伯恩斯坦全球智库 - 报告派

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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

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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

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

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-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-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-Americas Energy & Transition：Americas Gas： Will a strong El Nino dampen gas equities this winter？(30页)

2026-08-09F********630页5.37M

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20260727-Bernstein-Americas Energy & Transition：Americas Gas： Will a strong El Nino dampen gas equities this winter？(30页)

2026-08-09F********630页5.37M

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-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

20260728-Bernstein-Verizon Communications Inc（VZ.US）Verizon 2Q26： A clean print. Is i(21页)

2026-08-09马*陈21页10.24M

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20260728-Bernstein-Verizon Communications Inc（VZ.US）Verizon 2Q26： A clean print. Is i(21页)

2026-08-09马*陈21页10.24M

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-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-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

20260727-Bernstein-China Semiconductors：Global Memory Interface Chip： Competitive dyn(24页)

2026-08-09阳***他24页2.56M

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20260727-Bernstein-China Semiconductors：Global Memory Interface Chip： Competitive dyn(24页)

2026-08-09阳***他24页2.56M

20260727-Bernstein-Asia Quantitative Strategy：Asia Quant+Fundamental Portfolio：17 top(47页)

2026-08-09痴*****s47页6.47M

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20260727-Bernstein-Asia Quantitative Strategy：Asia Quant+Fundamental Portfolio：17 top(47页)

2026-08-09痴*****s47页6.47M

20260726-Bernstein-Supply Chain Pulse Check： Rates elevated as Middle East tensions f-(英)

2026-07-26光******362页5.28M

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20260726-Bernstein-Supply Chain Pulse Check： Rates elevated as Middle East tensions f-(英)

2026-07-26光******362页5.28M

20260726-Bernstein-Estee Lauder， Procter & Gamble： Is the China turnaround durable？ P-(英)

2026-07-26饺**娘28页4.65M

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20260726-Bernstein-Estee Lauder， Procter & Gamble： Is the China turnaround durable？ P-(英)

2026-07-26饺**娘28页4.65M

20260724-Bernstein-APAC Food & Beverages China Beer June update： CRBeer accelerates while Bud continues to languish-(英)

2026-07-25凌*乱35页5.17M

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20260724-Bernstein-APAC Food & Beverages China Beer June update： CRBeer accelerates while Bud continues to languish-(英)

2026-07-25凌*乱35页5.17M

20260724-Bernstein-Global Software and European Technology Software SAP 2Q26： Healthy growth， slightly noisy on margin-(英)

2026-07-25喜***撼26页2.33M

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20260724-Bernstein-Global Software and European Technology Software SAP 2Q26： Healthy growth， slightly noisy on margin-(英)

2026-07-25喜***撼26页2.33M

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