---
title: "#外资研报"
topic_id: 82258458842214882
created_at: 2026-10-30T08:26:14.251+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：463
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258458842214882)
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## 文档

### GS-台湾科技：PCB_CCL 2026 调研核心要点：升级节奏加快_高单价_高盈利 ABF 机遇持续打开 Taiwan Technology PCBCCL tour 2026 key takeaways Upgrade pace accelerating; Expanding High ASPProfitability ABF opportunity.pd.pdf

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- 本地资源：[[assets/docs/261030_0826__外资研报__GS-台湾科技：PCB_CCL 2026 调研核心要点：升级节奏加快_高单价_高盈利 ABF 机遇持续打开 Taiwan Technology PCBCCL tour 2026 key takeaways Upgrade pace accelerating; Expanding High ASPProfitabi.pdf|GS-台湾科技：PCB_CCL 2026 调研核心要点：升级节奏加快_高单价_高盈利 ABF 机遇持续打开 Taiwan Technology PCBCCL tour 2026 key takeaways Upgrade pace accelerating; Expanding High ASPProfitability ABF opportunity.pd.pdf]]

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[[assets/docs/261030_0826__外资研报__GS-台湾科技：PCB_CCL 2026 调研核心要点：升级节奏加快_高单价_高盈利 ABF 机遇持续打开 Taiwan Technology PCBCCL tour 2026 key takeaways Upgrade pace accelerating; Expanding High ASPProfitabi.pdf|GS-台湾科技：PCB_CCL 2026 调研核心要点：升级节奏加快_高单价_高盈利 ABF 机遇持续打开 Taiwan Technology PCBCCL tour 2026 key takeaways Upgrade pace accelerating; Expanding High ASPProfitability ABF opportunity.pd.pdf]]

### GS-亚太地区投资策略｜韩国：即便采用更保守的估值假设，风险回报依然具备吸引力 Asia-Pacific Portfolio Strategy Korea Favorable risk_reward even with more conservative valuation assumptions.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584185515542214/download_url
- 本地资源：[[assets/docs/261030_0826__外资研报__GS-亚太地区投资策略｜韩国：即便采用更保守的估值假设，风险回报依然具备吸引力 Asia-Pacific Portfolio Strategy Korea Favorable risk_reward even with more conservative valuation assumptions.pdf|GS-亚太地区投资策略｜韩国：即便采用更保守的估值假设，风险回报依然具备吸引力 Asia-Pacific Portfolio Strategy Korea Favorable risk_reward even with more conservative valuation assumptions.pdf]]

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[[assets/docs/261030_0826__外资研报__GS-亚太地区投资策略｜韩国：即便采用更保守的估值假设，风险回报依然具备吸引力 Asia-Pacific Portfolio Strategy Korea Favorable risk_reward even with more conservative valuation assumptions.pdf|GS-亚太地区投资策略｜韩国：即便采用更保守的估值假设，风险回报依然具备吸引力 Asia-Pacific Portfolio Strategy Korea Favorable risk_reward even with more conservative valuation assumptions.pdf]]

### GS-预测美国三季度GDP增长3-3%-20261029.pdf

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- 本地资源：[[assets/docs/261030_0826__外资研报__GS-预测美国三季度GDP增长3-3%-20261029.pdf|GS-预测美国三季度GDP增长3-3%-20261029.pdf]]

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[[assets/docs/261030_0826__外资研报__GS-预测美国三季度GDP增长3-3%-20261029.pdf|GS-预测美国三季度GDP增长3-3%-20261029.pdf]]

### GS-折扣零售商专家电话会纪要.pdf

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[[assets/docs/261030_0826__外资研报__GS-折扣零售商专家电话会纪要.pdf|GS-折扣零售商专家电话会纪要.pdf]]

### GS-中国AI机器人：物理AI基础模型专家访谈-20261029.pdf

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[[assets/docs/261030_0826__外资研报__GS-中国AI机器人：物理AI基础模型专家访谈-20261029.pdf|GS-中国AI机器人：物理AI基础模型专家访谈-20261029.pdf]]

### GS-美光科技网络研讨会交叉解读：利好东京电子、迪思科、荏原制作所及国际电气.pdf

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[[assets/docs/261030_0826__外资研报__GS-美光科技网络研讨会交叉解读：利好东京电子、迪思科、荏原制作所及国际电气.pdf|GS-美光科技网络研讨会交叉解读：利好东京电子、迪思科、荏原制作所及国际电气.pdf]]

### GS-美联储按兵不动-两官员主张加息25基点-20261029.pdf

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[[assets/docs/261030_0826__外资研报__GS-美联储按兵不动-两官员主张加息25基点-20261029.pdf|GS-美联储按兵不动-两官员主张加息25基点-20261029.pdf]]

### GS-全球经济分析师：重新审视AI对劳动力替代的程度与时机.pdf

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[[assets/docs/261030_0826__外资研报__GS-全球经济分析师：重新审视AI对劳动力替代的程度与时机.pdf|GS-全球经济分析师：重新审视AI对劳动力替代的程度与时机.pdf]]

### GS-三季度财政收紧与地产疲弱令投资放缓-20261029.pdf

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[[assets/docs/261030_0826__外资研报__GS-三季度财政收紧与地产疲弱令投资放缓-20261029.pdf|GS-三季度财政收紧与地产疲弱令投资放缓-20261029.pdf]]