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大同证券：TMT行业周报：存储涨价潮下的产业链机遇：2026年供需缺口会否持续？

周度市场回顾：本周（11/03-11/07）沪指周涨幅1.08%，报3997.56点；深成指周涨幅0.19%，报13404.06点；创业板指周涨幅0.65%，报3208.31点。本周，A股市场呈现出明显的震荡格局，主要股指在4000点附近反复博弈，市场成交量保持活跃。周度行业要闻：（1）芯片涨价潮来势汹汹。据供应链消息，三星电子已率先暂停10月DDR5DRAM合约报价，引发SK海力士和美光等其他存储原厂跟进，恢复报价时间预计或将延后至11月中旬。（2）闪存龙头宣布涨价50%，10股年内股价翻倍...

2025-11-12 0 1.01MB 13页
ITU国际电信联盟：2022-2025年关于人类暴露于电磁场的策略和政策的最新进展报告（英文版）

Wireless technologies, including mobile phones, tablets and other wireless devices, have becomean indispensable part of everyday life. They enable people around the world to access the inter.net and enjoy its benefits. As radio-frequency electromagne...

2025-11-12 0 1.29MB 48页
ITU国际电信联盟：2022-2025年电信/信息通信技术的无障碍性，以实现包容性的交流，特别是为残疾人提供便利报告（英文版）

In our contemporary era, as the digital revolution continues to gain momentum, the profoundglobal impact of information and communication technologies (lCTs) is undeniable acrossall sectors. Recognizing this, it is imperative for policymakers, non-pr...

2025-11-12 0 960.14KB 84页
东吴证券：险企FVOCI投资专题分析：FVOCI是什么？

保险行业即将全面实施新会计准则，FVOCI科目下资产备受关注。1）FVOCI全称为以公允价值计量且其变动计入其他综合收益的金融资产，是新金融工具准则下的一个资产分类。2）目前上市险企已全面实施新会计准则，根据财政部要求，非上市险企最晚应当于2026年1月1日起实施新准则，执行确有困难的险企可以向监管申请暂缓执行。为何要关注FVOCI对保险行业的影响？1）险企股票资产的公允价值波动对总投资收益影响较大，股票在不同会计分类下的公允价值是否计入公司利润表会对公司年度间利润波动造成很大的影响。2）在新...

2025-11-12 0 1.02MB 28页
澳大利亚交通能源研究所：2024/2025年电动汽车充电基础设施融资报告-由电动汽车理事会进行的分析（英文版）

The development of electric vehicle(EV) charging infrastructure is criticalto supporting the growing adoption ofEVs across the United States. Duringthese early stages of EV adoption, determining a business case that supports public charging can be di...

2025-11-12 4 2.16MB 28页
RatedPower：2025年为未来融资：新加坡如何推动东盟绿色投资热潮报告（英文版）

That's more than the global average and putsSingapore well above major Asian benchmarks.A total of 18 $Tl-isted companies now report green revenues,double the number from just eight years ago.Multinational energy firms are anchoring their APAChea...

2025-11-12 10 4.04MB 19页
HiBob：2025年欧盟薪酬透明度指令解读：要求、时间表和行动步骤报告（英文版）

The EU's Pay Transparency Directive is a landmark law toadvance pay fairness across Europe. It aims to close gender pay gaps by making compensationtransparent, measurable, and accountable, setting clearrequirements for employers across EU Member ...

2025-11-12 0 6.55MB 21页
世界基准联盟（WBA）：2025年从目标到转型：转型规划作为核心经济战略报告（英文版）

Ten years after the Paris Agreement, both national and corporate climate commitments are entering a new phase where credibility and delivery define progress. New analysis of 1,260 keystone companies by the World Benchmarking Alliance (WBA) reveals th...

2025-11-12 0 2.55MB 20页
加拿大国际治理创新中心CIGI：2025年人工智能和语言数据在非洲的爆发：应对低资源挑战政策简报（英文版）

African languages are under-represented in artificial intelligence (AI) systems due to limited language data, excluding millions from digital participation in their native languages. Factors such as multilingual complexity, foreign-language-dominant ...

2025-11-12 0 570.26KB 14页
国际商会ICC：2025年ICC环境营销传播责任框架报告（英文版）

The updated 2021 Environmental Framework provided added guidance on some established environmental claims and additional guidance on some emerging claims, including some climate claims, circularity claims, “free-of” claims, recyclability and recycled...

