---
title: "#外资研报"
topic_id: 82258451545421822
created_at: 2026-11-06T08:30:58.010+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：325
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258451545421822)
- 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-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

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584184858588124/download_url
- 本地资源：[[assets/docs/261106_0830__外资研报__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|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]]

#### 预览

[[assets/docs/261106_0830__外资研报__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|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]]

### 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

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214814121211511/download_url
- 本地资源：[[assets/docs/261106_0830__外资研报__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|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]]

#### 预览

[[assets/docs/261106_0830__外资研报__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|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]]

### Bernstein-Marvell=拟收购Lumentum？！我们的初步看法.pdf

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181581848488522/download_url
- 本地资源：[[assets/docs/261106_0830__外资研报__Bernstein-Marvell=拟收购Lumentum？！我们的初步看法.pdf|Bernstein-Marvell=拟收购Lumentum？！我们的初步看法.pdf]]

#### 预览

[[assets/docs/261106_0830__外资研报__Bernstein-Marvell=拟收购Lumentum？！我们的初步看法.pdf|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

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814814121211822/download_url
- 本地资源：[[assets/docs/261106_0830__外资研报__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|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]]

#### 预览

[[assets/docs/261106_0830__外资研报__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|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]]

### 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

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814814121211852/download_url
- 本地资源：[[assets/docs/261106_0830__外资研报__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|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]]

#### 预览

[[assets/docs/261106_0830__外资研报__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|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]]

### 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

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412812151511848/download_url
- 本地资源：[[assets/docs/261106_0830__外资研报__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|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]]

#### 预览

[[assets/docs/261106_0830__外资研报__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|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]]

### 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

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584184858588284/download_url
- 本地资源：[[assets/docs/261106_0830__外资研报__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-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]]

#### 预览

[[assets/docs/261106_0830__外资研报__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-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

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412812151511828/download_url
- 本地资源：[[assets/docs/261106_0830__外资研报__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|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]]

#### 预览

[[assets/docs/261106_0830__外资研报__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|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]]

### 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

- 状态：downloaded
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214814121211851/download_url
- 本地资源：[[assets/docs/261106_0830__外资研报__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|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]]

#### 预览

[[assets/docs/261106_0830__外资研报__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|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]]