---
title: "#外资研报"
topic_id: 45548525152885888
created_at: 2026-10-19T08:33:02.944+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：501
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548525152885888)
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## 文档

### MS-电信与网络设备｜北美：2026 年第三季度 CIO 调研：更新与安全支持支出 Telecom & Networking Equipment North America：3Q26 CIO Survey Refresh and Security Support Spend.pdf

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[[assets/docs/261019_0833__外资研报__MS-电信与网络设备｜北美：2026 年第三季度 CIO 调研：更新与安全支持支出 Telecom & Networking Equipment North America：3Q26 CIO Survey Refresh and Security Support Spend.pdf|MS-电信与网络设备｜北美：2026 年第三季度 CIO 调研：更新与安全支持支出 Telecom & Networking Equipment North America：3Q26 CIO Survey Refresh and Security Support Spend.pdf]]

### MS-电信与网络设备｜北美：OCP 前瞻：探析云数据中心设计趋势 Telecom & Networking Equipment North America OCP Preview A Look into Cloud DC Design Weather Patterns.pdf

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- 本地资源：[[assets/docs/261019_0833__外资研报__MS-电信与网络设备｜北美：OCP 前瞻：探析云数据中心设计趋势 Telecom & Networking Equipment North America OCP Preview A Look into Cloud DC Design Weather Patterns.pdf|MS-电信与网络设备｜北美：OCP 前瞻：探析云数据中心设计趋势 Telecom & Networking Equipment North America OCP Preview A Look into Cloud DC Design Weather Patterns.pdf]]

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[[assets/docs/261019_0833__外资研报__MS-电信与网络设备｜北美：OCP 前瞻：探析云数据中心设计趋势 Telecom & Networking Equipment North America OCP Preview A Look into Cloud DC Design Weather Patterns.pdf|MS-电信与网络设备｜北美：OCP 前瞻：探析云数据中心设计趋势 Telecom & Networking Equipment North America OCP Preview A Look into Cloud DC Design Weather Patterns.pdf]]

### MS-美国科技｜北美：2026 年第三季度 CIO 调研 —— 预算改善，仍在等待更广泛拐点 US Tech North America：3Q26 CIO Survey — Better Budgets, Still Waiting for a Broader Inflection.pdf

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- 本地资源：[[assets/docs/261019_0833__外资研报__MS-美国科技｜北美：2026 年第三季度 CIO 调研 —— 预算改善，仍在等待更广泛拐点 US Tech North America：3Q26 CIO Survey — Better Budgets, Still Waiting for a Broader Inflection.pdf|MS-美国科技｜北美：2026 年第三季度 CIO 调研 —— 预算改善，仍在等待更广泛拐点 US Tech North America：3Q26 CIO Survey — Better Budgets, Still Waiting for a Broader Inflection.pdf]]

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[[assets/docs/261019_0833__外资研报__MS-美国科技｜北美：2026 年第三季度 CIO 调研 —— 预算改善，仍在等待更广泛拐点 US Tech North America：3Q26 CIO Survey — Better Budgets, Still Waiting for a Broader Inflection.pdf|MS-美国科技｜北美：2026 年第三季度 CIO 调研 —— 预算改善，仍在等待更广泛拐点 US Tech North America：3Q26 CIO Survey — Better Budgets, Still Waiting for a Broader Inflection.pdf]]

### MS-美军协会-AUSA-年会速览纪要-20261016.pdf

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[[assets/docs/261019_0833__外资研报__MS-美军协会-AUSA-年会速览纪要-20261016.pdf|MS-美军协会-AUSA-年会速览纪要-20261016.pdf]]

### MS-全球主题与科技｜北美：Spark 前瞻：私募企业将向我们揭示 AI 周期的什么信息？ Global Thematics & Technology North America：Spark Preview What Will Privates Tell Us About the AI Cycle？.pdf

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[[assets/docs/261019_0833__外资研报__MS-全球主题与科技｜北美：Spark 前瞻：私募企业将向我们揭示 AI 周期的什么信息？ Global Thematics & Technology North America：Spark Preview What Will Privates Tell Us About the AI Cycle？.pdf|MS-全球主题与科技｜北美：Spark 前瞻：私募企业将向我们揭示 AI 周期的什么信息？ Global Thematics & Technology North America：Spark Preview What Will Privates Tell Us About the AI Cycle？.pdf]]

### MS-软银集团NAV贴现率-42-股价5.8K日元同比涨31.9-vsNAV日元涨-20261013.pdf

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[[assets/docs/261019_0833__外资研报__MS-软银集团NAV贴现率-42-股价5.8K日元同比涨31.9-vsNAV日元涨-20261013.pdf|MS-软银集团NAV贴现率-42-股价5.8K日元同比涨31.9-vsNAV日元涨-20261013.pdf]]

### MS-商业与教育服务3Q26财报预览：关键主题AI利率能源-20261013.pdf

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[[assets/docs/261019_0833__外资研报__MS-商业与教育服务3Q26财报预览：关键主题AI利率能源-20261013.pdf|MS-商业与教育服务3Q26财报预览：关键主题AI利率能源-20261013.pdf]]

### MS-大中华区科技硬件｜亚太地区：ABF 载板：更多资本开支，供应更趋紧张 Greater China Technology Hardware Asia Pacific：ABF Substrates More Capex, More Tightness.pdf

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[[assets/docs/261019_0833__外资研报__MS-大中华区科技硬件｜亚太地区：ABF 载板：更多资本开支，供应更趋紧张 Greater China Technology Hardware Asia Pacific：ABF Substrates More Capex, More Tightness.pdf|MS-大中华区科技硬件｜亚太地区：ABF 载板：更多资本开支，供应更趋紧张 Greater China Technology Hardware Asia Pacific：ABF Substrates More Capex, More Tightness.pdf]]

### MS-大中华区科技硬件——2026年OCP全球峰会光子学要点.pdf

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[[assets/docs/261019_0833__外资研报__MS-大中华区科技硬件——2026年OCP全球峰会光子学要点.pdf|MS-大中华区科技硬件——2026年OCP全球峰会光子学要点.pdf]]