---
title: "#外资研报"
topic_id: 22258212248151151
created_at: 2026-10-29T08:22:51.389+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：587
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258212248151151)
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## 正文

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## 总体总结

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## 文档

### 【个股-AAPL】【英】UBS-Verizon升级量走低-补贴减少-升级率2-6%-20261026.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181584544821522/download_url
- 本地资源：[[assets/docs/261029_0822__外资研报__【个股-AAPL】【英】UBS-Verizon升级量走低-补贴减少-升级率2-6%-20261026.pdf|【个股-AAPL】【英】UBS-Verizon升级量走低-补贴减少-升级率2-6%-20261026.pdf]]

#### 预览

[[assets/docs/261029_0822__外资研报__【个股-AAPL】【英】UBS-Verizon升级量走低-补贴减少-升级率2-6%-20261026.pdf|【个股-AAPL】【英】UBS-Verizon升级量走低-补贴减少-升级率2-6%-20261026.pdf]]

### 【个股-ALAB】【英】CITI-聚焦UALink竞争力-维持买入-20261026.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/261029_0822__外资研报__【个股-ALAB】【英】CITI-聚焦UALink竞争力-维持买入-20261026.pdf|【个股-ALAB】【英】CITI-聚焦UALink竞争力-维持买入-20261026.pdf]]

#### 预览

[[assets/docs/261029_0822__外资研报__【个股-ALAB】【英】CITI-聚焦UALink竞争力-维持买入-20261026.pdf|【个股-ALAB】【英】CITI-聚焦UALink竞争力-维持买入-20261026.pdf]]

### 【个股-AMZN】【英】SemiAnalysis-亚马逊Trainium挑战训练芯片霸主-20261024.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214812822154821/download_url
- 本地资源：[[assets/docs/261029_0822__外资研报__【个股-AMZN】【英】SemiAnalysis-亚马逊Trainium挑战训练芯片霸主-20261024.pdf|【个股-AMZN】【英】SemiAnalysis-亚马逊Trainium挑战训练芯片霸主-20261024.pdf]]

#### 预览

[[assets/docs/261029_0822__外资研报__【个股-AMZN】【英】SemiAnalysis-亚马逊Trainium挑战训练芯片霸主-20261024.pdf|【个股-AMZN】【英】SemiAnalysis-亚马逊Trainium挑战训练芯片霸主-20261024.pdf]]

### 【个股-ASML】【英】UBS-ASML估值究竟计入了什么-20261027.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181584544821512/download_url
- 本地资源：[[assets/docs/261029_0822__外资研报__【个股-ASML】【英】UBS-ASML估值究竟计入了什么-20261027.pdf|【个股-ASML】【英】UBS-ASML估值究竟计入了什么-20261027.pdf]]

#### 预览

[[assets/docs/261029_0822__外资研报__【个股-ASML】【英】UBS-ASML估值究竟计入了什么-20261027.pdf|【个股-ASML】【英】UBS-ASML估值究竟计入了什么-20261027.pdf]]

### 【个股-CLS】【英】GS-Celestica三季报：上调预期-2027年展望强劲-20261027.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814812822154852/download_url
- 本地资源：[[assets/docs/261029_0822__外资研报__【个股-CLS】【英】GS-Celestica三季报：上调预期-2027年展望强劲-20261027.pdf|【个股-CLS】【英】GS-Celestica三季报：上调预期-2027年展望强劲-20261027.pdf]]

#### 预览

[[assets/docs/261029_0822__外资研报__【个股-CLS】【英】GS-Celestica三季报：上调预期-2027年展望强劲-20261027.pdf|【个股-CLS】【英】GS-Celestica三季报：上调预期-2027年展望强劲-20261027.pdf]]

### 【个股-CLS】【英】JPM-三季报速览：2027展望强劲但FCF存疑-20261026.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214812822154851/download_url
- 本地资源：[[assets/docs/261029_0822__外资研报__【个股-CLS】【英】JPM-三季报速览：2027展望强劲但FCF存疑-20261026.pdf|【个股-CLS】【英】JPM-三季报速览：2027展望强劲但FCF存疑-20261026.pdf]]

#### 预览

[[assets/docs/261029_0822__外资研报__【个股-CLS】【英】JPM-三季报速览：2027展望强劲但FCF存疑-20261026.pdf|【个股-CLS】【英】JPM-三季报速览：2027展望强劲但FCF存疑-20261026.pdf]]

### 【个股-688836】【英】JPM-宇树科技：物理AI曲线前移-双升增持-20261025.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/261029_0822__外资研报__【个股-688836】【英】JPM-宇树科技：物理AI曲线前移-双升增持-20261025.pdf|【个股-688836】【英】JPM-宇树科技：物理AI曲线前移-双升增持-20261025.pdf]]

#### 预览

[[assets/docs/261029_0822__外资研报__【个股-688836】【英】JPM-宇树科技：物理AI曲线前移-双升增持-20261025.pdf|【个股-688836】【英】JPM-宇树科技：物理AI曲线前移-双升增持-20261025.pdf]]

### 【个股-AAPL】【英】GS-苹果新机与Duo驱动2027财年增长-20261027.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412815855142848/download_url
- 本地资源：[[assets/docs/261029_0822__外资研报__【个股-AAPL】【英】GS-苹果新机与Duo驱动2027财年增长-20261027.pdf|【个股-AAPL】【英】GS-苹果新机与Duo驱动2027财年增长-20261027.pdf]]

#### 预览

[[assets/docs/261029_0822__外资研报__【个股-AAPL】【英】GS-苹果新机与Duo驱动2027财年增长-20261027.pdf|【个股-AAPL】【英】GS-苹果新机与Duo驱动2027财年增长-20261027.pdf]]

### 【个股-AAPL】【英】JPM-苹果供货追踪：Duo交期延长-Pro需求具韧性-20261025.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181584544821552/download_url
- 本地资源：[[assets/docs/261029_0822__外资研报__【个股-AAPL】【英】JPM-苹果供货追踪：Duo交期延长-Pro需求具韧性-20261025.pdf|【个股-AAPL】【英】JPM-苹果供货追踪：Duo交期延长-Pro需求具韧性-20261025.pdf]]

#### 预览

[[assets/docs/261029_0822__外资研报__【个股-AAPL】【英】JPM-苹果供货追踪：Duo交期延长-Pro需求具韧性-20261025.pdf|【个股-AAPL】【英】JPM-苹果供货追踪：Duo交期延长-Pro需求具韧性-20261025.pdf]]