---
title: "#外资研报"
topic_id: 45548242451225828
created_at: 2026-11-04T08:28:43.643+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：410
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548242451225828)
- 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

### Morgan Stanley-ASSET STRATEGY Cross-Asset Playbook – November 2026 Engage, With Caution-261102.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181581451228212/download_url
- 本地资源：[[assets/docs/261104_0828__外资研报__Morgan Stanley-ASSET STRATEGY Cross-Asset Playbook – November 2026 Engage, With Caution-261102.pdf|Morgan Stanley-ASSET STRATEGY Cross-Asset Playbook – November 2026 Engage, With Caution-261102.pdf]]

#### 预览

[[assets/docs/261104_0828__外资研报__Morgan Stanley-ASSET STRATEGY Cross-Asset Playbook – November 2026 Engage, With Caution-261102.pdf|Morgan Stanley-ASSET STRATEGY Cross-Asset Playbook – November 2026 Engage, With Caution-261102.pdf]]

### MS-Alphabet Inc.｜北美：探寻增长 Alphabet Inc. North America Searching for Growth.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214814284554181/download_url
- 本地资源：[[assets/docs/261104_0828__外资研报__MS-Alphabet Inc.｜北美：探寻增长 Alphabet Inc. North America Searching for Growth.pdf|MS-Alphabet Inc.｜北美：探寻增长 Alphabet Inc. North America Searching for Growth.pdf]]

#### 预览

[[assets/docs/261104_0828__外资研报__MS-Alphabet Inc.｜北美：探寻增长 Alphabet Inc. North America Searching for Growth.pdf|MS-Alphabet Inc.｜北美：探寻增长 Alphabet Inc. North America Searching for Growth.pdf]]

### MS-AMAZON 当前处境棘手，但万亿级利好即将到来 Amazon：Tricky Today But Trillions of Treats on the Way.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181581451221842/download_url
- 本地资源：[[assets/docs/261104_0828__外资研报__MS-AMAZON 当前处境棘手，但万亿级利好即将到来 Amazon：Tricky Today But Trillions of Treats on the Way.pdf|MS-AMAZON 当前处境棘手，但万亿级利好即将到来 Amazon：Tricky Today But Trillions of Treats on the Way.pdf]]

#### 预览

[[assets/docs/261104_0828__外资研报__MS-AMAZON 当前处境棘手，但万亿级利好即将到来 Amazon：Tricky Today But Trillions of Treats on the Way.pdf|MS-AMAZON 当前处境棘手，但万亿级利好即将到来 Amazon：Tricky Today But Trillions of Treats on the Way.pdf]]

### MS-Coherent 第一财季前瞻：目前暂未看到利润率催化因素 Coherent Corp FQ1 Preview：Not Expecting a Margin Catalyst For Now.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814814284554182/download_url
- 本地资源：[[assets/docs/261104_0828__外资研报__MS-Coherent 第一财季前瞻：目前暂未看到利润率催化因素 Coherent Corp FQ1 Preview：Not Expecting a Margin Catalyst For Now.pdf|MS-Coherent 第一财季前瞻：目前暂未看到利润率催化因素 Coherent Corp FQ1 Preview：Not Expecting a Margin Catalyst For Now.pdf]]

#### 预览

[[assets/docs/261104_0828__外资研报__MS-Coherent 第一财季前瞻：目前暂未看到利润率催化因素 Coherent Corp FQ1 Preview：Not Expecting a Margin Catalyst For Now.pdf|MS-Coherent 第一财季前瞻：目前暂未看到利润率催化因素 Coherent Corp FQ1 Preview：Not Expecting a Margin Catalyst For Now.pdf]]

### MS-Lumentum_Marvell｜北美：对 MRVL_LITE 潜在交易报告的看法 Lumentum_Marvell North America Thoughts on Potential MRVL LITE Deal Report.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214814284554151/download_url
- 本地资源：[[assets/docs/261104_0828__外资研报__MS-Lumentum_Marvell｜北美：对 MRVL_LITE 潜在交易报告的看法 Lumentum_Marvell North America Thoughts on Potential MRVL LITE Deal Report.pdf|MS-Lumentum_Marvell｜北美：对 MRVL_LITE 潜在交易报告的看法 Lumentum_Marvell North America Thoughts on Potential MRVL LITE Deal Report.pdf]]

