---
title: "#外资研报"
topic_id: 45548242245458558
created_at: 2026-11-05T08:50:26.467+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：450
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548242245458558)
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## 正文

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## 总体总结

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## 文档

### Goldman Sachs-Global Technology_ Global Data Center Capacity update_ Increasing capacity estimates-261102.pdf

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- 本地资源：[[assets/docs/261105_0850__外资研报__Goldman Sachs-Global Technology_ Global Data Center Capacity update_ Increasing capacity estimates-261102.pdf|Goldman Sachs-Global Technology_ Global Data Center Capacity update_ Increasing capacity estimates-261102.pdf]]

#### 预览

[[assets/docs/261105_0850__外资研报__Goldman Sachs-Global Technology_ Global Data Center Capacity update_ Increasing capacity estimates-261102.pdf|Goldman Sachs-Global Technology_ Global Data Center Capacity update_ Increasing capacity estimates-261102.pdf]]

### GS-AR眼镜：Rokid门店调研.pdf

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- 本地资源：[[assets/docs/261105_0850__外资研报__GS-AR眼镜：Rokid门店调研.pdf|GS-AR眼镜：Rokid门店调研.pdf]]

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[[assets/docs/261105_0850__外资研报__GS-AR眼镜：Rokid门店调研.pdf|GS-AR眼镜：Rokid门店调研.pdf]]

### 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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- 本地资源：[[assets/docs/261105_0850__外资研报__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|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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[[assets/docs/261105_0850__外资研报__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|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]]

### 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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- 本地资源：[[assets/docs/261105_0850__外资研报__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|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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[[assets/docs/261105_0850__外资研报__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|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]]

### GS-Marvell拟收购Lumentum：初步观点-20261029.pdf

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- 本地资源：[[assets/docs/261105_0850__外资研报__GS-Marvell拟收购Lumentum：初步观点-20261029.pdf|GS-Marvell拟收购Lumentum：初步观点-20261029.pdf]]

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[[assets/docs/261105_0850__外资研报__GS-Marvell拟收购Lumentum：初步观点-20261029.pdf|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

- 状态：downloaded
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- 本地资源：[[assets/docs/261105_0850__外资研报__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 Succ.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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[[assets/docs/261105_0850__外资研报__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 Succ.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]]

### GS-每日720：百胜中国及亚洲多行业聚焦-20261104.pdf

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[[assets/docs/261105_0850__外资研报__GS-每日720：百胜中国及亚洲多行业聚焦-20261104.pdf|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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- 本地资源：[[assets/docs/261105_0850__外资研报__Elon Is Doing It Again_ SpaceX Will Be The World’s Biggest AI Cloud.pdf|Elon Is Doing It Again_ SpaceX Will Be The World’s Biggest AI Cloud.pdf]]

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[[assets/docs/261105_0850__外资研报__Elon Is Doing It Again_ SpaceX Will Be The World’s Biggest AI Cloud.pdf|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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[[assets/docs/261105_0850__外资研报__GDPx_ Measuring Frontier Model Capabilities Across the Most Valuable Domains.pdf|GDPx_ Measuring Frontier Model Capabilities Across the Most Valuable Domains.pdf]]