资研报__【个股-NOKIA】【英】JPM-诺基亚3Q26预览：若三大因素积极-季报或成催化剂-20260929.pdf|【个股-NOKIA】【英】JPM-诺基亚3Q26预览：若三大因素积极-季报或成催化剂-20260929.pdf]]

### 【个股-NVDA】【英】CITI-英伟达宣布1500亿美元股票回购授权——利好-20260928.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412828814515528/download_url
- 本地资源：[[assets/docs/261014_0815__外资研报__【个股-NVDA】【英】CITI-英伟达宣布1500亿美元股票回购授权——利好-20260928.pdf|【个股-NVDA】【英】CITI-英伟达宣布1500亿美元股票回购授权——利好-20260928.pdf]]

#### 预览

[[assets/docs/261014_0815__外资研报__【个股-NVDA】【英】CITI-英伟达宣布1500亿美元股票回购授权——利好-20260928.pdf|【个股-NVDA】【英】CITI-英伟达宣布1500亿美元股票回购授权——利好-20260928.pdf]]

### 【个股-NVDA】【英】MS-NDR调研后恢复英伟达首选股地位-20261002.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214848815212451/download_url
- 本地资源：[[assets/docs/261014_0815__外资研报__【个股-NVDA】【英】MS-NDR调研后恢复英伟达首选股地位-20261002.pdf|【个股-NVDA】【英】MS-NDR调研后恢复英伟达首选股地位-20261002.pdf]]

#### 预览

[[assets/docs/261014_0815__外资研报__【个股-NVDA】【英】MS-NDR调研后恢复英伟达首选股地位-20261002.pdf|【个股-NVDA】【英】MS-NDR调研后恢复英伟达首选股地位-20261002.pdf]]

### 【个股-NVDA】【英】UBS-NVIDIA：9月台湾出口数据远超季节性-AI需求依然强劲-20261009.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814848815212212/download_url
- 本地资源：[[assets/docs/261014_0815__外资研报__【个股-NVDA】【英】UBS-NVIDIA：9月台湾出口数据远超季节性-AI需求依然强劲-20261009.pdf|【个股-NVDA】【英】UBS-NVIDIA：9月台湾出口数据远超季节性-AI需求依然强劲-20261009.pdf]]

#### 预览

[[assets/docs/261014_0815__外资研报__【个股-NVDA】【英】UBS-NVIDIA：9月台湾出口数据远超季节性-AI需求依然强劲-20261009.pdf|【个股-NVDA】【英】UBS-NVIDIA：9月台湾出口数据远超季节性-AI需求依然强劲-20261009.pdf]]

### 【个股-SPCX】【英】MS-SpaceX：Starship第15次飞行为何真正重要-20261011.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584141182585544/download_url
- 本地资源：[[assets/docs/261014_0815__外资研报__【个股-SPCX】【英】MS-SpaceX：Starship第15次飞行为何真正重要-20261011.pdf|【个股-SPCX】【英】MS-SpaceX：Starship第15次飞行为何真正重要-20261011.pdf]]

#### 预览

[[assets/docs/261014_0815__外资研报__【个股-SPCX】【英】MS-SpaceX：Starship第15次飞行为何真正重要-20261011.pdf|【个股-SPCX】【英】MS-SpaceX：Starship第15次飞行为何真正重要-20261011.pdf]]

### 【个股-SPCX】【英】MS-SpaceX与美国就业-20261006.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181515582484412/download_url
- 本地资源：[[assets/docs/261014_0815__外资研报__【个股-SPCX】【英】MS-SpaceX与美国就业-20261006.pdf|【个股-SPCX】【英】MS-SpaceX与美国就业-20261006.pdf]]

#### 预览

[[assets/docs/261014_0815__外资研报__【个股-SPCX】【英】MS-SpaceX与美国就业-20261006.pdf|【个股-SPCX】【英】MS-SpaceX与美国就业-20261006.pdf]]

### 【个股-MSFT】【英】MS-3Q26 CIO调研要点：强化企业AI飞轮-20261012.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181515582484152/download_url
- 本地资源：[[assets/docs/261014_0815__外资研报__【个股-MSFT】【英】MS-3Q26 CIO调研要点：强化企业AI飞轮-20261012.pdf|【个股-MSFT】【英】MS-3Q26 CIO调研要点：强化企业AI飞轮-20261012.pdf]]

#### 预览

[[assets/docs/261014_0815__外资研报__【个股-MSFT】【英】MS-3Q26 CIO调研要点：强化企业AI飞轮-20261012.pdf|【个股-MSFT】【英】MS-3Q26 CIO调研要点：强化企业AI飞轮-20261012.pdf]]

### 【个股-MU】【英】JPM-美光：CY27-CY28供应更紧-11月毛利率触底-回购在即-20261006.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214848815212221/download_url
- 本地资源：[[assets/docs/261014_0815__外资研报__【个股-MU】【英】JPM-美光：CY27-CY28供应更紧-11月毛利率触底-回购在即-20261006.pdf|【个股-MU】【英】JPM-美光：CY27-CY28供应更紧-11月毛利率触底-回购在即-20261006.pdf]]

#### 预览

[[assets/docs/261014_0815__外资研报__【个股-MU】【英】JPM-美光：CY27-CY28供应更紧-11月毛利率触底-回购在即-20261006.pdf|【个股-MU】【英】JPM-美光：CY27-CY28供应更紧-11月毛利率触底-回购在即-20261006.pdf]]