#外资研报
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Bernstein-KLA Corporation（KLA）27 财年第一季度复盘：这或许就是拐点 KLA Corporation (KLAC) F1Q27 recap - this could be the turning point.pdf
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- 本地资源：Bernstein-KLA Corporation（KLA）27 财年第一季度复盘：这或许就是拐点 KLA Corporation (KLAC) F1Q27 recap - this could be the turning point.pdf
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Bernstein-LITE：交易属实；Lumentum 业绩超预期，迈威尔确认收购 LITE The deal is real; Lumentum earnings beat, but acquisition by Marvell confirmed.pdf
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- 本地资源：Bernstein-LITE：交易属实；Lumentum 业绩超预期，迈威尔确认收购 LITE The deal is real; Lumentum earnings beat, but acquisition by Marvell confirmed.pdf
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Bernstein-Marvell=拟收购Lumentum？！我们的初步看法.pdf
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- 本地资源：Bernstein-Marvell=拟收购Lumentum？！我们的初步看法.pdf
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Bernstein-Marvell=拟收购Lumentum？！我们的初步看法.pdf
Bernstein-Oracle AIWorld 与 FAM：这是否就是大家期待的全部，甚至超出预期？ Oracle AIWorld and FAM Was it everything one could want and more？.pdf
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- 本地资源：Bernstein-Oracle AIWorld 与 FAM：这是否就是大家期待的全部，甚至超出预期？ Oracle AIWorld and FAM Was it everything one could want and more？.pdf
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Bernstein-Regeneron Pharmaceuticals（REGN.US）：2026年三季度表现强劲，增长由Dupixent与Eylea驱动；目标价上调至812美元；与大盘同步-20261102.pdf
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Bernstein-Datadog 与 Cloudflare：三季度财报前的不合理抛售 Datadog & Cloudflare An unwarranted selloff into Q3 earnings.pdf
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- 本地资源：Bernstein-Datadog 与 Cloudflare：三季度财报前的不合理抛售 Datadog & Cloudflare An unwarranted selloff into Q3 earnings.pdf
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Bernstein-GE Vernova (GEV) 26 年第三季度：业务、回购与资产出售 Verizon (VZ) 3Q26 Bushings, buybacks, and backlog.pdf
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- 本地资源：Bernstein-GE Vernova (GEV) 26 年第三季度：业务、回购与资产出售 Verizon (VZ) 3Q26 Bushings, buybacks, and backlog.pdf
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Bernstein-GE Vernova (GEV) 26 年第三季度：业务、回购与资产出售 Verizon (VZ) 3Q26 Bushings, buybacks, and backlog.pdf
Bernstein-Global Digital Assets Emerging AI Infra： Texas turns blue...not the end but DC power pipelines at risk & approved MWs more valuable-261104.pdf
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- 本地资源：Bernstein-Global Digital Assets Emerging AI Infra： Texas turns blue...not the end but DC power pipelines at risk & approved MWs more valuable-261104.pdf
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Bernstein-Intel 下调至中性评级，PC_供应链逆风导致复苏时间延后 Intel Downgrade to Neutral, turnaround pushed out on PC_supply headwinds.pdf
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- 本地资源：Bernstein-Intel 下调至中性评级，PC_供应链逆风导致复苏时间延后 Intel Downgrade to Neutral, turnaround pushed out on PC_supply headwinds.pdf