伯恩斯坦全球智库 - 报告派

首页全球智库伯恩斯坦文档列表

20260729-Bernstein-Nike Inc（NKE.US）Nike： What does the China reset mean for the business？(21页)

2026-08-09后*****621页3.45M

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20260729-Bernstein-Nike Inc（NKE.US）Nike： What does the China reset mean for the business？(21页)

2026-08-09后*****621页3.45M

20260727-Bernstein-Global Energy Storage(18页)

2026-08-09鬼****部18页408.42K

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20260727-Bernstein-Global Energy Storage(18页)

2026-08-09鬼****部18页408.42K

20260727-Bernstein-Naver Corporation（035420.KS）Quick Take： Naver~When the supplier be(12页)

2026-08-09浪****缺12页407.86K

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20260727-Bernstein-Naver Corporation（035420.KS）Quick Take： Naver~When the supplier be(12页)

2026-08-09浪****缺12页407.86K

20260728-Bernstein-Unilever （ULVR.LN） 1H 2Q26： Light at the end of the tunnel？(15页)

2026-08-09枣***号15页814.48K

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20260728-Bernstein-Unilever （ULVR.LN） 1H 2Q26： Light at the end of the tunnel？(15页)

2026-08-09枣***号15页814.48K

20260728-Bernstein-European Utilities & Clean Energy Electric Revolution 2026： Resili(30页)

2026-08-09麦***130页14.06M

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20260728-Bernstein-European Utilities & Clean Energy Electric Revolution 2026： Resili(30页)

2026-08-09麦***130页14.06M

20260728-Bernstein-Global Luxury Goods： A logic lens to understand tourist headwinds(13页)

2026-08-09乐乐13页8M

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20260728-Bernstein-Global Luxury Goods： A logic lens to understand tourist headwinds(13页)

2026-08-09乐乐13页8M

20260727-Bernstein-LVMH Moet Hennessy Louis Vuitton SE（MC.FP）LVMH：Highlights from the 1H26 conference call(21页)

2026-08-09明*****鼻21页1.28M

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20260727-Bernstein-LVMH Moet Hennessy Louis Vuitton SE（MC.FP）LVMH：Highlights from the 1H26 conference call(21页)

2026-08-09明*****鼻21页1.28M

20260729-Bernstein-Asian Autos： BYD’s Kei~car BEV ‘Racco’ arrives~can it make a meaningful impact on Japan’s auto market？(25页)

2026-08-09寒**良25页2.57M

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20260729-Bernstein-Asian Autos： BYD’s Kei~car BEV ‘Racco’ arrives~can it make a meaningful impact on Japan’s auto market？(25页)

2026-08-09寒**良25页2.57M

20260729-Bernstein-US Consumer Tracker （2Q26）： Resilient but value seeking consumer amid continued inflation(49页)

2026-08-091*******549页7.44M

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20260729-Bernstein-US Consumer Tracker （2Q26）： Resilient but value seeking consumer amid continued inflation(49页)

2026-08-091*******549页7.44M

20260729-Bernstein-Mercedes~Benz Group AG（MBG.GR）Mercedes： Some positive notes amidst a cacophony of challenges(23页)

2026-08-09章*险23页3.92M

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20260729-Bernstein-Mercedes~Benz Group AG（MBG.GR）Mercedes： Some positive notes amidst a cacophony of challenges(23页)

2026-08-09章*险23页3.92M

20260729-Bernstein-NXP Semiconductors NV（NXPI.US）NXP Semiconductors （NXPI）： Q226 recap~Do you like cheap dates？(25页)

2026-08-09工***纬25页2.05M

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20260729-Bernstein-NXP Semiconductors NV（NXPI.US）NXP Semiconductors （NXPI）： Q226 recap~Do you like cheap dates？(25页)

2026-08-09工***纬25页2.05M

20260730-Bernstein-China Consumer：China Consumer Pulse 2Q26： Premium resilience against a persistent weak consumer backdrop(49页)

2026-08-09流**球49页6.61M

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20260730-Bernstein-China Consumer：China Consumer Pulse 2Q26： Premium resilience against a persistent weak consumer backdrop(49页)

2026-08-09流**球49页6.61M

20260727-Bernstein-Volkswagen AG（VOW3.GR）VW： The gap between ambition and execution(29页)

2026-08-09我*****829页15.16M

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20260727-Bernstein-Volkswagen AG（VOW3.GR）VW： The gap between ambition and execution(29页)

2026-08-09我*****829页15.16M

20260728-Bernstein-US Biopharma： Q2 Preview~while the numbers matter for some， mgmt c(27页)

2026-08-09凡*哥27页17.92M

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20260728-Bernstein-US Biopharma： Q2 Preview~while the numbers matter for some， mgmt c(27页)

2026-08-09凡*哥27页17.92M

20260729-Bernstein-Air Liquide SA（AI.FP）Air Liquide 1H26~Speed bump， but remain Outperform(18页)

2026-08-09清*哥18页1021.34K

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20260729-Bernstein-Air Liquide SA（AI.FP）Air Liquide 1H26~Speed bump， but remain Outperform(18页)

2026-08-09清*哥18页1021.34K

20260727-Bernstein-Global Memory Global Memory， NVIDIA & Broadcom： Quick thoughts on(16页)

2026-08-09阿***716页849.24K

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20260727-Bernstein-Global Memory Global Memory， NVIDIA & Broadcom： Quick thoughts on(16页)

2026-08-09阿***716页849.24K

20260728-Bernstein-Kering SA（KER.FP）Kering： Highlights from the 1H26 conference call(20页)

2026-08-09雨***420页1.3M

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20260728-Bernstein-Kering SA（KER.FP）Kering： Highlights from the 1H26 conference call(20页)

2026-08-09雨***420页1.3M

20260727-Bernstein-Space Exploration Technologies Corporation（SPCX.US）Launch 13~Strong Starship progress(16页)

2026-08-09我*****逊16页1.31M

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20260727-Bernstein-Space Exploration Technologies Corporation（SPCX.US）Launch 13~Strong Starship progress(16页)

2026-08-09我*****逊16页1.31M

20260729-Bernstein-Qualcomm Inc（QCOM.US）Qualcomm （QCOM）： Old tricks or new？ FQ326 pre(21页)

2026-08-09大**头21页11.21M

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20260729-Bernstein-Qualcomm Inc（QCOM.US）Qualcomm （QCOM）： Old tricks or new？ FQ326 pre(21页)

2026-08-09大**头21页11.21M

20260729-Bernstein-Asia Semiconductors & Global Memory：UMC， Vanguard： Great expectati(24页)

2026-08-09娣玲24页1.73M

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20260729-Bernstein-Asia Semiconductors & Global Memory：UMC， Vanguard： Great expectati(24页)

2026-08-09娣玲24页1.73M

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