---
title: "#外资研报"
topic_id: 22258212248154521
created_at: 2026-10-29T08:22:10.719+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：593
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258212248154521)
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## 正文

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## 总体总结

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## 文档

### GS-中国医疗保健：ESMO 2026：中国研究摘要要点-China Healthcare_ ESMO 2026 China data_ Takeaways from abstracts.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181584544824542/download_url
- 本地资源：[[assets/docs/261029_0822__外资研报__GS-中国医疗保健：ESMO 2026：中国研究摘要要点-China Healthcare_ ESMO 2026 China data_ Takeaways from abstracts.pdf|GS-中国医疗保健：ESMO 2026：中国研究摘要要点-China Healthcare_ ESMO 2026 China data_ Takeaways from abstracts.pdf]]

#### 预览

[[assets/docs/261029_0822__外资研报__GS-中国医疗保健：ESMO 2026：中国研究摘要要点-China Healthcare_ ESMO 2026 China data_ Takeaways from abstracts.pdf|GS-中国医疗保健：ESMO 2026：中国研究摘要要点-China Healthcare_ ESMO 2026 China data_ Takeaways from abstracts.pdf]]

### JPM-亚太信用综述：新韩银行、SK海力士、丽新发展、Continuum-20261028.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214812822152541/download_url
- 本地资源：[[assets/docs/261029_0822__外资研报__JPM-亚太信用综述：新韩银行、SK海力士、丽新发展、Continuum-20261028.pdf|JPM-亚太信用综述：新韩银行、SK海力士、丽新发展、Continuum-20261028.pdf]]

#### 预览

[[assets/docs/261029_0822__外资研报__JPM-亚太信用综述：新韩银行、SK海力士、丽新发展、Continuum-20261028.pdf|JPM-亚太信用综述：新韩银行、SK海力士、丽新发展、Continuum-20261028.pdf]]

### JPM-重返正轨-20261028.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584185155825284/download_url
- 本地资源：[[assets/docs/261029_0822__外资研报__JPM-重返正轨-20261028.pdf|JPM-重返正轨-20261028.pdf]]

#### 预览

[[assets/docs/261029_0822__外资研报__JPM-重返正轨-20261028.pdf|JPM-重返正轨-20261028.pdf]]

### MS-美联储决议前美债收益率曲线趋平-20261027.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814812822152512/download_url
- 本地资源：[[assets/docs/261029_0822__外资研报__MS-美联储决议前美债收益率曲线趋平-20261027.pdf|MS-美联储决议前美债收益率曲线趋平-20261027.pdf]]

#### 预览

[[assets/docs/261029_0822__外资研报__MS-美联储决议前美债收益率曲线趋平-20261027.pdf|MS-美联储决议前美债收益率曲线趋平-20261027.pdf]]

### MS-英特尔收购Classiq凸显量子软件机遇-20261028.pdf

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- 本地资源：[[assets/docs/261029_0822__外资研报__MS-英特尔收购Classiq凸显量子软件机遇-20261028.pdf|MS-英特尔收购Classiq凸显量子软件机遇-20261028.pdf]]

#### 预览

[[assets/docs/261029_0822__外资研报__MS-英特尔收购Classiq凸显量子软件机遇-20261028.pdf|MS-英特尔收购Classiq凸显量子软件机遇-20261028.pdf]]

### MS-宇树科技：世界物理AI大会观察——智能化雄心.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/261029_0822__外资研报__MS-宇树科技：世界物理AI大会观察——智能化雄心.pdf|MS-宇树科技：世界物理AI大会观察——智能化雄心.pdf]]

#### 预览

[[assets/docs/261029_0822__外资研报__MS-宇树科技：世界物理AI大会观察——智能化雄心.pdf|MS-宇树科技：世界物理AI大会观察——智能化雄心.pdf]]

### MS-长电科技：资本开支大幅上调，毛利率改善；增持.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181584544824282/download_url
- 本地资源：[[assets/docs/261029_0822__外资研报__MS-长电科技：资本开支大幅上调，毛利率改善；增持.pdf|MS-长电科技：资本开支大幅上调，毛利率改善；增持.pdf]]

#### 预览

[[assets/docs/261029_0822__外资研报__MS-长电科技：资本开支大幅上调，毛利率改善；增持.pdf|MS-长电科技：资本开支大幅上调，毛利率改善；增持.pdf]]

### GS-中国半导体：9月集成电路进出口总额同比增长74.7%Greater China Semis_ Sep_ IC import_export value +74.7 YoY.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412815855145848/download_url
- 本地资源：[[assets/docs/261029_0822__外资研报__GS-中国半导体：9月集成电路进出口总额同比增长74.7%Greater China Semis_ Sep_ IC import_export value +74.7 YoY.pdf|GS-中国半导体：9月集成电路进出口总额同比增长74.7%Greater China Semis_ Sep_ IC import_export value +74.7 YoY.pdf]]

#### 预览

[[assets/docs/261029_0822__外资研报__GS-中国半导体：9月集成电路进出口总额同比增长74.7%Greater China Semis_ Sep_ IC import_export value +74.7 YoY.pdf|GS-中国半导体：9月集成电路进出口总额同比增长74.7%Greater China Semis_ Sep_ IC import_export value +74.7 YoY.pdf]]

### GS-中国观察：现金回报是对冲美国利率上升及中国利率下降的最佳方式China Musings_ Cash return is the best hedge to higher US rates (and lower China rates).pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584185155825124/download_url
- 本地资源：[[assets/docs/261029_0822__外资研报__GS-中国观察：现金回报是对冲美国利率上升及中国利率下降的最佳方式China Musings_ Cash return is the best hedge to higher US rates (and lower China rates).pdf|GS-中国观察：现金回报是对冲美国利率上升及中国利率下降的最佳方式China Musings_ Cash return is the best hedge to higher US rates (and lower China rates).pdf]]

#### 预览

[[assets/docs/261029_0822__外资研报__GS-中国观察：现金回报是对冲美国利率上升及中国利率下降的最佳方式China Musings_ Cash return is the best hedge to higher US rates (and lower China rates).pdf|GS-中国观察：现金回报是对冲美国利率上升及中国利率下降的最佳方式China Musings_ Cash return is the best hedge to higher US rates (and lower China rates).pdf]]