--- title: "「文件」" topic_id: 22255242488284541 created_at: 2026-06-23T08:21:26.348+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # 「文件」 - 序号：403 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255242488284541) - 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 「文件」 ## 总体总结 主题正文 1. 「文件」 ## 文档 ### Bernstein-日欧半导体设备：涨价苗头初现——维持看好龙头评级 JP_EU Semi Equipment JP_EU Semi Equipment：Early signs of price hikes emerging.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260623_0821_「文件」__Bernstein-日欧半导体设备：涨价苗头初现——维持看好龙头评级 JP_EU Semi Equipment JP_EU Semi Equipment：Early signs of price hikes emerging.pdf|Bernstein-日欧半导体设备：涨价苗头初现——维持看好龙头评级 JP_EU Semi Equipment JP_EU Semi Equipment：Early signs of price hikes emerging.pdf]] #### 预览 [[assets/docs/260623_0821_「文件」__Bernstein-日欧半导体设备：涨价苗头初现——维持看好龙头评级 JP_EU Semi Equipment JP_EU Semi Equipment：Early signs of price hikes emerging.pdf|Bernstein-日欧半导体设备：涨价苗头初现——维持看好龙头评级 JP_EU Semi Equipment JP_EU Semi Equipment：Early signs of price hikes emerging.pdf]] ### Bernstein-速览微软：算力约束与紧密合作伙伴 Quick Take on Microsoft Capacity constraints are strange bedfellows.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260623_0821_「文件」__Bernstein-速览微软：算力约束与紧密合作伙伴 Quick Take on Microsoft Capacity constraints are strange bedfellows.pdf|Bernstein-速览微软：算力约束与紧密合作伙伴 Quick Take on Microsoft Capacity constraints are strange bedfellows.pdf]] #### 预览 [[assets/docs/260623_0821_「文件」__Bernstein-速览微软：算力约束与紧密合作伙伴 Quick Take on Microsoft Capacity constraints are strange bedfellows.pdf|Bernstein-速览微软：算力约束与紧密合作伙伴 Quick Take on Microsoft Capacity constraints are strange bedfellows.pdf]] ### Bernstein-微软——产能瓶颈促成“奇怪盟友”：据传微软将向AWS租用云资源支撑GitHub QuickTake on Microsoft：Capacity constraints are causing strange bedfellows.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260623_0821_「文件」__Bernstein-微软——产能瓶颈促成“奇怪盟友”：据传微软将向AWS租用云资源支撑GitHub QuickTake on Microsoft：Capacity constraints are causing strange bedfellows.pdf|Bernstein-微软——产能瓶颈促成“奇怪盟友”：据传微软将向AWS租用云资源支撑GitHub QuickTake on Microsoft：Capacity constraints are causing strange bedfellows.pdf]] #### 预览 [[assets/docs/260623_0821_「文件」__Bernstein-微软——产能瓶颈促成“奇怪盟友”：据传微软将向AWS租用云资源支撑GitHub QuickTake on Microsoft：Capacity constraints are causing strange bedfellows.pdf|Bernstein-微软——产能瓶颈促成“奇怪盟友”：据传微软将向AWS租用云资源支撑GitHub QuickTake on Microsoft：Capacity constraints are causing strange bedfellows.pdf]] ### Bernstein-维谛技术（VRT.US）：管理层会议纪要观点——800V直流利好单机价值量，订单延迟而非消失，维持跑赢大盘 Vertiv Holdings Co Quick Take：Recap of our meeting with management (VRT).pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260623_0821_「文件」__Bernstein-维谛技术（VRT.US）：管理层会议纪要观点——800V直流利好单机价值量，订单延迟而非消失，维持跑赢大盘 Vertiv Holdings Co Quick Take：Recap of our meeting with management (VRT).pdf|Bernstein-维谛技术（VRT.US）：管理层会议纪要观点——800V直流利好单机价值量，订单延迟而非消失，维持跑赢大盘 Vertiv Holdings Co Quick Take：Recap of our meeting with management (VRT).pdf]] #### 预览 [[assets/docs/260623_0821_「文件」__Bernstein-维谛技术（VRT.US）：管理层会议纪要观点——800V直流利好单机价值量，订单延迟而非消失，维持跑赢大盘 Vertiv Holdings Co Quick Take：Recap of our meeting with management (VRT).pdf|Bernstein-维谛技术（VRT.US）：管理层会议纪要观点——800V直流利好单机价值量，订单延迟而非消失，维持跑赢大盘 Vertiv Holdings Co Quick Take：Recap of our meeting with management (VRT).pdf]] ### Bernstein-全球互联网行业：莫打断对手犯错——Anthropic停服事件折射出的主权AI机遇 Global Internet Global Internet Never interrupt your opponent while he is making a mistake.