--- title: "#外资研报" topic_id: 55522518482121284 created_at: 2026-06-11T08:11:59.732+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：500 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518482121284) - 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 _无正文_ ## 总体总结 _暂无总结_ ## 文档 ### Bernstein-美国生物医药周报：GLP-1处方跟踪（统计周期截至5月29日当周）：小长假拖累当周处方量 US Biopharmaceuticals GLP-1 tracker Long weekend impacts weekly scripts (W_E May 29th).pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260611_0811__外资研报__Bernstein-美国生物医药周报：GLP-1处方跟踪（统计周期截至5月29日当周）：小长假拖累当周处方量 US Biopharmaceuticals GLP-1 tracker Long weekend impacts weekly scripts (W_E May 29th).pdf|Bernstein-美国生物医药周报：GLP-1处方跟踪（统计周期截至5月29日当周）：小长假拖累当周处方量 US Biopharmaceuticals GLP-1 tracker Long weekend impacts weekly scripts (W_E May 29th).pdf]] #### 预览 [[assets/docs/260611_0811__外资研报__Bernstein-美国生物医药周报：GLP-1处方跟踪（统计周期截至5月29日当周）：小长假拖累当周处方量 US Biopharmaceuticals GLP-1 tracker Long weekend impacts weekly scripts (W_E May 29th).pdf|Bernstein-美国生物医药周报：GLP-1处方跟踪（统计周期截至5月29日当周）：小长假拖累当周处方量 US Biopharmaceuticals GLP-1 tracker Long weekend impacts weekly scripts (W_E May 29th).pdf]] ### Bernstein-欧洲科技与软件、信息技术服务行业——欧洲科技自主战略：监管催生新增需求，仅优质商业模式能够胜出 European TechnologySoftware European IT Services EU Tech Sovereignty - Regulation creates demand, but only the right models win.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260611_0811__外资研报__Bernstein-欧洲科技与软件、信息技术服务行业——欧洲科技自主战略：监管催生新增需求，仅优质商业模式能够胜出 European TechnologySoftware European IT Services EU Tech Sovereignty - Regulation creates demand, b.pdf|Bernstein-欧洲科技与软件、信息技术服务行业——欧洲科技自主战略：监管催生新增需求，仅优质商业模式能够胜出 European TechnologySoftware European IT Services EU Tech Sovereignty - Regulation creates demand, but only the right models win.pdf]] #### 预览 [[assets/docs/260611_0811__外资研报__Bernstein-欧洲科技与软件、信息技术服务行业——欧洲科技自主战略：监管催生新增需求，仅优质商业模式能够胜出 European TechnologySoftware European IT Services EU Tech Sovereignty - Regulation creates demand, b.pdf|Bernstein-欧洲科技与软件、信息技术服务行业——欧洲科技自主战略：监管催生新增需求，仅优质商业模式能够胜出 European TechnologySoftware European IT Services EU Tech Sovereignty - Regulation creates demand, but only the right models win.pdf]] ### Bernstein-苹果——2026全球开发者大会（WW）看点前瞻 Apple What to look for at WWDC 2026.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260611_0811__外资研报__Bernstein-苹果——2026全球开发者大会（WW）看点前瞻 Apple What to look for at WWDC 2026.pdf|Bernstein-苹果——2026全球开发者大会（WW）看点前瞻 Apple What to look for at WWDC 2026.pdf]] #### 预览 [[assets/docs/260611_0811__外资研报__Bernstein-苹果——2026全球开发者大会（WW）看点前瞻 Apple What to look for at WWDC 2026.pdf|Bernstein-苹果——2026全球开发者大会（WW）看点前瞻 Apple What to look for at WWDC 2026.pdf]] ### Bernstein-全球储能行业：上调锂电池需求预期，宁德港股目标价定为770港元 Global Energy Storage Bernstein Energy Raising battery demand estimates on ESS and CATL target price to HKD770.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260611_0811__外资研报__Bernstein-全球储能行业：上调锂电池需求预期，宁德港股目标价定为770港元 Global Energy Storage Bernstein Energy Raising battery demand estimates on ESS and CATL target price to HKD770.pdf|Bernstein-全球储能行业：上调锂电池需求预期，宁德港股目标价定为770港元 Global Energy Storage Bernstein Energy Raising battery demand estimates on ESS and CATL target price to HKD770.pdf]] #### 预览 [[assets/docs/260611_0811__外资研报__Bernstein-全球储能行业：上调锂电池需求预期，宁德港股目标价定为770港元 Global Energy Storage Bernstein Energy Raising battery demand estimates on ESS and CATL target price to HKD770.pdf|Bernstein-全球储能行业：上调锂电池需求预期，宁德港股目标价定为770港元 Global Energy Storage Bernstein Energy Raising battery demand estimates on ESS and CATL target price to HKD770.pdf]] ### Bernstein-人工智能产业链——Vera Rubin架构数据中心单吉瓦算力成本解析 U.S. Semiconductors AI Value Chain How much does a GW of Vera Rubin data center capacity actually cost.