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国元证券：半导体与半导体生产设备行业周报：台积电将扩充CoWoS产能，三星受益ASIC需求提振HBM出货

报告要点：本周（2025.12.8-2025.12.14）市场回顾 1）海外AI芯片指数本周下跌4.4%，本周该指数成分股均呈下跌趋势，Marvell和博通股价跌幅近15%和8%，AMD和英伟达跌幅在3%-5%。2）国内AI芯片指数本周下跌0.6%。翱捷科技和瑞芯微涨幅分别为3.7%和2.9%，兆易创新和通富微电涨幅在1%-2%，海光信息和中芯国际股价跌幅在1%-2%。3）英伟达映射指数本周上涨3.8%，长芯博创上涨21%，麦格米特、英维克和胜宏科技涨幅均在10%以上，景旺电子、太辰光和沃尔核...

2025-12-15 0 844.01KB 10页
T/FJLY 004-2025 多花黄精茶的质量评价技术规范

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2025-12-15 0 538.86KB 9页
凯捷Capgemini：2025年数据驱动创新回顾报告（第11期）（英文版）

This system includes agents such as query handlers, document retrievers, and summarizers, all orchestrated to provide seamless interactions with historical data. Microsoft Agent Framework plays a crucial role in coordinating these agents, ensuring ef...

2025-12-15 0 5.46MB 37页
2025危险性较大的分部分项工程专项施工方案严重缺陷清单（试行）专题培训

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2025-12-15 0 22.42MB 118页
Rand兰德：2025年心智操控：“AI诱发型精神病”的安全影响研究报告（英文版）

Reports of artificial intelligence–induced psychosis (AIP) suggest that large language models (LLMs) and future artificial general intelligence (AGI) systems might be capable of inducing or amplifying delusions or psychotic episodes in human users. T...

2025-12-15 0 967.47KB 59页
普华永道：2025年打击骡子账户欺诈：采用人机协同的防控策略研究报告（英文版）

In today’s digital era, the combination of increased internet access, digital payment systems, global financial integration, and a government-led push for widescale financial inclusion creates a landscape of dual opportunities. While these developmen...

2025-12-15 0 2.17MB 24页
DZ/T 0071-2025 地面高精度磁测技术规程

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2025-12-15 0 8.53MB 49页
华安证券：机械设备行业周报：商业航天发展步入快车道，重视人形机器人

主要观点：周度行情回顾根据同花顺iFinD数据显示，本周A股主要指数均呈现明显回升。沪深300、创业300、科创50、中证500以及中证1000的指数周度涨跌幅分别为-0.08%、2.42%、1.72%、1.01%以及0.39%，创业300回升幅度最为明显。根据同花顺iFinD数据显示，本周（20251208至20251212）人形机器人个股表现有所分化，其中iFinD人形机器人概念股涨幅前5的公司分别为超捷股份、华菱线缆、长光飞纤、东山精密以及华培动力；跌幅前5的公司分别为睿能科技、南山智...

2025-12-15 0 556KB 8页
TIAA：2025年长寿时代健康与财富研究报告（英文版）

In an era of unprecedented longevity, people have numerous opportunities and risks as they navigate into older adulthood. Would they like to continue working and volunteering into their 70s and beyond? When they are no longer working, how much income...

2025-12-15 0 7.56MB 28页
巴斯夫：2025-2026年汽车色彩趋势报告-驭动代理（英文版）

The latest collection presents a refined range of faux solids and solid-like designs, defined by smooth, fine surfaces and subtle sparkle effects. These finishes create a sophisticated interplay of texture and light, often enhanced by fine metallics ...

2025-12-15 6 2.29MB 9页
普华永道：2025年迈向可信全球数据枢纽：面向未来的印度数据中心税收政策报告（英文版）

India’s data centre sector is now at the forefront of the digital economy, supporting digital areas for enterprises, hyperscalers, and digital-native businesses while enabling e-governance, FinTech, commerce, and media. The data centre sector revolve...

