---
title: "#外资研报"
topic_id: 55521581524182114
created_at: 2026-10-27T08:23:54.647+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/55521581524182114)
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## 正文

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## 总体总结

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## 文档

### MS-Cadence Design Systems Inc 北美：AI 框架成为下一增长主线 Cadence Design Systems Inc North America AI Frameworks as the Next Leg.pdf

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[[assets/docs/261027_0823__外资研报__MS-Cadence Design Systems Inc 北美：AI 框架成为下一增长主线 Cadence Design Systems Inc North America AI Frameworks as the Next Leg.pdf|MS-Cadence Design Systems Inc 北美：AI 框架成为下一增长主线 Cadence Design Systems Inc North America AI Frameworks as the Next Leg.pdf]]

### MS-Meta Platforms｜北美：Muse 需要多少算力以及来自答案的 5 条智能体解读 Meta Platforms Inc North America How Much Capacity Will Muse Need and 5 Agentic Reads from the Answer.pdf

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- 本地资源：[[assets/docs/261027_0823__外资研报__MS-Meta Platforms｜北美：Muse 需要多少算力以及来自答案的 5 条智能体解读 Meta Platforms Inc North America How Much Capacity Will Muse Need and 5 Agentic Reads from the Answer.pdf|MS-Meta Platforms｜北美：Muse 需要多少算力以及来自答案的 5 条智能体解读 Meta Platforms Inc North America How Much Capacity Will Muse Need and 5 Agentic Reads from the Answer.pdf]]

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[[assets/docs/261027_0823__外资研报__MS-Meta Platforms｜北美：Muse 需要多少算力以及来自答案的 5 条智能体解读 Meta Platforms Inc North America How Much Capacity Will Muse Need and 5 Agentic Reads from the Answer.pdf|MS-Meta Platforms｜北美：Muse 需要多少算力以及来自答案的 5 条智能体解读 Meta Platforms Inc North America How Much Capacity Will Muse Need and 5 Agentic Reads from the Answer.pdf]]

### MS-SpaceX｜北美：2026 年第三季度业绩前瞻 —— 吞噬全球的 PIE SpaceX North America 3Q Earnings Preview The PIE That Ate the World.pdf

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- 本地资源：[[assets/docs/261027_0823__外资研报__MS-SpaceX｜北美：2026 年第三季度业绩前瞻 —— 吞噬全球的 PIE SpaceX North America 3Q Earnings Preview The PIE That Ate the World.pdf|MS-SpaceX｜北美：2026 年第三季度业绩前瞻 —— 吞噬全球的 PIE SpaceX North America 3Q Earnings Preview The PIE That Ate the World.pdf]]

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[[assets/docs/261027_0823__外资研报__MS-SpaceX｜北美：2026 年第三季度业绩前瞻 —— 吞噬全球的 PIE SpaceX North America 3Q Earnings Preview The PIE That Ate the World.pdf|MS-SpaceX｜北美：2026 年第三季度业绩前瞻 —— 吞噬全球的 PIE SpaceX North America 3Q Earnings Preview The PIE That Ate the World.pdf]]

### MS-SpaceX｜北美：SPCX_TSLA Roadster——8 个思考与问题 SpaceX North America SPCXTSLA Roadster 8 Thoughts _ Questions.pdf

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- 本地资源：[[assets/docs/261027_0823__外资研报__MS-SpaceX｜北美：SPCX_TSLA Roadster——8 个思考与问题 SpaceX North America SPCXTSLA Roadster 8 Thoughts _ Questions.pdf|MS-SpaceX｜北美：SPCX_TSLA Roadster——8 个思考与问题 SpaceX North America SPCXTSLA Roadster 8 Thoughts _ Questions.pdf]]

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[[assets/docs/261027_0823__外资研报__MS-SpaceX｜北美：SPCX_TSLA Roadster——8 个思考与问题 SpaceX North America SPCXTSLA Roadster 8 Thoughts _ Questions.pdf|MS-SpaceX｜北美：SPCX_TSLA Roadster——8 个思考与问题 SpaceX North America SPCXTSLA Roadster 8 Thoughts _ Questions.pdf]]

