---
title: "#外资研报"
topic_id: 45548518542814248
created_at: 2026-10-27T08:24:07.982+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：481
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548518542814248)
- 附件：图片 0，音频 0，文档 9
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## 正文

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## 总体总结

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## 文档

### GS-中国汽车行业 专家电话会纪要.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/261027_0824__外资研报__GS-中国汽车行业 专家电话会纪要.pdf|GS-中国汽车行业 专家电话会纪要.pdf]]

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[[assets/docs/261027_0824__外资研报__GS-中国汽车行业 专家电话会纪要.pdf|GS-中国汽车行业 专家电话会纪要.pdf]]

### GS-资本成本上升与动量交易逆转-20261026.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/261027_0824__外资研报__GS-资本成本上升与动量交易逆转-20261026.pdf|GS-资本成本上升与动量交易逆转-20261026.pdf]]

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[[assets/docs/261027_0824__外资研报__GS-资本成本上升与动量交易逆转-20261026.pdf|GS-资本成本上升与动量交易逆转-20261026.pdf]]

### JPM-SpaceX2026 年第三季度要点复盘：AI 基础设施动能增强，有望缓解供给约束担忧 SpaceX 3Q26 Read-Through Reinforces AI Infrastructure Momentum and Should Temper Constraint Concerns.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181585188841412/download_url
- 本地资源：[[assets/docs/261027_0824__外资研报__JPM-SpaceX2026 年第三季度要点复盘：AI 基础设施动能增强，有望缓解供给约束担忧 SpaceX 3Q26 Read-Through Reinforces AI Infrastructure Momentum and Should Temper Constraint Concerns.pdf|JPM-SpaceX2026 年第三季度要点复盘：AI 基础设施动能增强，有望缓解供给约束担忧 SpaceX 3Q26 Read-Through Reinforces AI Infrastructure Momentum and Should Temper Constraint Concerns.pdf]]

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[[assets/docs/261027_0824__外资研报__JPM-SpaceX2026 年第三季度要点复盘：AI 基础设施动能增强，有望缓解供给约束担忧 SpaceX 3Q26 Read-Through Reinforces AI Infrastructure Momentum and Should Temper Constraint Concerns.pdf|JPM-SpaceX2026 年第三季度要点复盘：AI 基础设施动能增强，有望缓解供给约束担忧 SpaceX 3Q26 Read-Through Reinforces AI Infrastructure Momentum and Should Temper Constraint Concerns.pdf]]

### JPM-韩国股票策略：评估近期价格走势 Korea Equity Strategy：Assessing recent price action.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/261027_0824__外资研报__JPM-韩国股票策略：评估近期价格走势 Korea Equity Strategy：Assessing recent price action.pdf|JPM-韩国股票策略：评估近期价格走势 Korea Equity Strategy：Assessing recent price action.pdf]]

#### 预览

[[assets/docs/261027_0824__外资研报__JPM-韩国股票策略：评估近期价格走势 Korea Equity Strategy：Assessing recent price action.pdf|JPM-韩国股票策略：评估近期价格走势 Korea Equity Strategy：Assessing recent price action.pdf]]

### JPM-科技与电信高收益债周报-20261026.pdf

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- 本地资源：[[assets/docs/261027_0824__外资研报__JPM-科技与电信高收益债周报-20261026.pdf|JPM-科技与电信高收益债周报-20261026.pdf]]

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[[assets/docs/261027_0824__外资研报__JPM-科技与电信高收益债周报-20261026.pdf|JPM-科技与电信高收益债周报-20261026.pdf]]

### GS-中国：聚焦三大要点-20261025.pdf

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- 本地资源：[[assets/docs/261027_0824__外资研报__GS-中国：聚焦三大要点-20261025.pdf|GS-中国：聚焦三大要点-20261025.pdf]]

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[[assets/docs/261027_0824__外资研报__GS-中国：聚焦三大要点-20261025.pdf|GS-中国：聚焦三大要点-20261025.pdf]]

### GS-中国房地产下行加深-拖累料渐缓-20261025.pdf

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- 本地资源：[[assets/docs/261027_0824__外资研报__GS-中国房地产下行加深-拖累料渐缓-20261025.pdf|GS-中国房地产下行加深-拖累料渐缓-20261025.pdf]]

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[[assets/docs/261027_0824__外资研报__GS-中国房地产下行加深-拖累料渐缓-20261025.pdf|GS-中国房地产下行加深-拖累料渐缓-20261025.pdf]]

### GS-中国光伏盈利能力与库存跟踪-20261026.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/261027_0824__外资研报__GS-中国光伏盈利能力与库存跟踪-20261026.pdf|GS-中国光伏盈利能力与库存跟踪-20261026.pdf]]

#### 预览

[[assets/docs/261027_0824__外资研报__GS-中国光伏盈利能力与库存跟踪-20261026.pdf|GS-中国光伏盈利能力与库存跟踪-20261026.pdf]]

### GS-中国互联网观察：电商跟踪 9 月线上零售 GMV 同比持平，阿里巴巴_京东业绩前瞻 NAVIGATING CHINA INTERNET ECOMMERCE TRACKER September online retail GMV flat year-on-year; Alibaba _ JD previews.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814818411124452/download_url
- 本地资源：[[assets/docs/261027_0824__外资研报__GS-中国互联网观察：电商跟踪 9 月线上零售 GMV 同比持平，阿里巴巴_京东业绩前瞻 NAVIGATING CHINA INTERNET ECOMMERCE TRACKER September online retail GMV flat year-on-year; Alibaba _ JD previews.pdf|GS-中国互联网观察：电商跟踪 9 月线上零售 GMV 同比持平，阿里巴巴_京东业绩前瞻 NAVIGATING CHINA INTERNET ECOMMERCE TRACKER September online retail GMV flat year-on-year; Alibaba _ JD previews.pdf]]

#### 预览

[[assets/docs/261027_0824__外资研报__GS-中国互联网观察：电商跟踪 9 月线上零售 GMV 同比持平，阿里巴巴_京东业绩前瞻 NAVIGATING CHINA INTERNET ECOMMERCE TRACKER September online retail GMV flat year-on-year; Alibaba _ JD previews.pdf|GS-中国互联网观察：电商跟踪 9 月线上零售 GMV 同比持平，阿里巴巴_京东业绩前瞻 NAVIGATING CHINA INTERNET ECOMMERCE TRACKER September online retail GMV flat year-on-year; Alibaba _ JD previews.pdf]]