---
title: "#外资研报"
topic_id: 22258218254812581
created_at: 2026-10-27T08:24:31.507+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：478
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258218254812581)
- 附件：图片 0，音频 0，文档 9
- 音频文件：_无音频_

## 图片

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## 正文

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## 总体总结

主题正文
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## 文档

### GS Consumer- Names & Themes in Focus.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181585188841822/download_url
- 本地资源：[[assets/docs/261027_0824__外资研报__GS Consumer- Names & Themes in Focus.pdf|GS Consumer- Names & Themes in Focus.pdf]]

#### 预览

[[assets/docs/261027_0824__外资研报__GS Consumer- Names & Themes in Focus.pdf|GS Consumer- Names & Themes in Focus.pdf]]

### GS Healthcare Trading Preview 10-26-26.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214818411124411/download_url
- 本地资源：[[assets/docs/261027_0824__外资研报__GS Healthcare Trading Preview 10-26-26.pdf|GS Healthcare Trading Preview 10-26-26.pdf]]

#### 预览

[[assets/docs/261027_0824__外资研报__GS Healthcare Trading Preview 10-26-26.pdf|GS Healthcare Trading Preview 10-26-26.pdf]]

### GS-10月FOMC前瞻：放缓加息节奏-20261026.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214818411124181/download_url
- 本地资源：[[assets/docs/261027_0824__外资研报__GS-10月FOMC前瞻：放缓加息节奏-20261026.pdf|GS-10月FOMC前瞻：放缓加息节奏-20261026.pdf]]

#### 预览

[[assets/docs/261027_0824__外资研报__GS-10月FOMC前瞻：放缓加息节奏-20261026.pdf|GS-10月FOMC前瞻：放缓加息节奏-20261026.pdf]]

### GS-720-：亚洲策略与重点公司更新-20261026.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584181488854814/download_url
- 本地资源：[[assets/docs/261027_0824__外资研报__GS-720-：亚洲策略与重点公司更新-20261026.pdf|GS-720-：亚洲策略与重点公司更新-20261026.pdf]]

#### 预览

[[assets/docs/261027_0824__外资研报__GS-720-：亚洲策略与重点公司更新-20261026.pdf|GS-720-：亚洲策略与重点公司更新-20261026.pdf]]

### GS-CoreWeave（CRWV.US）：评级由中性上调至买入；未来12个月合约经济性数据点或显著优于市场悲观预期.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584181488854854/download_url
- 本地资源：[[assets/docs/261027_0824__外资研报__GS-CoreWeave（CRWV.US）：评级由中性上调至买入；未来12个月合约经济性数据点或显著优于市场悲观预期.pdf|GS-CoreWeave（CRWV.US）：评级由中性上调至买入；未来12个月合约经济性数据点或显著优于市场悲观预期.pdf]]

#### 预览

[[assets/docs/261027_0824__外资研报__GS-CoreWeave（CRWV.US）：评级由中性上调至买入；未来12个月合约经济性数据点或显著优于市场悲观预期.pdf|GS-CoreWeave（CRWV.US）：评级由中性上调至买入；未来12个月合约经济性数据点或显著优于市场悲观预期.pdf]]

### Bernstein-微软 2027 财年第一季度前瞻：Azure 与 Office 能否同时加速增长？ Microsoft 1Q27 preview Could Azure and Office both accelerate？.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214818411124121/download_url
- 本地资源：[[assets/docs/261027_0824__外资研报__Bernstein-微软 2027 财年第一季度前瞻：Azure 与 Office 能否同时加速增长？ Microsoft 1Q27 preview Could Azure and Office both accelerate？.pdf|Bernstein-微软 2027 财年第一季度前瞻：Azure 与 Office 能否同时加速增长？ Microsoft 1Q27 preview Could Azure and Office both accelerate？.pdf]]

#### 预览

[[assets/docs/261027_0824__外资研报__Bernstein-微软 2027 财年第一季度前瞻：Azure 与 Office 能否同时加速增长？ Microsoft 1Q27 preview Could Azure and Office both accelerate？.pdf|Bernstein-微软 2027 财年第一季度前瞻：Azure 与 Office 能否同时加速增长？ Microsoft 1Q27 preview Could Azure and Office both accelerate？.pdf]]

### Bernstein-中国半导体：本土晶圆设备厂商为混合键合做好准备 China Semiconductor China Semicap Local WFE Vendors Gear Up for Hybrid Bonding.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412818211152158/download_url
- 本地资源：[[assets/docs/261027_0824__外资研报__Bernstein-中国半导体：本土晶圆设备厂商为混合键合做好准备 China Semiconductor China Semicap Local WFE Vendors Gear Up for Hybrid Bonding.pdf|Bernstein-中国半导体：本土晶圆设备厂商为混合键合做好准备 China Semiconductor China Semicap Local WFE Vendors Gear Up for Hybrid Bonding.pdf]]

#### 预览

[[assets/docs/261027_0824__外资研报__Bernstein-中国半导体：本土晶圆设备厂商为混合键合做好准备 China Semiconductor China Semicap Local WFE Vendors Gear Up for Hybrid Bonding.pdf|Bernstein-中国半导体：本土晶圆设备厂商为混合键合做好准备 China Semiconductor China Semicap Local WFE Vendors Gear Up for Hybrid Bonding.pdf]]

### CITI-2027年中国房地产：重点城市房价拐点-20261026.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584181488854484/download_url
- 本地资源：[[assets/docs/261027_0824__外资研报__CITI-2027年中国房地产：重点城市房价拐点-20261026.pdf|CITI-2027年中国房地产：重点城市房价拐点-20261026.pdf]]

#### 预览

[[assets/docs/261027_0824__外资研报__CITI-2027年中国房地产：重点城市房价拐点-20261026.pdf|CITI-2027年中国房地产：重点城市房价拐点-20261026.pdf]]

### GS Consumer - Morning Trading Update -US.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181585188841842/download_url
- 本地资源：[[assets/docs/261027_0824__外资研报__GS Consumer - Morning Trading Update -US.pdf|GS Consumer - Morning Trading Update -US.pdf]]

#### 预览

[[assets/docs/261027_0824__外资研报__GS Consumer - Morning Trading Update -US.pdf|GS Consumer - Morning Trading Update -US.pdf]]