开通会员限时优惠

登录 | 注册

全部分类

智库报告

类型:

ITIF：2026年半导体进口232关税的经济后果报告（英文版）

The Trump administration has once again targeted semiconductor imports with tariffs, this time under Section 232 of the Trade Expansion Act.  ITIF finds that a 25 percent semiconductor tariff would reduce GDP by a cumulative $1.6 trillion, or 3.9 pe...

2026-06-25 0 203.03KB 12页
EFPIA：2026年创新如何推动欧洲的健康与增长：评估创新药物的投资回报报告（英文版）

While healthcare was once viewed largely as a necessary expense that strained budgets, recent evidence demonstrates a shift in perspective, with healthcare increasingly recognized as a key driver of economic growth and resilience. This shift is suppo...

2026-06-25 0 8.41MB 82页
Unepfi：2026年制药业数据概览报告（英文版）

The research-based pharmaceutical industry can play a critical role in restoring Europe to growth and ensuring the continent’s future competitiveness in an increasingly competitive global economy. In 2025, the sector invested an estimated €60.0 billi...

2026-06-25 0 4.19MB 28页
世界自然保护联盟IUCN：2026年湄公河工程：上游大坝如何重塑柬埔寨的洪水森林报告（英文版）

A large flooded forest, which covers much of the Stung Treng Ramsar Site (STRS), is a unique riparian ecosystem that underpins regional biodiversity and local livelihoods in northeastern Cambodia. Since 2008, upstream hydropower development in China ...

2026-06-25 18 21.77MB 32页
世界自然保护联盟IUCN：2026年IUCN和联合国十年生态系统恢复中心网络研讨会：非洲情况介绍报告（英文版）

Addressing the No. 1 question by journalists and the general public: Where is all this restoration happening? • Connecting the UN Decade on Ecosystem Restoration Community through a digital meeting place. To each other and the world. • It aims to hel...

2026-06-25 35 14.11MB 67页
西蒙顾和：2026年执行根据MFN：后期生物技术公司的商业化选择白皮书（英文版）

For smaller late-stage biotech companies, commercialization has always involved a series of high-stakes choices: where to invest, how much infrastructure to build, when to expand internationally, and whether to partner or go it alone. Most Favored Na...

2026-06-25 0 607.36KB 8页
西蒙顾和：2026年为不确定性、价值和投资者审查设计：MFN对早期生物技术意味着什么（英文版）

For years, early-stage biotech companies have operated with a relatively clear value logic: strong science, a meaningful unmet need, and a compelling clinical profile would translate into a credible commercial opportunity. That foundation, while stil...

2026-06-25 0 744.88KB 8页
摩熵咨询：2026年氨基葡萄糖制剂市场深度研究报告-流行病学、竞争格局与人群画像

近年来，全球骨关节炎疾病负担日益加重，且呈现一定年轻化趋势。氨基葡萄糖作为骨关节炎前中期辅助用药，在近年受到越来越多的关注。本报告围绕氨基葡萄糖制剂，拆解骨关节炎疾病需求，解析氨糖制剂政策环境，阐明产品市场竞争格局，探索消费人群需求，从而厘清市场趋势与潜在切入点。...

2026-06-25 0 32.73MB 29页
英国国家审计署：2026年英国税务海关总署利用旅行数据打击儿童福利金欺诈和错误报告（英文版）

Child Benefit is paid to around 6.9 million families and supports around 11.7 million children. In 2024-25, HM Revenue & Customs’ (HMRC’s) expenditure on Child Benefit was £13.3 billion, making it the largest individual benefit it paid out. Broad...

2026-06-25 0 368.43KB 46页
万和证券：万和财富早班车-260625

一、宏观消息汇总 1.中国信通院：5月份5G手机出货量2622.4万部，同比增长23.8%，占同期手机出货量的94.9% 2.工信部：保持适度超前，加强新一代通信网和算力网规划建设 3.国家能源局：截至5月底我国电动汽车充电基础设施（枪）总数达到2249.7万个，同比增长44.9% 二、行业最新动态 1.AI算力需求传导，“纤维之王”对位芳纶步入高景气周期，相关个股：泰和新材(002254)、中化国际(600500)等 2.AI需求驱动先进封装景气度提升，台积电代工或全面涨价，相关个股：盛合晶微...

2026-06-25 0 1.3MB 1页
东吴证券：晨会纪要-260625

海外政治：美伊瑞士会谈：谅解备忘录框架启动，但离永久和平协议落地仍有距离核心观点：最新的美伊瑞士会谈建立了美伊双方就和平框架谈判的沟通机制，确立了60天内达成最终和平协议的时间路线，被市场视为局势缓和的积极信号。但我们认为，尽管会谈是打破近期美伊冲突陷入持续僵局的重要转折点，但其更多为开启此前谅解备忘录停火框架内容落地的“技术性会谈”，美伊双方离最终的永久和平协议仍有较长的距离和较大的不确定性。向前看，短期内我们预期一个中性偏乐观的情景是：双方在60天内未能就核问题及霍尔木兹海峡等核心关切上达...

