--- title: "#外资研报" topic_id: 82258451545428242 created_at: 2026-11-06T08:30:03.265+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：331 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258451545428242) - 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 ### UBS-Advanced Micro Devices Inc：供应链韧性显现；买入评级 Advanced Micro Devices Inc Supply Chain Resilience On Display; Buy.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412812151518128/download_url - 本地资源：[[assets/docs/261106_0830__外资研报__UBS-Advanced Micro Devices Inc：供应链韧性显现；买入评级 Advanced Micro Devices Inc Supply Chain Resilience On Display; Buy.pdf|UBS-Advanced Micro Devices Inc：供应链韧性显现；买入评级 Advanced Micro Devices Inc Supply Chain Resilience On Display; Buy.pdf]] #### 预览 [[assets/docs/261106_0830__外资研报__UBS-Advanced Micro Devices Inc：供应链韧性显现；买入评级 Advanced Micro Devices Inc Supply Chain Resilience On Display; Buy.pdf|UBS-Advanced Micro Devices Inc：供应链韧性显现；买入评级 Advanced Micro Devices Inc Supply Chain Resilience On Display; Buy.pdf]] ### UBS-Arista Networks Inc：横向扩展与向外扩张带来上行空间，纵向扩容为长期期权 Arista Networks Inc Scale-across and scale-out drive upside while scale-up is long-term optionality.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814814121218142/download_url - 本地资源：[[assets/docs/261106_0830__外资研报__UBS-Arista Networks Inc：横向扩展与向外扩张带来上行空间，纵向扩容为长期期权 Arista Networks Inc Scale-across and scale-out drive upside while scale-up is long-term optionality.pdf|UBS-Arista Networks Inc：横向扩展与向外扩张带来上行空间，纵向扩容为长期期权 Arista Networks Inc Scale-across and scale-out drive upside while scale-up is long-term optionality.pdf]] #### 预览 [[assets/docs/261106_0830__外资研报__UBS-Arista Networks Inc：横向扩展与向外扩张带来上行空间，纵向扩容为长期期权 Arista Networks Inc Scale-across and scale-out drive upside while scale-up is long-term optionality.pdf|UBS-Arista Networks Inc：横向扩展与向外扩张带来上行空间，纵向扩容为长期期权 Arista Networks Inc Scale-across and scale-out drive upside while scale-up is long-term optionality.pdf]] ### UBS-科技抛售后-我们怎么看-20261105.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584184858585154/download_url - 本地资源：[[assets/docs/261106_0830__外资研报__UBS-科技抛售后-我们怎么看-20261105.pdf|UBS-科技抛售后-我们怎么看-20261105.pdf]] #### 预览 [[assets/docs/261106_0830__外资研报__UBS-科技抛售后-我们怎么看-20261105.pdf|UBS-科技抛售后-我们怎么看-20261105.pdf]] ### 大摩-中期选举对 “算力供电时代” 相关股票的影响+20261104.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214814121218111/download_url - 本地资源：[[assets/docs/261106_0830__外资研报__大摩-中期选举对 “算力供电时代” 相关股票的影响+20261104.pdf|大摩-中期选举对 “算力供电时代” 相关股票的影响+20261104.pdf]] #### 预览 [[assets/docs/261106_0830__外资研报__大摩-中期选举对 “算力供电时代” 相关股票的影响+20261104.pdf|大摩-中期选举对 “算力供电时代” 相关股票的影响+20261104.pdf]] ### 野村-全球磷化铟（InP）市场：AI 网络需求的结构性长期增长+20261103.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181581848484512/download_url - 本地资源：[[assets/docs/261106_0830__外资研报__野村-全球磷化铟（InP）市场：AI 网络需求的结构性长期增长+20261103.pdf|野村-全球磷化铟（InP）市场：AI 网络需求的结构性长期增长+20261103.pdf]] #### 预览 [[assets/docs/261106_0830__外资研报__野村-全球磷化铟（InP）市场：AI 网络需求的结构性长期增长+20261103.pdf|野村-全球磷化铟（InP）市场：AI 网络需求的结构性长期增长+20261103.pdf]] ### Nomura-中国：央行正式将公开市场操作转向隔夜基准-20261101.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814814121212882/download_url - 本地资源：[[assets/docs/261106_0830__外资研报__Nomura-中国：央行正式将公开市场操作转向隔夜基准-20261101.pdf|Nomura-中国：央行正式将公开市场操作转向隔夜基准-20261101.pdf]] #### 预览 [[assets/docs/261106_0830__外资研报__Nomura-中国：央行正式将公开市场操作转向隔夜基准-20261101.pdf|Nomura-中国：央行正式将公开市场操作转向隔夜基准-20261101.pdf]] ### Nomura-中国房地产：开发商10月合约销售额继续下滑-20261101.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181581848484282/download_url - 本地资源：[[assets/docs/261106_0830__外资研报__Nomura-中国房地产：开发商10月合约销售额继续下滑-20261101.pdf|Nomura-中国房地产：开发商10月合约销售额继续下滑-20261101.pdf]] #### 预览 [[assets/docs/261106_0830__外资研报__Nomura-中国房地产：开发商10月合约销售额继续下滑-20261101.pdf|Nomura-中国房地产：开发商10月合约销售额继续下滑-20261101.pdf]] ### Nomura-中国互联网与新媒体：WorkBuddy加速跨产品整合-20261102.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214814121212881/download_url - 本地资源：[[assets/docs/261106_0830__外资研报__Nomura-中国互联网与新媒体：WorkBuddy加速跨产品整合-20261102.pdf|Nomura-中国互联网与新媒体：WorkBuddy加速跨产品整合-20261102.pdf]] #### 预览 [[assets/docs/261106_0830__外资研报__Nomura-中国互联网与新媒体：WorkBuddy加速跨产品整合-20261102.pdf|Nomura-中国互联网与新媒体：WorkBuddy加速跨产品整合-20261102.pdf]] ### Nomura-中国汽车与新能源车：2026年10月销售情况与9月类似-20261101.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181581848484542/download_url - 本地资源：[[assets/docs/261106_0830__外资研报__Nomura-中国汽车与新能源车：2026年10月销售情况与9月类似-20261101.pdf|Nomura-中国汽车与新能源车：2026年10月销售情况与9月类似-20261101.pdf]] #### 预览 [[assets/docs/261106_0830__外资研报__Nomura-中国汽车与新能源车：2026年10月销售情况与9月类似-20261101.pdf|Nomura-中国汽车与新能源车：2026年10月销售情况与9月类似-20261101.pdf]]