---
title: "#外资研报"
topic_id: 22258815482484581
created_at: 2026-09-11T08:24:14.170+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：353
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258815482484581)
- 附件：图片 0，音频 0，文档 9
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## 图片

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## 正文

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## 总体总结

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## 文档

### Bernstein-Neocloud 2026 年第二季度总结：一切关乎时机 Neocloud 2Q 2026 Round‑up All about timing.pdf

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- 本地资源：[[assets/docs/260911_0824__外资研报__Bernstein-Neocloud 2026 年第二季度总结：一切关乎时机 Neocloud 2Q 2026 Round‑up All about timing.pdf|Bernstein-Neocloud 2026 年第二季度总结：一切关乎时机 Neocloud 2Q 2026 Round‑up All about timing.pdf]]

#### 预览

[[assets/docs/260911_0824__外资研报__Bernstein-Neocloud 2026 年第二季度总结：一切关乎时机 Neocloud 2Q 2026 Round‑up All about timing.pdf|Bernstein-Neocloud 2026 年第二季度总结：一切关乎时机 Neocloud 2Q 2026 Round‑up All about timing.pdf]]

### Bernstein-Palo Alto Networks（PANW）26 财年第四财季：有机 NGS ARR 实现加速增长 Palo Alto Networks (PANW) FQ4'26 Organic NGS ARR acceleration.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/260911_0824__外资研报__Bernstein-Palo Alto Networks（PANW）26 财年第四财季：有机 NGS ARR 实现加速增长 Palo Alto Networks (PANW) FQ4'26 Organic NGS ARR acceleration.pdf|Bernstein-Palo Alto Networks（PANW）26 财年第四财季：有机 NGS ARR 实现加速增长 Palo Alto Networks (PANW) FQ4'26 Organic NGS ARR acceleration.pdf]]

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[[assets/docs/260911_0824__外资研报__Bernstein-Palo Alto Networks（PANW）26 财年第四财季：有机 NGS ARR 实现加速增长 Palo Alto Networks (PANW) FQ4'26 Organic NGS ARR acceleration.pdf|Bernstein-Palo Alto Networks（PANW）26 财年第四财季：有机 NGS ARR 实现加速增长 Palo Alto Networks (PANW) FQ4'26 Organic NGS ARR acceleration.pdf]]

### Bernstein-Snowflake 27 财年第二季度：超预期的出色季度 Snowflake 2Q27 Stellar quarter surprising the street.pdf

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- 本地资源：[[assets/docs/260911_0824__外资研报__Bernstein-Snowflake 27 财年第二季度：超预期的出色季度 Snowflake 2Q27 Stellar quarter surprising the street.pdf|Bernstein-Snowflake 27 财年第二季度：超预期的出色季度 Snowflake 2Q27 Stellar quarter surprising the street.pdf]]

#### 预览

[[assets/docs/260911_0824__外资研报__Bernstein-Snowflake 27 财年第二季度：超预期的出色季度 Snowflake 2Q27 Stellar quarter surprising the street.pdf|Bernstein-Snowflake 27 财年第二季度：超预期的出色季度 Snowflake 2Q27 Stellar quarter surprising the street.pdf]]

### Bernstein-SpaceX：热点议题‑路易斯安那州星舰及五次其他事项 SpaceX Hottopics‑ Louisiana Starbase and five others.pdf

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- 本地资源：[[assets/docs/260911_0824__外资研报__Bernstein-SpaceX：热点议题‑路易斯安那州星舰及五次其他事项 SpaceX Hottopics‑ Louisiana Starbase and five others.pdf|Bernstein-SpaceX：热点议题‑路易斯安那州星舰及五次其他事项 SpaceX Hottopics‑ Louisiana Starbase and five others.pdf]]

#### 预览

[[assets/docs/260911_0824__外资研报__Bernstein-SpaceX：热点议题‑路易斯安那州星舰及五次其他事项 SpaceX Hottopics‑ Louisiana Starbase and five others.pdf|Bernstein-SpaceX：热点议题‑路易斯安那州星舰及五次其他事项 SpaceX Hottopics‑ Louisiana Starbase and five others.pdf]]

