Bernstein 研究报告
- Bernstein-Kakao Corporation（035720.KS）Kakao Q2： Can you live without KakaoTalk？-260807Bernstein · 2026-09-22
- Bernstein-U.S. SMID~Cap Software：Cybersecurity： Exuberant setup... sector fully valued？-260917Bernstein · 2026-09-17
- Bernstein-The Long View： Urea~The Last Cheap Tonne-260917Bernstein · 2026-09-17
- Bernstein-Korea Internet： Sovereign AI... Sovereignty or symbolism？-260917Bernstein · 2026-09-17
- Bernstein-India Industrials and Infrastructure：India Renewables： 5 factors to identify winners...-260917Bernstein · 2026-09-17
- Bernstein-Global Hotels~ The World's 50 Best Hotels （2026）-260917Bernstein · 2026-09-17
- Bernstein-Asia~Pacific Gas Distributors China Gas Utilities：A gas short world （for now）-260917Bernstein · 2026-09-17
- Bernstein-TKO Group Holdings， Inc.（TKO.US）TKO Group： Our way~too~early 2027 preview； Increase PT to $240-260916Bernstein · 2026-09-16
- Bernstein-Global Digital Assets Crypto： Clarity fail~ what next？-260916Bernstein · 2026-09-16
- Bernstein-Global Energy Storage China Next Winners-Powering China's AI Revolution-260916Bernstein · 2026-09-16
- Bernstein-China Pharma and Biotech：WCLC 2026 Deep Dive： Refreshing the landscape of SCLC and NSCLC-260916Bernstein · 2026-09-16
- Bernstein-Air Liquide SA（AI.FP）Air Liquide： Mapping the future project growth potential-260916Bernstein · 2026-09-16
- Bernstein-U.S. Internet & U.S. SMID~Cap Software：AWS Web Metrics Data： Late~Q3'26 update — softness persists-260915Bernstein · 2026-09-15
- Bernstein-The Long View：Global Media~A beginner's guide to TV production-260915Bernstein · 2026-09-15
- Bernstein-SAP SE（SAP.GR）Key takeaways from SDC conference-260915Bernstein · 2026-09-15
- Bernstein-Japan IT Hardware & Electronics Japan's Physical AI Comeback~a positive view-260915Bernstein · 2026-09-15
- Bernstein-Global Semiconductors：Global Semi： South Korea Equipment Import Tracker （Aug 26）： Import +87_ YoY-260915Bernstein · 2026-09-15
- Bernstein-Global Luxury Goods LVMH： Louis Vuitton's Entry Price Opportunity-260915Bernstein · 2026-09-15
- Bernstein-GE Vernova， Inc（GEV.US）Still wired to win~reiterating GEV through data center uncertainty， model update-260915Bernstein · 2026-09-15
- Bernstein-ASML Holding NV（ASML.NA）ASML： SDC Key Takeaways~110 LNA EUV units is not a supply cap in 2028-260915Bernstein · 2026-09-15
- Bernstein-ARM Holdings PLC（ARM.US）ARM： SDC Key Takeaways ~ AGI CPU well on track-260915Bernstein · 2026-09-15
- Bernstein-Americas Energy & Transition：Global LNG： Winter gas super~spike should only end with the conflict-260915Bernstein · 2026-09-15
- Bernstein-U.S. Semiconductors and Semicap Equipment~Can you put the AI genie back in the bottle？-260914Bernstein · 2026-09-14
- Bernstein-MediaTek Inc（2454.TT）Rapid ramp into a bigger ASIC market； Outperform-260914Bernstein · 2026-09-14
- Bernstein-Global Hotels & Leisure Cruise： EU Ocean & River softness （September price tracker）-260914Bernstein · 2026-09-14
- Bernstein-Global Energy Storage-260914Bernstein · 2026-09-14
- Bernstein-Global Digital Assets Crypto markets： Are we getting CLARITY？-260914Bernstein · 2026-09-14
- Bernstein-European Utilities & Clean Energy European Utilities： Key takeaways from Bernstein SDC 2026-260914Bernstein · 2026-09-14