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260611_0811__外资研报__Bernstein-人工智能产业链——Vera Rubin架构数据中心单吉瓦算力成本解析 U.S. Semiconductors AI Value Chain How much does a GW of Vera Rubin data center capacity actually cost.pdf|Bernstein-人工智能产业链——Vera Rubin架构数据中心单吉瓦算力成本解析 U.S. Semiconductors AI Value Chain How much does a GW of Vera Rubin data center capacity actually cost.pdf]] #### 预览 [[assets/docs/260611_0811__外资研报__Bernstein-人工智能产业链——Vera Rubin架构数据中心单吉瓦算力成本解析 U.S. Semiconductors AI Value Chain How much does a GW of Vera Rubin data center capacity actually cost.pdf|Bernstein-人工智能产业链——Vera Rubin架构数据中心单吉瓦算力成本解析 U.S. Semiconductors AI Value Chain How much does a GW of Vera Rubin data center capacity actually cost.pdf]] ### Bernstein-亚洲科技硬件——中国台湾厂商月度营收追踪：大立光、致茂电子营收大幅超出市场预期 Asia Tech Hardware TW suppliers monthly sales Largan and Chroma monthly sales tracking well above consensus.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260611_0811__外资研报__Bernstein-亚洲科技硬件——中国台湾厂商月度营收追踪：大立光、致茂电子营收大幅超出市场预期 Asia Tech Hardware TW suppliers monthly sales Largan and Chroma monthly sales tracking well above consensus.pdf|Bernstein-亚洲科技硬件——中国台湾厂商月度营收追踪：大立光、致茂电子营收大幅超出市场预期 Asia Tech Hardware TW suppliers monthly sales Largan and Chroma monthly sales tracking well above consensus.pdf]] #### 预览 [[assets/docs/260611_0811__外资研报__Bernstein-亚洲科技硬件——中国台湾厂商月度营收追踪：大立光、致茂电子营收大幅超出市场预期 Asia Tech Hardware TW suppliers monthly sales Largan and Chroma monthly sales tracking well above consensus.pdf|Bernstein-亚洲科技硬件——中国台湾厂商月度营收追踪：大立光、致茂电子营收大幅超出市场预期 Asia Tech Hardware TW suppliers monthly sales Largan and Chroma monthly sales tracking well above consensus.pdf]] ### Bernstein-电动车追踪 - 2026年4月：新市场引领全球电动汽车销量复苏 Global Energy Storage EV TRACKER - April 2026 New markets lead recovery in global EV sales-20260603.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260611_0811__外资研报__Bernstein-电动车追踪 - 2026年4月：新市场引领全球电动汽车销量复苏 Global Energy Storage EV TRACKER - April 2026 New markets lead recovery in global EV sales-20260603.pdf|Bernstein-电动车追踪 - 2026年4月：新市场引领全球电动汽车销量复苏 Global Energy Storage EV TRACKER - April 2026 New markets lead recovery in global EV sales-20260603.pdf]] #### 预览 [[assets/docs/260611_0811__外资研报__Bernstein-电动车追踪 - 2026年4月：新市场引领全球电动汽车销量复苏 Global Energy Storage EV TRACKER - April 2026 New markets lead recovery in global EV sales-20260603.pdf|Bernstein-电动车追踪 - 2026年4月：新市场引领全球电动汽车销量复苏 Global Energy Storage EV TRACKER - April 2026 New markets lead recovery in global EV sales-20260603.pdf]] ### Bernstein-美国半导体：AI 价值链：1GW Vera Rubin 数据中心容量的实际成本究竟是多少？ U.S. Semiconductors AI Value Chain How much does a GW of Vera Rubin data center capacity actually cost.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### Bernstein-美国电气设备行业——2026年一季度公用事业资本开支观察：数据中心驱动多年期升级浪潮，聚焦新一代投资方向 U.S. Electrical Equipment State of Utility Capex 1Q26 - more multi-year upgrades led by data centers, with a focus on new generation spend.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260611_0811__外资研报__Bernstein-美国电气设备行业——2026年一季度公用事业资本开支观察：数据中心驱动多年期升级浪潮，聚焦新一代投资方向 U.S. Electrical Equipment State of Utility Capex 1Q26 - more multi-year upgrades led by data c.pdf|Bernstein-美国电气设备行业——2026年一季度公用事业资本开支观察：数据中心驱动多年期升级浪潮，聚焦新一代投资方向 U.S. Electrical Equipment State of Utility Capex 1Q26 - more multi-year upgrades led by data centers, with a focus on new generation spend.pdf]] #### 预览 [[assets/docs/260611_0811__外资研报__Bernstein-美国电气设备行业——2026年一季度公用事业资本开支观察：数据中心驱动多年期升级浪潮，聚焦新一代投资方向 U.S. Electrical Equipment State of Utility Capex 1Q26 - more multi-year upgrades led by data c.pdf|Bernstein-美国电气设备行业——2026年一季度公用事业资本开支观察：数据中心驱动多年期升级浪潮，聚焦新一代投资方向 U.S. Electrical Equipment State of Utility Capex 1Q26 - more multi-year upgrades led by data centers, with a focus on new generation spend.pdf]]