---
title: "#外资研报"
topic_id: 14425485421584142
created_at: 2026-10-27T08:24:56.790+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：475
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425485421584142)
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## 文档

### Bernstein-Meta：从 Facebook 到 Meta 再到 Muse Meta From Facebook to Meta to Muse.pdf

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- 本地资源：[[assets/docs/261027_0824__外资研报__Bernstein-Meta：从 Facebook 到 Meta 再到 Muse Meta From Facebook to Meta to Muse.pdf|Bernstein-Meta：从 Facebook 到 Meta 再到 Muse Meta From Facebook to Meta to Muse.pdf]]

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[[assets/docs/261027_0824__外资研报__Bernstein-Meta：从 Facebook 到 Meta 再到 Muse Meta From Facebook to Meta to Muse.pdf|Bernstein-Meta：从 Facebook 到 Meta 再到 Muse Meta From Facebook to Meta to Muse.pdf]]

### Bernstein-美国网络通信设备 Lumentum（LITE）与 Coherent（COHR）27 财年一季度前瞻：管理层将如何安抚投资者担忧？ US Networking _ Communications Equipment Lumentum (LITE) _ Coherent (COHR) Q1 27 Preview What can management say to.pdf

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- 本地资源：[[assets/docs/261027_0824__外资研报__Bernstein-美国网络通信设备 Lumentum（LITE）与 Coherent（COHR）27 财年一季度前瞻：管理层将如何安抚投资者担忧？ US Networking _ Communications Equipment Lumentum (LITE) _ Coherent (COHR) Q1 27 P.pdf|Bernstein-美国网络通信设备 Lumentum（LITE）与 Coherent（COHR）27 财年一季度前瞻：管理层将如何安抚投资者担忧？ US Networking _ Communications Equipment Lumentum (LITE) _ Coherent (COHR) Q1 27 Preview What can management say to.pdf]]

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[[assets/docs/261027_0824__外资研报__Bernstein-美国网络通信设备 Lumentum（LITE）与 Coherent（COHR）27 财年一季度前瞻：管理层将如何安抚投资者担忧？ US Networking _ Communications Equipment Lumentum (LITE) _ Coherent (COHR) Q1 27 P.pdf|Bernstein-美国网络通信设备 Lumentum（LITE）与 Coherent（COHR）27 财年一季度前瞻：管理层将如何安抚投资者担忧？ US Networking _ Communications Equipment Lumentum (LITE) _ Coherent (COHR) Q1 27 Preview What can management say to.pdf]]

### Bernstein-全球半导体及半导体设备：全球走访纪要 ——SEMICON West 会议要点 Global Semiconductors and Semiconductor Capital Equipment Global Semis and Semicap Notes from the road - Takeaways from meetings at SEMICON West.pdf

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- 本地资源：[[assets/docs/261027_0824__外资研报__Bernstein-全球半导体及半导体设备：全球走访纪要 ——SEMICON West 会议要点 Global Semiconductors and Semiconductor Capital Equipment Global Semis and Semicap Notes from the road - Tak.pdf|Bernstein-全球半导体及半导体设备：全球走访纪要 ——SEMICON West 会议要点 Global Semiconductors and Semiconductor Capital Equipment Global Semis and Semicap Notes from the road - Takeaways from meetings at SEMICON West.pdf]]

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[[assets/docs/261027_0824__外资研报__Bernstein-全球半导体及半导体设备：全球走访纪要 ——SEMICON West 会议要点 Global Semiconductors and Semiconductor Capital Equipment Global Semis and Semicap Notes from the road - Tak.pdf|Bernstein-全球半导体及半导体设备：全球走访纪要 ——SEMICON West 会议要点 Global Semiconductors and Semiconductor Capital Equipment Global Semis and Semicap Notes from the road - Takeaways from meetings at SEMICON West.pdf]]

### 【个股-AMZN】【英】UBS-AWS利润率将成为下一关注重点-20261026.pdf

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[[assets/docs/261027_0824__外资研报__【个股-AMZN】【英】UBS-AWS利润率将成为下一关注重点-20261026.pdf|【个股-AMZN】【英】UBS-AWS利润率将成为下一关注重点-20261026.pdf]]

### 【个股-MSFT】【英】CITI-微软前沿巡展强化Copilot增长信心-20261026.pdf

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[[assets/docs/261027_0824__外资研报__【个股-MSFT】【英】CITI-微软前沿巡展强化Copilot增长信心-20261026.pdf|【个股-MSFT】【英】CITI-微软前沿巡展强化Copilot增长信心-20261026.pdf]]

### Amazon’s Trainium Takes a Strike at the Training King.pdf

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- 本地资源：[[assets/docs/261027_0824__外资研报__Amazon’s Trainium Takes a Strike at the Training King.pdf|Amazon’s Trainium Takes a Strike at the Training King.pdf]]

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[[assets/docs/261027_0824__外资研报__Amazon’s Trainium Takes a Strike at the Training King.pdf|Amazon’s Trainium Takes a Strike at the Training King.pdf]]

### Anthropic, PBC - S-1 (Q2).pdf

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[[assets/docs/261027_0824__外资研报__Anthropic, PBC - S-1 (Q2).pdf|Anthropic, PBC - S-1 (Q2).pdf]]

### Bernstein-ASML：订单积压增至 560 亿欧元 ASML Order backlog surged to €56bn？.pdf

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[[assets/docs/261027_0824__外资研报__Bernstein-ASML：订单积压增至 560 亿欧元 ASML Order backlog surged to €56bn？.pdf|Bernstein-ASML：订单积压增至 560 亿欧元 ASML Order backlog surged to €56bn？.pdf]]

### Bernstein-Datadog（DDOG）：升级 AI 驱动的数据基础设施 Datadog (DDOG) Upgrading on AI-driven tailwind strength.pdf

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[[assets/docs/261027_0824__外资研报__Bernstein-Datadog（DDOG）：升级 AI 驱动的数据基础设施 Datadog (DDOG) Upgrading on AI-driven tailwind strength.pdf|Bernstein-Datadog（DDOG）：升级 AI 驱动的数据基础设施 Datadog (DDOG) Upgrading on AI-driven tailwind strength.pdf]]