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大同证券：建筑装饰行业周报：政策利好释放，建筑装饰行业景气边际回暖

核心观点权益市场震荡下行，建筑装饰跑赢沪深300指数。权益市场震荡下行，债市整体平稳偏强，海内外事件扰动市场预期。权益市场方面，指数集体回调，周初科技板块一度走强后逐级回落，资金转向煤炭、银行等低估值高股息防御板块，科技成长普遍回调，仅光通信等细分方向表现突出，多数标的走势偏弱，仅少数防御龙头相对抗跌。债券市场方面，利率债窄幅波动，信用债延续平稳偏强格局，高评级品种配置需求旺盛，可转债随正股走弱，科技类转债内部分化。事件层面，交易所启动交易单元自查，央行就存贷款利率管理规定征求意见；美国非农数...

2026-06-10 0 4.42MB 14页
国信证券：传媒互联网周报：Anthropic正式提交IPO申请，Agent工具链持续进化

核心观点行业下跌2.70%，跑输沪深300，跑输创业板指。本周（6.1-6.6）传媒行业下跌2.70%，跑输沪深300（-1.54%），跑输创业板指（-1.98%）。其中涨幅靠前的分别为视觉中国、北投科技、世纪天鸿、宝通科技等，跌幅靠前的分别为中广天择、中体产业、博纳影业、百纳千成等。横向比较来看，本周传媒板块在所有板块中涨跌幅排名第20位。 AI资本化提速，Agent工具链持续进化。1）AI资本化进入新阶段，Anthropic正式提交IPO申请，同日Alphabet宣布800亿美元融资；2）...

2026-06-10 0 562.45KB 17页
华宝证券：2026年5月银行理财市场月报：银行理财大事记：理财多元策略创新提速，招银理财密集落子

投资要点 5月银行理财同业创新动态：招银理财本月策略创新较为密集，推出“5%权益中枢的全球固收+”架构产品，境内运用“定增量化中性”、境外包含“港股打新”，并以汇率中性管理境外债券；另一款产品采用“防御50滤波增强选股策略”，通过量化模型筛选防御性股票并主动增强，打造低波动收益曲线；推出“多元增强红利混合”产品，创新采用“12个月封闭期+12个月止盈开放期”模式，综合运用红利、科技成长及量化中性、黄金等多类策略；“嘉悦全球配置”系列则通过QIS框架纪律性进行全球大类资产动态配置，辅以商品CTA、...

2026-06-10 0 2.16MB 14页
美联储：金融自由化、繁荣和崩溃（英文版）

Financial liberalization is often seen as a way to deepen credit markets and stimulate economic growth, but it may also fuel credit booms that end in crisis. We construct a new cross-country database of banking regulation policies covering 21 regulat...

2026-06-10 0 857.54KB 88页
美联储：双重惯性、泰勒规则与货币政策渐进主义（英文版）

In recent decades, an empirically estimated double-inertial rule fits the path of changes in the federal funds rate better than a standard inertial Taylor rule. Inertial Taylor rules aim to capture monetary policy gradualism via slow adjustments in t...

2026-06-10 0 428.32KB 23页
美联储：通胀感知在消费者通胀预期中的作用：来自欧元区的证据（英文版）

Using data on euro-area household inflation forecasts from the European Commission Consumer Survey, we show that households’ perceptions of recent price changes play a key role in the formation of their inflation expectations. Such a relationship rem...

2026-06-10 0 898.29KB 56页
美联储：完美安全的数字货币的脆弱性（英文版）

Digital money differs from previous forms of money in an important way: it unbundles trust. Instead of relying on a trustworthy institution to settle payments, it relies on decentralized verification, whose cost is priced separately through congestio...

2026-06-10 0 984.25KB 70页
美联储：慢速学习（英文版）

This paper provides an analytic characterization of the speed of convergence under learning to a rational expectations equilibrium (REE) for a large class of multivariate models. We show that learning is slower when people’s beliefs about model outco...

2026-06-10 0 973.2KB 75页
牛津经济研究院：2025年安大略省各市的关税影响模型报告（英文版）

Ontario’s municipalities plan to spend approximately $26bn per year on the construction of municipal assets such as roads, water pipelines and buildings. This spending is characterised by a large number of relatively small projects distributed across...

2026-06-10 0 1.24MB 34页
世界银行：缺少证据：全球学术数据使用情况追踪（英文版）

Data-driven research on a country is key to producing evidence-based public policies. Yet little is known about where data-driven research is lacking and how it could be expanded. This paper proposes a method for tracking academic data use by country...

