Broker Research: Sector, Macro and Strategy Notes

Bernstein·2026-10-13Sector

002371.SZ688012.SH688072.SHChina WFE demand: $57bn in 20262026

Bernstein·2026-10-13Sector

CCLNCLH.USRCL.USVIK.US

Bernstein·2026-10-13Thematic

Bernstein·2026-10-12Sector

ADYEN.ASMA PYPL V

Bernstein·2026-10-12Sector

GEELY BYD

Bernstein·2026-10-12Sector

GEELY BYD2333.HK600104.SH9863.HK9973.HK

Bernstein·2026-10-12Sector

2308.TW002475.SZ2382.TW6723.TIFX.DE

Bernstein·2026-10-12Sector

TCHTR.USCMCSA TMUS VZ

Bernstein·2026-10-12Sector

BYD300750.SZ

Bernstein·2026-10-12Sector

373220.KS7203.T

Bernstein·2026-10-12Sector

DASH UBER

Bernstein·2026-10-12Sector

COHR LITE

Bernstein·2026-10-11Sector

300750.SZ

Bernstein·2026-10-11Thematic

ETN PWR

Bernstein·2026-10-09Sector

ADS.DEDECK.USNKEONON.US

Bernstein·2026-10-09Sector

GEELY BYD

Bernstein·2026-10-09Thematic

HWM.USSPCX

Bernstein·2026-10-09Sector

SPCX TMUS T VZ

Bernstein·2026-10-09Sector

CMCSA DIS NFLX

Bernstein·2026-10-09Thematic

DLR.USEQIX

Research: Broker notes on sectors, macro, rates and strategy

China Semiconductors: China Semicap: Domestic WFE components-Supply shortage driven localization acceleration

Global Hotels & Leisure Cruise: Still onboard (Q3 preview October price tracker)

Asia Quantitative Strategy Gen AI in Asset Management: Chat with CPO of Fundamental Research Labs-Key Takeaways & Replay

Payments, Processors & IT Services Consumer AI agents: The next Payments battle..

Global Autos: EU hybrid quota a near-term hurdle for Chinese OEMs; Localization remains the endgame

Chinese Autos: The second shoe has dropped — Export VAT rebate cut confirmed. Clearing event ahead?

Asia Tech Hardware & Japan EU Semis: U.S. Section 337 Investigation into VPD-implications for power supply chain

US Telecom: Dominoes from Space-Downgrading AT&T and Adjusting Telco Cable PTs

Global Energy Storage: EV TRACKER-August 2026: China EV sales stall despite diesel spike

Global Energy Storage: Battery Weekly 12 October

US Emerging Internet: Can Consumer Internet stocks outperform in 2027? Three paths...

US Networking & Communications Equipment LITE & COHR: Illuminating the Optical Debate- Top investor questions and feedback from our initiation

Global Energy Storage Global ESS TRACKER-August 2026: Record ESS shipments continue

US Industrials & Tech: The Data Center Project Pipeline-Capacity, Construction & Cancellations (Sept '26)

U.S. Apparel & Specialty Retail Global Sportswear: Current trends in US, Europe and China (October channel checks)

Asian Autos Global Autos: EU proposing higher trade barriers on Chinese hybrids - Our thoughts

Global Aerospace & Defense SpaceX, Howmet: Two ways to kill data centers on earth? Our Bernstein Data Center Day presentation

US Telecom and Aerospace & Defense: SpaceX to acquire low-band spectrum. What does it mean for Telcos?

Weekend Media Blast: Synergies, Layoffs, and the Kid in Sambas-the Future Doesn't Wear a Tie

US Communications Infrastructure: The Bernstein Data Center Atlas: An interactive, in-depth, virtual data center walk through