--- title: "#外资研报" topic_id: 82258222118811152 created_at: 2026-10-14T08:15:02.835+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：319 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258222118811152) - 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 详情页仍未获取到全文。原始列表正文可能被截断。 ## 总体总结 主题正文 1. 详情页仍未获取到全文。 2. 原始列表正文可能被截断。 ## 文档 ### Ben Thompson 发的 Muse.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584141182585114/download_url - 本地资源：[[assets/docs/261014_0815__外资研报__Ben Thompson 发的 Muse.pdf|Ben Thompson 发的 Muse.pdf]] #### 预览 [[assets/docs/261014_0815__外资研报__Ben Thompson 发的 Muse.pdf|Ben Thompson 发的 Muse.pdf]] ### Bernstein-Bloom Energy：表象之外…… Bloom Energy Beyond the behind the meter....pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814848815212882/download_url - 本地资源：[[assets/docs/261014_0815__外资研报__Bernstein-Bloom Energy：表象之外…… Bloom Energy Beyond the behind the meter....pdf|Bernstein-Bloom Energy：表象之外…… Bloom Energy Beyond the behind the meter....pdf]] #### 预览 [[assets/docs/261014_0815__外资研报__Bernstein-Bloom Energy：表象之外…… Bloom Energy Beyond the behind the meter....pdf|Bernstein-Bloom Energy：表象之外…… Bloom Energy Beyond the behind the meter....pdf]] ### Bernstein-Global Memory MEMORY TRACKER （Sep）： ~20 in 4Q-261006.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584141182585184/download_url - 本地资源：[[assets/docs/261014_0815__外资研报__Bernstein-Global Memory MEMORY TRACKER （Sep）： ~20 in 4Q-261006.pdf|Bernstein-Global Memory MEMORY TRACKER （Sep）： ~20 in 4Q-261006.pdf]] #### 预览 [[assets/docs/261014_0815__外资研报__Bernstein-Global Memory MEMORY TRACKER （Sep）： ~20 in 4Q-261006.pdf|Bernstein-Global Memory MEMORY TRACKER （Sep）： ~20 in 4Q-261006.pdf]] ### Bernstein-GLS：OpenAI Jalapeno 对天弘科技的影响能否超过谷歌 TPU？这项业务的可持续性如何？ GLS：Could OpenAI Jalapeno be bigger for Celestica than Google TPU？And how sustainable is the business？.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412828814515418/download_url - 本地资源：[[assets/docs/261014_0815__外资研报__Bernstein-GLS：OpenAI Jalapeno 对天弘科技的影响能否超过谷歌 TPU？这项业务的可持续性如何？ GLS：Could OpenAI Jalapeno be bigger for Celestica than Google TPU？And how sustainable is the bu.pdf|Bernstein-GLS：OpenAI Jalapeno 对天弘科技的影响能否超过谷歌 TPU？这项业务的可持续性如何？ GLS：Could OpenAI Jalapeno be bigger for Celestica than Google TPU？And how sustainable is the business？.pdf]] #### 预览 [[assets/docs/261014_0815__外资研报__Bernstein-GLS：OpenAI Jalapeno 对天弘科技的影响能否超过谷歌 TPU？这项业务的可持续性如何？ GLS：Could OpenAI Jalapeno be bigger for Celestica than Google TPU？And how sustainable is the bu.pdf|Bernstein-GLS：OpenAI Jalapeno 对天弘科技的影响能否超过谷歌 TPU？这项业务的可持续性如何？ GLS：Could OpenAI Jalapeno be bigger for Celestica than Google TPU？And how sustainable is the business？.pdf]] ### Bernstein-MDB 投资者日 2026：稳健多年展望与路线图 MDB investor day 2026 Solid multi-year outlook and roadmap.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584141182585284/download_url - 本地资源：[[assets/docs/261014_0815__外资研报__Bernstein-MDB 投资者日 2026：稳健多年展望与路线图 MDB investor day 2026 Solid multi-year outlook and roadmap.pdf|Bernstein-MDB 投资者日 2026：稳健多年展望与路线图 MDB investor day 2026 Solid multi-year outlook and roadmap.pdf]] #### 预览 [[assets/docs/261014_0815__外资研报__Bernstein-MDB 投资者日 2026：稳健多年展望与路线图 MDB investor day 2026 Solid multi-year outlook and roadmap.pdf|Bernstein-MDB 投资者日 2026：稳健多年展望与路线图 MDB investor day 2026 Solid multi-year outlook and roadmap.pdf]] ### Bernstein-MongoDB 首席执行官人事变动：前首席执行官 Dev Ittycheria 回归担任临时首席执行官 MongoDB CEO transition Former CEO Dev Ittycheria returns as interim CEO, but what does it mean for the business？.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412828814515428/download_url - 本地资源：[[assets/docs/261014_0815__外资研报__Bernstein-MongoDB 首席执行官人事变动：前首席执行官 Dev Ittycheria 回归担任临时首席执行官 MongoDB CEO transition Former CEO Dev Ittycheria returns as interim CEO, but what does it mean.pdf|Bernstein-MongoDB 首席执行官人事变动：前首席执行官 Dev Ittycheria 回归担任临时首席执行官 MongoDB CEO transition Former CEO Dev Ittycheria returns as interim CEO, but what does it mean for the business？.pdf]] #### 预览 [[assets/docs/261014_0815__外资研报__Bernstein-MongoDB 首席执行官人事变动：前首席执行官 Dev Ittycheria 回归担任临时首席执行官 MongoDB CEO transition Former CEO Dev Ittycheria returns as interim CEO, but what does it mean.pdf|Bernstein-MongoDB 首席执行官人事变动：前首席执行官 Dev Ittycheria 回归担任临时首席执行官 MongoDB CEO transition Former CEO Dev Ittycheria returns as interim CEO, but what does it mean for the business？.pdf]] ### Barclays-美国股票策略：AI风险溢价的演变.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214848815212511/download_url - 本地资源：[[assets/docs/261014_0815__外资研报__Barclays-美国股票策略：AI风险溢价的演变.pdf|Barclays-美国股票策略：AI风险溢价的演变.pdf]] #### 预览 [[assets/docs/261014_0815__外资研报__Barclays-美国股票策略：AI风险溢价的演变.pdf|Barclays-美国股票策略：AI风险溢价的演变.pdf]] ### Barclays-美国互联网：持久化消费者AI智能体争夺战打响.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214848815212541/download_url - 本地资源：[[assets/docs/261014_0815__外资研报__Barclays-美国互联网：持久化消费者AI智能体争夺战打响.pdf|Barclays-美国互联网：持久化消费者AI智能体争夺战打响.pdf]] #### 预览 [[assets/docs/261014_0815__外资研报__Barclays-美国互联网：持久化消费者AI智能体争夺战打响.pdf|Barclays-美国互联网：持久化消费者AI智能体争夺战打响.pdf]] ### Beijing Will Not Pace the Frontier_ China’s Speed-First AI Safety Regime.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214848815212881/download_url - 本地资源：[[assets/docs/261014_0815__外资研报__Beijing Will Not Pace the Frontier_ China’s Speed-First AI Safety Regime.pdf|Beijing Will Not Pace the Frontier_ China’s Speed-First AI Safety Regime.pdf]] #### 预览 [[assets/docs/261014_0815__外资研报__Beijing Will Not Pace the Frontier_ China’s Speed-First AI Safety Regime.pdf|Beijing Will Not Pace the Frontier_ China’s Speed-First AI Safety Regime.pdf]]