### MS-北美半导体：周报 ——OCP 大会要点、重申 AMD 观点与财报周 1（TXN） Semiconductors North America Weekly OCP Takeaways, Reiteration of Our AMD Views, _ Earnings Week 1 (TXN).pdf

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- 本地资源：[[assets/docs/261027_0823__外资研报__MS-北美半导体：周报 ——OCP 大会要点、重申 AMD 观点与财报周 1（TXN） Semiconductors North America Weekly OCP Takeaways, Reiteration of Our AMD Views, _ Earnings Week 1 (TXN).pdf|MS-北美半导体：周报 ——OCP 大会要点、重申 AMD 观点与财报周 1（TXN） Semiconductors North America Weekly OCP Takeaways, Reiteration of Our AMD Views, _ Earnings Week 1 (TXN).pdf]]

#### 预览

[[assets/docs/261027_0823__外资研报__MS-北美半导体：周报 ——OCP 大会要点、重申 AMD 观点与财报周 1（TXN） Semiconductors North America Weekly OCP Takeaways, Reiteration of Our AMD Views, _ Earnings Week 1 (TXN).pdf|MS-北美半导体：周报 ——OCP 大会要点、重申 AMD 观点与财报周 1（TXN） Semiconductors North America Weekly OCP Takeaways, Reiteration of Our AMD Views, _ Earnings Week 1 (TXN).pdf]]

### MS-北美半导体资本设备：西部半导体展复盘 Semiconductor Capital Equipment North America SEMICON West Recap.pdf

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- 本地资源：[[assets/docs/261027_0823__外资研报__MS-北美半导体资本设备：西部半导体展复盘 Semiconductor Capital Equipment North America SEMICON West Recap.pdf|MS-北美半导体资本设备：西部半导体展复盘 Semiconductor Capital Equipment North America SEMICON West Recap.pdf]]

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[[assets/docs/261027_0823__外资研报__MS-北美半导体资本设备：西部半导体展复盘 Semiconductor Capital Equipment North America SEMICON West Recap.pdf|MS-北美半导体资本设备：西部半导体展复盘 Semiconductor Capital Equipment North America SEMICON West Recap.pdf]]

### MS-大中华区半导体：OCP 峰会总结 —— 光学技术兴起与 AI 基础设施替代方案 Greater China Semiconductors OCP Wrap-up Rising Optics and AI Infrastructure Alternatives.pdf

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- 本地资源：[[assets/docs/261027_0823__外资研报__MS-大中华区半导体：OCP 峰会总结 —— 光学技术兴起与 AI 基础设施替代方案 Greater China Semiconductors OCP Wrap-up Rising Optics and AI Infrastructure Alternatives.pdf|MS-大中华区半导体：OCP 峰会总结 —— 光学技术兴起与 AI 基础设施替代方案 Greater China Semiconductors OCP Wrap-up Rising Optics and AI Infrastructure Alternatives.pdf]]

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[[assets/docs/261027_0823__外资研报__MS-大中华区半导体：OCP 峰会总结 —— 光学技术兴起与 AI 基础设施替代方案 Greater China Semiconductors OCP Wrap-up Rising Optics and AI Infrastructure Alternatives.pdf|MS-大中华区半导体：OCP 峰会总结 —— 光学技术兴起与 AI 基础设施替代方案 Greater China Semiconductors OCP Wrap-up Rising Optics and AI Infrastructure Alternatives.pdf]]

### JPM-美国互联网公司估值比较表-20261026.pdf

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[[assets/docs/261027_0823__外资研报__JPM-美国互联网公司估值比较表-20261026.pdf|JPM-美国互联网公司估值比较表-20261026.pdf]]

### JPM-数据中心：10月Token支出加速-价格分化-20261026.pdf

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[[assets/docs/261027_0823__外资研报__JPM-数据中心：10月Token支出加速-价格分化-20261026.pdf|JPM-数据中心：10月Token支出加速-价格分化-20261026.pdf]]