--- title: "#外资研报" topic_id: 55521582851555814 created_at: 2026-10-26T08:33:35.890+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：484 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521582851555814) - 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 ### GS-数据中心与网络设备市场当前趋势-20261024.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181585154441152/download_url - 本地资源：[[assets/docs/261026_0833__外资研报__GS-数据中心与网络设备市场当前趋势-20261024.pdf|GS-数据中心与网络设备市场当前趋势-20261024.pdf]] #### 预览 [[assets/docs/261026_0833__外资研报__GS-数据中心与网络设备市场当前趋势-20261024.pdf|GS-数据中心与网络设备市场当前趋势-20261024.pdf]] ### GS-新兴市场每周基金流向监测-20261024.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412818285552258/download_url - 本地资源：[[assets/docs/261026_0833__外资研报__GS-新兴市场每周基金流向监测-20261024.pdf|GS-新兴市场每周基金流向监测-20261024.pdf]] #### 预览 [[assets/docs/261026_0833__外资研报__GS-新兴市场每周基金流向监测-20261024.pdf|GS-新兴市场每周基金流向监测-20261024.pdf]] ### GS-中国9月财政收支疲软-下调全年AFD预测-20261023.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412818285552288/download_url - 本地资源：[[assets/docs/261026_0833__外资研报__GS-中国9月财政收支疲软-下调全年AFD预测-20261023.pdf|GS-中国9月财政收支疲软-下调全年AFD预测-20261023.pdf]] #### 预览 [[assets/docs/261026_0833__外资研报__GS-中国9月财政收支疲软-下调全年AFD预测-20261023.pdf|GS-中国9月财政收支疲软-下调全年AFD预测-20261023.pdf]] ### GS-中国PCB系列：建滔积层板 ——受益于AI趋势与规格升级，CCL及玻璃纤维布量价齐升.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584181415554484/download_url - 本地资源：[[assets/docs/261026_0833__外资研报__GS-中国PCB系列：建滔积层板 ——受益于AI趋势与规格升级，CCL及玻璃纤维布量价齐升.pdf|GS-中国PCB系列：建滔积层板 ——受益于AI趋势与规格升级，CCL及玻璃纤维布量价齐升.pdf]] #### 预览 [[assets/docs/261026_0833__外资研报__GS-中国PCB系列：建滔积层板 ——受益于AI趋势与规格升级，CCL及玻璃纤维布量价齐升.pdf|GS-中国PCB系列：建滔积层板 ——受益于AI趋势与规格升级，CCL及玻璃纤维布量价齐升.pdf]] ### GS-中国保险：3Q26业绩前瞻：利润与NBV转同比下滑，维持防御姿态.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412818285552148/download_url - 本地资源：[[assets/docs/261026_0833__外资研报__GS-中国保险：3Q26业绩前瞻：利润与NBV转同比下滑，维持防御姿态.pdf|GS-中国保险：3Q26业绩前瞻：利润与NBV转同比下滑，维持防御姿态.pdf]] #### 预览 [[assets/docs/261026_0833__外资研报__GS-中国保险：3Q26业绩前瞻：利润与NBV转同比下滑，维持防御姿态.pdf|GS-中国保险：3Q26业绩前瞻：利润与NBV转同比下滑，维持防御姿态.pdf]] ### GS-全球服务器：上调 AI 与通用服务器预期；产品结构优化，更高内存成本推升云服务商支出 Global Server Raising both AI and General servers; better mix and higher memory costs drive CSP spending.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181585154441142/download_url - 本地资源：[[assets/docs/261026_0833__外资研报__GS-全球服务器：上调 AI 与通用服务器预期；产品结构优化，更高内存成本推升云服务商支出 Global Server Raising both AI and General servers; better mix and higher memory costs drive CSP spending.pdf|GS-全球服务器：上调 AI 与通用服务器预期；产品结构优化，更高内存成本推升云服务商支出 Global Server Raising both AI and General servers; better mix and higher memory costs drive CSP spending.pdf]] #### 预览 [[assets/docs/261026_0833__外资研报__GS-全球服务器：上调 AI 与通用服务器预期；产品结构优化，更高内存成本推升云服务商支出 Global Server Raising both AI and General servers; better mix and higher memory costs drive CSP spending.pdf|GS-全球服务器：上调 AI 与通用服务器预期；产品结构优化，更高内存成本推升云服务商支出 Global Server Raising both AI and General servers; better mix and higher memory costs drive CSP spending.pdf]] ### GS-日本电子元器件_半导体：重审投资评级，维持村田_TDK_太阳诱电_瑞萨_罗姆_IBIDEN 买入评级，Nichicon 从中性上调至买入 JAPAN ELECTRONIC COMPONENTS_SEMICONDUCTORS Revisiting investment ratings maintain Buy on Murata_TDK_Ta.