---
title: "#外资研报"
topic_id: 45548241424224528
created_at: 2026-11-06T08:31:12.343+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：324
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548241424224528)
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## 文档

### Bernstein-AAPL 26 财年第四季度：营收强劲增长延续，毛利率指引不及预期 AAPL FQ4'26 Strong top-line continues, GM guide disappoints.pdf

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- 本地资源：[[assets/docs/261106_0831__外资研报__Bernstein-AAPL 26 财年第四季度：营收强劲增长延续，毛利率指引不及预期 AAPL FQ4'26 Strong top-line continues, GM guide disappoints.pdf|Bernstein-AAPL 26 财年第四季度：营收强劲增长延续，毛利率指引不及预期 AAPL FQ4'26 Strong top-line continues, GM guide disappoints.pdf]]

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[[assets/docs/261106_0831__外资研报__Bernstein-AAPL 26 财年第四季度：营收强劲增长延续，毛利率指引不及预期 AAPL FQ4'26 Strong top-line continues, GM guide disappoints.pdf|Bernstein-AAPL 26 财年第四季度：营收强劲增长延续，毛利率指引不及预期 AAPL FQ4'26 Strong top-line continues, GM guide disappoints.pdf]]

### Bernstein-AI 数据中心：选票价值评估 ——2026 年中期选举应对指南 AI Data Centers：Valuing the Vote - Your Playbook For Navigating the 2026 Midterms.pdf

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- 本地资源：[[assets/docs/261106_0831__外资研报__Bernstein-AI 数据中心：选票价值评估 ——2026 年中期选举应对指南 AI Data Centers：Valuing the Vote - Your Playbook For Navigating the 2026 Midterms.pdf|Bernstein-AI 数据中心：选票价值评估 ——2026 年中期选举应对指南 AI Data Centers：Valuing the Vote - Your Playbook For Navigating the 2026 Midterms.pdf]]

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[[assets/docs/261106_0831__外资研报__Bernstein-AI 数据中心：选票价值评估 ——2026 年中期选举应对指南 AI Data Centers：Valuing the Vote - Your Playbook For Navigating the 2026 Midterms.pdf|Bernstein-AI 数据中心：选票价值评估 ——2026 年中期选举应对指南 AI Data Centers：Valuing the Vote - Your Playbook For Navigating the 2026 Midterms.pdf]]

### Bernstein-AI实验室的数据中心与算力承诺规模几何，对超大规模云厂与新兴算力云（Neocloud）意味着什么.pdf

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- 本地资源：[[assets/docs/261106_0831__外资研报__Bernstein-AI实验室的数据中心与算力承诺规模几何，对超大规模云厂与新兴算力云（Neocloud）意味着什么.pdf|Bernstein-AI实验室的数据中心与算力承诺规模几何，对超大规模云厂与新兴算力云（Neocloud）意味着什么.pdf]]

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[[assets/docs/261106_0831__外资研报__Bernstein-AI实验室的数据中心与算力承诺规模几何，对超大规模云厂与新兴算力云（Neocloud）意味着什么.pdf|Bernstein-AI实验室的数据中心与算力承诺规模几何，对超大规模云厂与新兴算力云（Neocloud）意味着什么.pdf]]

### Bernstein-Cloudflare（NET）：AI 动能持续增强（估值处于高位） Cloudflare (NET) Increasing AI momentum (at high valuation).pdf

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[[assets/docs/261106_0831__外资研报__Bernstein-Cloudflare（NET）：AI 动能持续增强（估值处于高位） Cloudflare (NET) Increasing AI momentum (at high valuation).pdf|Bernstein-Cloudflare（NET）：AI 动能持续增强（估值处于高位） Cloudflare (NET) Increasing AI momentum (at high valuation).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

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[[assets/docs/261106_0831__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-CXMT：对标同行利润率、维持更快增长轨迹 CXMT Matching peers on margins, & keeping a steeper growth trajectory.pdf

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[[assets/docs/261106_0831__外资研报__Bernstein-CXMT：对标同行利润率、维持更快增长轨迹 CXMT Matching peers on margins, & keeping a steeper growth trajectory.pdf|Bernstein-CXMT：对标同行利润率、维持更快增长轨迹 CXMT Matching peers on margins, & keeping a steeper growth trajectory.pdf]]

### Asia FX and Rates Strategy Asia Flow Overview： October 2026–Equity Outflows Deepen amid AI Sentiment Correction-261102.pdf

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[[assets/docs/261106_0831__外资研报__Asia FX and Rates Strategy Asia Flow Overview： October 2026–Equity Outflows Deepen amid AI Sentiment Correction-261102.pdf|Asia FX and Rates Strategy Asia Flow Overview： October 2026–Equity Outflows Deepen amid AI Sentiment Correction-261102.pdf]]

### Barclays-China：PMIs soften amid lingering weakness-261102.pdf

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[[assets/docs/261106_0831__外资研报__Barclays-China：PMIs soften amid lingering weakness-261102.pdf|Barclays-China：PMIs soften amid lingering weakness-261102.pdf]]

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

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[[assets/docs/261106_0831__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]]