---
title: "#外资研报"
topic_id: 55522145225148814
created_at: 2026-05-14T08:02:24.572+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：474
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522145225148814)
- 附件：图片 0，音频 0，文档 9
- 音频文件：_无音频_

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## 总体总结

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## 文档

### Barclays-印度上调贵金属关税-20260513.pdf

- 状态：failed
- 错误：内部错误
- 本地资源：_无本地文件_

### Barclays-中国隔夜简报：5月13日-20260513.pdf

- 状态：downloaded
- 错误：
- 本地资源：[[assets/docs/260514_0802__外资研报__Barclays-中国隔夜简报：5月13日-20260513.pdf|Barclays-中国隔夜简报：5月13日-20260513.pdf]]

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[[assets/docs/260514_0802__外资研报__Barclays-中国隔夜简报：5月13日-20260513.pdf|Barclays-中国隔夜简报：5月13日-20260513.pdf]]

### Bernstein-CoreWeave（CRWV）：达成 2026 年业绩目标需要具备哪些条件 CoreWeave (CRWV) What it would take to hit the '26 AOI guide.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/260514_0802__外资研报__Bernstein-CoreWeave（CRWV）：达成 2026 年业绩目标需要具备哪些条件 CoreWeave (CRWV) What it would take to hit the '26 AOI guide.pdf|Bernstein-CoreWeave（CRWV）：达成 2026 年业绩目标需要具备哪些条件 CoreWeave (CRWV) What it would take to hit the '26 AOI guide.pdf]]

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[[assets/docs/260514_0802__外资研报__Bernstein-CoreWeave（CRWV）：达成 2026 年业绩目标需要具备哪些条件 CoreWeave (CRWV) What it would take to hit the '26 AOI guide.pdf|Bernstein-CoreWeave（CRWV）：达成 2026 年业绩目标需要具备哪些条件 CoreWeave (CRWV) What it would take to hit the '26 AOI guide.pdf]]

### Bernstein-美国半导体及半导体设备：2026 年至今复盘 U.S. Semiconductors and Semiconductor Capital Equipment U.S. Semiconductors Deconstructing 2026 (so far...).pdf

- 状态：downloaded
- 错误：
- 本地资源：[[assets/docs/260514_0802__外资研报__Bernstein-美国半导体及半导体设备：2026 年至今复盘 U.S. Semiconductors and Semiconductor Capital Equipment U.S. Semiconductors Deconstructing 2026 (so far...).pdf|Bernstein-美国半导体及半导体设备：2026 年至今复盘 U.S. Semiconductors and Semiconductor Capital Equipment U.S. Semiconductors Deconstructing 2026 (so far...).pdf]]

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[[assets/docs/260514_0802__外资研报__Bernstein-美国半导体及半导体设备：2026 年至今复盘 U.S. Semiconductors and Semiconductor Capital Equipment U.S. Semiconductors Deconstructing 2026 (so far...).pdf|Bernstein-美国半导体及半导体设备：2026 年至今复盘 U.S. Semiconductors and Semiconductor Capital Equipment U.S. Semiconductors Deconstructing 2026 (so far...).pdf]]

### Bernstein-全球半导体与半导体设备——如何解读本轮盈利超级周期？ Global Semiconductors and Semiconductor Capital Equipment Global Semiconductors and Semiconductor Capital Equipment - What to make of an earnings supercycle.pdf

- 状态：downloaded
- 错误：
- 本地资源：[[assets/docs/260514_0802__外资研报__Bernstein-全球半导体与半导体设备——如何解读本轮盈利超级周期？ Global Semiconductors and Semiconductor Capital Equipment Global Semiconductors and Semiconductor Capital Equipment - Wh.pdf|Bernstein-全球半导体与半导体设备——如何解读本轮盈利超级周期？ Global Semiconductors and Semiconductor Capital Equipment Global Semiconductors and Semiconductor Capital Equipment - What to make of an earnings supercycle.pdf]]

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[[assets/docs/260514_0802__外资研报__Bernstein-全球半导体与半导体设备——如何解读本轮盈利超级周期？ Global Semiconductors and Semiconductor Capital Equipment Global Semiconductors and Semiconductor Capital Equipment - Wh.pdf|Bernstein-全球半导体与半导体设备——如何解读本轮盈利超级周期？ Global Semiconductors and Semiconductor Capital Equipment Global Semiconductors and Semiconductor Capital Equipment - What to make of an earnings supercycle.pdf]]

### 【个股-BABA】【英】MS-阿里巴巴-BABA-首选股-20260513.pdf

- 状态：downloaded
- 错误：
- 本地资源：[[assets/docs/260514_0802__外资研报__【个股-BABA】【英】MS-阿里巴巴-BABA-首选股-20260513.pdf|【个股-BABA】【英】MS-阿里巴巴-BABA-首选股-20260513.pdf]]

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[[assets/docs/260514_0802__外资研报__【个股-BABA】【英】MS-阿里巴巴-BABA-首选股-20260513.pdf|【个股-BABA】【英】MS-阿里巴巴-BABA-首选股-20260513.pdf]]

### 【个股-BABA】【英】UBS-阿里4QFY26业绩：云与AI投资致盈利不及预期-20260513.pdf

- 状态：downloaded
- 错误：
- 本地资源：[[assets/docs/260514_0802__外资研报__【个股-BABA】【英】UBS-阿里4QFY26业绩：云与AI投资致盈利不及预期-20260513.pdf|【个股-BABA】【英】UBS-阿里4QFY26业绩：云与AI投资致盈利不及预期-20260513.pdf]]

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[[assets/docs/260514_0802__外资研报__【个股-BABA】【英】UBS-阿里4QFY26业绩：云与AI投资致盈利不及预期-20260513.pdf|【个股-BABA】【英】UBS-阿里4QFY26业绩：云与AI投资致盈利不及预期-20260513.pdf]]

### Barclays-AI颠覆与能源主题月会-20260513.pdf

- 状态：downloaded
- 错误：
- 本地资源：[[assets/docs/260514_0802__外资研报__Barclays-AI颠覆与能源主题月会-20260513.pdf|Barclays-AI颠覆与能源主题月会-20260513.pdf]]

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[[assets/docs/260514_0802__外资研报__Barclays-AI颠覆与能源主题月会-20260513.pdf|Barclays-AI颠覆与能源主题月会-20260513.pdf]]

### Barclays-AI数据中心冷却与水利用揭秘-20260513.pdf

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- 错误：
- 本地资源：[[assets/docs/260514_0802__外资研报__Barclays-AI数据中心冷却与水利用揭秘-20260513.pdf|Barclays-AI数据中心冷却与水利用揭秘-20260513.pdf]]

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[[assets/docs/260514_0802__外资研报__Barclays-AI数据中心冷却与水利用揭秘-20260513.pdf|Barclays-AI数据中心冷却与水利用揭秘-20260513.pdf]]