---
title: "#外资研报"
topic_id: 45548248825511158
created_at: 2026-10-30T08:26:44.901+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：459
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548248825511158)
- 附件：图片 0，音频 0，文档 9
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## 图片

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## 正文

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## 总体总结

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## 文档

### 【个股-601231】【英】MS-光模块进展明确-短期利润率承压-20261028.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214812282451541/download_url
- 本地资源：[[assets/docs/261030_0826__外资研报__【个股-601231】【英】MS-光模块进展明确-短期利润率承压-20261028.pdf|【个股-601231】【英】MS-光模块进展明确-短期利润率承压-20261028.pdf]]

#### 预览

[[assets/docs/261030_0826__外资研报__【个股-601231】【英】MS-光模块进展明确-短期利润率承压-20261028.pdf|【个股-601231】【英】MS-光模块进展明确-短期利润率承压-20261028.pdf]]

### 【个股-688126】【英】GS-NSIG 300mm扩产提速-光子SOI量产爬坡-20261029.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814812282451852/download_url
- 本地资源：[[assets/docs/261030_0826__外资研报__【个股-688126】【英】GS-NSIG 300mm扩产提速-光子SOI量产爬坡-20261029.pdf|【个股-688126】【英】GS-NSIG 300mm扩产提速-光子SOI量产爬坡-20261029.pdf]]

#### 预览

[[assets/docs/261030_0826__外资研报__【个股-688126】【英】GS-NSIG 300mm扩产提速-光子SOI量产爬坡-20261029.pdf|【个股-688126】【英】GS-NSIG 300mm扩产提速-光子SOI量产爬坡-20261029.pdf]]

### 【个股-688820】【英】MS-SJ半导体3Q26业绩不及预期-维持谨慎-20261028.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412815585241848/download_url
- 本地资源：[[assets/docs/261030_0826__外资研报__【个股-688820】【英】MS-SJ半导体3Q26业绩不及预期-维持谨慎-20261028.pdf|【个股-688820】【英】MS-SJ半导体3Q26业绩不及预期-维持谨慎-20261028.pdf]]

#### 预览

[[assets/docs/261030_0826__外资研报__【个股-688820】【英】MS-SJ半导体3Q26业绩不及预期-维持谨慎-20261028.pdf|【个股-688820】【英】MS-SJ半导体3Q26业绩不及预期-维持谨慎-20261028.pdf]]

### 【个股-688836】【英】JPM-宇树科技：三季度高增长与生态提速-20261028.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181584454128552/download_url
- 本地资源：[[assets/docs/261030_0826__外资研报__【个股-688836】【英】JPM-宇树科技：三季度高增长与生态提速-20261028.pdf|【个股-688836】【英】JPM-宇树科技：三季度高增长与生态提速-20261028.pdf]]

#### 预览

[[assets/docs/261030_0826__外资研报__【个股-688836】【英】JPM-宇树科技：三季度高增长与生态提速-20261028.pdf|【个股-688836】【英】JPM-宇树科技：三季度高增长与生态提速-20261028.pdf]]

### 【个股-AAPL】【英】GS-“Pro and Tell”评测：触控Mac-iPad支撑需求-高端组合缓解约束-20261029.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584185515428114/download_url
- 本地资源：[[assets/docs/261030_0826__外资研报__【个股-AAPL】【英】GS-“Pro and Tell”评测：触控Mac-iPad支撑需求-高端组合缓解约束-20261029.pdf|【个股-AAPL】【英】GS-“Pro and Tell”评测：触控Mac-iPad支撑需求-高端组合缓解约束-20261029.pdf]]

#### 预览

[[assets/docs/261030_0826__外资研报__【个股-AAPL】【英】GS-“Pro and Tell”评测：触控Mac-iPad支撑需求-高端组合缓解约束-20261029.pdf|【个股-AAPL】【英】GS-“Pro and Tell”评测：触控Mac-iPad支撑需求-高端组合缓解约束-20261029.pdf]]

### 【个股-GOOG- GOOGL】【英】JPM-可穿越的逆流还是搜索结构性放缓-20261029.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214812282451881/download_url
- 本地资源：[[assets/docs/261030_0826__外资研报__【个股-GOOG- GOOGL】【英】JPM-可穿越的逆流还是搜索结构性放缓-20261029.pdf|【个股-GOOG- GOOGL】【英】JPM-可穿越的逆流还是搜索结构性放缓-20261029.pdf]]

#### 预览

[[assets/docs/261030_0826__外资研报__【个股-GOOG- GOOGL】【英】JPM-可穿越的逆流还是搜索结构性放缓-20261029.pdf|【个股-GOOG- GOOGL】【英】JPM-可穿越的逆流还是搜索结构性放缓-20261029.pdf]]

### 【个股-300394】【英】MS-3Q26营收加速显示组件供应改善-20261028.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584185515428124/download_url
- 本地资源：[[assets/docs/261030_0826__外资研报__【个股-300394】【英】MS-3Q26营收加速显示组件供应改善-20261028.pdf|【个股-300394】【英】MS-3Q26营收加速显示组件供应改善-20261028.pdf]]

#### 预览

[[assets/docs/261030_0826__外资研报__【个股-300394】【英】MS-3Q26营收加速显示组件供应改善-20261028.pdf|【个股-300394】【英】MS-3Q26营收加速显示组件供应改善-20261028.pdf]]

### 【个股-600547】【英】MS-三季度业绩不及预期-20261028.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412815585241888/download_url
- 本地资源：[[assets/docs/261030_0826__外资研报__【个股-600547】【英】MS-三季度业绩不及预期-20261028.pdf|【个股-600547】【英】MS-三季度业绩不及预期-20261028.pdf]]

#### 预览

[[assets/docs/261030_0826__外资研报__【个股-600547】【英】MS-三季度业绩不及预期-20261028.pdf|【个股-600547】【英】MS-三季度业绩不及预期-20261028.pdf]]

### 【个股-600547-1787】【英】JPM-山东黄金A-H三季报：成本飙升高税率致亏-20261028.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814812282451882/download_url
- 本地资源：[[assets/docs/261030_0826__外资研报__【个股-600547-1787】【英】JPM-山东黄金A-H三季报：成本飙升高税率致亏-20261028.pdf|【个股-600547-1787】【英】JPM-山东黄金A-H三季报：成本飙升高税率致亏-20261028.pdf]]

#### 预览

[[assets/docs/261030_0826__外资研报__【个股-600547-1787】【英】JPM-山东黄金A-H三季报：成本飙升高税率致亏-20261028.pdf|【个股-600547-1787】【英】JPM-山东黄金A-H三季报：成本飙升高税率致亏-20261028.pdf]]