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华鑫证券:电子行业周报:英伟达对华芯片出口限制缓和,亚马逊Trainium3正式推出
投资要点 英伟达游说取得关键成果,对华芯片出口管制或将放松 美国时间12月3日,英伟达首席执行官黄仁勋与特朗普及多位国会关键议员会面,说服美政府放松其向部分海外市场销售先进AI芯片的限制。据报道,英伟达的强力游说取得关键成果,《GAINAI法案》预计将不会被纳入美国年度国防法案。该法案原计划要求英伟达和AMD等芯片制造商,在向受限制国家出口其强大的AI芯片之前,必须优先满足美国客户的需求。英伟达目前已就向中国出售更高端的H200芯片与白宫进行了初步谈判。如果获准通过,很可能会对英伟达在华业务前景...
2025-12-11
0
1.25MB
31页
医药魔方:2025年中国医疗器械投融资趋势与国产替代机遇报告
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2025-12-11
49
3.72MB
27页
国际清算银行:2025年拆包回购折减及其对杠杆的影响报告(英文版)
Repurchase agreements (repos) are a crucial source of short-term funding and collateral for financial institutions. A key parameter in repo transactions is the “haircut” – the difference between the market value of the collateral and the cash lent. H...
2025-12-11
0
730.76KB
8页
国际清算银行:2025年非银行金融机构的崛起:对货币政策的影响(英文版)
Non-bank financial institutions (NBFIs) have grown significantly in recent years, mainly driven by the growth of investment funds, including hedge funds. These changes reflect the role of bond markets, which have expanded on the back of surging gover...
2025-12-11
0
660.52KB
8页
国际清算银行:2025年全球公司的国际足迹:海运的居住地和国籍视角(英文版)
Measurement presupposes theory. For international trade, the conceptual underpinnings rest on measuring trade flows at the border that represents the GDP boundary. Measurement follows national income accounting principles based on the concept of resi...
2025-12-11
0
1.39MB
8页
国际清算银行:生成性经济建模(英文版)
We introduce a novel approach for solving quantitative economic models: generative economic modeling. Our method combines neural networks with conventional solution techniques. Specifically, we train neural networks on simplified versions of the econ...
2025-12-11
0
2.83MB
66页
国际清算银行:碳密集型能源价格变化的宏观经济效应:模型比较(英文版)
We present a novel model comparison to examine the challenges that changes in carbon-intensive energy prices pose for monetary policy. Our study focuses on the macroeconomic effects and monetary policy implications of both temporary and permanent car...
2025-12-11
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3.73MB
49页
中国汽车流通协会:2025年10月全国二手车市场深度分析报告
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2025-12-11
6
2.04MB
24页
Rand兰德:2024年英国微生物法医联盟首次召开报告(英文版)
We present below a summary of the key themes highlighted by participants during the event. It is important to note that these themes are not listed in any specific order of priority. This overview is intended to capture the diverse insights and persp...
2025-12-11
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1.81MB
7页
Rand兰德:2025年绘制非正规生物经济图-评估当前形势和加强生物安全和生物安保的机会(英文版)
In this report, the authors seek to map and evaluate the informal bioeconomy from a biosecurity perspective. The authors define the informal bioeconomy as biological research, experimentation, and innovation occurring outside formal institutions and ...
2025-12-11
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2.97MB
55页
联合资信:2025年股权财政与产业适配性简析报告
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2025-12-11
4
1.04MB
9页
联合资信:旅游行业2025年年度总结及展望报告
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2025-12-11
6
1010.27KB
11页
联合资信:2025年前三季度物流行业运行分析报告
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2025-12-11
4
1.17MB
8页
PitchBook:2025年新兴市场的游戏风险投资活动报告(英文版)
• Emerging markets have become the incremental growth engine for gaming: Their revenue share climbed from around 4% in 2010 to nearly 15% today, while VC funding across five tracked regions reached $2.3 billion in 2025 YTD even as deal counts stayed ...
2025-12-11
8
1.37MB
32页
联合国开发计划署UNDP:2025年绘制影响图并告知经济弹性报告(英文版)
The increasing frequency and severity of weather, climate, and water-related hazards—driven by climate change—are placing growing pressure on communities, economies, and ecosystems. Rising global temperatures are intensifying droughts, cyclones, and ...
2025-12-11
3
1.68MB
7页
联合国开发计划署UNDP:2025年加强选举中的信息完整性报告(英文版)
In collaboration with members of the Action Coalition, UNDP convened a series of expert discussions throughout 2024, including a Strategic Dialogue on Information Integrity in Madrid in 2025. Drawing on insights from these discussions, the experience...
2025-12-11
3
1.68MB
7页
河北省生态环境厅:河北省噪声污染防治报告(2025)
河北省噪声污染防治报告(2025年)主要内容概括如下:噪声污染状况:2024年全省噪声投诉10.9万件,社会生活噪声占比最高(72.9%)。污染防治制度:完成《河北省噪声污染防治条例》初稿,明确部门职责分工。源头管理:严格声环境准入,督促企业落实噪声污染防治设施。整治行动:查处噪声违法行为,罚款总额达66.1万元。监测能力:全省设153个功能区声环境自动监测站。工业噪声:推动工业噪声纳入排污许可,加强企业噪声管理。建筑施工噪声:落实监管责任,推广低噪声施工设备,严格重点区域管控。交通运输噪声:加...
2025-12-11
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859.33KB
18页
IBM商业价值研究院:2025年COO调研之大中华区洞察报告-COO披荆斩棘:五大战略破局重塑企业动能
AI 的能力已远远超越传统的自动化与生产力提升。七成首席运营官表示,他们已引入一种革命性技术——智能体 AI。这类智能系统不仅能够执行指令,更能自主进行推理、规划,并落实复杂的业务战略。...
2025-12-11
11
8.57MB
40页
CCH Holdings Ltd美股纳斯达克IPO上市招股说明书
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2025-12-11
0
8.61MB
233页
Range Capital Acquisition Corp II美股纳斯达克IPO上市招股说明书
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2025-12-11
0
5.36MB
231页
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