---
title: "#外资研报"
topic_id: 82258218115885112
created_at: 2026-10-28T08:43:50.311+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：625
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258218115885112)
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## 正文

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## 文档

### MS-德州仪器公司｜北美：毛利率超预期向上；复苏仍处早期 Texas Instruments North America Gross Margin Surprises to the Upside; Recovery Still Early.pdf

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- 本地资源：[[assets/docs/261028_0843__外资研报__MS-德州仪器公司｜北美：毛利率超预期向上；复苏仍处早期 Texas Instruments North America Gross Margin Surprises to the Upside; Recovery Still Early.pdf|MS-德州仪器公司｜北美：毛利率超预期向上；复苏仍处早期 Texas Instruments North America Gross Margin Surprises to the Upside; Recovery Still Early.pdf]]

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[[assets/docs/261028_0843__外资研报__MS-德州仪器公司｜北美：毛利率超预期向上；复苏仍处早期 Texas Instruments North America Gross Margin Surprises to the Upside; Recovery Still Early.pdf|MS-德州仪器公司｜北美：毛利率超预期向上；复苏仍处早期 Texas Instruments North America Gross Margin Surprises to the Upside; Recovery Still Early.pdf]]

### MS-泛林集团｜北美：零部件短缺与周期延续性 Lam Research Corp North America Component shortages vs cycle longevity.pdf

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[[assets/docs/261028_0843__外资研报__MS-泛林集团｜北美：零部件短缺与周期延续性 Lam Research Corp North America Component shortages vs cycle longevity.pdf|MS-泛林集团｜北美：零部件短缺与周期延续性 Lam Research Corp North America Component shortages vs cycle longevity.pdf]]

### MS-互联网｜北美：当前交易方向 ——AI 收入与资金前沿核心 Internet North America Where Are We Trading Now AI Revenue and Funding Front and Center.pdf

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- 本地资源：[[assets/docs/261028_0843__外资研报__MS-互联网｜北美：当前交易方向 ——AI 收入与资金前沿核心 Internet North America Where Are We Trading Now AI Revenue and Funding Front and Center.pdf|MS-互联网｜北美：当前交易方向 ——AI 收入与资金前沿核心 Internet North America Where Are We Trading Now AI Revenue and Funding Front and Center.pdf]]

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[[assets/docs/261028_0843__外资研报__MS-互联网｜北美：当前交易方向 ——AI 收入与资金前沿核心 Internet North America Where Are We Trading Now AI Revenue and Funding Front and Center.pdf|MS-互联网｜北美：当前交易方向 ——AI 收入与资金前沿核心 Internet North America Where Are We Trading Now AI Revenue and Funding Front and Center.pdf]]

### MS-康宁公司｜北美：企业增长引擎保持完好，但暂不期待利润率上行空间 Corning Inc North America Enterprise Growth Engines Intact, but Not Expecting Margin Upside for Now.pdf

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- 本地资源：[[assets/docs/261028_0843__外资研报__MS-康宁公司｜北美：企业增长引擎保持完好，但暂不期待利润率上行空间 Corning Inc North America Enterprise Growth Engines Intact, but Not Expecting Margin Upside for Now.pdf|MS-康宁公司｜北美：企业增长引擎保持完好，但暂不期待利润率上行空间 Corning Inc North America Enterprise Growth Engines Intact, but Not Expecting Margin Upside for Now.pdf]]

#### 预览

[[assets/docs/261028_0843__外资研报__MS-康宁公司｜北美：企业增长引擎保持完好，但暂不期待利润率上行空间 Corning Inc North America Enterprise Growth Engines Intact, but Not Expecting Margin Upside for Now.pdf|MS-康宁公司｜北美：企业增长引擎保持完好，但暂不期待利润率上行空间 Corning Inc North America Enterprise Growth Engines Intact, but Not Expecting Margin Upside for Now.pdf]]

### MS-理想汽车（2015.HK）｜核心叙事：动力 + 算力.pdf

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#### 预览

[[assets/docs/261028_0843__外资研报__MS-理想汽车（2015.HK）｜核心叙事：动力 + 算力.pdf|MS-理想汽车（2015.HK）｜核心叙事：动力 + 算力.pdf]]

### MS-令我眼前一亮的图表-20261027.pdf

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[[assets/docs/261028_0843__外资研报__MS-令我眼前一亮的图表-20261027.pdf|MS-令我眼前一亮的图表-20261027.pdf]]

### MS-SpaceX｜北美：什么？ SpaceX North America What？.pdf

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[[assets/docs/261028_0843__外资研报__MS-SpaceX｜北美：什么？ SpaceX North America What？.pdf|MS-SpaceX｜北美：什么？ SpaceX North America What？.pdf]]

### MS-巴西大选引发全球避险-20261027.pdf

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[[assets/docs/261028_0843__外资研报__MS-巴西大选引发全球避险-20261027.pdf|MS-巴西大选引发全球避险-20261027.pdf]]

### MS-半导体｜北美：半导体库存跟踪 —— 渠道库存更精简，补库空间有限 Semiconductors North America Semiconductor Inventory Tracker Leaner Channel, Limited Restocking.pdf

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[[assets/docs/261028_0843__外资研报__MS-半导体｜北美：半导体库存跟踪 —— 渠道库存更精简，补库空间有限 Semiconductors North America Semiconductor Inventory Tracker Leaner Channel, Limited Restocking.pdf|MS-半导体｜北美：半导体库存跟踪 —— 渠道库存更精简，补库空间有限 Semiconductors North America Semiconductor Inventory Tracker Leaner Channel, Limited Restocking.pdf]]