--- title: "#外资研报" topic_id: 82258212248154422 created_at: 2026-10-29T08:22:37.017+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：589 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258212248154422) - 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 ### 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 - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584185155825844/download_url - 本地资源：[[assets/docs/261029_0822__外资研报__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|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]] #### 预览 [[assets/docs/261029_0822__外资研报__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|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]] ### Bernstein-德州仪器（TXN）：Q326 复盘 —— 模拟巨头 Texas Instruments (TXN) Q326 recap - The analog mog？.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412815855142488/download_url - 本地资源：[[assets/docs/261029_0822__外资研报__Bernstein-德州仪器（TXN）：Q326 复盘 —— 模拟巨头 Texas Instruments (TXN) Q326 recap - The analog mog？.pdf|Bernstein-德州仪器（TXN）：Q326 复盘 —— 模拟巨头 Texas Instruments (TXN) Q326 recap - The analog mog？.pdf]] #### 预览 [[assets/docs/261029_0822__外资研报__Bernstein-德州仪器（TXN）：Q326 复盘 —— 模拟巨头 Texas Instruments (TXN) Q326 recap - The analog mog？.pdf|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 - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214812822152111/download_url - 本地资源：[[assets/docs/261029_0822__外资研报__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|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]] #### 预览 [[assets/docs/261029_0822__外资研报__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|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]] ### 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 - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412815855145118/download_url - 本地资源：[[assets/docs/261029_0822__外资研报__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|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]] #### 预览 [[assets/docs/261029_0822__外资研报__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|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]] ### 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 - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412815855145128/download_url - 本地资源：[[assets/docs/261029_0822__外资研报__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-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]] #### 预览 [[assets/docs/261029_0822__外资研报__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-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 - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181584544824882/download_url - 本地资源：[[assets/docs/261029_0822__外资研报__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|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]] #### 预览 [[assets/docs/261029_0822__外资研报__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|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]] ### 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 - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814812822152112/download_url - 本地资源：[[assets/docs/261029_0822__外资研报__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|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]] #### 预览 [[assets/docs/261029_0822__外资研报__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|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]] ### Bernstein-Meta 3Q26：找到灵感，让画布焕新 Meta 3Q26 Finding its muse, bringing the canvas to life.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584185155825884/download_url - 本地资源：[[assets/docs/261029_0822__外资研报__Bernstein-Meta 3Q26：找到灵感，让画布焕新 Meta 3Q26 Finding its muse, bringing the canvas to life.pdf|Bernstein-Meta 3Q26：找到灵感，让画布焕新 Meta 3Q26 Finding its muse, bringing the canvas to life.pdf]] #### 预览 [[assets/docs/261029_0822__外资研报__Bernstein-Meta 3Q26：找到灵感，让画布焕新 Meta 3Q26 Finding its muse, bringing the canvas to life.pdf|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 - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214812822152141/download_url - 本地资源：[[assets/docs/261029_0822__外资研报__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|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]] #### 预览 [[assets/docs/261029_0822__外资研报__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|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]]