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国泰君安期货：海外宏观及大类资产周度报告-260705

6月美国非农就业月增5.7万，显著低于预期11.3万，且此前两个月就业增幅合计下修7.4万，4月从17.9万下修至14.8万，5月从17.2万下修至12.9万。失业率下降至4.2%，部分源于劳动力参与率降低。分项中，季节性因素显著，休闲和酒店业领域就业岗位因季节性招聘弱于往常减少了6.1万个（前值增加4万），其中餐饮服务和酒类场所就业岗位减少了3.3万，住宿业减少了2.2万。整体仍是供需两弱，失业率下降主要源于劳动参与率回落和退出劳市场人数上升而非就业增加。总体看，6月就业报告支持我们的观点...

2026-07-05 2 16.55MB 58页
NovaSpace：2026年太空数据中心白皮书：探索算力发展全新前沿（英文版）

As humanity enters an era defined by artificial intelligence (AI) and ubiquitous connectivity, digital infrastructure is becoming as fundamental to civilization as energy, transportation, and water. The systems that power modern life — cloud computin...

2026-07-05 1 1019.38KB 13页
ECI：2026年高压：全球工业电气化发展潜力研究报告（英文版）

Industrial electrification can reshape industrial emissions trajectories, reduce energy import dependency and improve resilience to energy price volatility. Engineering studies show that up to 90% of industrial energy demand could ultimately be elect...

2026-07-05 1 2.17MB 35页
巴克莱：2024年电气化未来：提升英国住宅能效研究报告（英文版）

The UK Government urgently needs to enable improved home energy efficiency in order to meet the 2035 target of an 81% reduction in carbon emissions compared with 1990 levels. British housing currently accounts for 15% of the country’s emissions, but ...

2026-07-05 3 1.63MB 20页
哈佛联合住房研究中心（JCHS）：2026年美国住房状况报告（英文版）

Across the US, persistent affordability challenges and rising economic uncertainty are hurting housing markets. Weakening labor markets and plummeting immigration have dampened household growth and mobility. Sales of existing homes sit at three-decad...

2026-07-05 3 8.36MB 48页
信达证券：浩洋股份：加速外延扩张，主营经营趋势向上

浩洋股份(300833) 事件：公司近期拟以现金266.86万欧元收购荷兰Follow-Me的66.67%股权。强强联合，成长边界扩张。Follow-Me深耕舞台演出智能追踪赛道，首创舞台艺人实时三维追踪技术，推出手动追踪与全自动射频追踪两大核心成套系统，兼容全品牌灯光控台、音视频设备；产品系统兼容性强、部署灵活稳定、运维简便，可适配全场景、已广泛落地全球标杆演艺项目。25年/26H1Follow-Me分别实现收入201.28/110.13万欧元、净利润40.72/20.04万欧元。Follo...

2026-07-05 3 804.97KB 4页
IFR：2026年自动化市场发展前瞻报告：驱动因素、前沿技术与行业领袖观点（英文版）

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2026-07-05 3 1.09MB 20页
安联：2026年养老金改革调查报告：人人都知改革必要鲜有人信改革能行（英文版）

Citizens recognize the need for social security reforms, but have far less confidence that reforms will actually be delivered. Our survey of more than 8,000 respondents across Austria, France, Germany, Italy, Poland, Spain, the UK and the US explores...

2026-07-05 4 1.07MB 27页
SURF：2026年机器人产业发展及影响研究报告（英文版）

The phrase ‘at an inflection point’ is often overused when describing emerging fields, but for the field of robotics, it may very well truly apply right now. Recent and ongoing advances in AI and materials are transforming the field and expanding the...