2025-11-12 0 2.32MB 55页
William Blair：2025年经济周评：关闭、关税裁决和就业报告（英文版）

Today marks the 38th day of the U.S. government shutdown. This gives the 119th Congress the dubious distinction of presiding over the longest government shutdown in U.S. history—the prior longest shutdown was for 35 days between December 22, 2018, an...

2025-11-12 0 592.29KB 14页
Arthur D.Little理特咨询：2025年洞见：欧洲私募股权行业现状报告（英文版）

Sentiment and activity can sometimes tell contrasting stories, particularly in unpredictable times. This time last year, optimism was returning to the industry as inflation receded, and central banks implemented the first interest-rate cuts since the...

2025-11-12 0 8.27MB 30页
艺恩数据：2025年“冻”感新生-冬季运动两极分化趋势与品牌破局报告

这个冬天，室内健身与户外运动双增长！室内党最爱「短时高效」：5分钟燃脂跟练+无器械训练成流量密码；户外冰雪运动「既要专业也要出片」从装备避坑到雪场穿搭全攻略式内容成冬季户外宝藏指南。...

2025-11-12 6 12.08MB 31页
中亚学院：2025年CAREC研究所的第18期季度经济监测报告（英文版）

During first nine months of 2025, the CAREC region demonstrated stable and high economic growth rates, exceeding the 2024 average. GDP growth was mainly driven by the industrial sector, which was supported by a strong services sector and a recovery i...

2025-11-12 0 835.72KB 30页
世界自然保护联盟IUCN：2025年修复旗舰的教训与挑战：大西洋森林三边协议报告（英文版）

The Trinational Atlantic Forest Pact, recognized as one of the World Restoration Flagships by the UN Decade on Ecosystem Restoration, was established by the Trinational Ecological Restoration Alliance (Red Trinacional de Restauración del Bosque Atlán...

2025-11-12 0 450.05KB 11页
世界自然保护联盟IUCN：2025年加强里约公约间的合作，以在COP30上实现协同的气候和生物多样性成果报告（英文版）

The frameworks, goals, targets and rules adopted by each of the Rio Conventions have been largely developed in isolation, until recently ignoring opportunities for positive synergies, and blind to the perverse outcomes of actions that purport to fulf...

2025-11-12 7 1.84MB 10页
加拿大国际治理创新中心CIGI：2025年以社区为中心的医疗保健中具有伦理性和可扩展性的AI协议报告（英文版）

Punitive intellectual property (IP) frameworks and inadequate data sovereignty protections are significant barriers to equitable artificial intelligence in health care. These barriers disproportionately affect marginalized populations, necessitating ...

2025-11-12 0 289.46KB 10页
加拿大国际治理创新中心CIGI：2025年印度、中国和非洲大陆数字金融的未来会议报告（英文版）

The rapid digitalization of financial systems is transforming not only how economies function but also who governs the infrastructure of global finance. In this context, the Centre for International Governance Innovation (CIGI) convened a virtual con...

2025-11-12 5 284.09KB 16页
东吴证券：计算机行业跟踪周报：十五五规划说明中，为何没有重点提及人工智能？

投资要点 “十五五”整体战略布局：三级梯队层次分明。（1）打造新兴支柱产业。规划明确将新能源、新材料、航空航天、低空经济等列为新兴支柱产业，实施产业创新工程，统筹推进研发设施建设、技术攻关与产品升级。通过融合技术创新、规模化推进与应用场景构建，加快培育战略性新兴产业集群。此梯队是“十五五”经济增长最直接动力，旨在将前沿科技的先行优势切实转化为产业与国际竞争优势。（2）前瞻布局未来产业。明确量子科技、生物制造、氢能与核聚变、脑机接口、具身智能、6G等未来产业方向，此梯队关乎国家长远竞争力，布局未来...

2025-11-12 9 535.77KB 8页
Newmark：2025年第三季度美国工业市场状况及趋势报告（英文版）

The U.S. industrial sector regained momentum in the third quarter, with absorption improving and vacancy increasing only six basis points, signaling a market close to stabilization. New leasing activity strengthened, particularly in larger facilities...

2025-11-12 0 1.91MB 33页

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