Bernstein Energy & Power: The Nuclear Consensus...电力/风电/火电/核电虚拟电厂/电力系统Bernstein (Societe Generale Group)2026-06-0516 页
China Pharma & Biotech: ASCO 2026 Part 3 - Summary (for when fundamentals begin to matter again)制药/制药装备医疗/医药Bernstein2026-06-0325 页
Japan Video Gaming: Acceptance is the first step to change?日本启示录/日本经济/以日为鉴短视频/直播网游/手游/电竞/游戏直播/云游戏越南/印度/日本Bernstein2026-06-0444 页
Electric India: Data-Centers - The asset heavy play in the DC story shaping up in India...印度数据中心IDC电力/风电/火电/核电虚拟电厂/电力系统越南/印度/日本Bernstein2026-06-0421 页
China Smartphone Tracker (April): Pressure spreading to mid-end & price hikes facing resistance半导体/芯片手机/3C数码智能手机Bernstein2026-06-0425 页
Global Energy Storage: Sodium-ion batteries to disrupt the LFP market储能电气设备电池/锂电池/钠电池/动力电池锂矿/锂资源/盐湖提锂Bernstein (Societe Generale Group)2026-06-0232 页
Global Energy Storage EV Tracker - April 2026新能源汽车/充电桩汽车汽车经销商/汽车销售销售Bernstein (Societe Generale Group)2026-06-0239 页
Global Memory: MEMORY TRACKER (May): Price hike c. 60% QoQ in 2QCY26, but likely at a slower pace in 2HCY26信息技术/信息服务Bernstein (Societe Generale Group)2026-06-0230 页
Global Energy Storage: Raising battery demand estimates on ESS and CATL target price to HKD770储能宁德时代电气设备电池/锂电池/钠电池/动力电池超融合/分布式存储Bernstein2026-06-0727 页
The Long View: Payments - Does Cash Digitization Runway Still Exist?信息技术/信息服务支付行业/第三方支付/跨境支付数字化/数字化转型Bernstein2026-06-0932 页