---
title: "#外资研报"
topic_id: 22258218115854451
created_at: 2026-10-28T08:43:07.177+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：629
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258218115854451)
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## 正文

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## 文档

### UBS-市场高估AI投入成本-20261027.pdf

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- 本地资源：[[assets/docs/261028_0843__外资研报__UBS-市场高估AI投入成本-20261027.pdf|UBS-市场高估AI投入成本-20261027.pdf]]

#### 预览

[[assets/docs/261028_0843__外资研报__UBS-市场高估AI投入成本-20261027.pdf|UBS-市场高估AI投入成本-20261027.pdf]]

### weekly-investment-commentary-en-us-20261026-the-mideast-energy-shocks-next-phase.pdf

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- 本地资源：[[assets/docs/261028_0843__外资研报__weekly-investment-commentary-en-us-20261026-the-mideast-energy-shocks-next-phase.pdf|weekly-investment-commentary-en-us-20261026-the-mideast-energy-shocks-next-phase.pdf]]

#### 预览

[[assets/docs/261028_0843__外资研报__weekly-investment-commentary-en-us-20261026-the-mideast-energy-shocks-next-phase.pdf|weekly-investment-commentary-en-us-20261026-the-mideast-energy-shocks-next-phase.pdf]]

### ZeroHedge-1%客户贡献OpenAI 和 Anthropic收入的80% 而且这些公司的增长已经停滞不前 1 Of Companies Account For 80 Of OpenAI And Anthropic.pdf

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- 本地资源：[[assets/docs/261028_0843__外资研报__ZeroHedge-1%客户贡献OpenAI 和 Anthropic收入的80% 而且这些公司的增长已经停滞不前 1 Of Companies Account For 80 Of OpenAI And Anthropic.pdf|ZeroHedge-1%客户贡献OpenAI 和 Anthropic收入的80% 而且这些公司的增长已经停滞不前 1 Of Companies Account For 80 Of OpenAI And Anthropic.pdf]]

#### 预览

[[assets/docs/261028_0843__外资研报__ZeroHedge-1%客户贡献OpenAI 和 Anthropic收入的80% 而且这些公司的增长已经停滞不前 1 Of Companies Account For 80 Of OpenAI And Anthropic.pdf|ZeroHedge-1%客户贡献OpenAI 和 Anthropic收入的80% 而且这些公司的增长已经停滞不前 1 Of Companies Account For 80 Of OpenAI And Anthropic.pdf]]

### ZeroHedge-在首席财务官警告称“大规模投资”将提升运营成本后，META 抹去了大部分盘后涨幅 ZeroHedge --- META Erases Most Afterhours Gains After CFO Warns Significant Investme.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412818121244818/download_url
- 本地资源：[[assets/docs/261028_0843__外资研报__ZeroHedge-在首席财务官警告称“大规模投资”将提升运营成本后，META 抹去了大部分盘后涨幅 ZeroHedge --- META Erases Most Afterhours Gains After CFO Warns Significant Investme.pdf|ZeroHedge-在首席财务官警告称“大规模投资”将提升运营成本后，META 抹去了大部分盘后涨幅 ZeroHedge --- META Erases Most Afterhours Gains After CFO Warns Significant Investme.pdf]]

#### 预览

[[assets/docs/261028_0843__外资研报__ZeroHedge-在首席财务官警告称“大规模投资”将提升运营成本后，META 抹去了大部分盘后涨幅 ZeroHedge --- META Erases Most Afterhours Gains After CFO Warns Significant Investme.pdf|ZeroHedge-在首席财务官警告称“大规模投资”将提升运营成本后，META 抹去了大部分盘后涨幅 ZeroHedge --- META Erases Most Afterhours Gains After CFO Warns Significant Investme.pdf]]

### 伯恩斯坦-步入2026下半年，硬件与半导体板块拥挤度如何？+20261025.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/261028_0843__外资研报__伯恩斯坦-步入2026下半年，硬件与半导体板块拥挤度如何？+20261025.pdf|伯恩斯坦-步入2026下半年，硬件与半导体板块拥挤度如何？+20261025.pdf]]

#### 预览

[[assets/docs/261028_0843__外资研报__伯恩斯坦-步入2026下半年，硬件与半导体板块拥挤度如何？+20261025.pdf|伯恩斯坦-步入2026下半年，硬件与半导体板块拥挤度如何？+20261025.pdf]]

### 大摩-AI融资：“质量鸿沟”+20261025.pdf

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- 本地资源：[[assets/docs/261028_0843__外资研报__大摩-AI融资：“质量鸿沟”+20261025.pdf|大摩-AI融资：“质量鸿沟”+20261025.pdf]]

#### 预览

[[assets/docs/261028_0843__外资研报__大摩-AI融资：“质量鸿沟”+20261025.pdf|大摩-AI融资：“质量鸿沟”+20261025.pdf]]

### UBS-华发债务展期引发国企开发商流动性担忧-20261027.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/261028_0843__外资研报__UBS-华发债务展期引发国企开发商流动性担忧-20261027.pdf|UBS-华发债务展期引发国企开发商流动性担忧-20261027.pdf]]

#### 预览

[[assets/docs/261028_0843__外资研报__UBS-华发债务展期引发国企开发商流动性担忧-20261027.pdf|UBS-华发债务展期引发国企开发商流动性担忧-20261027.pdf]]

### UBS-九家半导体公司业绩前瞻-20261026.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/261028_0843__外资研报__UBS-九家半导体公司业绩前瞻-20261026.pdf|UBS-九家半导体公司业绩前瞻-20261026.pdf]]

#### 预览

[[assets/docs/261028_0843__外资研报__UBS-九家半导体公司业绩前瞻-20261026.pdf|UBS-九家半导体公司业绩前瞻-20261026.pdf]]

### UBS-市场高估AI成本冲击-20261027.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/261028_0843__外资研报__UBS-市场高估AI成本冲击-20261027.pdf|UBS-市场高估AI成本冲击-20261027.pdf]]

#### 预览

[[assets/docs/261028_0843__外资研报__UBS-市场高估AI成本冲击-20261027.pdf|UBS-市场高估AI成本冲击-20261027.pdf]]