---
title: "#外资研报"
topic_id: 45544148455548848
created_at: 2026-08-14T07:57:34.529+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：372
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544148455548848)
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### Bernstein-寒武纪 26 财年二季度：营收增长乏力，但或仅为季度波动，盈利能力表现强劲 Cambricon 2Q26 Weak revenue growth but could be just quarterly fluctuation, profitability very strong.pdf

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[[assets/docs/260814_0757__外资研报__Bernstein-寒武纪 26 财年二季度：营收增长乏力，但或仅为季度波动，盈利能力表现强劲 Cambricon 2Q26 Weak revenue growth but could be just quarterly fluctuation, profitability very strong.pdf|Bernstein-寒武纪 26 财年二季度：营收增长乏力，但或仅为季度波动，盈利能力表现强劲 Cambricon 2Q26 Weak revenue growth but could be just quarterly fluctuation, profitability very strong.pdf]]

### Bernstein-美国多行业及电气设备 人工智能数据中心：电源与散热组件采购动态（线上研讨会回顾） U.S. Multi Industry _ Electrical Equipment AI Data Centers Procurement dynamics across power and cooling components (webinar recap).pdf

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[[assets/docs/260814_0757__外资研报__Bernstein-美国多行业及电气设备 人工智能数据中心：电源与散热组件采购动态（线上研讨会回顾） U.S. Multi Industry _ Electrical Equipment AI Data Centers Procurement dynamics across power and cooling c.pdf|Bernstein-美国多行业及电气设备 人工智能数据中心：电源与散热组件采购动态（线上研讨会回顾） U.S. Multi Industry _ Electrical Equipment AI Data Centers Procurement dynamics across power and cooling components (webinar recap).pdf]]

### 【个股-GOOGL】【英】GS-谷歌2026发布会：Gemini智能扩展至弹性硬件生态-20260813.pdf

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[[assets/docs/260814_0757__外资研报__【个股-GOOGL】【英】GS-谷歌2026发布会：Gemini智能扩展至弹性硬件生态-20260813.pdf|【个股-GOOGL】【英】GS-谷歌2026发布会：Gemini智能扩展至弹性硬件生态-20260813.pdf]]

### 【个股-SPCX】【英】MS-SpaceX：Grok Bot——串联AI版图的关键拼图-20260812.pdf

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[[assets/docs/260814_0757__外资研报__【个股-SPCX】【英】MS-SpaceX：Grok Bot——串联AI版图的关键拼图-20260812.pdf|【个股-SPCX】【英】MS-SpaceX：Grok Bot——串联AI版图的关键拼图-20260812.pdf]]