---
title: "#外资研报"
topic_id: 14425484415824822
created_at: 2026-10-29T08:21:57.390+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：594
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425484415824822)
- 附件：图片 0，音频 0，文档 9
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## 正文

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## 总体总结

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## 文档

### UBS-半导体-经销商追踪：行业周期持续推进Semiconductors -UBS Evidence Lab Semis Distributor Tracker – cycle ticking along.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814812822158552/download_url
- 本地资源：[[assets/docs/261029_0821__外资研报__UBS-半导体-经销商追踪：行业周期持续推进Semiconductors -UBS Evidence Lab Semis Distributor Tracker – cycle ticking along.pdf|UBS-半导体-经销商追踪：行业周期持续推进Semiconductors -UBS Evidence Lab Semis Distributor Tracker – cycle ticking along.pdf]]

#### 预览

[[assets/docs/261029_0821__外资研报__UBS-半导体-经销商追踪：行业周期持续推进Semiconductors -UBS Evidence Lab Semis Distributor Tracker – cycle ticking along.pdf|UBS-半导体-经销商追踪：行业周期持续推进Semiconductors -UBS Evidence Lab Semis Distributor Tracker – cycle ticking along.pdf]]

### UBS-近期抛售后-中国科技股重回原点-20261028.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814812822155122/download_url
- 本地资源：[[assets/docs/261029_0821__外资研报__UBS-近期抛售后-中国科技股重回原点-20261028.pdf|UBS-近期抛售后-中国科技股重回原点-20261028.pdf]]

#### 预览

[[assets/docs/261029_0821__外资研报__UBS-近期抛售后-中国科技股重回原点-20261028.pdf|UBS-近期抛售后-中国科技股重回原点-20261028.pdf]]

### UBS-科技股抛售后的中国股市展望-20261028.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214812822158551/download_url
- 本地资源：[[assets/docs/261029_0821__外资研报__UBS-科技股抛售后的中国股市展望-20261028.pdf|UBS-科技股抛售后的中国股市展望-20261028.pdf]]

#### 预览

[[assets/docs/261029_0821__外资研报__UBS-科技股抛售后的中国股市展望-20261028.pdf|UBS-科技股抛售后的中国股市展望-20261028.pdf]]

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

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584185155822854/download_url
- 本地资源：[[assets/docs/261029_0821__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/261029_0821__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]]

### 伯恩斯坦-SpaceX：更新评级，上调目标价至 268 美元+20261026.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/261029_0821__外资研报__伯恩斯坦-SpaceX：更新评级，上调目标价至 268 美元+20261026.pdf|伯恩斯坦-SpaceX：更新评级，上调目标价至 268 美元+20261026.pdf]]

#### 预览

[[assets/docs/261029_0821__外资研报__伯恩斯坦-SpaceX：更新评级，上调目标价至 268 美元+20261026.pdf|伯恩斯坦-SpaceX：更新评级，上调目标价至 268 美元+20261026.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/261029_0821__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/261029_0821__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

- 状态：downloaded
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- 本地资源：[[assets/docs/261029_0821__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/261029_0821__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]]

### MS-中国股票策略：A股情绪连续第三周徘徊在2024年7月附近水平China Equity Strategy-A-Share Sentiment Remains Near July 2024 Levels for Third Week.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814812822155142/download_url
- 本地资源：[[assets/docs/261029_0821__外资研报__MS-中国股票策略：A股情绪连续第三周徘徊在2024年7月附近水平China Equity Strategy-A-Share Sentiment Remains Near July 2024 Levels for Third Week.pdf|MS-中国股票策略：A股情绪连续第三周徘徊在2024年7月附近水平China Equity Strategy-A-Share Sentiment Remains Near July 2024 Levels for Third Week.pdf]]

#### 预览

[[assets/docs/261029_0821__外资研报__MS-中国股票策略：A股情绪连续第三周徘徊在2024年7月附近水平China Equity Strategy-A-Share Sentiment Remains Near July 2024 Levels for Third Week.pdf|MS-中国股票策略：A股情绪连续第三周徘徊在2024年7月附近水平China Equity Strategy-A-Share Sentiment Remains Near July 2024 Levels for Third Week.pdf]]

### MS-中国生物科技：ESMO大会催化因素前瞻China Biotechnology-Catalyst Preview ESMO Edition.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412815855144128/download_url
- 本地资源：[[assets/docs/261029_0821__外资研报__MS-中国生物科技：ESMO大会催化因素前瞻China Biotechnology-Catalyst Preview ESMO Edition.pdf|MS-中国生物科技：ESMO大会催化因素前瞻China Biotechnology-Catalyst Preview ESMO Edition.pdf]]

#### 预览

[[assets/docs/261029_0821__外资研报__MS-中国生物科技：ESMO大会催化因素前瞻China Biotechnology-Catalyst Preview ESMO Edition.pdf|MS-中国生物科技：ESMO大会催化因素前瞻China Biotechnology-Catalyst Preview ESMO Edition.pdf]]