#外资研报
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Bernstein-SpaceX：第三季度业绩亮眼；地面 AI 连接规划宏大 SpaceX Strong Q3 results; Ambitious plans for terrestrial AI and connectivity.pdf
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Bernstein-德州仪器（TXN）：Q326 复盘 —— 模拟巨头 Texas Instruments (TXN) Q326 recap - The analog mog？.pdf
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Bernstein-德州仪器（TXN）：Q326 复盘 —— 模拟巨头 Texas Instruments (TXN) Q326 recap - The analog mog？.pdf
Bernstein-泛林半导体（LRCX）：FQ127 复盘 —— 投资者是否误判了风电逻辑？ Lam Research (LRCX) FQ127 recap - Were investors tilting at windmills？.pdf
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Bernstein-康宁 26 年第三季度前瞻：智能手机市场走弱背景下康宁能否超预期？ GLW Q3 26 Preview Can Corning beat consensus against a softening smartphone market？.pdf
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Bernstein-澜起科技 Q26初步业绩：自上而下全面beat，净利率冲抵60%——近期错杀提供买点，维持跑赢大市.pdf
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Bernstein-澜起科技 Q26初步业绩：自上而下全面beat，净利率冲抵60%——近期错杀提供买点，维持跑赢大市.pdf
Bernstein-美国 IT 硬件_超微：初步业绩显示 AI 基础设施需求持续向好 U.S. IT Hardware SMCI Preliminary results shows AI Infra strength continues.pdf
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Bernstein-CoreWeave（CRWV）：Core-We've 有账单要支付…… 下调目标价 CoreWeave (CRWV) Core-We've got bills to pay... lowering our PT.pdf
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Bernstein-Meta 3Q26：找到灵感，让画布焕新 Meta 3Q26 Finding its muse, bringing the canvas to life.pdf
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- 本地资源：Bernstein-Meta 3Q26：找到灵感，让画布焕新 Meta 3Q26 Finding its muse, bringing the canvas to life.pdf
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Bernstein-Meta 3Q26：找到灵感，让画布焕新 Meta 3Q26 Finding its muse, bringing the canvas to life.pdf
Bernstein-Montage 26 年第三季度初步业绩：营收与利润均大幅超预期，净利润率达 60% Montage 3Q26 preliminary results A clean beat from top to bottom with 60% NPM.pdf
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- 本地资源：Bernstein-Montage 26 年第三季度初步业绩：营收与利润均大幅超预期，净利润率达 60% Montage 3Q26 preliminary results A clean beat from top to bottom with 60% NPM.pdf