- Bernstein-Capgemini（CAP.FP）： Capgemini 3.0~Beyond services-260914Bernstein · 2026-09-14
- Bernstein-Asia~Pacific Oil & Gas：Bernstein APAC Oil： Oil price outlook and upside from here-260914Bernstein · 2026-09-14
- Bernstein-Americas Uranium & Nuclear： Twenty questions or so we'd like to ask Westinghouse-260914Bernstein · 2026-09-14
- Bernstein-Weekend Tech Byte ic Commerce~resurrected from the dead Is Payments the winner this time -260911Bernstein · 2026-09-11
- Bernstein-Weekend Healthcare Pulse： Computational physics and AI in drug discovery — A new Eldorado or hype？-260911Bernstein · 2026-09-11
- Bernstein-Sino Biopharmaceutical LtdSino Biopharm deep dive opportunities in autoimmune and niche oncology-260911Bernstein · 2026-09-11
- Bernstein-Oracle Corp（ORCL.US）Oracle 1Q27： Solid quarter and improving communication. Next catalyst is FAM-260911Bernstein · 2026-09-11
- Bernstein-Japan and EU Semiconductors：Japan EU Semi Taiwan Import Tracker （Aug 26）： SPE import +10_ YoY-260911Bernstein · 2026-09-11
- Bernstein-European Chemicals The Future of European Chemicals： Capacity closures and the integration advantage-260911Bernstein · 2026-09-11
- Bernstein-Bernstein Energy & Power： Qatar's Suez Moment~ When the Gas Returns， Will the Buyers？-260911Bernstein · 2026-09-11
- Bernstein-Americas Energy & Transition Americas Uranium & Nuclear： Are CCJ & KAP uranium stocks or AI stocks？-260911Bernstein · 2026-09-11
- Bernstein-Adobe Inc（ADBE.US）Adobe 3Q26： Status quo as new CEO takes the helm-260911Bernstein · 2026-09-11
- Bernstein-U.S. IT Hardware Apple （AAPL）： Surprise and Shine didn't disappoint， but what about Gross Margins？-260910Bernstein · 2026-09-10
- Bernstein-Shopify Inc.SHOP.USShopify AI's optimist. coverage at Outperform PT $160-260910Bernstein · 2026-09-10
- Bernstein-Global Hotels & Leisure Leisure in the Quarter （2Q26）： Key debates and the path ahead-260910Bernstein · 2026-09-10
- Bernstein-U.S. Semiconductors：Intel， AMD： Q226 CPU channel and share dynamics~What an interesting quarter...-260813Bernstein · 2026-08-13
- Bernstein-Tencent Holdings Ltd（0700.HK）Tencent Q2： Answering the capex question-260813Bernstein · 2026-08-13
- Bernstein-WuXi AppTec Co LtdWuXi AppTec 1H26 model update Raising estimates on strong growth and quality of growth-260812Bernstein · 2026-08-12
- Bernstein-U.S. Electrical Equipment：The Data Center Labor Ceiling： How much capacity can MEP labor support by 2030？-260812Bernstein · 2026-08-12
- Bernstein-Super Micro Computer Inc（SMCI.US）SMCI FQ4'26： CPU servers and Enterprise customers power the beat； Increase TP to $42， Market~Perform-260812Bernstein · 2026-08-12
- Bernstein-Quantinuum Inc.（QNT.US）Quantinuum （QNT） 2Q26： Marching forward to their goals-260812Bernstein · 2026-08-12
- Bernstein-Payments， Processors & IT Services：Visa vs. Mastercard： Is the relative revenue growth gap now reversing again？-260812Bernstein · 2026-08-12
- Bernstein-L'Oréal（OR.FP） Reclaiming its glow-260812Bernstein · 2026-08-12
- Bernstein-India Autos Electric Revolution： India's Path~ Real Demand， Borrowed Supply Chains-260812Bernstein · 2026-08-12
- Bernstein-Honeywell International Inc（HON.US）Honeywell： IA deep~dive and our view on the turnaround story-260812Bernstein · 2026-08-12