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260623_0821_「文件」__Bernstein-全球互联网行业：莫打断对手犯错——Anthropic停服事件折射出的主权AI机遇 Global Internet Global Internet Never interrupt your opponent while he is making a mistake.pdf|Bernstein-全球互联网行业：莫打断对手犯错——Anthropic停服事件折射出的主权AI机遇 Global Internet Global Internet Never interrupt your opponent while he is making a mistake.pdf]] #### 预览 [[assets/docs/260623_0821_「文件」__Bernstein-全球互联网行业：莫打断对手犯错——Anthropic停服事件折射出的主权AI机遇 Global Internet Global Internet Never interrupt your opponent while he is making a mistake.pdf|Bernstein-全球互联网行业：莫打断对手犯错——Anthropic停服事件折射出的主权AI机遇 Global Internet Global Internet Never interrupt your opponent while he is making a mistake.pdf]] ### Bernstein-全球金属与矿业：铜——TACO还是Boco季终篇？美国政策正在扭曲铜价，但我们能怎么办？ Global Metals & Mining Global Metals & Mining：Copper Taco or Boco Season Finale - U.S. policy is distorting copper price but what can we do about it.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260623_0821_「文件」__Bernstein-全球金属与矿业：铜——TACO还是Boco季终篇？美国政策正在扭曲铜价，但我们能怎么办？ Global Metals & Mining Global Metals & Mining：Copper Taco or Boco Season Finale - U.S. policy is distor.pdf|Bernstein-全球金属与矿业：铜——TACO还是Boco季终篇？美国政策正在扭曲铜价，但我们能怎么办？ Global Metals & Mining Global Metals & Mining：Copper Taco or Boco Season Finale - U.S. policy is distorting copper price but what can we do about it.pdf]] #### 预览 [[assets/docs/260623_0821_「文件」__Bernstein-全球金属与矿业：铜——TACO还是Boco季终篇？美国政策正在扭曲铜价，但我们能怎么办？ Global Metals & Mining Global Metals & Mining：Copper Taco or Boco Season Finale - U.S. policy is distor.pdf|Bernstein-全球金属与矿业：铜——TACO还是Boco季终篇？美国政策正在扭曲铜价，但我们能怎么办？ Global Metals & Mining Global Metals & Mining：Copper Taco or Boco Season Finale - U.S. policy is distorting copper price but what can we do about it.pdf]] ### Bernstein-全球软件与欧洲科技——“最好的时代，最坏的时代”——科技并非铁板一块，欧洲软件与IT服务业的K型分化现实 Best of Times, Worst of Times：Not all tech is equal - The K-shaped reality for European Software and IT Services.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### Bernstein-全球奢侈品行业——中国皮具品牌的崛起.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260623_0821_「文件」__Bernstein-全球奢侈品行业——中国皮具品牌的崛起.pdf|Bernstein-全球奢侈品行业——中国皮具品牌的崛起.pdf]] #### 预览 [[assets/docs/260623_0821_「文件」__Bernstein-全球奢侈品行业——中国皮具品牌的崛起.pdf|Bernstein-全球奢侈品行业——中国皮具品牌的崛起.pdf]] ### Bernstein-全球音乐行业：长远视角——超级粉丝经济学：为何演唱会成为韩流娱乐公司（HYBEBTS）的新重心 Global Music Global Music The Long View - Super fan economics, why concerts are now BTS company’s center of gravity.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260623_0821_「文件」__Bernstein-全球音乐行业：长远视角——超级粉丝经济学：为何演唱会成为韩流娱乐公司（HYBEBTS）的新重心 Global Music Global Music The Long View - Super fan economics, why concerts are now BTS company’s ce.pdf|Bernstein-全球音乐行业：长远视角——超级粉丝经济学：为何演唱会成为韩流娱乐公司（HYBEBTS）的新重心 Global Music Global Music The Long View - Super fan economics, why concerts are now BTS company’s center of gravity.pdf]] #### 预览 [[assets/docs/260623_0821_「文件」__Bernstein-全球音乐行业：长远视角——超级粉丝经济学：为何演唱会成为韩流娱乐公司（HYBEBTS）的新重心 Global Music Global Music The Long View - Super fan economics, why concerts are now BTS company’s ce.pdf|Bernstein-全球音乐行业：长远视角——超级粉丝经济学：为何演唱会成为韩流娱乐公司（HYBEBTS）的新重心 Global Music Global Music The Long View - Super fan economics, why concerts are now BTS company’s center of gravity.pdf]]