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全球安全论坛：2026年下一个硅基十年：构建具备韧性的欧洲半导体产业生态研究报告（英文版）

Europe’s grand strategy for semiconductor sovereignty has finally collided with reality. For years, Brussels and major EU capitals tried to buy their way into the global chip race by simply mimicking the U.S. and Taiwan, throwing massive subsidi...

2026-07-08 0 2.19MB 18页
粤开证券：粤开市场日报-260708

今日关注指数涨跌情况：今日A股主要指数多数下跌。截至收盘，沪指收跌0.49%，报3970.88点；深证成指跌1.87%，报14939.73点；创业板指跌1.7%，报3845.35点；科创50指数涨0.73%，报2016.23点。沪深两市今日成交额合计25635亿元，较上个交易日缩量176亿元。总体上，全天个股涨少跌多，Wind数据显示，全市场仅1591只个股上涨，3786只个股下跌，145只个股收平。行业涨跌情况：今日申万一级行业涨少跌多，计算机、煤炭、银行、石油石化、食品饮料等行业领涨，涨...

2026-07-08 4 665.26KB 6页
汤森路透：2026年专业人士前景报告：当AI战略⽌步于规划-专业⼈⼠⾯临的新压⼒（英文版）

AI capability is now a procurement criterion. Among corporate clients who buy professional services, 78% say it is very important, or even essential, to receive AI-enabled quality improvements from the firms they work with. But just 6% say they’re ...

2026-07-08 1 7.95MB 24页
美国自动驾驶汽车行业协会（AVIA）：2026年美国自动驾驶汽车状况报告（英文版）

The Autonomous Vehicle Industry Association’s mission is to advocate for American leadership in the safe and timely deployment of autonomous driving technology. We are the unified voice of the diverse companies advancing safe and trusted autonomou...

2026-07-08 1 8.48MB 40页
三菱日联银行（MUFG）：2026年第二季度全球经济展望报告（英文版）

The rise in commodity prices and supply constraints triggered by the situation in the Middle East has led to growing concerns of a global economic slowdown. Our base case is that the conflict in the Middle East will ease in the near term, that oil s...

2026-07-08 2 1.83MB 19页
万联证券：2026年中期人形机器人行业投资策略报告：量产验证开启，把握核心供应链机遇

行业核心观点：当前人形机器人产业正处于从技术突破迈向规模化商业化的关键阶段，2026年或将成为量产落地与场景验证的重要窗口。供给侧，特斯拉、FigureAI、波士顿动力等海外龙头量产路径清晰；国内宇树科技、优必选、智元机器人等整机厂加速放量，量产进程快于海外厂商。需求侧，老龄化加剧、人力成本上升构成长期需求，政策红利与资本热度持续加码。展望未来，场景落地有望遵循工业制造先行→B端场景扩展→家庭服务普及的梯度渗透路径，人形机器人未来市场空间较为广阔，建议把握核心供应链机遇。投资要点： 2026...

2026-07-08 3 2.92MB 32页
国际劳工组织：通用型大型语言模型能提升医生的临床推理能力吗？（英文版）

This paper investigates whether access to a general-purpose large language model (LLM) improves physicians’ clinical reasoning across diverse healthcare contexts, as well as the possible implications of using an LLM in healthcare settings. Using a ra...

2026-07-08 0 1.09MB 42页
凯捷Capgemini：2026年现代软件工程报告（英文版）

The discipline of software engineering is undergoing a foundational transformation, driven by the combined rise of AI agents and Platform Engineering. Modern software engineering redefines the way software is built, helping software teams to real...

2026-07-08 1 4.55MB 25页
凯捷Capgemini：2026年在资产密集型经营中释放隐藏的生产能力报告（英文版）

Many manufacturers already have data, systems, and im provement ambitions in place. The challenge is turning them into consistent operational re sults. When asset data, mainte nance decisions, and frontline routines remain disconnected, organiza...

2026-07-08 2 2.75MB 10页
Dealroom：2025年欧洲与以色列的创始工厂-25周年纪念版（英文版）

25 years on, Europe is home to the vibrant ecosystem we see today. The region is a powerhouse of talent, innovation and ambitious entrepreneurs who have the vision and determination to build global category-defining companies. Following Skype g...

2026-07-08 1 2.27MB 17页
AraVQA：从维基百科构建新的阿拉伯语事实视觉问答数据集（英文版）

The development of large-scale Visual Ques tion Answering (VQA) datasets has tradition ally relied on resource-intensive manual anno tation. In addition, most of the existing Arabic VQA datasets focus on culturally-specific and dialect-aware domains....

