---
title: "#外资研报"
topic_id: 45548514158551888
created_at: 2026-10-26T08:33:54.966+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：482
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548514158551888)
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## 正文

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## 总体总结

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## 文档

### 【个股-WDC】【英】CITI-西部数据9月季度业绩速览-20261022.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412818285551128/download_url
- 本地资源：[[assets/docs/261026_0833__外资研报__【个股-WDC】【英】CITI-西部数据9月季度业绩速览-20261022.pdf|【个股-WDC】【英】CITI-西部数据9月季度业绩速览-20261022.pdf]]

#### 预览

[[assets/docs/261026_0833__外资研报__【个股-WDC】【英】CITI-西部数据9月季度业绩速览-20261022.pdf|【个股-WDC】【英】CITI-西部数据9月季度业绩速览-20261022.pdf]]

### 【个股-WDC】【英】JPM-西部数据：定价与EB出货复苏-资本开支担忧过度-20261023.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584181415558844/download_url
- 本地资源：[[assets/docs/261026_0833__外资研报__【个股-WDC】【英】JPM-西部数据：定价与EB出货复苏-资本开支担忧过度-20261023.pdf|【个股-WDC】【英】JPM-西部数据：定价与EB出货复苏-资本开支担忧过度-20261023.pdf]]

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[[assets/docs/261026_0833__外资研报__【个股-WDC】【英】JPM-西部数据：定价与EB出货复苏-资本开支担忧过度-20261023.pdf|【个股-WDC】【英】JPM-西部数据：定价与EB出货复苏-资本开支担忧过度-20261023.pdf]]

### Bernstein-全球能源存储：电池行业周报.pdf

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- 本地资源：[[assets/docs/261026_0833__外资研报__Bernstein-全球能源存储：电池行业周报.pdf|Bernstein-全球能源存储：电池行业周报.pdf]]

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[[assets/docs/261026_0833__外资研报__Bernstein-全球能源存储：电池行业周报.pdf|Bernstein-全球能源存储：电池行业周报.pdf]]

### BofA-量子计算产业全景：聚焦容错基本面，而非融资忧虑.pdf

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- 本地资源：[[assets/docs/261026_0833__外资研报__BofA-量子计算产业全景：聚焦容错基本面，而非融资忧虑.pdf|BofA-量子计算产业全景：聚焦容错基本面，而非融资忧虑.pdf]]

#### 预览

[[assets/docs/261026_0833__外资研报__BofA-量子计算产业全景：聚焦容错基本面，而非融资忧虑.pdf|BofA-量子计算产业全景：聚焦容错基本面，而非融资忧虑.pdf]]

### BofA-全球存储科技：每周主题：市盈率与市净率处于低位，市场反馈分化，第四季度业绩指引出炉，现货价格保持稳定 Global Memory Tech Weekly theme Trough PE and PB, mixed feedback, 4Q guidance, stable spot prices.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214818482245581/download_url
- 本地资源：[[assets/docs/261026_0833__外资研报__BofA-全球存储科技：每周主题：市盈率与市净率处于低位，市场反馈分化，第四季度业绩指引出炉，现货价格保持稳定 Global Memory Tech Weekly theme Trough PE and PB, mixed feedback, 4Q guidance, stable spot prices.pdf|BofA-全球存储科技：每周主题：市盈率与市净率处于低位，市场反馈分化，第四季度业绩指引出炉，现货价格保持稳定 Global Memory Tech Weekly theme Trough PE and PB, mixed feedback, 4Q guidance, stable spot prices.pdf]]

#### 预览

[[assets/docs/261026_0833__外资研报__BofA-全球存储科技：每周主题：市盈率与市净率处于低位，市场反馈分化，第四季度业绩指引出炉，现货价格保持稳定 Global Memory Tech Weekly theme Trough PE and PB, mixed feedback, 4Q guidance, stable spot prices.pdf|BofA-全球存储科技：每周主题：市盈率与市净率处于低位，市场反馈分化，第四季度业绩指引出炉，现货价格保持稳定 Global Memory Tech Weekly theme Trough PE and PB, mixed feedback, 4Q guidance, stable spot prices.pdf]]

### BofA-中国：政策小步慢走，难填刺激缺口.pdf

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- 本地资源：[[assets/docs/261026_0833__外资研报__BofA-中国：政策小步慢走，难填刺激缺口.pdf|BofA-中国：政策小步慢走，难填刺激缺口.pdf]]

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[[assets/docs/261026_0833__外资研报__BofA-中国：政策小步慢走，难填刺激缺口.pdf|BofA-中国：政策小步慢走，难填刺激缺口.pdf]]

### 【个股-LLY】【英】JPM-礼来肥胖症处方药追踪-20261023.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412818285551118/download_url
- 本地资源：[[assets/docs/261026_0833__外资研报__【个股-LLY】【英】JPM-礼来肥胖症处方药追踪-20261023.pdf|【个股-LLY】【英】JPM-礼来肥胖症处方药追踪-20261023.pdf]]

#### 预览

[[assets/docs/261026_0833__外资研报__【个股-LLY】【英】JPM-礼来肥胖症处方药追踪-20261023.pdf|【个股-LLY】【英】JPM-礼来肥胖症处方药追踪-20261023.pdf]]

### 【个股-NOK】【英】JPM-诺基亚仍能大幅上调FY27指引-20261022.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181585154448882/download_url
- 本地资源：[[assets/docs/261026_0833__外资研报__【个股-NOK】【英】JPM-诺基亚仍能大幅上调FY27指引-20261022.pdf|【个股-NOK】【英】JPM-诺基亚仍能大幅上调FY27指引-20261022.pdf]]

#### 预览

[[assets/docs/261026_0833__外资研报__【个股-NOK】【英】JPM-诺基亚仍能大幅上调FY27指引-20261022.pdf|【个股-NOK】【英】JPM-诺基亚仍能大幅上调FY27指引-20261022.pdf]]

### 【个股-TSLA】【英】UBS-3Q26后特斯拉的补充思考-20261022.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/261026_0833__外资研报__【个股-TSLA】【英】UBS-3Q26后特斯拉的补充思考-20261022.pdf|【个股-TSLA】【英】UBS-3Q26后特斯拉的补充思考-20261022.pdf]]

#### 预览

[[assets/docs/261026_0833__外资研报__【个股-TSLA】【英】UBS-3Q26后特斯拉的补充思考-20261022.pdf|【个股-TSLA】【英】UBS-3Q26后特斯拉的补充思考-20261022.pdf]]