--- title: "#外资研报" topic_id: 14425121124244252 created_at: 2026-11-05T08:50:49.842+0800 source: zsxq type: topic cssclasses: zsxq-vault --- # #外资研报 - 序号：448 - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425121124244252) - 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-亚洲科技硬件：3Q26中国台湾AI供应链业绩前瞻.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412812211155548/download_url - 本地资源：[[assets/docs/261105_0850__外资研报__Bernstein-亚洲科技硬件：3Q26中国台湾AI供应链业绩前瞻.pdf|Bernstein-亚洲科技硬件：3Q26中国台湾AI供应链业绩前瞻.pdf]] #### 预览 [[assets/docs/261105_0850__外资研报__Bernstein-亚洲科技硬件：3Q26中国台湾AI供应链业绩前瞻.pdf|Bernstein-亚洲科技硬件：3Q26中国台湾AI供应链业绩前瞻.pdf]] ### Bernstein-英特尔（INTC）：26 年第三季度回顾 —— 着眼未来之前，先熬过当下 Intel (INTC) Q326 Recap - Before you get to the future you have to live through the present....pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412812211155818/download_url - 本地资源：[[assets/docs/261105_0850__外资研报__Bernstein-英特尔（INTC）：26 年第三季度回顾 —— 着眼未来之前，先熬过当下 Intel (INTC) Q326 Recap - Before you get to the future you have to live through the present....pdf|Bernstein-英特尔（INTC）：26 年第三季度回顾 —— 着眼未来之前，先熬过当下 Intel (INTC) Q326 Recap - Before you get to the future you have to live through the present....pdf]] #### 预览 [[assets/docs/261105_0850__外资研报__Bernstein-英特尔（INTC）：26 年第三季度回顾 —— 着眼未来之前，先熬过当下 Intel (INTC) Q326 Recap - Before you get to the future you have to live through the present....pdf|Bernstein-英特尔（INTC）：26 年第三季度回顾 —— 着眼未来之前，先熬过当下 Intel (INTC) Q326 Recap - Before you get to the future you have to live through the present....pdf]] ### BofA-胜宏科技（A股）（300476.SZ）：三季度调整利润贴近买方预期下沿；预计四季度迎来可观复苏；重申买入评级.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181581188844552/download_url - 本地资源：[[assets/docs/261105_0850__外资研报__BofA-胜宏科技（A股）（300476.SZ）：三季度调整利润贴近买方预期下沿；预计四季度迎来可观复苏；重申买入评级.pdf|BofA-胜宏科技（A股）（300476.SZ）：三季度调整利润贴近买方预期下沿；预计四季度迎来可观复苏；重申买入评级.pdf]] #### 预览 [[assets/docs/261105_0850__外资研报__BofA-胜宏科技（A股）（300476.SZ）：三季度调整利润贴近买方预期下沿；预计四季度迎来可观复苏；重申买入评级.pdf|BofA-胜宏科技（A股）（300476.SZ）：三季度调整利润贴近买方预期下沿；预计四季度迎来可观复苏；重申买入评级.pdf]] ### China Economics Time to Think 2027： Growth， Policy and Key Questions – Takeaways from Monthly Call-261030.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412812211155418/download_url - 本地资源：[[assets/docs/261105_0850__外资研报__China Economics Time to Think 2027： Growth， Policy and Key Questions – Takeaways from Monthly Call-261030.pdf|China Economics Time to Think 2027： Growth， Policy and Key Questions – Takeaways from Monthly Call-261030.pdf]] #### 预览 [[assets/docs/261105_0850__外资研报__China Economics Time to Think 2027： Growth， Policy and Key Questions – Takeaways from Monthly Call-261030.pdf|China Economics Time to Think 2027： Growth， Policy and Key Questions – Takeaways from Monthly Call-261030.pdf]] ### CITI-2027年全球存储供需：DRAM缺口3-8%-NAND缺口3-3%-20261103.