--- title: "#外资研报" topic_id: 45548242451184558 created_at: 2026-11-04T08:28:51.898+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：409 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548242451184558) - 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 ### JPM-全球人形机器人：汽车产业视角下的物理AI（Physical_AI）进展更新.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412812582441888/download_url - 本地资源：[[assets/docs/261104_0828__外资研报__JPM-全球人形机器人：汽车产业视角下的物理AI（Physical_AI）进展更新.pdf|JPM-全球人形机器人：汽车产业视角下的物理AI（Physical_AI）进展更新.pdf]] #### 预览 [[assets/docs/261104_0828__外资研报__JPM-全球人形机器人：汽车产业视角下的物理AI（Physical_AI）进展更新.pdf|JPM-全球人形机器人：汽车产业视角下的物理AI（Physical_AI）进展更新.pdf]] ### JPM-散户雷达：10 月 28 日 —— 财报密集期保持谨慎立场 Retail Radar Oct 28 – Cautious Stance Amid Peak Earnings.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181581451228542/download_url - 本地资源：[[assets/docs/261104_0828__外资研报__JPM-散户雷达：10 月 28 日 —— 财报密集期保持谨慎立场 Retail Radar Oct 28 – Cautious Stance Amid Peak Earnings.pdf|JPM-散户雷达：10 月 28 日 —— 财报密集期保持谨慎立场 Retail Radar Oct 28 – Cautious Stance Amid Peak Earnings.pdf]] #### 预览 [[assets/docs/261104_0828__外资研报__JPM-散户雷达：10 月 28 日 —— 财报密集期保持谨慎立场 Retail Radar Oct 28 – Cautious Stance Amid Peak Earnings.pdf|JPM-散户雷达：10 月 28 日 —— 财报密集期保持谨慎立场 Retail Radar Oct 28 – Cautious Stance Amid Peak Earnings.pdf]] ### JPM-闪迪：业绩与指引强劲；数据中心业务占比提升；NBM 目标维持不变，但客户讨论与渠道前景仍令人鼓舞；重申跑赢大盘 Sandisk Strong Results and Guidance; DC Mix Rising; NBM Targets Unchanged, but Customer Discussions and Pipeline Remain .pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814814284551882/download_url - 本地资源：[[assets/docs/261104_0828__外资研报__JPM-闪迪：业绩与指引强劲；数据中心业务占比提升；NBM 目标维持不变，但客户讨论与渠道前景仍令人鼓舞；重申跑赢大盘 Sandisk Strong Results and Guidance; DC Mix Rising; NBM Targets Unchanged, but Customer Discussio.pdf|JPM-闪迪：业绩与指引强劲；数据中心业务占比提升；NBM 目标维持不变，但客户讨论与渠道前景仍令人鼓舞；重申跑赢大盘 Sandisk Strong Results and Guidance; DC Mix Rising; NBM Targets Unchanged, but Customer Discussions and Pipeline Remain .pdf]] #### 预览 [[assets/docs/261104_0828__外资研报__JPM-闪迪：业绩与指引强劲；数据中心业务占比提升；NBM 目标维持不变，但客户讨论与渠道前景仍令人鼓舞；重申跑赢大盘 Sandisk Strong Results and Guidance; DC Mix Rising; NBM Targets Unchanged, but Customer Discussio.pdf|JPM-闪迪：业绩与指引强劲；数据中心业务占比提升；NBM 目标维持不变，但客户讨论与渠道前景仍令人鼓舞；重申跑赢大盘 Sandisk Strong Results and Guidance; DC Mix Rising; NBM Targets Unchanged, but Customer Discussions and Pipeline Remain .pdf]] ### JPM-希捷 27 财年第一财季点评：提价驱动业绩超预期上调，但或难达高预期；EB 加速与 HAMR 产能爬坡在即 Seagate F1Q27 Review Pricing-Led Beat & Raise May Fall Shy of a High Bar; However, EB Acceleration and HAMR Ramp Lie Ahead.