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
Western AI DC build-out supports faster earnings growth and ROE re-rating for China's IPPs人工智能/ChatGPT/AIGC/生成式AI券商证券数据中心IDC电子商务/直播电商/跨境电商UBS Global Research2026-06-0347 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
Rise of the Agents: raising CPU TAM to $170bnCPU/GPU/DPU券商证券半导体/芯片美国/美国经济民生/美国消费者银行/开放银行/开放金融/智慧银行BofA Securities2026-06-1133 页
2026 Industry Observation: Driven by Leading Players保险金融/绿色金融/碳金融Morgan Stanley Asia Limited2026-06-0923 页