--- title: "#外资研报" topic_id: 22258212248154451 created_at: 2026-10-29T08:22:31.181+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：590 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258212248154451) - 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-日本 IT 硬件与电子：2Q26 前瞻……AI 情绪是否过低？ Japan IT Hardware _ Electronics 2Q26 Preview... are AI sentiments too low？.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814812822152182/download_url - 本地资源：[[assets/docs/261029_0822__外资研报__Bernstein-日本 IT 硬件与电子：2Q26 前瞻……AI 情绪是否过低？ Japan IT Hardware _ Electronics 2Q26 Preview... are AI sentiments too low？.pdf|Bernstein-日本 IT 硬件与电子：2Q26 前瞻……AI 情绪是否过低？ Japan IT Hardware _ Electronics 2Q26 Preview... are AI sentiments too low？.pdf]] #### 预览 [[assets/docs/261029_0822__外资研报__Bernstein-日本 IT 硬件与电子：2Q26 前瞻……AI 情绪是否过低？ Japan IT Hardware _ Electronics 2Q26 Preview... are AI sentiments too low？.pdf|Bernstein-日本 IT 硬件与电子：2Q26 前瞻……AI 情绪是否过低？ Japan IT Hardware _ Electronics 2Q26 Preview... are AI sentiments too low？.pdf]] ### Bernstein-日本IT硬件与电子板块2Q26业绩前瞻：AI情绪是否过于悲观？.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412815855145188/download_url - 本地资源：[[assets/docs/261029_0822__外资研报__Bernstein-日本IT硬件与电子板块2Q26业绩前瞻：AI情绪是否过于悲观？.pdf|Bernstein-日本IT硬件与电子板块2Q26业绩前瞻：AI情绪是否过于悲观？.pdf]] #### 预览 [[assets/docs/261029_0822__外资研报__Bernstein-日本IT硬件与电子板块2Q26业绩前瞻：AI情绪是否过于悲观？.pdf|Bernstein-日本IT硬件与电子板块2Q26业绩前瞻：AI情绪是否过于悲观？.pdf]] ### Citi-江海股份：三季度毛利率超预期，营收与净利润低于预期；AI业务放量看四季度.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214812822152411/download_url - 本地资源：[[assets/docs/261029_0822__外资研报__Citi-江海股份：三季度毛利率超预期，营收与净利润低于预期；AI业务放量看四季度.pdf|Citi-江海股份：三季度毛利率超预期，营收与净利润低于预期；AI业务放量看四季度.pdf]] #### 预览 [[assets/docs/261029_0822__外资研报__Citi-江海股份：三季度毛利率超预期，营收与净利润低于预期；AI业务放量看四季度.pdf|Citi-江海股份：三季度毛利率超预期，营收与净利润低于预期；AI业务放量看四季度.pdf]] ### Citi-平高电气：股市波动中的防御型成长标的.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214812822152151/download_url - 本地资源：[[assets/docs/261029_0822__外资研报__Citi-平高电气：股市波动中的防御型成长标的.pdf|Citi-平高电气：股市波动中的防御型成长标的.pdf]] #### 预览 [[assets/docs/261029_0822__外资研报__Citi-平高电气：股市波动中的防御型成长标的.pdf|Citi-平高电气：股市波动中的防御型成长标的.pdf]] ### Citi-全球黄金：三季度前瞻：预计产量环比下降，投资者关注指引、分红及回购Global Gold 3QCY26 preview softer production expected qq investor focus likely on guidance and divbuybacks.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584185155825814/download_url - 本地资源：[[assets/docs/261029_0822__外资研报__Citi-全球黄金：三季度前瞻：预计产量环比下降，投资者关注指引、分红及回购Global Gold 3QCY26 preview softer production expected qq investor focus likely on guidance and divbuybacks.pdf|Citi-全球黄金：三季度前瞻：预计产量环比下降，投资者关注指引、分红及回购Global Gold 3QCY26 preview softer production expected qq investor focus likely on guidance and divbuybacks.pdf]] #### 预览 [[assets/docs/261029_0822__外资研报__Citi-全球黄金：三季度前瞻：预计产量环比下降，投资者关注指引、分红及回购Global Gold 3QCY26 preview softer production expected qq investor focus likely on guidance and divbuybacks.pdf|Citi-全球黄金：三季度前瞻：预计产量环比下降，投资者关注指引、分红及回购Global Gold 3QCY26 preview softer production expected qq investor focus likely on guidance and divbuybacks.pdf]] ### Bernstein-美国 IT 硬件｜全球存储：驳斥平均售价涨幅放缓的空头论点 U.S. IT Hardware Global Memory _ Storage Debunking the bear thesis on ASP price growth deceleration.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814812822152152/download_url - 本地资源：[[assets/docs/261029_0822__外资研报__Bernstein-美国 IT 硬件｜全球存储：驳斥平均售价涨幅放缓的空头论点 U.S. IT Hardware Global Memory _ Storage Debunking the bear thesis on ASP price growth deceleration.pdf|Bernstein-美国 IT 硬件｜全球存储：驳斥平均售价涨幅放缓的空头论点 U.S. IT Hardware Global Memory _ Storage Debunking the bear thesis on ASP price growth deceleration.pdf]] #### 预览 [[assets/docs/261029_0822__外资研报__Bernstein-美国 IT 硬件｜全球存储：驳斥平均售价涨幅放缓的空头论点 U.S. IT Hardware Global Memory _ Storage Debunking the bear thesis on ASP price growth deceleration.pdf|Bernstein-美国 IT 硬件｜全球存储：驳斥平均售价涨幅放缓的空头论点 U.S. IT Hardware Global Memory _ Storage Debunking the bear thesis on ASP price growth deceleration.pdf]] ### Bernstein-宁德时代（300750.CH 3750.HK）3Q26业绩：利润率是已经触底，抑或是进入新常态？.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412815855145148/download_url - 本地资源：[[assets/docs/261029_0822__外资研报__Bernstein-宁德时代（300750.CH 3750.HK）3Q26业绩：利润率是已经触底，抑或是进入新常态？.pdf|Bernstein-宁德时代（300750.CH 3750.HK）3Q26业绩：利润率是已经触底，抑或是进入新常态？.pdf]] #### 预览 [[assets/docs/261029_0822__外资研报__Bernstein-宁德时代（300750.CH 3750.HK）3Q26业绩：利润率是已经触底，抑或是进入新常态？.pdf|Bernstein-宁德时代（300750.CH 3750.HK）3Q26业绩：利润率是已经触底，抑或是进入新常态？.pdf]] ### Bernstein-全球存储：驳斥基于均价涨幅放缓的看空逻辑Global Memory _ Storage Debunking the bear thesis on ASP price growth deceleration.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181584544824852/download_url - 本地资源：[[assets/docs/261029_0822__外资研报__Bernstein-全球存储：驳斥基于均价涨幅放缓的看空逻辑Global Memory _ Storage Debunking the bear thesis on ASP price growth deceleration.pdf|Bernstein-全球存储：驳斥基于均价涨幅放缓的看空逻辑Global Memory _ Storage Debunking the bear thesis on ASP price growth deceleration.pdf]] #### 预览 [[assets/docs/261029_0822__外资研报__Bernstein-全球存储：驳斥基于均价涨幅放缓的看空逻辑Global Memory _ Storage Debunking the bear thesis on ASP price growth deceleration.pdf|Bernstein-全球存储：驳斥基于均价涨幅放缓的看空逻辑Global Memory _ Storage Debunking the bear thesis on ASP price growth deceleration.pdf]] ### Bernstein-全球存储追踪（韩国9月出口数据 ）.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181584544824822/download_url - 本地资源：[[assets/docs/261029_0822__外资研报__Bernstein-全球存储追踪（韩国9月出口数据 ）.pdf|Bernstein-全球存储追踪（韩国9月出口数据 ）.pdf]] #### 预览 [[assets/docs/261029_0822__外资研报__Bernstein-全球存储追踪（韩国9月出口数据 ）.pdf|Bernstein-全球存储追踪（韩国9月出口数据 ）.pdf]]