---
title: "#外资研报"
topic_id: 22258452185554451
created_at: 2026-11-03T08:33:58.612+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：364
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258452185554451)
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## 正文

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## 文档

### Barclays-中国TMT：AI商业化提速，直面融资能力检验.pdf

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- 本地资源：[[assets/docs/261103_0833__外资研报__Barclays-中国TMT：AI商业化提速，直面融资能力检验.pdf|Barclays-中国TMT：AI商业化提速，直面融资能力检验.pdf]]

#### 预览

[[assets/docs/261103_0833__外资研报__Barclays-中国TMT：AI商业化提速，直面融资能力检验.pdf|Barclays-中国TMT：AI商业化提速，直面融资能力检验.pdf]]

### Bernstein-CoreWeave 公司（CRWV）：重新审视积压订单资金逻辑 CoreWeave (CRWV) Reexamining the backlog funding math.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/261103_0833__外资研报__Bernstein-CoreWeave 公司（CRWV）：重新审视积压订单资金逻辑 CoreWeave (CRWV) Reexamining the backlog funding math.pdf|Bernstein-CoreWeave 公司（CRWV）：重新审视积压订单资金逻辑 CoreWeave (CRWV) Reexamining the backlog funding math.pdf]]

#### 预览

[[assets/docs/261103_0833__外资研报__Bernstein-CoreWeave 公司（CRWV）：重新审视积压订单资金逻辑 CoreWeave (CRWV) Reexamining the backlog funding math.pdf|Bernstein-CoreWeave 公司（CRWV）：重新审视积压订单资金逻辑 CoreWeave (CRWV) Reexamining the backlog funding math.pdf]]

### Bernstein-ServiceNow美国政府大额成长合同速评ServiceN-20261026.pdf

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- 本地资源：[[assets/docs/261103_0833__外资研报__Bernstein-ServiceNow美国政府大额成长合同速评ServiceN-20261026.pdf|Bernstein-ServiceNow美国政府大额成长合同速评ServiceN-20261026.pdf]]

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[[assets/docs/261103_0833__外资研报__Bernstein-ServiceNow美国政府大额成长合同速评ServiceN-20261026.pdf|Bernstein-ServiceNow美国政府大额成长合同速评ServiceN-20261026.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/412812851812158/download_url
- 本地资源：[[assets/docs/261103_0833__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/261103_0833__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-美国半导体｜北美：英特尔、AMD：人人有机会？2026 年第三季度前瞻 U.S. Semiconductors North America Intel, AMD Something for everyone Q326 preview.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814814821814122/download_url
- 本地资源：[[assets/docs/261103_0833__外资研报__Bernstein-美国半导体｜北美：英特尔、AMD：人人有机会？2026 年第三季度前瞻 U.S. Semiconductors North America Intel, AMD Something for everyone Q326 preview.pdf|Bernstein-美国半导体｜北美：英特尔、AMD：人人有机会？2026 年第三季度前瞻 U.S. Semiconductors North America Intel, AMD Something for everyone Q326 preview.pdf]]

#### 预览

[[assets/docs/261103_0833__外资研报__Bernstein-美国半导体｜北美：英特尔、AMD：人人有机会？2026 年第三季度前瞻 U.S. Semiconductors North America Intel, AMD Something for everyone Q326 preview.pdf|Bernstein-美国半导体｜北美：英特尔、AMD：人人有机会？2026 年第三季度前瞻 U.S. Semiconductors North America Intel, AMD Something for everyone Q326 preview.pdf]]

### 【个股-BABA】【英】CITI-苹果智能合作强化通义AI能力-20261101.pdf

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- 本地资源：[[assets/docs/261103_0833__外资研报__【个股-BABA】【英】CITI-苹果智能合作强化通义AI能力-20261101.pdf|【个股-BABA】【英】CITI-苹果智能合作强化通义AI能力-20261101.pdf]]

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[[assets/docs/261103_0833__外资研报__【个股-BABA】【英】CITI-苹果智能合作强化通义AI能力-20261101.pdf|【个股-BABA】【英】CITI-苹果智能合作强化通义AI能力-20261101.pdf]]

### 【个股-INTC】【英】GS-英特尔：业绩稳健但PC指引疲弱、前瞻谨慎-20261030.pdf

- 状态：downloaded
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- 本地资源：[[assets/docs/261103_0833__外资研报__【个股-INTC】【英】GS-英特尔：业绩稳健但PC指引疲弱、前瞻谨慎-20261030.pdf|【个股-INTC】【英】GS-英特尔：业绩稳健但PC指引疲弱、前瞻谨慎-20261030.pdf]]

#### 预览

[[assets/docs/261103_0833__外资研报__【个股-INTC】【英】GS-英特尔：业绩稳健但PC指引疲弱、前瞻谨慎-20261030.pdf|【个股-INTC】【英】GS-英特尔：业绩稳健但PC指引疲弱、前瞻谨慎-20261030.pdf]]

### 【个股-LLY】【英】JPM-礼来3Q：肥胖药组合持续显著跑赢-20261029.pdf

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- 本地资源：[[assets/docs/261103_0833__外资研报__【个股-LLY】【英】JPM-礼来3Q：肥胖药组合持续显著跑赢-20261029.pdf|【个股-LLY】【英】JPM-礼来3Q：肥胖药组合持续显著跑赢-20261029.pdf]]

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[[assets/docs/261103_0833__外资研报__【个股-LLY】【英】JPM-礼来3Q：肥胖药组合持续显著跑赢-20261029.pdf|【个股-LLY】【英】JPM-礼来3Q：肥胖药组合持续显著跑赢-20261029.pdf]]

### 【个股-SNDK】【英】GS-闪迪：稳健季报-指引超市场预期-20261030.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412812851812188/download_url
- 本地资源：[[assets/docs/261103_0833__外资研报__【个股-SNDK】【英】GS-闪迪：稳健季报-指引超市场预期-20261030.pdf|【个股-SNDK】【英】GS-闪迪：稳健季报-指引超市场预期-20261030.pdf]]

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[[assets/docs/261103_0833__外资研报__【个股-SNDK】【英】GS-闪迪：稳健季报-指引超市场预期-20261030.pdf|【个股-SNDK】【英】GS-闪迪：稳健季报-指引超市场预期-20261030.pdf]]