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814818482224422/download_url - 本地资源：[[assets/docs/261026_0833__外资研报__GS-日本电子元器件_半导体：重审投资评级，维持村田_TDK_太阳诱电_瑞萨_罗姆_IBIDEN 买入评级，Nichicon 从中性上调至买入 JAPAN ELECTRONIC COMPONENTS_SEMICONDUCTORS Revisiting investment ratings maintain Buy.pdf|GS-日本电子元器件_半导体：重审投资评级，维持村田_TDK_太阳诱电_瑞萨_罗姆_IBIDEN 买入评级，Nichicon 从中性上调至买入 JAPAN ELECTRONIC COMPONENTS_SEMICONDUCTORS Revisiting investment ratings maintain Buy on Murata_TDK_Ta.pdf]] #### 预览 [[assets/docs/261026_0833__外资研报__GS-日本电子元器件_半导体：重审投资评级，维持村田_TDK_太阳诱电_瑞萨_罗姆_IBIDEN 买入评级，Nichicon 从中性上调至买入 JAPAN ELECTRONIC COMPONENTS_SEMICONDUCTORS Revisiting investment ratings maintain Buy.pdf|GS-日本电子元器件_半导体：重审投资评级，维持村田_TDK_太阳诱电_瑞萨_罗姆_IBIDEN 买入评级，Nichicon 从中性上调至买入 JAPAN ELECTRONIC COMPONENTS_SEMICONDUCTORS Revisiting investment ratings maintain Buy on Murata_TDK_Ta.pdf]] ### GS-生益科技 (600183.SS)：2026 年第三季度净利润指引超预期，QoQ 增长强劲；AI CCL 需求旺盛且规格升级；买入 (在线) ShengyiTech (600183.SS) 3Q26 NI guidance beat with strong QoQ growth; Strong AI CCL demand with specification u.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214818482224481/download_url - 本地资源：[[assets/docs/261026_0833__外资研报__GS-生益科技 (600183.SS)：2026 年第三季度净利润指引超预期，QoQ 增长强劲；AI CCL 需求旺盛且规格升级；买入 (在线) ShengyiTech (600183.SS) 3Q26 NI guidance beat with strong QoQ growth; Strong AI CCL.pdf|GS-生益科技 (600183.SS)：2026 年第三季度净利润指引超预期，QoQ 增长强劲；AI CCL 需求旺盛且规格升级；买入 (在线) ShengyiTech (600183.SS) 3Q26 NI guidance beat with strong QoQ growth; Strong AI CCL demand with specification u.pdf]] #### 预览 [[assets/docs/261026_0833__外资研报__GS-生益科技 (600183.SS)：2026 年第三季度净利润指引超预期，QoQ 增长强劲；AI CCL 需求旺盛且规格升级；买入 (在线) ShengyiTech (600183.SS) 3Q26 NI guidance beat with strong QoQ growth; Strong AI CCL.pdf|GS-生益科技 (600183.SS)：2026 年第三季度净利润指引超预期，QoQ 增长强劲；AI CCL 需求旺盛且规格升级；买入 (在线) ShengyiTech (600183.SS) 3Q26 NI guidance beat with strong QoQ growth; Strong AI CCL demand with specification u.pdf]] ### GS-胜宏科技 (300476.SZ)：AI PCB 面向新一代平台；订单高增与前沿技术支撑产能扩张；买入 Victory Giant (300476.SZ) AI PCB toward next-generation platform; capacity expansion on strong order growth and latest technology; Buy.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181585154441822/download_url - 本地资源：[[assets/docs/261026_0833__外资研报__GS-胜宏科技 (300476.SZ)：AI PCB 面向新一代平台；订单高增与前沿技术支撑产能扩张；买入 Victory Giant (300476.SZ) AI PCB toward next-generation platform; capacity expansion on strong order gr.pdf|GS-胜宏科技 (300476.SZ)：AI PCB 面向新一代平台；订单高增与前沿技术支撑产能扩张；买入 Victory Giant (300476.SZ) AI PCB toward next-generation platform; capacity expansion on strong order growth and latest technology; Buy.pdf]] #### 预览 [[assets/docs/261026_0833__外资研报__GS-胜宏科技 (300476.SZ)：AI PCB 面向新一代平台；订单高增与前沿技术支撑产能扩张；买入 Victory Giant (300476.SZ) AI PCB toward next-generation platform; capacity expansion on strong order gr.pdf|GS-胜宏科技 (300476.SZ)：AI PCB 面向新一代平台；订单高增与前沿技术支撑产能扩张；买入 Victory Giant (300476.SZ) AI PCB toward next-generation platform; capacity expansion on strong order growth and latest technology; Buy.pdf]]