- Bernstein-Fervo Energy Company（FRVO.US）Fervo Q2 26： Rigs， Rhythm and a Raised Bar~Fervo's Q2 Momentum-260812Bernstein · 2026-08-12
- Bernstein-EU Semiconductors：Electric Revolution： Resilience in the Auto Semiconductor Supply Chain-260812Bernstein · 2026-08-12
- Bernstein-China Semiconductors：China Semicap： Reaccelerating growth with $100bn TAM-260812Bernstein · 2026-08-12
- Bernstein-Asia~Pacific Oil & Gas：IEA Oil Market Update~Supply deficit widens as the Straits remain firmly closed-260812Bernstein · 2026-08-12
- Bernstein-Vertex Pharmaceuticals Inc（VRTX.US）Vertex Pharmaceuticals （VRTX）： Negative SION~719 shows the challenges displacing a backbone SOC and our Top Pick-260811Bernstein · 2026-08-11
- Bernstein-Riot Platforms Inc（RIOT.US）RIOT： $9.1Bn frontier lab deal and 1GW LOI （New PT $35）-260811Bernstein · 2026-08-11
- Bernstein-Payments， Processors & IT Services Visa， Mastercard： Can Capital One realistically convert meaningful credit card volumes over to Discover？-260811Bernstein · 2026-08-11
- Bernstein-Intuitive Surgical Inc（ISRG.US）Intuitive Surgical： GI go？-260811Bernstein · 2026-08-11
- Bernstein-Global Semiconductor Equipment： Equip this！ Raising WFE growth to 75% in two years-260811Bernstein · 2026-08-11
- Bernstein-Global Hotels & Leisure Cruise： Has the storm now passed？ （August Bernstein price tracker）-260811Bernstein · 2026-08-11
- Bernstein-Global Metals & Mining Electric Revolution： Resilience ~ Decoding Metal Demand in EV Batteries and Two Scenario Analyses-260811Bernstein · 2026-08-11
- Bernstein-Datadog Inc（DDOG.US）Datadog （DDOG）： OpenAI's price reduction a tailwind？ Maybe...-260811Bernstein · 2026-08-11
- Bernstein-CoreWeave， Inc.（RWV.US）2Q26： Credit where credit is due... until the credit is actually due-260811Bernstein · 2026-08-11
- Bernstein-China Autos： Mid~Year Check~In； Exports cushion Domestic weakness， BYD and Xiaomi model updates-260811Bernstein · 2026-08-11
- Bernstein-China Semiconductors China Smart Driving tracker （2Q26）： L2++ penetration rebounded to record high at 26%； Horizon takes the lead in L2+-260811Bernstein · 2026-08-11
- Bernstein-U.S. Multi Industry & Electrical Equipment AI Data Centers： Procurement dynamics across power and cooling components （webinar recap）-260810Bernstein · 2026-08-10
- Bernstein-U.S. Semiconductors PDF Solutions （PDFS）： A different kind of attachment... Initiating coverage at Outperform， $65 PT-260810Bernstein · 2026-08-10
- Bernstein-Taiwan Semiconductor Manufacturing Co Ltd（2330.TT）TSMC： Higher revenue & capex on CPU； Outperform with 40% upside-260810Bernstein · 2026-08-10
- Bernstein-SMC Corporation（6273.JP）SMC： This is how an upcycle should look like-260810Bernstein · 2026-08-10
- Bernstein-Novo Nordisk A S（NOVOB.DC）Novo Nordisk （UP）： Too early to get more constructive？-260810Bernstein · 2026-08-10
- Bernstein-Naver CorporationNaver Q2 Wait this can go asset~light-260810Bernstein · 2026-08-10
- Bernstein-Microsoft Corp（MSFT.US）Microsoft： Are they overbuilding capacity？-260810Bernstein · 2026-08-10
- Bernstein-Japan and EU Semiconductors：Japan EU Semi Taiwan Import Tracker （Jul 26）： SPE import accelerated to +40% YoY-260810Bernstein · 2026-08-10
