---
title: "#外资研报"
topic_id: 14425124852221842
created_at: 2026-11-03T08:34:05.414+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：363
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425124852221842)
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## 正文

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## 总体总结

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## 文档

### 【个股-603486】【英】MS-科沃斯：3Q26毛利率压力显现-20261101.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814814821811552/download_url
- 本地资源：[[assets/docs/261103_0834__外资研报__【个股-603486】【英】MS-科沃斯：3Q26毛利率压力显现-20261101.pdf|【个股-603486】【英】MS-科沃斯：3Q26毛利率压力显现-20261101.pdf]]

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[[assets/docs/261103_0834__外资研报__【个股-603486】【英】MS-科沃斯：3Q26毛利率压力显现-20261101.pdf|【个股-603486】【英】MS-科沃斯：3Q26毛利率压力显现-20261101.pdf]]

### 【个股-603986】【英】MS-存储景气延续-利润率终将正常化-20261029.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181581548588222/download_url
- 本地资源：[[assets/docs/261103_0834__外资研报__【个股-603986】【英】MS-存储景气延续-利润率终将正常化-20261029.pdf|【个股-603986】【英】MS-存储景气延续-利润率终将正常化-20261029.pdf]]

#### 预览

[[assets/docs/261103_0834__外资研报__【个股-603986】【英】MS-存储景气延续-利润率终将正常化-20261029.pdf|【个股-603986】【英】MS-存储景气延续-利润率终将正常化-20261029.pdf]]

### 【个股-688008-6809】【英】CITI-四季度业绩超预期-服务器内存动能增强-20261029.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181581548588252/download_url
- 本地资源：[[assets/docs/261103_0834__外资研报__【个股-688008-6809】【英】CITI-四季度业绩超预期-服务器内存动能增强-20261029.pdf|【个股-688008-6809】【英】CITI-四季度业绩超预期-服务器内存动能增强-20261029.pdf]]

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[[assets/docs/261103_0834__外资研报__【个股-688008-6809】【英】CITI-四季度业绩超预期-服务器内存动能增强-20261029.pdf|【个股-688008-6809】【英】CITI-四季度业绩超预期-服务器内存动能增强-20261029.pdf]]

### 【个股-688017】【英】JPM-绿的谐波：销售强劲、利润率承压并扩产-20261102.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/261103_0834__外资研报__【个股-688017】【英】JPM-绿的谐波：销售强劲、利润率承压并扩产-20261102.pdf|【个股-688017】【英】JPM-绿的谐波：销售强劲、利润率承压并扩产-20261102.pdf]]

#### 预览

[[assets/docs/261103_0834__外资研报__【个股-688017】【英】JPM-绿的谐波：销售强劲、利润率承压并扩产-20261102.pdf|【个股-688017】【英】JPM-绿的谐波：销售强劲、利润率承压并扩产-20261102.pdf]]

### 【个股-AAPL】【英】JPM-苹果：Duo交期不变-Pro交期放缓-20261101.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/261103_0834__外资研报__【个股-AAPL】【英】JPM-苹果：Duo交期不变-Pro交期放缓-20261101.pdf|【个股-AAPL】【英】JPM-苹果：Duo交期不变-Pro交期放缓-20261101.pdf]]

#### 预览

[[assets/docs/261103_0834__外资研报__【个股-AAPL】【英】JPM-苹果：Duo交期不变-Pro交期放缓-20261101.pdf|【个股-AAPL】【英】JPM-苹果：Duo交期不变-Pro交期放缓-20261101.pdf]]

### 【个股-AMZN】【英】GS-亚马逊Q3’26业绩初评-20261030.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/261103_0834__外资研报__【个股-AMZN】【英】GS-亚马逊Q3’26业绩初评-20261030.pdf|【个股-AMZN】【英】GS-亚马逊Q3’26业绩初评-20261030.pdf]]

#### 预览

[[assets/docs/261103_0834__外资研报__【个股-AMZN】【英】GS-亚马逊Q3’26业绩初评-20261030.pdf|【个股-AMZN】【英】GS-亚马逊Q3’26业绩初评-20261030.pdf]]

### 【个股-603290】【英】UBS-斯达半导：利润不及预期-毛利率承压-20261030.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412812851811448/download_url
- 本地资源：[[assets/docs/261103_0834__外资研报__【个股-603290】【英】UBS-斯达半导：利润不及预期-毛利率承压-20261030.pdf|【个股-603290】【英】UBS-斯达半导：利润不及预期-毛利率承压-20261030.pdf]]

#### 预览

[[assets/docs/261103_0834__外资研报__【个股-603290】【英】UBS-斯达半导：利润不及预期-毛利率承压-20261030.pdf|【个股-603290】【英】UBS-斯达半导：利润不及预期-毛利率承压-20261030.pdf]]

### 【个股-603486】【英】CITI-科沃斯3Q26业绩不及预期-毛利率承压-20261101.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214814821811551/download_url
- 本地资源：[[assets/docs/261103_0834__外资研报__【个股-603486】【英】CITI-科沃斯3Q26业绩不及预期-毛利率承压-20261101.pdf|【个股-603486】【英】CITI-科沃斯3Q26业绩不及预期-毛利率承压-20261101.pdf]]

#### 预览

[[assets/docs/261103_0834__外资研报__【个股-603486】【英】CITI-科沃斯3Q26业绩不及预期-毛利率承压-20261101.pdf|【个股-603486】【英】CITI-科沃斯3Q26业绩不及预期-毛利率承压-20261101.pdf]]

### 【个股-603486】【英】JPM-科沃斯：利润冲击盖过增长-维持低配-20261102.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584184158188224/download_url
- 本地资源：[[assets/docs/261103_0834__外资研报__【个股-603486】【英】JPM-科沃斯：利润冲击盖过增长-维持低配-20261102.pdf|【个股-603486】【英】JPM-科沃斯：利润冲击盖过增长-维持低配-20261102.pdf]]

#### 预览

[[assets/docs/261103_0834__外资研报__【个股-603486】【英】JPM-科沃斯：利润冲击盖过增长-维持低配-20261102.pdf|【个股-603486】【英】JPM-科沃斯：利润冲击盖过增长-维持低配-20261102.pdf]]