--- title: "#外资研报" topic_id: 22258218254844141 created_at: 2026-10-27T08:23:38.307+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/22258218254844141) - 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 ### Nomura-宁德时代：需求稳健、短期盈利承压 Contemporary Amperex Technology Demand intact with near-term pressure on profitability.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814818411128112/download_url - 本地资源：[[assets/docs/261027_0823__外资研报__Nomura-宁德时代：需求稳健、短期盈利承压 Contemporary Amperex Technology Demand intact with near-term pressure on profitability.pdf|Nomura-宁德时代：需求稳健、短期盈利承压 Contemporary Amperex Technology Demand intact with near-term pressure on profitability.pdf]] #### 预览 [[assets/docs/261027_0823__外资研报__Nomura-宁德时代：需求稳健、短期盈利承压 Contemporary Amperex Technology Demand intact with near-term pressure on profitability.pdf|Nomura-宁德时代：需求稳健、短期盈利承压 Contemporary Amperex Technology Demand intact with near-term pressure on profitability.pdf]] ### Nomura-全球存储深度：AI市场疑虑与存储前瞻——供给约束仍是核心投资主线.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181585188844222/download_url - 本地资源：[[assets/docs/261027_0823__外资研报__Nomura-全球存储深度：AI市场疑虑与存储前瞻——供给约束仍是核心投资主线.pdf|Nomura-全球存储深度：AI市场疑虑与存储前瞻——供给约束仍是核心投资主线.pdf]] #### 预览 [[assets/docs/261027_0823__外资研报__Nomura-全球存储深度：AI市场疑虑与存储前瞻——供给约束仍是核心投资主线.pdf|Nomura-全球存储深度：AI市场疑虑与存储前瞻——供给约束仍是核心投资主线.pdf]] ### Nomura-腾讯控股：受 AI 投入影响，预计第三季度营业利润走弱 Tencent Holdings：Expecting weaker 3Q operating profit owing to AI investment.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214818411128111/download_url - 本地资源：[[assets/docs/261027_0823__外资研报__Nomura-腾讯控股：受 AI 投入影响，预计第三季度营业利润走弱 Tencent Holdings：Expecting weaker 3Q operating profit owing to AI investment.pdf|Nomura-腾讯控股：受 AI 投入影响，预计第三季度营业利润走弱 Tencent Holdings：Expecting weaker 3Q operating profit owing to AI investment.pdf]] #### 预览 [[assets/docs/261027_0823__外资研报__Nomura-腾讯控股：受 AI 投入影响，预计第三季度营业利润走弱 Tencent Holdings：Expecting weaker 3Q operating profit owing to AI investment.pdf|Nomura-腾讯控股：受 AI 投入影响，预计第三季度营业利润走弱 Tencent Holdings：Expecting weaker 3Q operating profit owing to AI investment.pdf]] ### Ruminations - Macro- Micro- Markets.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584181488851454/download_url - 本地资源：[[assets/docs/261027_0823__外资研报__Ruminations - Macro- Micro- Markets.pdf|Ruminations - Macro- Micro- Markets.pdf]] #### 预览 [[assets/docs/261027_0823__外资研报__Ruminations - Macro- Micro- Markets.pdf|Ruminations - Macro- Micro- Markets.pdf]] ### SemiAnalysis-华为与 DeepSeek 的共生关系.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181585188845882/download_url - 本地资源：[[assets/docs/261027_0823__外资研报__SemiAnalysis-华为与 DeepSeek 的共生关系.pdf|SemiAnalysis-华为与 DeepSeek 的共生关系.pdf]] #### 预览 [[assets/docs/261027_0823__外资研报__SemiAnalysis-华为与 DeepSeek 的共生关系.pdf|SemiAnalysis-华为与 DeepSeek 的共生关系.pdf]] ### MS-亚马逊｜北美：上调为首选标的，五大催化因素将推动超额收益 [Amazon.com](httpsAmazon.com) Inc North America Amazon to Top Pick and 5 Catalysts to Deliver Outperformance.