2025-12-15 0 2.03MB 16页
高盛：2025年度美国退休调查与洞察报告：退休新经济学（英文版）

Structural shifts in household finances have reshaped how savers must prepare for retirement. Competing priorities—housing, healthcare, debt service, and care giving—are among the needs consuming a larger share of income, creating a Financial Vortex....

2025-12-15 3 1.74MB 38页
思略特：2025年放眼席位制之外：生成式AI的定价框架研究报告（英文版）

While both archetypes are advancing, the long-term trajectory favours Transformative capabilities. PwC's "Beyondthe hype: Practical applications of Al in private equity" research in 2025 shows current investment is concentratedon Enhanc...

2025-12-15 6 1.2MB 16页
富达（Fidelity）：2025年长寿革命：迎接新现实研究报告（英文版）

There is a quiet revolution happening. It is not about climate change, market cycles or artificial intelligence. It is about time - more specifically, how much more of it we have, and the ability to do what we want with that extra time. For the first...

2025-12-15 0 4.3MB 30页
TASC：2018年与不确定性共存：不稳定工作对社会的影响报告（英文版）

For many men and women in Ireland, as well as wider Europe, employment has become increasingly insecure. This report maps out the nature and extent of precarious work in Ireland today, as well as its effects on the personal choices and quality of lif...

2025-12-15 0 10.96MB 102页
TASC：2018年爱尔兰、全球金融与俄罗斯的联系报告（英文版）

This paper examines aspects of what is termed the ‘shadow banking sector’. • That is firms who often act as banks but are not regulated as a bank; • In many ways the shadow banking sector is part of the banking sector but ‘off balance sheet’. • This ...

2025-12-15 0 1.37MB 26页
TASC：2018年低薪委员会关于国家最低工资的提交报告（英文版）

TASC makes the following recommendations to the Low Pay Commission based on our analysis: 1. The national minimum wage should be increased from €9.55 to €10.50 per hour. Agebased and trainee rates should similarly be increased by 10%. This should be ...

2025-12-15 0 448.77KB 14页
国元证券：人形机器人产业周报：智元机器人实现5000台量产规模，众擎机器人完成A1+轮与A2轮融资

报告要点：周度行情回顾 2025年12月7日至12月12日，人形机器人概念指数下跌0.19%，相较沪深300指数跑输0.11pct；年初至今累计涨跌幅来看，人形机器人概念指数上涨67.40%，相较沪深300指数跑赢47.49pct。 A股人形机器人指数（iFinD概念）相关个股中，超捷股份周涨幅最大（+39.03%），睿能科技周跌幅最大（-13.78%)。周度热点回顾政策端，12月11日，北京人形机器人创新中心发布全国首个全自主无人化人形机器人导览解决方案；湖北推进“51020”先进制造业...

2025-12-15 0 613.09KB 8页
国元证券：汽车与汽车零部件行业中央经济工作会议汽车相关政策解读：持续扩内需，促改革，强科创

报告要点：当前需求偏弱，但年度累计仍处超预期区间乘用车：12月1-7日，全国乘用车市场零售29.7万辆，同比去年12月同期下降32%，较上月同期下降8%，今年以来累计零售2,178.1万辆，同比增长5%；12月1-7日，全国乘用车厂商批发29.8万辆，同比去年12月同期下降40%，较上月同期下降18%，今年以来累计批发2,706.3万辆，同比增长10%。新能源：12月1-7日，全国乘用车新能源市场零售18.5万辆，同比去年12月同期下降17%，较上月同期下降10%，今年以来累计零售1,16...

2025-12-15 0 1.03MB 14页
TASC：2017年一个家还是一个财富生成器？不平等、金融化与爱尔兰住房危机报告

This chapter provides detailed evidence of how the current housing crisis and government policy is worsening economic and generational inequalities, along with a political economy analysis of the causes of the housing crisis, and some potential solut...

2025-12-15 0 2.6MB 37页

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