#### 预览

[[assets/docs/261104_0828__外资研报__MS-Lumentum_Marvell｜北美：对 MRVL_LITE 潜在交易报告的看法 Lumentum_Marvell North America Thoughts on Potential MRVL LITE Deal Report.pdf|MS-Lumentum_Marvell｜北美：对 MRVL_LITE 潜在交易报告的看法 Lumentum_Marvell North America Thoughts on Potential MRVL LITE Deal Report.pdf]]

### MS-Palantir Technologies Inc.｜北美：2026 年第三季度前瞻：强劲指标显示有望再次实现季度加速 Palantir Technologies Inc. North America 3Q26 Preview Strong Checks Suggest Another Quarter of Acceleration Within Re.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412812582442188/download_url
- 本地资源：[[assets/docs/261104_0828__外资研报__MS-Palantir Technologies Inc.｜北美：2026 年第三季度前瞻：强劲指标显示有望再次实现季度加速 Palantir Technologies Inc. North America 3Q26 Preview Strong Checks Suggest Another Quarter of.pdf|MS-Palantir Technologies Inc.｜北美：2026 年第三季度前瞻：强劲指标显示有望再次实现季度加速 Palantir Technologies Inc. North America 3Q26 Preview Strong Checks Suggest Another Quarter of Acceleration Within Re.pdf]]

#### 预览

[[assets/docs/261104_0828__外资研报__MS-Palantir Technologies Inc.｜北美：2026 年第三季度前瞻：强劲指标显示有望再次实现季度加速 Palantir Technologies Inc. North America 3Q26 Preview Strong Checks Suggest Another Quarter of.pdf|MS-Palantir Technologies Inc.｜北美：2026 年第三季度前瞻：强劲指标显示有望再次实现季度加速 Palantir Technologies Inc. North America 3Q26 Preview Strong Checks Suggest Another Quarter of Acceleration Within Re.pdf]]

### JPM-中国珠宝：古法黄金并非奢侈品-首选周大福-20261101.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181581451221852/download_url
- 本地资源：[[assets/docs/261104_0828__外资研报__JPM-中国珠宝：古法黄金并非奢侈品-首选周大福-20261101.pdf|JPM-中国珠宝：古法黄金并非奢侈品-首选周大福-20261101.pdf]]

#### 预览

[[assets/docs/261104_0828__外资研报__JPM-中国珠宝：古法黄金并非奢侈品-首选周大福-20261101.pdf|JPM-中国珠宝：古法黄金并非奢侈品-首选周大福-20261101.pdf]]

### JPM-资金流向与流动性：散户创纪录资金涌入杠杆股票 ETF Flows & Liquidity Retail investors pour record amounts into leveraged equity ETFs.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181581451221882/download_url
- 本地资源：[[assets/docs/261104_0828__外资研报__JPM-资金流向与流动性：散户创纪录资金涌入杠杆股票 ETF Flows & Liquidity Retail investors pour record amounts into leveraged equity ETFs.pdf|JPM-资金流向与流动性：散户创纪录资金涌入杠杆股票 ETF Flows & Liquidity Retail investors pour record amounts into leveraged equity ETFs.pdf]]

#### 预览

[[assets/docs/261104_0828__外资研报__JPM-资金流向与流动性：散户创纪录资金涌入杠杆股票 ETF Flows & Liquidity Retail investors pour record amounts into leveraged equity ETFs.pdf|JPM-资金流向与流动性：散户创纪录资金涌入杠杆股票 ETF Flows & Liquidity Retail investors pour record amounts into leveraged equity ETFs.pdf]]

### Morgan Stanley-_It's The Rates Market..._-261030.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584184514224854/download_url
- 本地资源：[[assets/docs/261104_0828__外资研报__Morgan Stanley-_It's The Rates Market..._-261030.pdf|Morgan Stanley-_It's The Rates Market..._-261030.pdf]]

#### 预览

[[assets/docs/261104_0828__外资研报__Morgan Stanley-_It's The Rates Market..._-261030.pdf|Morgan Stanley-_It's The Rates Market..._-261030.pdf]]