---
title: "#外资研报"
topic_id: 55522518115814584
created_at: 2026-06-10T08:27:16.737+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：359
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518115814584)
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## 文档

### Bernstein-AI Value Chain：How much does a GW of Vera Rubin data center capacity actually cost？-260608.pdf

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- 本地资源：[[assets/docs/260610_0827__外资研报__Bernstein-AI Value Chain：How much does a GW of Vera Rubin data center capacity actually cost？-260608.pdf|Bernstein-AI Value Chain：How much does a GW of Vera Rubin data center capacity actually cost？-260608.pdf]]

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[[assets/docs/260610_0827__外资研报__Bernstein-AI Value Chain：How much does a GW of Vera Rubin data center capacity actually cost？-260608.pdf|Bernstein-AI Value Chain：How much does a GW of Vera Rubin data center capacity actually cost？-260608.pdf]]

### CITI-阿里百度入美防部清单影响-20260609.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/260610_0827__外资研报__CITI-阿里百度入美防部清单影响-20260609.pdf|CITI-阿里百度入美防部清单影响-20260609.pdf]]

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[[assets/docs/260610_0827__外资研报__CITI-阿里百度入美防部清单影响-20260609.pdf|CITI-阿里百度入美防部清单影响-20260609.pdf]]

### CITI-黄金跌破200日均线-抄底时机未到-20260608.pdf

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- 本地资源：[[assets/docs/260610_0827__外资研报__CITI-黄金跌破200日均线-抄底时机未到-20260608.pdf|CITI-黄金跌破200日均线-抄底时机未到-20260608.pdf]]

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[[assets/docs/260610_0827__外资研报__CITI-黄金跌破200日均线-抄底时机未到-20260608.pdf|CITI-黄金跌破200日均线-抄底时机未到-20260608.pdf]]

### CITI-全球黄金：市场定价与现金流分析-20260608.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/260610_0827__外资研报__CITI-全球黄金：市场定价与现金流分析-20260608.pdf|CITI-全球黄金：市场定价与现金流分析-20260608.pdf]]

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[[assets/docs/260610_0827__外资研报__CITI-全球黄金：市场定价与现金流分析-20260608.pdf|CITI-全球黄金：市场定价与现金流分析-20260608.pdf]]

### CITI-中国汽车周报：银河等领先-20260609.pdf

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- 本地资源：[[assets/docs/260610_0827__外资研报__CITI-中国汽车周报：银河等领先-20260609.pdf|CITI-中国汽车周报：银河等领先-20260609.pdf]]

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[[assets/docs/260610_0827__外资研报__CITI-中国汽车周报：银河等领先-20260609.pdf|CITI-中国汽车周报：银河等领先-20260609.pdf]]

### GS-服务器1Q26市场份额与展望-20260609.pdf

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- 本地资源：[[assets/docs/260610_0827__外资研报__GS-服务器1Q26市场份额与展望-20260609.pdf|GS-服务器1Q26市场份额与展望-20260609.pdf]]

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[[assets/docs/260610_0827__外资研报__GS-服务器1Q26市场份额与展望-20260609.pdf|GS-服务器1Q26市场份额与展望-20260609.pdf]]

### 【个股-PRY】【英】UBS-康宁与亚马逊达成数十亿美元光纤协议-20260608.pdf

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- 本地资源：[[assets/docs/260610_0827__外资研报__【个股-PRY】【英】UBS-康宁与亚马逊达成数十亿美元光纤协议-20260608.pdf|【个股-PRY】【英】UBS-康宁与亚马逊达成数十亿美元光纤协议-20260608.pdf]]

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[[assets/docs/260610_0827__外资研报__【个股-PRY】【英】UBS-康宁与亚马逊达成数十亿美元光纤协议-20260608.pdf|【个股-PRY】【英】UBS-康宁与亚马逊达成数十亿美元光纤协议-20260608.pdf]]

### Anthropic Growth and Bedrock Mix Drive AWS Margins Higher While Peers Lag.pdf

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- 本地资源：[[assets/docs/260610_0827__外资研报__Anthropic Growth and Bedrock Mix Drive AWS Margins Higher While Peers Lag.pdf|Anthropic Growth and Bedrock Mix Drive AWS Margins Higher While Peers Lag.pdf]]

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[[assets/docs/260610_0827__外资研报__Anthropic Growth and Bedrock Mix Drive AWS Margins Higher While Peers Lag.pdf|Anthropic Growth and Bedrock Mix Drive AWS Margins Higher While Peers Lag.pdf]]

### Barclays-中国科技隔夜简报-20260608.pdf

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- 本地资源：[[assets/docs/260610_0827__外资研报__Barclays-中国科技隔夜简报-20260608.pdf|Barclays-中国科技隔夜简报-20260608.pdf]]

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[[assets/docs/260610_0827__外资研报__Barclays-中国科技隔夜简报-20260608.pdf|Barclays-中国科技隔夜简报-20260608.pdf]]