2026-06-25 0 726.59KB 10页
GTI：2026年5G-一个超上行技术演进白皮书（英文版）

Driven by the rapid growth of emerging services such as digital assistants, embodied intelligenceand connected vehicles, new types of terminals including AI smartphones, XR glasses andembodied robots are gaining widespread popularity at an accelerate...

2026-06-25 0 1.26MB 26页
金元证券：金元晨报-260625

主要市场股指回顾指数开盘价收盘价昨收涨跌幅% 上证综指4,0904,1110.11 深证成指15,78216,0511.24 创业板指4,1824,2511.41 科创501,8961,8983.82 恒生指数23,42123,4120.33 富时10010,42910,4620.31 道琼斯工业51,66151,8490.35 标普5007,3717,358-0.10 纳斯达克25,57925,477-0.43 纳斯达克金龙5,9415,848-1.77 股市回顾沪深港股行情：沪指涨0.1...

2026-06-25 0 577.49KB 11页
金元证券：有色金属行业周报：《矿产资源法》正式实施，寻求战略稀缺资源中的结构性机遇

板块表现与基本面行情：有色金属（申万一级）行业本周（2026.06.15-2026.06.18）收涨，周涨幅4.10%，居全行业周涨跌幅第8名（8/31）；各二级板块均收涨。小金属、金属新材料板块周涨幅居前，分别达12.33%和11.27%。贵金属、工业金属、能源金属均先扬后抑，并分别以的1.78%、1.24%和0.54%的周涨幅进入假期。基本面数据上，铜价拉锯，伦铜、沪铜周度去库，北美库存微增。本周COMEX铜库存59.17万吨，在关税铜细则预期和美国战略性存储的影响下增库持续，环比周增0...

2026-06-25 0 759.82KB 10页
金元证券：计算机行业点评报告：模型跨越生产质变点，字节加速构建全栈AI云

事件： 2026年6月23日，火山引擎举行FORCE原动力大会，发布豆包大模型2.1系列、Seedance2.5等五大模型，并发布方舟CLI、升级AgentKit和HiAgent3.0。模型跨越“生产质变点”，企业AI应用加速进入核心业务流程。截至2026年6月，豆包大模型日均Tokens调用量达到180万亿，较最初发布时增长超1500倍。在国内公有云MaaS市场，火山引擎Tokens市场份额达到49.5%。当前，火山引擎中万亿Tokens企业已达到200家，较去年年底实现翻倍。大模型已由传统...

2026-06-25 0 270.01KB 3页
GTI：2026年移动人工智能应用体验指标白皮书（英文版）

The in-depth convergence of mobile communications and artificial intelligence (AI) is propelling theglobal digital economy into a new era of Mobile AI, serving as a core driving force for global digital and intelligent transformation. Previously, dur...

2026-06-25 0 16.05MB 39页
GTI：2026年移动通信网络GTI代理协议白皮书（英文版）

Against the backdrop of accelerating global technological revolution and industrial transformation, agents, which are the core driver for the large-scale deployment of Artificial Intelligence (AI) technology, are becoming a strategic focal point in t...

2026-06-25 0 1.8MB 28页
GTI：2026年数字智能基站站点技术白皮书（英文版）

Amid the deepening integration of 5G-Advanced (5G-A) and artificial intelligence (AI), wireless networks are undergoing a transition from fundamental "connectivity" services to advanced"intelligent" services. As the core carriers ...

2026-06-25 16 2.82MB 39页
GTI：2026年蜂窝网络连接无人机技术要求白皮书（英文版）

With the advancement of digitalization, intelligence and automation technologies, UAVs are being increasingly integrated into diverse applications, ranging from logistics and management to emergency response, agriculture and urban services, as part o...

2026-06-25 0 1.06MB 24页
金元证券：电子行业点评报告：美光携手Anthropic：AI存储由单品供货迈向全栈协同

事件：美光与Anthropic宣布达成战略合作，双方将围绕AI内存与存储架构设计、产品供应、Claude在美光内部的企业级部署及战略投资展开合作。双方将推动模型与存储架构的协同优化。美光和Anthropic将分析内存和存储子系统在不同AI工作负载下的性能表现，以及各层级产品在完整基础设施堆栈中的交互关系，并开展联合优化。这项合作有望提升Claude基础设施的内存与存储性能、能源效率及单位Token经济性。长上下文与Agent发展，有望推动AI存储由单一HBM向分层架构演进。大模型推理中的K...

2026-06-25 0 247.94KB 3页

...

104

...

确认删除?