2026-07-08 1 3.2MB 17页
Incrementum：2026年第三季度递增比特币-指南针（英文版）

With our quarterly chartbook, we bring clarity to the complexity of Bitcoin. Concise visualizations and in-depth analyses make the Bitcoin Compass an indispensable tool – for investors and anyone interested in this revolutionary asset class. Discover...

2026-07-08 4 6.25MB 67页
国际可再生能源署IRENA：2026年调整格鲁吉亚的气候和能源规划报告（英文版）

Georgia, like many other countries, is increasingly recognising the importance of aligning its national climate and energy planning instruments to ensure effective implementation, avoid duplication of efforts and provide clear signals to investors an...

2026-07-08 4 1.57MB 30页
KROLL：2026年卢森堡估值实践现状报告（英文版）

Exceltemplatestandardisationisnear-universalat83%-thefoundationisfirmlyinplace.Fordatabasesystems,automatedtestingandAPI integrations,"consideredbutnot implemented"reflectsactiveevaluationrather thaninaction.Thepipelineof technologyinvestme...

2026-07-08 4 880.49KB 16页
东吴证券：炬光科技（688167）-微纳光学平台开启光通信价值重估

炬光科技(688167) 投资要点光子行业上游具备全球竞争力的领军企业。炬光科技是全球领先的高功率半导体激光与微纳光学解决方案提供商，聚焦光子产业链上游核心环节，是全球少数同时具备“产生光子”+“调控光子”两大核心技术的企业之一。公司业务植根于光子行业上游，并不断通过内生+外延拓展光子行业中游的光子应用模块、模组和子系统业务及全球光子工艺和制造服务业务，不断拓宽业务可触达的市场规模，实现公司收入加速增长，并助力公司亏损持续收窄。得益于公司在光通信、消费电子等新领域的布局和盈利兑现，我们预计公司...

2026-07-08 3 3.46MB 40页
PitchBook：2026年高级软件发布报告：投资大AI利润超级周期（英文版）

The SaaS-pocalypse opportunity: The market’s current punishment of SaaS valuations is temporary. The transition to digital labor will replace traditional seat-based licenses with usage- and outcome based SLAs, drastically expanding margins through z...

2026-07-08 3 1.34MB 10页
PitchBook：2026年QXO斥资173亿美元收购了一家屋顶公司-你注意到屋顶行业了吗？（英文版）

The $17.3 billion upcoming purchase of TopBuild at 14.9x 2025 adjusted EBITDA highlights that roofing companies have significant value in the PE marketplace, and any investor interested in the construction space should be paying attention to roofi...

2026-07-08 5 1.39MB 21页
开源证券：巨人网络（002558）-公司信息更新报告：Q2业绩大增，看好《超自然行动组》暑期表现

巨人网络(002558) Q2扣非利润环比高增，关注次新游暑期及新游大推表现，维持“买入”评级公司发布2026H1业绩预告，预计H1营收同比大增，归母净利润为20亿元至22亿元，同比+157%至+183%；扣非归母净利润为22亿元至24亿元，同比+173%至+198%；预计单Q2归母净利润为9.2亿元至11.2亿元，同比+114%至+161%，环比-15%至+4%，扣非归母净利润为11.9亿元至13.9亿元，同比+176%至+223%，环比+17%至+37%，主要系《超自然行动组》持续驱动。我...

2026-07-08 3 849.75KB 4页
PitchBook：2026年全球市场快照（英文版）

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2026-07-08 4 12.82MB 11页
群益证券：浪潮信息（000977）-二季度业绩超预期增长，AI服务器有望持续抬高盈利能力

浪潮信息(000977) 结论与建议：公司发布2026年上半年业绩预告，2026年H1公司预计实现归母净利润26-31亿元，同比增长226%-288%；扣非归母净利润20.55-25.55亿元，同比增长206%-280%。业绩超出预期，维持“买进”建议。 AI服务器大幅提高上半年毛利率：单看Q2单季度净利润预计19.95-24.95亿元，同比大幅增长494%-643%。公司坚持以市场为导向，紧抓行业上行机遇，持续致力于产品技术创新和提升客户满意度，不断完善产品线布局，努力提升产品附加值，增强供...

2026-07-08 4 407.41KB 3页

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