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814818411128442/download_url - 本地资源：[[assets/docs/261027_0823__外资研报__MS-亚马逊｜北美：上调为首选标的，五大催化因素将推动超额收益 _Amazon.com_(httpsAmazon.com) Inc North America Amazon to Top Pick and 5 Catalysts to Deliver Outperformance.pdf|MS-亚马逊｜北美：上调为首选标的，五大催化因素将推动超额收益 [Amazon.com](httpsAmazon.com) Inc North America Amazon to Top Pick and 5 Catalysts to Deliver Outperformance.pdf]] #### 预览 [[assets/docs/261027_0823__外资研报__MS-亚马逊｜北美：上调为首选标的，五大催化因素将推动超额收益 _Amazon.com_(httpsAmazon.com) Inc North America Amazon to Top Pick and 5 Catalysts to Deliver Outperformance.pdf|MS-亚马逊｜北美：上调为首选标的，五大催化因素将推动超额收益 [Amazon.com](httpsAmazon.com) Inc North America Amazon to Top Pick and 5 Catalysts to Deliver Outperformance.pdf]] ### MS-应用材料北美：投资者早餐会会后思考 Applied Materials Inc. North America Thoughts post Investor Breakfast.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412818211158228/download_url - 本地资源：[[assets/docs/261027_0823__外资研报__MS-应用材料北美：投资者早餐会会后思考 Applied Materials Inc. North America Thoughts post Investor Breakfast.pdf|MS-应用材料北美：投资者早餐会会后思考 Applied Materials Inc. North America Thoughts post Investor Breakfast.pdf]] #### 预览 [[assets/docs/261027_0823__外资研报__MS-应用材料北美：投资者早餐会会后思考 Applied Materials Inc. North America Thoughts post Investor Breakfast.pdf|MS-应用材料北美：投资者早餐会会后思考 Applied Materials Inc. North America Thoughts post Investor Breakfast.pdf]] ### MS-硬盘_北美 27 财年一季度前瞻 —— 周期尚未结束，但市场正按周期终结定价硬盘 Hard Disk Drives North America F1Q27 Preview – The Cycle Isn't Over, But The Market Is Pricing HDDs Like It Is.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412818211158148/download_url - 本地资源：[[assets/docs/261027_0823__外资研报__MS-硬盘_北美 27 财年一季度前瞻 —— 周期尚未结束，但市场正按周期终结定价硬盘 Hard Disk Drives North America F1Q27 Preview – The Cycle Isn't Over, But The Market Is Pricing HDDs Like It Is.pdf|MS-硬盘_北美 27 财年一季度前瞻 —— 周期尚未结束，但市场正按周期终结定价硬盘 Hard Disk Drives North America F1Q27 Preview – The Cycle Isn't Over, But The Market Is Pricing HDDs Like It Is.pdf]] #### 预览 [[assets/docs/261027_0823__外资研报__MS-硬盘_北美 27 财年一季度前瞻 —— 周期尚未结束，但市场正按周期终结定价硬盘 Hard Disk Drives North America F1Q27 Preview – The Cycle Isn't Over, But The Market Is Pricing HDDs Like It Is.pdf|MS-硬盘_北美 27 财年一季度前瞻 —— 周期尚未结束，但市场正按周期终结定价硬盘 Hard Disk Drives North America F1Q27 Preview – The Cycle Isn't Over, But The Market Is Pricing HDDs Like It Is.pdf]] ### MS-中国 AI 基础模型｜亚太地区：我们对拟议 AI 出口限制的解读 China AI Foundation Models Asia Pacific Our Read on Proposed AI Export Restrictions.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214818411128421/download_url - 本地资源：[[assets/docs/261027_0823__外资研报__MS-中国 AI 基础模型｜亚太地区：我们对拟议 AI 出口限制的解读 China AI Foundation Models Asia Pacific Our Read on Proposed AI Export Restrictions.pdf|MS-中国 AI 基础模型｜亚太地区：我们对拟议 AI 出口限制的解读 China AI Foundation Models Asia Pacific Our Read on Proposed AI Export Restrictions.pdf]] #### 预览 [[assets/docs/261027_0823__外资研报__MS-中国 AI 基础模型｜亚太地区：我们对拟议 AI 出口限制的解读 China AI Foundation Models Asia Pacific Our Read on Proposed AI Export Restrictions.pdf|MS-中国 AI 基础模型｜亚太地区：我们对拟议 AI 出口限制的解读 China AI Foundation Models Asia Pacific Our Read on Proposed AI Export Restrictions.pdf]]