--- title: "#外资研报" topic_id: 14425124852221812 created_at: 2026-11-03T08:34:07.550+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：362 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425124852221812) - 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 ### 【个股-4519】【英】JPM-礼来业绩对中外研盈利影响-20261030.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814814821255552/download_url - 本地资源：[[assets/docs/261103_0834__外资研报__【个股-4519】【英】JPM-礼来业绩对中外研盈利影响-20261030.pdf|【个股-4519】【英】JPM-礼来业绩对中外研盈利影响-20261030.pdf]] #### 预览 [[assets/docs/261103_0834__外资研报__【个股-4519】【英】JPM-礼来业绩对中外研盈利影响-20261030.pdf|【个股-4519】【英】JPM-礼来业绩对中外研盈利影响-20261030.pdf]] ### 【个股-6181】【英】JPM-高端黄金而非奢侈品-下调至中性-20261101.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412812851544448/download_url - 本地资源：[[assets/docs/261103_0834__外资研报__【个股-6181】【英】JPM-高端黄金而非奢侈品-下调至中性-20261101.pdf|【个股-6181】【英】JPM-高端黄金而非奢侈品-下调至中性-20261101.pdf]] #### 预览 [[assets/docs/261103_0834__外资研报__【个股-6181】【英】JPM-高端黄金而非奢侈品-下调至中性-20261101.pdf|【个股-6181】【英】JPM-高端黄金而非奢侈品-下调至中性-20261101.pdf]] ### 【个股-6869】【英】MS-三季度业绩强劲-AI相关光纤需求旺盛-20261102.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412812851811418/download_url - 本地资源：[[assets/docs/261103_0834__外资研报__【个股-6869】【英】MS-三季度业绩强劲-AI相关光纤需求旺盛-20261102.pdf|【个股-6869】【英】MS-三季度业绩强劲-AI相关光纤需求旺盛-20261102.pdf]] #### 预览 [[assets/docs/261103_0834__外资研报__【个股-6869】【英】MS-三季度业绩强劲-AI相关光纤需求旺盛-20261102.pdf|【个股-6869】【英】MS-三季度业绩强劲-AI相关光纤需求旺盛-20261102.pdf]] ### 【个股-6869】【英】UBS-长飞光纤光缆-20261030.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181581548588282/download_url - 本地资源：[[assets/docs/261103_0834__外资研报__【个股-6869】【英】UBS-长飞光纤光缆-20261030.pdf|【个股-6869】【英】UBS-长飞光纤光缆-20261030.pdf]] #### 预览 [[assets/docs/261103_0834__外资研报__【个股-6869】【英】UBS-长飞光纤光缆-20261030.pdf|【个股-6869】【英】UBS-长飞光纤光缆-20261030.pdf]] ### 【个股-603290】【英】MS-斯达半导：结构性利润率承压-下调至低配-20261030.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214814821255551/download_url - 本地资源：[[assets/docs/261103_0834__外资研报__【个股-603290】【英】MS-斯达半导：结构性利润率承压-下调至低配-20261030.pdf|【个股-603290】【英】MS-斯达半导：结构性利润率承压-下调至低配-20261030.pdf]] #### 预览 [[assets/docs/261103_0834__外资研报__【个股-603290】【英】MS-斯达半导：结构性利润率承压-下调至低配-20261030.pdf|【个股-603290】【英】MS-斯达半导：结构性利润率承压-下调至低配-20261030.pdf]] ### 【个股-603290】【英】MS-斯达半导3Q26盈利持续疲弱-20261029.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181581548422222/download_url - 本地资源：[[assets/docs/261103_0834__外资研报__【个股-603290】【英】MS-斯达半导3Q26盈利持续疲弱-20261029.pdf|【个股-603290】【英】MS-斯达半导3Q26盈利持续疲弱-20261029.pdf]] #### 预览 [[assets/docs/261103_0834__外资研报__【个股-603290】【英】MS-斯达半导3Q26盈利持续疲弱-20261029.pdf|【个股-603290】【英】MS-斯达半导3Q26盈利持续疲弱-20261029.pdf]] ### 【个股-285A】【英】MS-铠侠：预期重置后的重估机会-20261101.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584184158522214/download_url - 本地资源：[[assets/docs/261103_0834__外资研报__【个股-285A】【英】MS-铠侠：预期重置后的重估机会-20261101.pdf|【个股-285A】【英】MS-铠侠：预期重置后的重估机会-20261101.pdf]] #### 预览 [[assets/docs/261103_0834__外资研报__【个股-285A】【英】MS-铠侠：预期重置后的重估机会-20261101.pdf|【个股-285A】【英】MS-铠侠：预期重置后的重估机会-20261101.pdf]] ### 【个股-285A】【英】UBS-铠侠业绩略有瑕疵-20261031.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412812851544488/download_url - 本地资源：[[assets/docs/261103_0834__外资研报__【个股-285A】【英】UBS-铠侠业绩略有瑕疵-20261031.pdf|【个股-285A】【英】UBS-铠侠业绩略有瑕疵-20261031.pdf]] #### 预览 [[assets/docs/261103_0834__外资研报__【个股-285A】【英】UBS-铠侠业绩略有瑕疵-20261031.pdf|【个股-285A】【英】UBS-铠侠业绩略有瑕疵-20261031.pdf]] ### 【个股-2454】【英】JPM-联发科：ASIC管线扩容-执行增强-维持增持-20261101.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181581548422252/download_url - 本地资源：[[assets/docs/261103_0834__外资研报__【个股-2454】【英】JPM-联发科：ASIC管线扩容-执行增强-维持增持-20261101.pdf|【个股-2454】【英】JPM-联发科：ASIC管线扩容-执行增强-维持增持-20261101.pdf]] #### 预览 [[assets/docs/261103_0834__外资研报__【个股-2454】【英】JPM-联发科：ASIC管线扩容-执行增强-维持增持-20261101.pdf|【个股-2454】【英】JPM-联发科：ASIC管线扩容-执行增强-维持增持-20261101.pdf]]