---
title: "#外资研报"
topic_id: 45548525152882218
created_at: 2026-10-19T08:33:26.490+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：499
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548525152882218)
- 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

### JPM-中国证券：月度简报-机构韧性抵消零售疲软；中金仍是首选.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181514255842822/download_url
- 本地资源：[[assets/docs/261019_0833__外资研报__JPM-中国证券：月度简报-机构韧性抵消零售疲软；中金仍是首选.pdf|JPM-中国证券：月度简报-机构韧性抵消零售疲软；中金仍是首选.pdf]]

#### 预览

[[assets/docs/261019_0833__外资研报__JPM-中国证券：月度简报-机构韧性抵消零售疲软；中金仍是首选.pdf|JPM-中国证券：月度简报-机构韧性抵消零售疲软；中金仍是首选.pdf]]

### JPM-中欧贸易：争取时间，管控分歧.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412825488154218/download_url
- 本地资源：[[assets/docs/261019_0833__外资研报__JPM-中欧贸易：争取时间，管控分歧.pdf|JPM-中欧贸易：争取时间，管控分歧.pdf]]

#### 预览

[[assets/docs/261019_0833__外资研报__JPM-中欧贸易：争取时间，管控分歧.pdf|JPM-中欧贸易：争取时间，管控分歧.pdf]]

### JPM-资金流向与流动性：与去年 7 月回调的差异 Flows & Liquidity Differences to last July’s correction.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584145211852854/download_url
- 本地资源：[[assets/docs/261019_0833__外资研报__JPM-资金流向与流动性：与去年 7 月回调的差异 Flows & Liquidity Differences to last July’s correction.pdf|JPM-资金流向与流动性：与去年 7 月回调的差异 Flows & Liquidity Differences to last July’s correction.pdf]]

#### 预览

[[assets/docs/261019_0833__外资研报__JPM-资金流向与流动性：与去年 7 月回调的差异 Flows & Liquidity Differences to last July’s correction.pdf|JPM-资金流向与流动性：与去年 7 月回调的差异 Flows & Liquidity Differences to last July’s correction.pdf]]

### JPM-资金流与流动性：长久期与利差敞口的过剩压力 Flows & Liquidity An overhang of long duration and spread exposures.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214842588125121/download_url
- 本地资源：[[assets/docs/261019_0833__外资研报__JPM-资金流与流动性：长久期与利差敞口的过剩压力 Flows & Liquidity An overhang of long duration and spread exposures.pdf|JPM-资金流与流动性：长久期与利差敞口的过剩压力 Flows & Liquidity An overhang of long duration and spread exposures.pdf]]

#### 预览

[[assets/docs/261019_0833__外资研报__JPM-资金流与流动性：长久期与利差敞口的过剩压力 Flows & Liquidity An overhang of long duration and spread exposures.pdf|JPM-资金流与流动性：长久期与利差敞口的过剩压力 Flows & Liquidity An overhang of long duration and spread exposures.pdf]]

### MS-ASML 控股｜欧洲：预计产能提升 ASML Holding NV Europe：Capacity Increase Expected.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214842588125411/download_url
- 本地资源：[[assets/docs/261019_0833__外资研报__MS-ASML 控股｜欧洲：预计产能提升 ASML Holding NV Europe：Capacity Increase Expected.pdf|MS-ASML 控股｜欧洲：预计产能提升 ASML Holding NV Europe：Capacity Increase Expected.pdf]]

#### 预览

[[assets/docs/261019_0833__外资研报__MS-ASML 控股｜欧洲：预计产能提升 ASML Holding NV Europe：Capacity Increase Expected.pdf|MS-ASML 控股｜欧洲：预计产能提升 ASML Holding NV Europe：Capacity Increase Expected.pdf]]

### MS-IT 硬件｜北美：2026 年第三季度 CIO 调研 —— 仍将更持久，但主要源于更高定价与更多前置消费 IT Hardware North America：3Q26 CIO Survey — Still Stronger For Longer, But Mainly Due To Higher Pricing and More Pull-Forward.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214842588125181/download_url
- 本地资源：[[assets/docs/261019_0833__外资研报__MS-IT 硬件｜北美：2026 年第三季度 CIO 调研 —— 仍将更持久，但主要源于更高定价与更多前置消费 IT Hardware North America：3Q26 CIO Survey — Still Stronger For Longer, But Mainly Due To Higher Prici.pdf|MS-IT 硬件｜北美：2026 年第三季度 CIO 调研 —— 仍将更持久，但主要源于更高定价与更多前置消费 IT Hardware North America：3Q26 CIO Survey — Still Stronger For Longer, But Mainly Due To Higher Pricing and More Pull-Forward.pdf]]

#### 预览

[[assets/docs/261019_0833__外资研报__MS-IT 硬件｜北美：2026 年第三季度 CIO 调研 —— 仍将更持久，但主要源于更高定价与更多前置消费 IT Hardware North America：3Q26 CIO Survey — Still Stronger For Longer, But Mainly Due To Higher Prici.pdf|MS-IT 硬件｜北美：2026 年第三季度 CIO 调研 —— 仍将更持久，但主要源于更高定价与更多前置消费 IT Hardware North America：3Q26 CIO Survey — Still Stronger For Longer, But Mainly Due To Higher Pricing and More Pull-Forward.pdf]]

### JPM-中国油轮航运：拥堵缓解与油轮运价上升的怪象.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584145211852814/download_url
- 本地资源：[[assets/docs/261019_0833__外资研报__JPM-中国油轮航运：拥堵缓解与油轮运价上升的怪象.pdf|JPM-中国油轮航运：拥堵缓解与油轮运价上升的怪象.pdf]]

#### 预览

[[assets/docs/261019_0833__外资研报__JPM-中国油轮航运：拥堵缓解与油轮运价上升的怪象.pdf|JPM-中国油轮航运：拥堵缓解与油轮运价上升的怪象.pdf]]

### JPM-中国月度数据展望：政策底更强，但非需求拐点.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814842588125182/download_url
- 本地资源：[[assets/docs/261019_0833__外资研报__JPM-中国月度数据展望：政策底更强，但非需求拐点.pdf|JPM-中国月度数据展望：政策底更强，但非需求拐点.pdf]]

#### 预览

[[assets/docs/261019_0833__外资研报__JPM-中国月度数据展望：政策底更强，但非需求拐点.pdf|JPM-中国月度数据展望：政策底更强，但非需求拐点.pdf]]

### JPM-中国造船月度快照(2026年9月)：产能爬坡遭遇可持续.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584145211852884/download_url
- 本地资源：[[assets/docs/261019_0833__外资研报__JPM-中国造船月度快照(2026年9月)：产能爬坡遭遇可持续.pdf|JPM-中国造船月度快照(2026年9月)：产能爬坡遭遇可持续.pdf]]

#### 预览

[[assets/docs/261019_0833__外资研报__JPM-中国造船月度快照(2026年9月)：产能爬坡遭遇可持续.pdf|JPM-中国造船月度快照(2026年9月)：产能爬坡遭遇可持续.pdf]]