--- title: "#外资研报" topic_id: 82258212248154222 created_at: 2026-10-29T08:22:24.250+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：591 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258212248154222) - 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 ### CITI-中国地产投资者仓位与板块估值-20261027.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584185155825514/download_url - 本地资源：[[assets/docs/261029_0822__外资研报__CITI-中国地产投资者仓位与板块估值-20261027.pdf|CITI-中国地产投资者仓位与板块估值-20261027.pdf]] #### 预览 [[assets/docs/261029_0822__外资研报__CITI-中国地产投资者仓位与板块估值-20261027.pdf|CITI-中国地产投资者仓位与板块估值-20261027.pdf]] ### Citi-中国互联网：基本面仍有韧性，市场接近恐慌性抛售阶段China Internet Approaching Capitulation While Fundamentals Remain Resilient.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412815855145248/download_url - 本地资源：[[assets/docs/261029_0822__外资研报__Citi-中国互联网：基本面仍有韧性，市场接近恐慌性抛售阶段China Internet Approaching Capitulation While Fundamentals Remain Resilient.pdf|Citi-中国互联网：基本面仍有韧性，市场接近恐慌性抛售阶段China Internet Approaching Capitulation While Fundamentals Remain Resilient.pdf]] #### 预览 [[assets/docs/261029_0822__外资研报__Citi-中国互联网：基本面仍有韧性，市场接近恐慌性抛售阶段China Internet Approaching Capitulation While Fundamentals Remain Resilient.pdf|Citi-中国互联网：基本面仍有韧性，市场接近恐慌性抛售阶段China Internet Approaching Capitulation While Fundamentals Remain Resilient.pdf]] ### Citi-中国化妆品：双十一第二篇：毛戈平、珀莱雅进展顺利；首选毛戈平China Consumer Cosmetics 2026 Double 11 Part 2 Mao Geping and Proya progressing well Top Pick Mao Geping.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814812822152212/download_url - 本地资源：[[assets/docs/261029_0822__外资研报__Citi-中国化妆品：双十一第二篇：毛戈平、珀莱雅进展顺利；首选毛戈平China Consumer Cosmetics 2026 Double 11 Part 2 Mao Geping and Proya progressing well Top Pick Mao Geping.pdf|Citi-中国化妆品：双十一第二篇：毛戈平、珀莱雅进展顺利；首选毛戈平China Consumer Cosmetics 2026 Double 11 Part 2 Mao Geping and Proya progressing well Top Pick Mao Geping.pdf]] #### 预览 [[assets/docs/261029_0822__外资研报__Citi-中国化妆品：双十一第二篇：毛戈平、珀莱雅进展顺利；首选毛戈平China Consumer Cosmetics 2026 Double 11 Part 2 Mao Geping and Proya progressing well Top Pick Mao Geping.pdf|Citi-中国化妆品：双十一第二篇：毛戈平、珀莱雅进展顺利；首选毛戈平China Consumer Cosmetics 2026 Double 11 Part 2 Mao Geping and Proya progressing well Top Pick Mao Geping.pdf]] ### Citi-中国巨石：电子布紧张或延续至2027年，关注进一步涨价及低介电产品进展.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214812822152281/download_url - 本地资源：[[assets/docs/261029_0822__外资研报__Citi-中国巨石：电子布紧张或延续至2027年，关注进一步涨价及低介电产品进展.pdf|Citi-中国巨石：电子布紧张或延续至2027年，关注进一步涨价及低介电产品进展.pdf]] #### 预览 [[assets/docs/261029_0822__外资研报__Citi-中国巨石：电子布紧张或延续至2027年，关注进一步涨价及低介电产品进展.pdf|Citi-中国巨石：电子布紧张或延续至2027年，关注进一步涨价及低介电产品进展.pdf]] ### Citi-中集集团：海工船厂调研：预计2028年底产能翻倍，重申2026年三季度预测.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214812822152211/download_url - 本地资源：[[assets/docs/261029_0822__外资研报__Citi-中集集团：海工船厂调研：预计2028年底产能翻倍，重申2026年三季度预测.pdf|Citi-中集集团：海工船厂调研：预计2028年底产能翻倍，重申2026年三季度预测.pdf]] #### 预览 [[assets/docs/261029_0822__外资研报__Citi-中集集团：海工船厂调研：预计2028年底产能翻倍，重申2026年三季度预测.pdf|Citi-中集集团：海工船厂调研：预计2028年底产能翻倍，重申2026年三季度预测.pdf]] ### Citi-深南电路：三季度盈利接近业绩预告区间上限.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181584544824122/download_url - 本地资源：[[assets/docs/261029_0822__外资研报__Citi-深南电路：三季度盈利接近业绩预告区间上限.pdf|Citi-深南电路：三季度盈利接近业绩预告区间上限.pdf]] #### 预览 [[assets/docs/261029_0822__外资研报__Citi-深南电路：三季度盈利接近业绩预告区间上限.pdf|Citi-深南电路：三季度盈利接近业绩预告区间上限.pdf]] ### CITI-数字资产月度报告：加密货币进入横盘整理阶段-20261027.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584185155825414/download_url - 本地资源：[[assets/docs/261029_0822__外资研报__CITI-数字资产月度报告：加密货币进入横盘整理阶段-20261027.pdf|CITI-数字资产月度报告：加密货币进入横盘整理阶段-20261027.pdf]] #### 预览 [[assets/docs/261029_0822__外资研报__CITI-数字资产月度报告：加密货币进入横盘整理阶段-20261027.pdf|CITI-数字资产月度报告：加密货币进入横盘整理阶段-20261027.pdf]] ### Citi-原油观察：短期上涨风险较大，兼论全球路演反Oil Monitor Large near-term upside risks and global marketing trip takeaways.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181584544824112/download_url - 本地资源：[[assets/docs/261029_0822__外资研报__Citi-原油观察：短期上涨风险较大，兼论全球路演反Oil Monitor Large near-term upside risks and global marketing trip takeaways.pdf|Citi-原油观察：短期上涨风险较大，兼论全球路演反Oil Monitor Large near-term upside risks and global marketing trip takeaways.pdf]] #### 预览 [[assets/docs/261029_0822__外资研报__Citi-原油观察：短期上涨风险较大，兼论全球路演反Oil Monitor Large near-term upside risks and global marketing trip takeaways.pdf|Citi-原油观察：短期上涨风险较大，兼论全球路演反Oil Monitor Large near-term upside risks and global marketing trip takeaways.pdf]] ### Citi-中国AI内容热潮利好平台、IP及工具，对内容制作商的利好较少China Interactive Media Entertainment AI Content Boom Benefiting Platforms IPs Tools But Less for Producers.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181584544824142/download_url - 本地资源：[[assets/docs/261029_0822__外资研报__Citi-中国AI内容热潮利好平台、IP及工具，对内容制作商的利好较少China Interactive Media Entertainment AI Content Boom Benefiting Platforms IPs Tools But Less for Producers.pdf|Citi-中国AI内容热潮利好平台、IP及工具，对内容制作商的利好较少China Interactive Media Entertainment AI Content Boom Benefiting Platforms IPs Tools But Less for Producers.pdf]] #### 预览 [[assets/docs/261029_0822__外资研报__Citi-中国AI内容热潮利好平台、IP及工具，对内容制作商的利好较少China Interactive Media Entertainment AI Content Boom Benefiting Platforms IPs Tools But Less for Producers.pdf|Citi-中国AI内容热潮利好平台、IP及工具，对内容制作商的利好较少China Interactive Media Entertainment AI Content Boom Benefiting Platforms IPs Tools But Less for Producers.pdf]]