- Bernstein-Global Air Tech： War finally impacts traffic guides. Maintain Outperform on Amadeus and Market~Perform on Sabre-260810Bernstein · 2026-08-10
- Bernstein-Boeing Co（BA.US）Boeing： On the ground in Renton and Seattle~Where do 737MAX and free cash flow outlooks stand？-260810Bernstein · 2026-08-10
- Bernstein-BASF SE（BAS.GR）BASF： Framing the longer~term value creation opportunity-260810Bernstein · 2026-08-10
- Bernstein-Asian Industrial Technology Global Automation： An evolving landscape ~FA demand and market share trends in China （1H2026）-260810Bernstein · 2026-08-10
- Bernstein-Americas Energy & Transition Americas Gas：Open choke...how fast will Permian gas flow？-260810Bernstein · 2026-08-10
- Bernstein-Cambricon Technologies Corp LtdCambricon 2Q26 Weak revenue growth but could be just quarterly fluctuation profitability very strong-260808Bernstein · 2026-08-08
- Bernstein-U.S. IT Hardware Memory & Storage： What we learned from our NDR with STX Management and recent NAND & HDD earnings-260807Bernstein · 2026-08-07
- Bernstein-TripAdvisor Inc（TRIP.US）Tripadvisor 2Q26： Reductio ad absurdum-260807Bernstein · 2026-08-07
- Bernstein-SoftBank Group Corp（9984.JP）SoftBank 1Q FY27 3： Record high NAV validates the AI investment strategy-260807Bernstein · 2026-08-07
- Bernstein-Nintendo Co Ltd（7974.JP）Nintendo Q1： Less bad than feared-260807Bernstein · 2026-08-07
- Bernstein-MARA Holdings Inc.（MARA.US）MARA Q2： Waiting for the first AI rerating catalyst-260807Bernstein · 2026-08-07
- Bernstein-Lyft Inc（LYFT.US）LYFT 2Q26： A right turn-260807Bernstein · 2026-08-07
- Bernstein-Global Semiconductors and Semiconductor Capital Equipment Global Semis： June 2026 WSTS Tracker ~ Sales +10.5% MoM， above typical （+6.5% MoM） & 135% YoY on continued memory strength-260807Bernstein · 2026-08-07
- Bernstein-Global Memory MEMORY TRACKER （Jul）： ~20% QoQ price increase in 3QCY26-260807Bernstein · 2026-08-07
- Bernstein-Cloudflare Inc（NET.US）Cloudflare （NET） Q2'26： Riding AI~driven cloud tailwinds-260807Bernstein · 2026-08-07
- Bernstein-Bernstein Energy & Power： Powering Data~Centers beyond American shores...-260807Bernstein · 2026-08-07
- Bernstein-Asia~Pacific Oil & Gas：Bernstein APAC Oil： 2Q26 Preview~Diverging performance across China's oil majors-260807Bernstein · 2026-08-07
- Bernstein-Americas Energy & Transition Americas Oil： The drone attacks on Russian refineries are stunning （says our real~time satellite AI refinery tracker）-260807Bernstein · 2026-08-07
- Bernstein-Airbnb Inc（ABNB.US）Airbnb 2Q26： All the small things-260807Bernstein · 2026-08-07
- Bernstein-US Industrials & Tech： The Data Center Project Pipeline~ Capacity， Construction & Cancellations （Jul '26）-260806Bernstein · 2026-08-06
- Bernstein-Property Real Estate：Real Estate：The 1H26 Office & Retail Playbook：Retail Still Has the Bag-260806Bernstein · 2026-08-06
- Bernstein-DoorDash Inc（DASH.US）DASH 2Q26： The UNO reverse quarter-260806Bernstein · 2026-08-06
- Bernstein-Datadog Inc（DDOG.US）Datadog （DDOG） Q2'26： Q2 growth peak， H2 modest decel？-260806Bernstein · 2026-08-06
- Bernstein-Ajinomoto Co Inc（2802.JP）Ajinomoto Q1： Big beat and raise with ABF up 77%-260806Bernstein · 2026-08-06