---
title: "#外资研报"
topic_id: 82258222118255552
created_at: 2026-10-14T08:15:10.030+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：317
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258222118255552)
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## 正文

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## 总体总结

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## 文档

### 【个股-TSLA】【英】JPM-下调特斯拉3Q26交付预测-维持中性评级-20260928.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214848815212811/download_url
- 本地资源：[[assets/docs/261014_0815__外资研报__【个股-TSLA】【英】JPM-下调特斯拉3Q26交付预测-维持中性评级-20260928.pdf|【个股-TSLA】【英】JPM-下调特斯拉3Q26交付预测-维持中性评级-20260928.pdf]]

#### 预览

[[assets/docs/261014_0815__外资研报__【个股-TSLA】【英】JPM-下调特斯拉3Q26交付预测-维持中性评级-20260928.pdf|【个股-TSLA】【英】JPM-下调特斯拉3Q26交付预测-维持中性评级-20260928.pdf]]

### 【个股-TSLA】【英】MS-特斯拉3Q26交付：走出电动车寒冬-20261002.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814848815212822/download_url
- 本地资源：[[assets/docs/261014_0815__外资研报__【个股-TSLA】【英】MS-特斯拉3Q26交付：走出电动车寒冬-20261002.pdf|【个股-TSLA】【英】MS-特斯拉3Q26交付：走出电动车寒冬-20261002.pdf]]

#### 预览

[[assets/docs/261014_0815__外资研报__【个股-TSLA】【英】MS-特斯拉3Q26交付：走出电动车寒冬-20261002.pdf|【个股-TSLA】【英】MS-特斯拉3Q26交付：走出电动车寒冬-20261002.pdf]]

### 【个股-TSLA】【英】UBS-特斯拉：3Q26交付量超预期5%-能源业务不及预期-20261002.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181515582484542/download_url
- 本地资源：[[assets/docs/261014_0815__外资研报__【个股-TSLA】【英】UBS-特斯拉：3Q26交付量超预期5%-能源业务不及预期-20261002.pdf|【个股-TSLA】【英】UBS-特斯拉：3Q26交付量超预期5%-能源业务不及预期-20261002.pdf]]

#### 预览

[[assets/docs/261014_0815__外资研报__【个股-TSLA】【英】UBS-特斯拉：3Q26交付量超预期5%-能源业务不及预期-20261002.pdf|【个股-TSLA】【英】UBS-特斯拉：3Q26交付量超预期5%-能源业务不及预期-20261002.pdf]]

### 【个股-XPEV】【英】CITI-小鹏汽车：4Q26-27E展望及智驾软件、人形机器人、Robotaxi更新-20261008.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181515582484512/download_url
- 本地资源：[[assets/docs/261014_0815__外资研报__【个股-XPEV】【英】CITI-小鹏汽车：4Q26-27E展望及智驾软件、人形机器人、Robotaxi更新-20261008.pdf|【个股-XPEV】【英】CITI-小鹏汽车：4Q26-27E展望及智驾软件、人形机器人、Robotaxi更新-20261008.pdf]]

#### 预览

[[assets/docs/261014_0815__外资研报__【个股-XPEV】【英】CITI-小鹏汽车：4Q26-27E展望及智驾软件、人形机器人、Robotaxi更新-20261008.pdf|【个股-XPEV】【英】CITI-小鹏汽车：4Q26-27E展望及智驾软件、人形机器人、Robotaxi更新-20261008.pdf]]

### Anthropic Subscriptions Offer 5x+ More Value Than OpenAI.pdf

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- 本地资源：[[assets/docs/261014_0815__外资研报__Anthropic Subscriptions Offer 5x+ More Value Than OpenAI.pdf|Anthropic Subscriptions Offer 5x+ More Value Than OpenAI.pdf]]

#### 预览

[[assets/docs/261014_0815__外资研报__Anthropic Subscriptions Offer 5x+ More Value Than OpenAI.pdf|Anthropic Subscriptions Offer 5x+ More Value Than OpenAI.pdf]]

### 【个股-SPCX】【英】MS-SPCX 159美元：便宜且更便宜-20261004.pdf

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- 本地资源：[[assets/docs/261014_0815__外资研报__【个股-SPCX】【英】MS-SPCX 159美元：便宜且更便宜-20261004.pdf|【个股-SPCX】【英】MS-SPCX 159美元：便宜且更便宜-20261004.pdf]]

#### 预览

[[assets/docs/261014_0815__外资研报__【个股-SPCX】【英】MS-SPCX 159美元：便宜且更便宜-20261004.pdf|【个股-SPCX】【英】MS-SPCX 159美元：便宜且更便宜-20261004.pdf]]

### 【个股-SPCX】【英】MS-不只SpaceX-名字背后有何深意-20261005.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814848815212812/download_url
- 本地资源：[[assets/docs/261014_0815__外资研报__【个股-SPCX】【英】MS-不只SpaceX-名字背后有何深意-20261005.pdf|【个股-SPCX】【英】MS-不只SpaceX-名字背后有何深意-20261005.pdf]]

#### 预览

[[assets/docs/261014_0815__外资研报__【个股-SPCX】【英】MS-不只SpaceX-名字背后有何深意-20261005.pdf|【个股-SPCX】【英】MS-不只SpaceX-名字背后有何深意-20261005.pdf]]

### 【个股-SPCX-O】【英】MS-第14次飞行成绩单：星舰投入运营-但仍有隐患-20260929.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214848815212821/download_url
- 本地资源：[[assets/docs/261014_0815__外资研报__【个股-SPCX-O】【英】MS-第14次飞行成绩单：星舰投入运营-但仍有隐患-20260929.pdf|【个股-SPCX-O】【英】MS-第14次飞行成绩单：星舰投入运营-但仍有隐患-20260929.pdf]]

#### 预览

[[assets/docs/261014_0815__外资研报__【个股-SPCX-O】【英】MS-第14次飞行成绩单：星舰投入运营-但仍有隐患-20260929.pdf|【个股-SPCX-O】【英】MS-第14次飞行成绩单：星舰投入运营-但仍有隐患-20260929.pdf]]

### 【个股-TSLA】【英】JPM-特斯拉：3Q26交付略超预期-储能低于预期-维持中性评级及415美元目标价-20261002.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181515582484422/download_url
- 本地资源：[[assets/docs/261014_0815__外资研报__【个股-TSLA】【英】JPM-特斯拉：3Q26交付略超预期-储能低于预期-维持中性评级及415美元目标价-20261002.pdf|【个股-TSLA】【英】JPM-特斯拉：3Q26交付略超预期-储能低于预期-维持中性评级及415美元目标价-20261002.pdf]]

#### 预览

[[assets/docs/261014_0815__外资研报__【个股-TSLA】【英】JPM-特斯拉：3Q26交付略超预期-储能低于预期-维持中性评级及415美元目标价-20261002.pdf|【个股-TSLA】【英】JPM-特斯拉：3Q26交付略超预期-储能低于预期-维持中性评级及415美元目标价-20261002.pdf]]