---
title: "#外资研报"
topic_id: 22258212248151121
created_at: 2026-10-29T08:22:54.036+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：586
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258212248151121)
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## 正文

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## 总体总结

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## 文档

### 【个股-600699-0699】【英】CITI-机器人零部件放量及利润率展望-20261028.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412815855141848/download_url
- 本地资源：[[assets/docs/261029_0822__外资研报__【个股-600699-0699】【英】CITI-机器人零部件放量及利润率展望-20261028.pdf|【个股-600699-0699】【英】CITI-机器人零部件放量及利润率展望-20261028.pdf]]

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[[assets/docs/261029_0822__外资研报__【个股-600699-0699】【英】CITI-机器人零部件放量及利润率展望-20261028.pdf|【个股-600699-0699】【英】CITI-机器人零部件放量及利润率展望-20261028.pdf]]

### 【个股-601100】【英】JPM-恒立液压：经常性利润强劲-机器人提速-20261026.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/261029_0822__外资研报__【个股-601100】【英】JPM-恒立液压：经常性利润强劲-机器人提速-20261026.pdf|【个股-601100】【英】JPM-恒立液压：经常性利润强劲-机器人提速-20261026.pdf]]

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[[assets/docs/261029_0822__外资研报__【个股-601100】【英】JPM-恒立液压：经常性利润强劲-机器人提速-20261026.pdf|【个股-601100】【英】JPM-恒立液压：经常性利润强劲-机器人提速-20261026.pdf]]

### 【个股-601100】【英】JPM-三季报点评：FA与机器人放量-盈利改善-20261027.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814812822154812/download_url
- 本地资源：[[assets/docs/261029_0822__外资研报__【个股-601100】【英】JPM-三季报点评：FA与机器人放量-盈利改善-20261027.pdf|【个股-601100】【英】JPM-三季报点评：FA与机器人放量-盈利改善-20261027.pdf]]

#### 预览

[[assets/docs/261029_0822__外资研报__【个股-601100】【英】JPM-三季报点评：FA与机器人放量-盈利改善-20261027.pdf|【个股-601100】【英】JPM-三季报点评：FA与机器人放量-盈利改善-20261027.pdf]]

### 【个股-601899】【英】UBS-紫金矿业：三季度金铜产量不达预期-成本改善-20261025.pdf

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- 本地资源：[[assets/docs/261029_0822__外资研报__【个股-601899】【英】UBS-紫金矿业：三季度金铜产量不达预期-成本改善-20261025.pdf|【个股-601899】【英】UBS-紫金矿业：三季度金铜产量不达预期-成本改善-20261025.pdf]]

#### 预览

[[assets/docs/261029_0822__外资研报__【个股-601899】【英】UBS-紫金矿业：三季度金铜产量不达预期-成本改善-20261025.pdf|【个股-601899】【英】UBS-紫金矿业：三季度金铜产量不达预期-成本改善-20261025.pdf]]

### 【个股-603986】【英】GS-兆易创新利基DRAM升级与SLC NAND放量-维持买入-20261022.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/261029_0822__外资研报__【个股-603986】【英】GS-兆易创新利基DRAM升级与SLC NAND放量-维持买入-20261022.pdf|【个股-603986】【英】GS-兆易创新利基DRAM升级与SLC NAND放量-维持买入-20261022.pdf]]

#### 预览

[[assets/docs/261029_0822__外资研报__【个股-603986】【英】GS-兆易创新利基DRAM升级与SLC NAND放量-维持买入-20261022.pdf|【个股-603986】【英】GS-兆易创新利基DRAM升级与SLC NAND放量-维持买入-20261022.pdf]]

### 【个股-688686】【英】GS-工业AI与半导体驱动-上调目标价-20261027.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/261029_0822__外资研报__【个股-688686】【英】GS-工业AI与半导体驱动-上调目标价-20261027.pdf|【个股-688686】【英】GS-工业AI与半导体驱动-上调目标价-20261027.pdf]]

#### 预览

[[assets/docs/261029_0822__外资研报__【个股-688686】【英】GS-工业AI与半导体驱动-上调目标价-20261027.pdf|【个股-688686】【英】GS-工业AI与半导体驱动-上调目标价-20261027.pdf]]

### 【个股-300751】【英】UBS-三季半导体收入占比提升-毛利率创新高-20261028.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/261029_0822__外资研报__【个股-300751】【英】UBS-三季半导体收入占比提升-毛利率创新高-20261028.pdf|【个股-300751】【英】UBS-三季半导体收入占比提升-毛利率创新高-20261028.pdf]]

#### 预览

[[assets/docs/261029_0822__外资研报__【个股-300751】【英】UBS-三季半导体收入占比提升-毛利率创新高-20261028.pdf|【个股-300751】【英】UBS-三季半导体收入占比提升-毛利率创新高-20261028.pdf]]

### 【个股-301029】【英】GS-亿和达三季报超预期-电子半导体驱动-买入-20261027.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/261029_0822__外资研报__【个股-301029】【英】GS-亿和达三季报超预期-电子半导体驱动-买入-20261027.pdf|【个股-301029】【英】GS-亿和达三季报超预期-电子半导体驱动-买入-20261027.pdf]]

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[[assets/docs/261029_0822__外资研报__【个股-301029】【英】GS-亿和达三季报超预期-电子半导体驱动-买入-20261027.pdf|【个股-301029】【英】GS-亿和达三季报超预期-电子半导体驱动-买入-20261027.pdf]]

### 【个股-301101】【英】UBS-明月镜片：旗舰产品驱动业绩超预期-20261023.pdf

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[[assets/docs/261029_0822__外资研报__【个股-301101】【英】UBS-明月镜片：旗舰产品驱动业绩超预期-20261023.pdf|【个股-301101】【英】UBS-明月镜片：旗舰产品驱动业绩超预期-20261023.pdf]]