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T/CECS 1407-2023 烟囱水塔类构筑物爆破拆除技术规程

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2025-10-15 0 1.81MB 50页
国信证券：亚朵：本土中高端酒店NO.1，打造“住宿+零售”高成长新范式

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2025-10-15 9 19.34MB 49页
海通国际：计算机2025年10月研究观点：国产GPU接连突破，AI算力仍是未来主线

本报告导读： 9月，英伟达、甲骨文、OpenAI之间多次达成巨额投资协议，摩尔线程科创板IPO审核通过，阿里云发布磐久128超节点AI服务器。看好国产GPU实现加速突破、AI服务器芯片互联，以及算力供给浪潮下AI应用侧的进展。投资要点：投资建议：人工智能仍是未来主线，英伟达拟逐步向OpenAI投资至多1000亿美元支持数据中心建设；摩尔线程科创板IPO审核通过，拟募资规模约80亿元用于自主可控芯片开发；阿里云发布磐久128超节点AI服务器，主打高密度与低时延系统级能力。算力侧的自主可控、高带...

2025-10-15 0 7.42MB 11页
天风证券：小金属行业点评：钴：刚果（金）配额已出，重视钴短中期逻辑强化

事件：10.10日，刚果（金）出台最新配额政策，配额总量9.66万吨，基础配额8.7万吨不变。具体分配：洛钼旗下矿企获配额占比36%，年化3.12万吨；第二大配额企业嘉能可配额占比22%，年化1.88万吨；第三大配额企业欧亚资源配额占比12%，年化1万吨。此外刚果（金）本国企业EGC获配占比6.5%，年化5640吨，位列第四。并且，其他大家关注的中资企业比如北方矿业配额占比5.5%，年化4800吨；盛屯矿业配额占比2%，年化1680吨；华友钴业配额占比1.24%，年化1080吨。今年内的10/1...

2025-10-15 0 291.71KB 2页
东海证券：半导体行业9月份月报：存储芯片持续涨价，消费电子新品陆续发布

投资要点： 2025年9月总结与10月观点展望：9月份半导体行业持续回暖，价格涨幅扩大，关注AI算力、AIOT、半导体设备、关键零部件和存储涨价等结构性机会。9月份全球半导体需求持续改善，PC、平板保持小幅增长，TWS耳机、可穿戴腕式设备、智能家居快速增长，AI服务器与新能源车保持高速增长，需求在9月或将继续复苏；供给端看，尽管短期供给仍相对充裕，企业库存水位较高，但整体价格仍大多上涨，预计9月供需格局将继续向好。细分赛道看，9月以苹果、小米、华为为代表的消费电子新品密集释出；存储芯片需求受AI...

2025-10-15 0 4.98MB 29页
新春看消费之农林牧渔：养猪占据半壁江山，宠物经济、粮食安全走出独立行情

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2025-10-15 0 3.71MB 57页
PitchBook：2025年美国私人信用监测报告（英文版）

Direct lending deal volume declines – Although the immediate turbulence from tariffs and second-quarter volatility has subsided, its ripple effects persisted into Q3. Private credit–financed deal activity slowed, with LCD tracking $56.3 billion acros...

2025-10-15 0 676.19KB 36页
Pitchbook：2025年第三季度欧洲风险投资报告（英文版）

European venture dealmaking softened in Q3 2025, signalling that full-year totals may decline YoY despite an uptick in the average deal size. Activity is increasingly concentrated in larger rounds, and follow-on investment has weakened as first-time ...

2025-10-15 0 10.49MB 21页
PitchBook：2025年欧洲杠杆贷款指数月度总结报告（英文版）

The dramatic collapse of First Brands cast a long shadow in September, dragging on loan returns both in Europe and in the US. Furthermore, rebounding new-money supply from M&A-related issuance is starting to dilute the technical support that has ...

2025-10-15 0 703.47KB 9页
国际清算银行：国际清算银行多部门模型：宏观经济分析的多国环境（英文版）

This paper introduces the BIS Multisector Model (BIS-MS), a dynamic stochastic general equilibrium (DSGE) model for analyzing macroeconomic dynamics in a multi-sector production network. The model can be calibrated to match the input-output data of m...