### Bernstein-SpaceX：直连终端移动业务更多解读 —— 建设成本会是多少？我们详尽的自下而上测算 Aerospace & Defense, US Telecom & Communications Infrastructure SpaceX：More on Direct‑to‑Device Mobile‑‑ what would a buildout cost Our detailed bottom‑up estimates.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814884848822112/download_url
- 本地资源：[[assets/docs/260911_0824__外资研报__Bernstein-SpaceX：直连终端移动业务更多解读 —— 建设成本会是多少？我们详尽的自下而上测算 Aerospace & Defense, US Telecom & Communications Infrastructure SpaceX：More on Direct‑to‑Device Mobile‑.pdf|Bernstein-SpaceX：直连终端移动业务更多解读 —— 建设成本会是多少？我们详尽的自下而上测算 Aerospace & Defense, US Telecom & Communications Infrastructure SpaceX：More on Direct‑to‑Device Mobile‑‑ what would a buildout cost Our detailed bottom‑up estimates.pdf]]

#### 预览

[[assets/docs/260911_0824__外资研报__Bernstein-SpaceX：直连终端移动业务更多解读 —— 建设成本会是多少？我们详尽的自下而上测算 Aerospace & Defense, US Telecom & Communications Infrastructure SpaceX：More on Direct‑to‑Device Mobile‑.pdf|Bernstein-SpaceX：直连终端移动业务更多解读 —— 建设成本会是多少？我们详尽的自下而上测算 Aerospace & Defense, US Telecom & Communications Infrastructure SpaceX：More on Direct‑to‑Device Mobile‑‑ what would a buildout cost Our detailed bottom‑up estimates.pdf]]

### 【个股-XPEV】【英】UBS-小鹏：从汽车向机器人转型-20260909.pdf

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- 本地资源：[[assets/docs/260911_0824__外资研报__【个股-XPEV】【英】UBS-小鹏：从汽车向机器人转型-20260909.pdf|【个股-XPEV】【英】UBS-小鹏：从汽车向机器人转型-20260909.pdf]]

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[[assets/docs/260911_0824__外资研报__【个股-XPEV】【英】UBS-小鹏：从汽车向机器人转型-20260909.pdf|【个股-XPEV】【英】UBS-小鹏：从汽车向机器人转型-20260909.pdf]]

### Bernstein-ASML：高数值孔径（High-NA）极紫外光刻入门——缩小永无止境.pdf

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- 本地资源：[[assets/docs/260911_0824__外资研报__Bernstein-ASML：高数值孔径（High-NA）极紫外光刻入门——缩小永无止境.pdf|Bernstein-ASML：高数值孔径（High-NA）极紫外光刻入门——缩小永无止境.pdf]]

#### 预览

[[assets/docs/260911_0824__外资研报__Bernstein-ASML：高数值孔径（High-NA）极紫外光刻入门——缩小永无止境.pdf|Bernstein-ASML：高数值孔径（High-NA）极紫外光刻入门——缩小永无止境.pdf]]

### Bernstein-IRN：模型更新（目标价维持 100 美元不变） IRN：Model Update (PT $100‑unchanged).pdf

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- 本地资源：[[assets/docs/260911_0824__外资研报__Bernstein-IRN：模型更新（目标价维持 100 美元不变） IRN：Model Update (PT $100‑unchanged).pdf|Bernstein-IRN：模型更新（目标价维持 100 美元不变） IRN：Model Update (PT $100‑unchanged).pdf]]

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[[assets/docs/260911_0824__外资研报__Bernstein-IRN：模型更新（目标价维持 100 美元不变） IRN：Model Update (PT $100‑unchanged).pdf|Bernstein-IRN：模型更新（目标价维持 100 美元不变） IRN：Model Update (PT $100‑unchanged).pdf]]

### Bernstein-Meta何时超越谷歌搜索？.pdf

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- 本地资源：[[assets/docs/260911_0824__外资研报__Bernstein-Meta何时超越谷歌搜索？.pdf|Bernstein-Meta何时超越谷歌搜索？.pdf]]

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[[assets/docs/260911_0824__外资研报__Bernstein-Meta何时超越谷歌搜索？.pdf|Bernstein-Meta何时超越谷歌搜索？.pdf]]