---
title: "#外资研报"
topic_id: 22258241122882851
created_at: 2026-10-23T08:37:43.090+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：355
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258241122882851)
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## 图片

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## 正文

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## 总体总结

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## 文档

### 【个股-TSLA】【英】MS-可能性的艺术——Tesla新Roadster亮相-20261016.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584181288158214/download_url
- 本地资源：[[assets/docs/261023_0837__外资研报__【个股-TSLA】【英】MS-可能性的艺术——Tesla新Roadster亮相-20261016.pdf|【个股-TSLA】【英】MS-可能性的艺术——Tesla新Roadster亮相-20261016.pdf]]

#### 预览

[[assets/docs/261023_0837__外资研报__【个股-TSLA】【英】MS-可能性的艺术——Tesla新Roadster亮相-20261016.pdf|【个股-TSLA】【英】MS-可能性的艺术——Tesla新Roadster亮相-20261016.pdf]]

### AI行情一旦转向，美元会怎么走？+20261015.pdf

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- 本地资源：[[assets/docs/261023_0837__外资研报__AI行情一旦转向，美元会怎么走？+20261015.pdf|AI行情一旦转向，美元会怎么走？+20261015.pdf]]

#### 预览

[[assets/docs/261023_0837__外资研报__AI行情一旦转向，美元会怎么走？+20261015.pdf|AI行情一旦转向，美元会怎么走？+20261015.pdf]]

### ASML Is Building a Hybrid Bonding Tool, Sending More Chills to Besi.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/261023_0837__外资研报__ASML Is Building a Hybrid Bonding Tool, Sending More Chills to Besi.pdf|ASML Is Building a Hybrid Bonding Tool, Sending More Chills to Besi.pdf]]

#### 预览

[[assets/docs/261023_0837__外资研报__ASML Is Building a Hybrid Bonding Tool, Sending More Chills to Besi.pdf|ASML Is Building a Hybrid Bonding Tool, Sending More Chills to Besi.pdf]]

### Bernstein-26 年第三季度台积电：需求改善_执行表现优异 TSMC 3Q26：Improved demand & impeccable execution.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214818511821541/download_url
- 本地资源：[[assets/docs/261023_0837__外资研报__Bernstein-26 年第三季度台积电：需求改善_执行表现优异 TSMC 3Q26：Improved demand & impeccable execution.pdf|Bernstein-26 年第三季度台积电：需求改善_执行表现优异 TSMC 3Q26：Improved demand & impeccable execution.pdf]]

#### 预览

[[assets/docs/261023_0837__外资研报__Bernstein-26 年第三季度台积电：需求改善_执行表现优异 TSMC 3Q26：Improved demand & impeccable execution.pdf|Bernstein-26 年第三季度台积电：需求改善_执行表现优异 TSMC 3Q26：Improved demand & impeccable execution.pdf]]

### Bernstein-CoreWeave, Inc.（CRWV.US）：债务杠杆最大化……不惜一切代价的增长？.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/261023_0837__外资研报__Bernstein-CoreWeave, Inc.（CRWV.US）：债务杠杆最大化……不惜一切代价的增长？.pdf|Bernstein-CoreWeave, Inc.（CRWV.US）：债务杠杆最大化……不惜一切代价的增长？.pdf]]

#### 预览

[[assets/docs/261023_0837__外资研报__Bernstein-CoreWeave, Inc.（CRWV.US）：债务杠杆最大化……不惜一切代价的增长？.pdf|Bernstein-CoreWeave, Inc.（CRWV.US）：债务杠杆最大化……不惜一切代价的增长？.pdf]]

### Bernstein-阿斯麦 2026 年第三季度：定价驱动新一轮升级周期 ASML Q3 2026：Pricing powers the next upgrade cycle.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181585288548282/download_url
- 本地资源：[[assets/docs/261023_0837__外资研报__Bernstein-阿斯麦 2026 年第三季度：定价驱动新一轮升级周期 ASML Q3 2026：Pricing powers the next upgrade cycle.pdf|Bernstein-阿斯麦 2026 年第三季度：定价驱动新一轮升级周期 ASML Q3 2026：Pricing powers the next upgrade cycle.pdf]]

#### 预览

[[assets/docs/261023_0837__外资研报__Bernstein-阿斯麦 2026 年第三季度：定价驱动新一轮升级周期 ASML Q3 2026：Pricing powers the next upgrade cycle.pdf|Bernstein-阿斯麦 2026 年第三季度：定价驱动新一轮升级周期 ASML Q3 2026：Pricing powers the next upgrade cycle.pdf]]

### Bernstein-半导体 国产化加速_Bernstein-China Semiconductors：China Semicap： Domestic WFE components~Supply shortage driven localization acceleration-261013.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814818511821512/download_url
- 本地资源：[[assets/docs/261023_0837__外资研报__Bernstein-半导体 国产化加速_Bernstein-China Semiconductors：China Semicap： Domestic WFE components~Supply shortage driven localization acceleration-261013.pdf|Bernstein-半导体 国产化加速_Bernstein-China Semiconductors：China Semicap： Domestic WFE components~Supply shortage driven localization acceleration-261013.pdf]]

#### 预览

[[assets/docs/261023_0837__外资研报__Bernstein-半导体 国产化加速_Bernstein-China Semiconductors：China Semicap： Domestic WFE components~Supply shortage driven localization acceleration-261013.pdf|Bernstein-半导体 国产化加速_Bernstein-China Semiconductors：China Semicap： Domestic WFE components~Supply shortage driven localization acceleration-261013.pdf]]

### 【个股-TSLA】【英】JPM-特斯拉新一代Roadster展示火箭技术升级-20261016.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412818411851428/download_url
- 本地资源：[[assets/docs/261023_0837__外资研报__【个股-TSLA】【英】JPM-特斯拉新一代Roadster展示火箭技术升级-20261016.pdf|【个股-TSLA】【英】JPM-特斯拉新一代Roadster展示火箭技术升级-20261016.pdf]]

#### 预览

[[assets/docs/261023_0837__外资研报__【个股-TSLA】【英】JPM-特斯拉新一代Roadster展示火箭技术升级-20261016.pdf|【个股-TSLA】【英】JPM-特斯拉新一代Roadster展示火箭技术升级-20261016.pdf]]

### 【个股-TSLA】【英】JPM-特斯拉与SPCX潜在合并及中国业务隔离-20261021.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584181288158244/download_url
- 本地资源：[[assets/docs/261023_0837__外资研报__【个股-TSLA】【英】JPM-特斯拉与SPCX潜在合并及中国业务隔离-20261021.pdf|【个股-TSLA】【英】JPM-特斯拉与SPCX潜在合并及中国业务隔离-20261021.pdf]]

#### 预览

[[assets/docs/261023_0837__外资研报__【个股-TSLA】【英】JPM-特斯拉与SPCX潜在合并及中国业务隔离-20261021.pdf|【个股-TSLA】【英】JPM-特斯拉与SPCX潜在合并及中国业务隔离-20261021.pdf]]