2025-10-15 0 1.23MB 72页
中邮证券：电力设备：可再生能源消费最低比重目标的提出，有助于绿色氢氨醇提升在国内市场的需求

投资要点事件：2025年10月13日，国家发改委发布《可再生能源消费最低比重目标和可再生能源电力消纳责任权重制度实施办法（征求意见稿）》，用于能源用户可再生能源消费最低比重目标和省级行政区域可再生能源电力消纳责任权重的制定、监测和考核。首次提出可再生能源消费最低比重目标，有助于缓解可再生能源消纳问题全国消纳压力日益增大。2025年1-8月全国风电和光伏利用率分别为94.1%、94.9%，随着可再生能源装机的进一步提升，弃风弃光现象可能有所提升，消纳问题的解决需要下游需求的扩张，包括非电需求...

2025-10-15 0 557.22KB 3页
大同证券：TMT行业周报：中美贸易摩擦或再度升温，半导体自主可控逻辑加强

周度市场回顾：本周（10/09-10/10）沪指周涨幅0.37%，报3897.03点；深成指周跌幅-1.26%，报13355.42点；创业板指周跌幅-3.86%，报3113.26点。技术面上，本周三大指数持续上攻创出阶段新高，其中沪指周四创2015年8月以来十年新高3936点，目前三大指数涨势良好。在经济基本面保持平稳、A股增量资金持续流入和全球流动性宽松的大背景下，市场在政策红利与流动性支撑下仍具韧性，A股中期缓慢上行的趋势没有变化。周度行业要闻：（1）特朗普威胁对华加征100%关税，并限制...

2025-10-15 0 740.07KB 15页
国际清算银行：将人工智能用于政策目的（英文版）

The rapid adoption of artificial intelligence (AI) – broadly defined as computer systems capable of tasks that normally require human intelligence – is poised to have a profound effect on the financial system and the real economy (BIS (2024); Aldasor...

2025-10-15 0 379.82KB 25页
国际清算银行：探索家庭采用和使用生成性人工智能：来自意大利的新证据（英文版）

We present findings from a specialized module on generative artificial intelligence (gen AI) included in the Italian Survey of Consumer Expectations (ISCE), conducted in 2024 with a representative sample of Italian individuals. This analysis offers n...

2025-10-15 0 739.21KB 28页
Rand兰德：2025年保护前沿人工智能的治理方法报告（英文版）

In this report, we examine how the U.S. government and frontier artificial intelligence (AI) model developers can strengthen the industry’s security practices. We draw on case studies of compliance regimes that enforce the adoption of security standa...

2025-10-15 15 757.57KB 88页
牛津经济研究院：2025年引爆点：对欧洲化工行业就业和增长的威胁报告（英文版）

Between 2019 and 2025Q2, the European chemical sector’s output declined significantly. It has contracted by 30% in the UK, 18% in Germany, 12% in France, and 7% in Belgium. Output levels have been hit by reduced price competitiveness due to higher ga...

2025-10-15 0 1.02MB 9页
Rand兰德：2025年初步的减少联邦债务负担的策略报告（英文版）

In 2025, the U.S. federal debt exceeded $37 trillion. The Congressional Budget Office forecasted in March 2025 that the debt will reach 156 percent of gross domestic product (GDP) by 2055. Left unchecked, this debt could slow economic growth and requ...

2025-10-15 0 1.16MB 74页
世界经济论坛：2025年提升网络安全：确保首席信息安全官的战略和可持续影响报告（英文版）

In today’s complex cyberspace, the role of the chief information security officer (CISO) is more critical and multidimensional than ever. Having evolved beyond their traditional boundaries, security leaders must navigate geopolitical volatility, tech...

2025-10-15 0 5.01MB 26页
Rand兰德：2025年解决双重国籍或归化公民对安全审查程序的常见问题和关切报告（英文版）

Applicants for national security positions must navigate the federal personnel vetting process to adjudicate their eligibility for a security clearance. For individuals who are dual or naturalized citizens (D/NCs), the process may be more complex due...

2025-10-15 0 379.39KB 8页
世界银行：2025年秋季欧洲和中亚经济更新报告：就业与繁荣（英文版）

Economic growth in Europe and Central Asia (ECA) has slowed but the region has remained resilient amid continued global and regional challenges. Regional gross domestic product is likely to grow by 2.4 percent in real terms this year, down from 3.7 p...

2025-10-15 0 4.73MB 88页

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