#外资研报
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Goldman Sachs-Global Technology_ Global Data Center Capacity update_ Increasing capacity estimates-261102.pdf
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GS-AR眼镜：Rokid门店调研.pdf
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GS-GOAL KICKSTART｜低于零 —— 风险偏好指标转负，科技主导跨资产走势 GOAL KICKSTART Below zero – Risk Appetite Indicator negative as Tech dominates cross-asset moves.pdf
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GS-Marvell Technology Inc.（MRVL）：宣布达成收购 Lumentum 的最终协议 Marvell Technology Inc. (MRVL) Announces definitive agreement to acquire Lumentum.pdf
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GS-Marvell拟收购Lumentum：初步观点-20261029.pdf
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GS-Marvell拟收购Lumentum：初步观点-20261029.pdf
GS-Meta 平台公司（META）：股权发售公告；近期财报强调 Muse 早期成功、核心业务动能及专注扩大投资的意向 Meta Platforms Inc. (META) Equity Offering Announced; Recent Earnings Highlighted Early Muse Success, Core Business Mome.pdf
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GS-每日720：百胜中国及亚洲多行业聚焦-20261104.pdf
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GS-每日720：百胜中国及亚洲多行业聚焦-20261104.pdf
Elon Is Doing It Again_ SpaceX Will Be The World’s Biggest AI Cloud.pdf
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Elon Is Doing It Again_ SpaceX Will Be The World’s Biggest AI Cloud.pdf
GDPx_ Measuring Frontier Model Capabilities Across the Most Valuable Domains.pdf
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GDPx_ Measuring Frontier Model Capabilities Across the Most Valuable Domains.pdf