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584184514228124/download_url - 本地资源：[[assets/docs/261104_0828__外资研报__JPM-希捷 27 财年第一财季点评：提价驱动业绩超预期上调，但或难达高预期；EB 加速与 HAMR 产能爬坡在即 Seagate F1Q27 Review Pricing-Led Beat & Raise May Fall Shy of a High Bar; However, EB Acceleration.pdf|JPM-希捷 27 财年第一财季点评：提价驱动业绩超预期上调，但或难达高预期；EB 加速与 HAMR 产能爬坡在即 Seagate F1Q27 Review Pricing-Led Beat & Raise May Fall Shy of a High Bar; However, EB Acceleration and HAMR Ramp Lie Ahead.pdf]] #### 预览 [[assets/docs/261104_0828__外资研报__JPM-希捷 27 财年第一财季点评：提价驱动业绩超预期上调，但或难达高预期；EB 加速与 HAMR 产能爬坡在即 Seagate F1Q27 Review Pricing-Led Beat & Raise May Fall Shy of a High Bar; However, EB Acceleration.pdf|JPM-希捷 27 财年第一财季点评：提价驱动业绩超预期上调，但或难达高预期；EB 加速与 HAMR 产能爬坡在即 Seagate F1Q27 Review Pricing-Led Beat & Raise May Fall Shy of a High Bar; However, EB Acceleration and HAMR Ramp Lie Ahead.pdf]] ### JPM-亚洲科技追踪-20261102.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181581451228282/download_url - 本地资源：[[assets/docs/261104_0828__外资研报__JPM-亚洲科技追踪-20261102.pdf|JPM-亚洲科技追踪-20261102.pdf]] #### 预览 [[assets/docs/261104_0828__外资研报__JPM-亚洲科技追踪-20261102.pdf|JPM-亚洲科技追踪-20261102.pdf]] ### JPM-央行证监会出手：非重炮-但托底更稳-20261102.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412812582441428/download_url - 本地资源：[[assets/docs/261104_0828__外资研报__JPM-央行证监会出手：非重炮-但托底更稳-20261102.pdf|JPM-央行证监会出手：非重炮-但托底更稳-20261102.pdf]] #### 预览 [[assets/docs/261104_0828__外资研报__JPM-央行证监会出手：非重炮-但托底更稳-20261102.pdf|JPM-央行证监会出手：非重炮-但托底更稳-20261102.pdf]] ### JPM-中国AI：模型正成为新劳动力-智谱首选-20261102.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584184514228114/download_url - 本地资源：[[assets/docs/261104_0828__外资研报__JPM-中国AI：模型正成为新劳动力-智谱首选-20261102.pdf|JPM-中国AI：模型正成为新劳动力-智谱首选-20261102.pdf]] #### 预览 [[assets/docs/261104_0828__外资研报__JPM-中国AI：模型正成为新劳动力-智谱首选-20261102.pdf|JPM-中国AI：模型正成为新劳动力-智谱首选-20261102.pdf]] ### JPM-中国与韩国人形机器人板块进展及观察要点.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181581451228552/download_url - 本地资源：[[assets/docs/261104_0828__外资研报__JPM-中国与韩国人形机器人板块进展及观察要点.pdf|JPM-中国与韩国人形机器人板块进展及观察要点.pdf]] #### 预览 [[assets/docs/261104_0828__外资研报__JPM-中国与韩国人形机器人板块进展及观察要点.pdf|JPM-中国与韩国人形机器人板块进展及观察要点.pdf]] ### JPM-美国互联网行业可比公司估值与业绩预测-20261102.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814814284551542/download_url - 本地资源：[[assets/docs/261104_0828__外资研报__JPM-美国互联网行业可比公司估值与业绩预测-20261102.pdf|JPM-美国互联网行业可比公司估值与业绩预测-20261102.pdf]] #### 预览 [[assets/docs/261104_0828__外资研报__JPM-美国互联网行业可比公司估值与业绩预测-20261102.pdf|JPM-美国互联网行业可比公司估值与业绩预测-20261102.pdf]]