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共找到 157 份报告搜索：估值方法

Memory Interface Chip Primer: Riding on the agentic AI boom

人工智能/ChatGPT/AIGC/生成式AI半导体/芯片

Bernstein2026-07-0950 页

China Home Appliances: Shopping for Better Growth

智能家电/电器/小家电

Morgan Stanley2026-07-0953 页

CHINA BATTERY Initiation: ESS Drives the Cycle, Quality Wins the Cycle; Buy CATL-A/H, Zenergy

储能电气设备电池/锂电池/钠电池/动力电池

Goldman Sachs2026-07-0990 页

GCC ONLINE FOOD DELIVERY Competition and shift to q-commerce outweigh benefits from consolidation: Talabat to Sell from Buy

外卖/外卖配送/外卖骑手本地生活/即时零售零售/新零售

Goldman Sachs2026-07-0635 页

Americas Uranium & Nuclear: Which of the 79 SMR (Small Modular Reactor) projects will win?

有色金属电力/风电/火电/核电

Bernstein2026-07-0631 页

China Smartphone Tracker (May): Historical high ASP and inventory level

半导体/芯片手机/3C数码智能手机

Bernstein2026-07-0825 页

BERNSTEIN Utilities Daily — July 6th

欧洲/欧盟清洁能源

Bernstein2026-07-0620 页

海外水泥研究汇报：华新建材投资机会梳理

建材/家居建材/防水建材建筑/BIM/装配式建筑水泥

国泰海通证券2026-07-1223 页

认识保险——保险行业研究框架（一）

保险券商证券

东方证券股份有限公司2026-07-1334 页

ASIA TECHNOLOGY ABF price hikes to outpace our estimates, with solid GM expansion from 2Q26; revise up TPs for all our TW ABF substrate players by 81% to 112%

人工智能/ChatGPT/AIGC/生成式AI半导体/芯片

Goldman Sachs2026-07-1224 页

India Healthcare: World without humans? A growing infertility crisis, an aging world, Biopharma's growth engine

人口/生育/少子化养老经济/老龄化/银发经济/养老地产医疗/医药印度越南/印度/日本银发经济

Bernstein2026-07-1323 页

AMERICAS UTILITIES Power SD Update: Introducing Regional US Data Center Demand Views, and Raising CAGR to 3.5%

数据中心IDC电力/风电/火电/核电美国/美国经济民生/美国消费者虚拟电厂/电力系统

Goldman Sachs2026-07-1326 页