CALENDAR
日历 / Calendar
接下来要盯的节点。财报日期随站内刷新台账更新；估计与推断单独标注。What to watch next. Earnings dates follow the site’s refresh ledger; estimates and inferences are labelled.
投行与研究机构科技会议观察清单Bank and research-firm technology conference agenda
核验 / Verified: 2026-10-22 · 17 家机构 / organizations · 18 条 / entries
范围限定 AI 基础设施。日期均为活动当地日期；“参会日”只确认该公司出现的一天，不代表完整会期。已过去的 2026 年会议作为研究档案保留，不推算 2027 年日期。Gen 公告仅用于确认会议日期与城市，不代表已核实 AI infra 议程。AI infrastructure only. Dates are local to the event. A participant date is not the full conference span. Past 2026 events remain research references; 2027 dates are not extrapolated. Gen announcements establish dates and cities, not verified AI infrastructure agendas.
Bernstein 为卖方研究，New Street 为独立证券研究机构；均不标为买方基金。官网列出活动不等于回放公开可用；闭门与客户专属内容按实际访问权限处理。已确认日期可在上方日历查看，历史场次选择“含已过去”。Bernstein is sell-side research and New Street is independent securities research, not a buy-side fund. Event listings do not establish public replay access. Confirmed calendar entries appear above; select “Include past” for historical entries.
| 机构 / Organizer | 会议 / Event | 日期 / Dates | 地点 / Location | 核验口径 / Verification scope | 官方来源 / Sources |
|---|---|---|---|---|---|
| UBS | Global Technology and AI | 2026-11-30（Ceva）; 12-01（Gen） | Scottsdale, AZ · The Phoenician（Ceva） | 参会日；完整会期待核 / Participant dates; full span pending | 来源 / Source 1 · 来源 / Source 2 |
| Goldman Sachs | Communacopia + Technology | 2026-09-10（Supermicro） | San Francisco · Palace Hotel | 已过去；参会日 / Past; participant date | 来源 / Source 1 · 来源 / Source 2 |
| Barclays | Annual Global Technology | 2026-12-09（Gen） | San Francisco, CA · 酒店待核 / Venue pending | 参会日；infra 场次待核 / Participant date; infra sessions pending | 来源 / Source 1 |
| Morgan Stanley | Technology, Media & Telecom | 2026-03-02—03-05 | San Francisco · Palace Hotel | 已过去；完整会期 / Past; full span | 来源 / Source 1 |
| J.P. Morgan | Global Technology, Media & Communications | 2026-05-20（Ceva） | Boston · Westin Boston Seaport District | 已过去；参会日 / Past; participant date | 来源 / Source 1 |
| Citi | Global TMT | 2026-09-08—09-10 | New York City · 酒店待核 / Venue pending | 已过去；完整会期 / Past; full span | 来源 / Source 1 |
| BofA Securities | Global Technology | 2026-06-02—06-04 | San Francisco · Westin Hotel（ATREG） | 已过去；参会机构列表 / Past; participant event listing | 来源 / Source 1 |
| Evercore | TMT Conference | 2026-06-02—06-03 | San Francisco, CA · 酒店待核 / Venue pending | 已过去；主办方公告 / Past; organizer announcement | 来源 / Source 1 |
| Deutsche Bank | Technology Conference | 2026-08-26—08-27 | Dana Point, CA · Waldorf Astoria Monarch Beach | 已过去；完整会期 / Past; full span | 来源 / Source 1 |
| Jefferies | Software, Internet & AI | 2026-05-27—05-28 | Newport, CA（主办方原文）；酒店待核 / Venue pending | 已过去；只选云和 infra 场次 / Past; cloud and infra sessions only | 来源 / Source 1 |
| Wells Fargo | TMT Summit | 2026-12-08（Gen） | Rancho Palos Verdes, CA · 酒店待核 / Venue pending | 参会日；infra 场次待核 / Participant date; infra sessions pending | 来源 / Source 1 |
| Bernstein · 卖方研究 / Sell-side research | 4th Annual TMT Forum | 2026-02-25—02-26 | East Palo Alto, CA · Four Seasons Hotel | 已过去；2027 待公布 / Past; 2027 not verified | 来源 / Source 1 |
| New Street Research · 独立研究 / Independent research | AI BIG Idea Series · Arista / NVIDIA | 2026-11-12（Arista）; 12-17（NVIDIA） | 线上 / Virtual | 官网日期；详情/访问权限待核 / Public dates; details/access pending | 来源 / Source 1 |
| New Street Research / BCG | Global Connectivity Leaders Conference | 2027-03-16（London）; 03-18（New York） | BCG London / BCG NYC · 具体地址待核 / Addresses pending | 两地独立日期 / Separate city dates | 来源 / Source 1 |
| Needham & Company | 28th Annual Growth Conference | 2026-01-13—01-14（现场 / in person） | New York · Lotte New York Palace Hotel | 已过去；01-08、15、16 为线上 / Past; Jan 8, 15, 16 virtual | 来源 / Source 1 · 来源 / Source 2 |
| RBC | Global Technology, Internet, Media & Telecom | 2026-11-17（Gen） | New York · 酒店待核 / Venue pending | 参会日；infra 场次待核 / Participant date; infra sessions pending | 来源 / Source 1 |
| Susquehanna Financial Group | 15th Annual Technology Conference | 2026-02-26（现场）; 02-27（线上） | New York · Lotte New York Palace / Virtual | 已过去 / Past | 来源 / Source 1 |
| Stifel | NYC Technology One-on-One | 2026-03-10 | New York · Conrad New York Downtown | 已过去；一对一会议 / Past; one-on-one meetings | 来源 / Source 1 |
算力金融Compute finance
核验日期：2026-10-22。按议题分为四个子类，收录已核实活动与产品观察项目。上方日历默认展示尚未结束的活动；下方保留历史活动和来源，产品计划不视为已上市。Verified on 2026-10-22. Four topic groups cover sourced events and product watch items. The calendar above defaults to ongoing and upcoming events; historical events and sources remain below. Product plans do not establish a launch.