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814814411122512/download_url - 本地资源：[[assets/docs/261105_0850__外资研报__CITI-2027年全球存储供需：DRAM缺口3-8%-NAND缺口3-3%-20261103.pdf|CITI-2027年全球存储供需：DRAM缺口3-8%-NAND缺口3-3%-20261103.pdf]] #### 预览 [[assets/docs/261105_0850__外资研报__CITI-2027年全球存储供需：DRAM缺口3-8%-NAND缺口3-3%-20261103.pdf|CITI-2027年全球存储供需：DRAM缺口3-8%-NAND缺口3-3%-20261103.pdf]] ### Citi-Coherent：业绩前瞻——1.6T光模块放量将奠定12月季度超预期基础.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584184488855524/download_url - 本地资源：[[assets/docs/261105_0850__外资研报__Citi-Coherent：业绩前瞻——1.6T光模块放量将奠定12月季度超预期基础.pdf|Citi-Coherent：业绩前瞻——1.6T光模块放量将奠定12月季度超预期基础.pdf]] #### 预览 [[assets/docs/261105_0850__外资研报__Citi-Coherent：业绩前瞻——1.6T光模块放量将奠定12月季度超预期基础.pdf|Citi-Coherent：业绩前瞻——1.6T光模块放量将奠定12月季度超预期基础.pdf]] ### Bernstein-闪迪 FQ127：定价与回购足以抵消成本逆风；上调预期、维持跑赢大盘评级，目标价 3000 美元 Sandisk FQ127 Pricing and buybacks more than offset costheadwinds; Increase est, Reiterate Outperform TP $3000.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214814411122821/download_url - 本地资源：[[assets/docs/261105_0850__外资研报__Bernstein-闪迪 FQ127：定价与回购足以抵消成本逆风；上调预期、维持跑赢大盘评级，目标价 3000 美元 Sandisk FQ127 Pricing and buybacks more than offset costheadwinds; Increase est, Reiterate Outperf.pdf|Bernstein-闪迪 FQ127：定价与回购足以抵消成本逆风；上调预期、维持跑赢大盘评级，目标价 3000 美元 Sandisk FQ127 Pricing and buybacks more than offset costheadwinds; Increase est, Reiterate Outperform TP $3000.pdf]] #### 预览 [[assets/docs/261105_0850__外资研报__Bernstein-闪迪 FQ127：定价与回购足以抵消成本逆风；上调预期、维持跑赢大盘评级，目标价 3000 美元 Sandisk FQ127 Pricing and buybacks more than offset costheadwinds; Increase est, Reiterate Outperf.pdf|Bernstein-闪迪 FQ127：定价与回购足以抵消成本逆风；上调预期、维持跑赢大盘评级，目标价 3000 美元 Sandisk FQ127 Pricing and buybacks more than offset costheadwinds; Increase est, Reiterate Outperform TP $3000.pdf]] ### Bernstein-微软 27 财年第一季度：增长稳健，前景向好 Microsoft 1Q27 Rock solid growth with more to come.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814814411122812/download_url - 本地资源：[[assets/docs/261105_0850__外资研报__Bernstein-微软 27 财年第一季度：增长稳健，前景向好 Microsoft 1Q27 Rock solid growth with more to come.pdf|Bernstein-微软 27 财年第一季度：增长稳健，前景向好 Microsoft 1Q27 Rock solid growth with more to come.pdf]] #### 预览 [[assets/docs/261105_0850__外资研报__Bernstein-微软 27 财年第一季度：增长稳健，前景向好 Microsoft 1Q27 Rock solid growth with more to come.pdf|Bernstein-微软 27 财年第一季度：增长稳健，前景向好 Microsoft 1Q27 Rock solid growth with more to come.pdf]] ### Bernstein-亚马逊 3Q26：评估标记 Amazon 3Q26 Measure the chalk mark.pdf - 状态：downloaded - 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214814411122811/download_url - 本地资源：[[assets/docs/261105_0850__外资研报__Bernstein-亚马逊 3Q26：评估标记 Amazon 3Q26 Measure the chalk mark.pdf|Bernstein-亚马逊 3Q26：评估标记 Amazon 3Q26 Measure the chalk mark.pdf]] #### 预览 [[assets/docs/261105_0850__外资研报__Bernstein-亚马逊 3Q26：评估标记 Amazon 3Q26 Measure the chalk mark.pdf|Bernstein-亚马逊 3Q26：评估标记 Amazon 3Q26 Measure the chalk mark.pdf]]