#外资研报

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GS-Constellation Energy(CEG)宣布与谷歌签订购电协议,在 PJM 区域合计约 3.6GW 核电项目,合同签订势头持续向好 Constellation Energy Corp. (CEG) Announces PPAs with Google for total of ~3.6 GW of nuclear in PJM; continued positive momentum on contracting.pdf

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GS-Constellation Energy(CEG)宣布与谷歌签订购电协议,在 PJM 区域合计约 3.6GW 核电项目,合同签订势头持续向好 Constellation Energy Corp. (CEG) Announces PPAs with Google for total of ~3.6 GW of nuclear in PJM; continued positive momentum on contracting.pdf

GS-CoreWeave Inc.(CRWV.US):Fully Connected 2026大会:AI平台版图持续扩张.pdf

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GS-CoreWeave Inc.(CRWV.US):Fully Connected 2026大会:AI平台版图持续扩张.pdf

GS-Marvell 投资者日解读.pdf

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GS-Marvell 投资者日解读.pdf

GS-Marvell(MRVL):投资者日要点,在连接与定制芯片解决方案领域实现多元化机遇 Marvell Technology Inc. (MRVL) Investor Day highlights diversifying opportunity set across connectivity and custom silicon solutions.pdf

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GS-Marvell(MRVL):投资者日要点,在连接与定制芯片解决方案领域实现多元化机遇 Marvell Technology Inc. (MRVL) Investor Day highlights diversifying opportunity set across connectivity and custom silicon solutions.pdf

GS-Palantir Technologies(PLTR):CFO 会议:FDE 护城河或比我们预想的更深;垂直化或将催化下一阶段增长 Palantir Technologies (PLTR) CFO meeting FDE moat may be deeper than we thought; verticalization may catalyze next phase of growth.pdf

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GS-Palantir Technologies(PLTR):CFO 会议:FDE 护城河或比我们预想的更深;垂直化或将催化下一阶段增长 Palantir Technologies (PLTR) CFO meeting FDE moat may be deeper than we thought; verticalization may catalyze next phase of growth.pdf

Deutsche-当前市场最大的错位是什么?.pdf

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Deutsche-当前市场最大的错位是什么?.pdf

GFHK-共封装光学技术加速推进,但个股影响分化 CPO Accelerates, Yet Stock Implications Vary.pdf

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GFHK-共封装光学技术加速推进,但个股影响分化 CPO Accelerates, Yet Stock Implications Vary.pdf

GS CHINA MIDDAY.pdf

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GS CHINA MIDDAY.pdf

GS-AI改变格局:中国来了-20261011.pdf

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GS-AI改变格局:中国来了-20261011.pdf