2026-06-10 0 3.35MB 39页
MalaysianWireless：2025年马来西亚5G与科技经济：释放尚未开发的潜力报告（英文版）

Malaysia has long been regarded as showing promise as an advanced tech hub in Southeast Asia. Telecoms in Malaysia has transitioned to 5G, with network rollout and customer adoption accelerating. The recent announcement that the government has grante...

2026-06-10 0 913.44KB 24页
思科：2025年网络安全就绪指数报告（英文版）

While AI brings promise of new possibilities, it also adds layers of complexity to an already complicated security landscape. It’s challenging for companies to both embrace and secure AI. What’s more, there’s a disconnect between general understandin...

2026-06-10 8 408.09KB 23页
阿里云：Agentic Ops已来：企业级多智能体可观测性运维实践

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2026-06-10 7 5.48MB 74页
尼尔森IQ：游戏背后的粉丝：国际足联世界杯2026TM版（英文版）

Our last FIFA World Cup 2026™ report mapped the viewership opportunity. This report uses Nielsen Sports expertise to go deeper into the audience itself: who the North American soccer fan is, what fuels their passion, and how that passion translates i...

2026-06-10 2 23.45MB 25页
William Blair：2026年威廉·布莱尔第46届增长股会议的宏观亮点报告（英文版）

Last week William Blair hosted its 46th Annual Growth Stock Conference in Chicago, a three-day event at which the CEOs or CFOs from 274 companies (251 public, 23 private) were invited to present their value propositions and update investors on the st...

2026-06-10 0 1.66MB 17页
ADB亚洲开发银行：2026年亚洲发展政策报告（英文版）

Much of Asia and the Pacific has benefited from participation in global value chains Much of Asia and the Pacific’s development success over the past several decades has been tied to its openness to trade and engagement with the global economy, inclu...

2026-06-10 0 11.64MB 244页
粤开证券：粤开市场日报-260610

投资要点今日关注指数涨跌情况：今日A股主要指数悉数收跌。截止收盘，上证指数跌0.42%，收报3993.23点；深证成指跌2.06%，收报14954.10点；科创50跌0.65%，收报1652.22点；创业板指跌2.70%，收报3854.79点。总体上，全天个股涨少跌多，Wind数据显示，全市场1556只个股上涨，3878只个股下跌，89只个股收平。沪深两市今日成交额合计26192亿元，较上个交易日缩量211亿元。行业涨跌情况：今日申万一级行业多数收跌，银行、食品饮料等涨幅靠前，涨幅分别为1...

2026-06-10 0 673.08KB 6页
Winterberry Group：2026年创意智能：采纳与运营化路径报告（英文版）

Creative Intelligence: The Foundationfor Creative Intelligence - The CoreComponents for Creative Data andAnalytics Solutionsof Creative Data for CI The Increasing Availability and Enablement Performance Analytics - Merging CreativeEffectiveness Data ...

2026-06-10 0 1.2MB 28页
信达证券：原油月报：三大机构预期2026年全球原油去库存

本期内容提要：【原油价格板块】截至2026年6月8日，布伦特原油、WTI原油、俄罗斯EPSO原油价格分别为94.25、91.30、86.07美元/桶，近一个月主要油品涨跌幅分别为：布伦特原油（-6.95%）、WTI原油（-4.32%）、俄罗斯ESPO（-7.17%）。2026年年初至2026年6月8日期间不同油品涨跌幅分别为：布伦特原油（+55.14%）、WTI原油（+59.28%）、俄罗斯ESPO（+76.26%）。【原油库存板块】根据2026年5月报，IEA、EIA和OPEC预测2026...

2026-06-10 0 3.37MB 27页
中银证券：5月通胀点评：AI需求出现影响通胀的迹象-260610

5月CPI同比增速持平于4月，低于万得一致预期，PPI同比增速高于万得一致预期；AI需求对通胀的影响，体现在CPI上，表现为移动电话和平板电脑价格上涨，体现在PPI上，表现为电气设备和计算机通信产品价格上涨；关注5月CPI中猪油价格向下共振的情况，考虑到当前猪肉价格处于历史偏低水平，如果猪肉价格见底回升，可能成为年内CPI同比增速超预期的因素。 5月CPI环比下降0.1%，同比增长1.2%，核心CPI同比增长1.1%，服务价格同比增长0.8%，消费品价格同比增长1.6%。 5月猪油向下共振，但中...

2026-06-10 0 510.93KB 7页

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