--- title: "#外资研报" topic_id: 82255448125452522 created_at: 2026-07-30T08:27:11.408+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：415 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448125452522) - 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-KLAC 26 财年第四季度财报复盘：行业景气周期终将到来 KLA Corporation (KLAC) North America KLA Corporation (KLAC) F4Q26 recap - She'll be comin' 'round the mountain when she comes....pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260730_0827__外资研报__Bernstein-KLAC 26 财年第四季度财报复盘：行业景气周期终将到来 KLA Corporation (KLAC) North America KLA Corporation (KLAC) F4Q26 recap - She'll be comin' 'round the mountain when s.pdf|Bernstein-KLAC 26 财年第四季度财报复盘：行业景气周期终将到来 KLA Corporation (KLAC) North America KLA Corporation (KLAC) F4Q26 recap - She'll be comin' 'round the mountain when she comes....pdf]] #### 预览 [[assets/docs/260730_0827__外资研报__Bernstein-KLAC 26 财年第四季度财报复盘：行业景气周期终将到来 KLA Corporation (KLAC) North America KLA Corporation (KLAC) F4Q26 recap - She'll be comin' 'round the mountain when s.pdf|Bernstein-KLAC 26 财年第四季度财报复盘：行业景气周期终将到来 KLA Corporation (KLAC) North America KLA Corporation (KLAC) F4Q26 recap - She'll be comin' 'round the mountain when she comes....pdf]] ### Bernstein-STX 26 财年第四季度：上涨行情尚未结束，上调盈利预期与目标价至 1350 美元；重申跑赢评级，列为核心长期推荐标的 STX North America STX FQ4'26 This ain't over... Raising estimates and TP to $1350; Reiterate O.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### Bernstein-VRT 26 年二季度：增长不及预期，全年业绩重心将后置 VRT North America VRT 2Q26 Growth disappoints and a back-weighted year now lies ahead.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### BofA-康宁公司｜尽管第三季度业绩指引喜忧参半，光通信与人工智能仍是核心增长动力，目标价上调至 200 美元 Corning Inc. Optical and AI remain key drivers despite mixed 3Q guide; PO to $200.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260730_0827__外资研报__BofA-康宁公司｜尽管第三季度业绩指引喜忧参半，光通信与人工智能仍是核心增长动力，目标价上调至 200 美元 Corning Inc. Optical and AI remain key drivers despite mixed 3Q guide; PO to $200.pdf|BofA-康宁公司｜尽管第三季度业绩指引喜忧参半，光通信与人工智能仍是核心增长动力，目标价上调至 200 美元 Corning Inc. Optical and AI remain key drivers despite mixed 3Q guide; PO to $200.pdf]] #### 预览 [[assets/docs/260730_0827__外资研报__BofA-康宁公司｜尽管第三季度业绩指引喜忧参半，光通信与人工智能仍是核心增长动力，目标价上调至 200 美元 Corning Inc. Optical and AI remain key drivers despite mixed 3Q guide; PO to $200.pdf|BofA-康宁公司｜尽管第三季度业绩指引喜忧参半，光通信与人工智能仍是核心增长动力，目标价上调至 200 美元 Corning Inc. Optical and AI remain key drivers despite mixed 3Q guide; PO to $200.pdf]] ### BofA-希捷科技｜行业前景确定性充足、产品价格走势回暖带来上行空间，目标价维持 1150 美元 Seagate Technology Solid visibility, improving pricing trends drive upside; PO stays at $1,150.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260730_0827__外资研报__BofA-希捷科技｜行业前景确定性充足、产品价格走势回暖带来上行空间，目标价维持 1150 美元 Seagate Technology Solid visibility, improving pricing trends drive upside; PO stays at $1,150.pdf|BofA-希捷科技｜行业前景确定性充足、产品价格走势回暖带来上行空间，目标价维持 1150 美元 Seagate Technology Solid visibility, improving pricing trends drive upside; PO stays at $1,150.pdf]] #### 预览 [[assets/docs/260730_0827__外资研报__BofA-希捷科技｜行业前景确定性充足、产品价格走势回暖带来上行空间，目标价维持 1150 美元 Seagate Technology Solid visibility, improving pricing trends drive upside; PO stays at $1,150.pdf|BofA-希捷科技｜行业前景确定性充足、产品价格走势回暖带来上行空间，目标价维持 1150 美元 Seagate Technology Solid visibility, improving pricing trends drive upside; PO stays at $1,150.pdf]] ### CITI-积极布局：核心城市推盘增加推动销量增长-20260729.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_ ### Citi-康宁公司（GLW.N）｜重申营收增长将提速、盈利水平持续改善，维持买入评级 Corning Incorporated (GLW.N) Reaffirms Sales Growth Acceleration and Improving Returns Maintain Buy.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260730_0827__外资研报__Citi-康宁公司（GLW.N）｜重申营收增长将提速、盈利水平持续改善，维持买入评级 Corning Incorporated (GLW.N) Reaffirms Sales Growth Acceleration and Improving Returns Maintain Buy.pdf|Citi-康宁公司（GLW.N）｜重申营收增长将提速、盈利水平持续改善，维持买入评级 Corning Incorporated (GLW.N) Reaffirms Sales Growth Acceleration and Improving Returns Maintain Buy.pdf]] #### 预览 [[assets/docs/260730_0827__外资研报__Citi-康宁公司（GLW.N）｜重申营收增长将提速、盈利水平持续改善，维持买入评级 Corning Incorporated (GLW.N) Reaffirms Sales Growth Acceleration and Improving Returns Maintain Buy.pdf|Citi-康宁公司（GLW.N）｜重申营收增长将提速、盈利水平持续改善，维持买入评级 Corning Incorporated (GLW.N) Reaffirms Sales Growth Acceleration and Improving Returns Maintain Buy.pdf]] ### 【个股-VRT】【英】UBS-Vertiv Holdings：业绩稳健但存在时序波动-20260729.pdf - 状态：downloaded - 错误： - 本地资源：[[assets/docs/260730_0827__外资研报__【个股-VRT】【英】UBS-Vertiv Holdings：业绩稳健但存在时序波动-20260729.pdf|【个股-VRT】【英】UBS-Vertiv Holdings：业绩稳健但存在时序波动-20260729.pdf]] #### 预览 [[assets/docs/260730_0827__外资研报__【个股-VRT】【英】UBS-Vertiv Holdings：业绩稳健但存在时序波动-20260729.pdf|【个股-VRT】【英】UBS-Vertiv Holdings：业绩稳健但存在时序波动-20260729.pdf]] ### Bernstein-Bloom Energy Corporation 26 年二季度：人工智能产业蓬勃发展，业绩超预期且上调预期 BEQ2 North America BEQ2 2Q26 AI Bloom- A Beat and Raise Story.pdf - 状态：failed - 错误：内部错误 - 本地资源：_无本地文件_