2026-07-05 3 867.43KB 19页
中银证券：策略周报：科技核心能否回位？-260705

本周A股整体维持震荡，科技板块受Meta入局云服务事件冲击出现显著内部分化，通信、电子分别大跌9.17%、4.30%，市场担忧Meta开放自有算力服务将重构当前算力供需、利润分配及行业估值体系。受此影响，海外半导体指数同步回调，A股7月2日科技赛道集中大跌，算力硬件半导体出现集中下跌。Meta冲击会否延续？即将到来的财报季里或能给出线索，一看海外头部云厂商资本开支指引是否下调，二看国内AI硬件企业中报业绩能否对冲利空。科技板块回调带动低位板块短期修复，但市场尚未形成新的持续性主线。本周科技内部...

2026-07-05 4 1005.55KB 13页
东吴证券：整车主线周报：6月车企销量公布，本周SW乘用车板块表现较好

乘用车观点更新：短期来看，行业补贴政策已落地，看好观望需求转化下26Q2乘用车景气度复苏，坚定看好乘用车板块。全年维度来看：国内选抗波动+出口选确定性。国内关注高端电动化赛道中对政策扰动不敏感的个股江淮汽车，以及高端化有望放量的吉利汽车/长城汽车/北汽蓝谷/赛力斯/理想等；出口主线优先配置海外体系成熟、执行能力已验证的头部车企，优选比亚迪/长城汽车/奇瑞汽车，以及零跑/小鹏/上汽集团/长安汽车等。重卡观点更新：回顾2025：25年全年批发114.4万辆，同比+26.8%，内销79.9万，同比+...

2026-07-05 5 976.33KB 17页
开源证券：食品饮料行业周报：调味品淡季承压，鱼子酱赛道广阔

核心观点：调味品承压分化，鱼子酱具备投资价值 6月29日-7月3日，食品饮料指数涨幅为2.1%，一级子行业排名第15，跑赢沪深300约2.6pct，子行业中其他酒类（+6.1%）、软饮料（+5.4%）、零食（+5.4%）表现相对领先。本周科技板块回调，行业轮动，食品饮料板块跑赢沪深300，获得超额收益。当前调味品行业进入存量竞争阶段，二季度淡季行业普遍承压，整体增长放缓，呈现分化格局。需求端：C端高端化虽节奏放缓，但趋势延续，尤其是下沉市场支撑高端酱油增量（主因高端酱油价差较小，以及消费者对酱油...

2026-07-05 4 1.32MB 10页
Skai：2026年第一季度全球数字广告行业趋势报告（英文版）

Q1 is where annual plans meet reality. The strategic bets, the format shifts, the retailer diversification conversations that happenedduring fall planning sessions... they all show up in Q1 spending. When marketers locked their 2026 budgets last fall...

2026-07-05 4 16.9MB 37页
Fospha：2026年零售商业现状报告：头部零售品牌实现年度突破性业绩的实施路径分析（英文版）

1. The retail media market is expanding across platforms: spend is spreading across a broader mix of platforms, signaling market expansion rather than simple budget shifts between dominant channels. 2. Diversification is driving the next phase of ret...

2026-07-05 4 1.07MB 50页
韩国央行&世界银行：2026年公共投资机构AI入门指南：从AI认知到AI就绪度报告（英文版）

Joint market outreach by the World Bank Group Treasury and Bank of Korea ReserveManagement Group, which included surveys and interviews with global asset managers,revealed several notable industry trends. Most leading asset management firms haveestab...

2026-07-05 4 11.96MB 64页
世界银行：2026年驾驭 AI 时代：人工智能对波兰经济增长、企业经营及就业影响研究报告（英文版）

Artificial Intelligence (AI) and particularly generative AI (genAI) is a general-purpose technology with the potential to reshape economies and societies, through its effects on productivity, labor markets, and production structures. Unlike previous ...

2026-07-05 4 8.17MB 85页
团结香港基金：2026年香港房屋趋势导航（英文版）

Hong Kong’s housing landscape has reached a decisive turning point. After a prolonged correction, the private housing market’s synchronised recovery in prices and transaction volumes signals a firmly established rebound. Concurrently, the public hous...

2026-07-05 4 10.59MB 106页
国际货币基金组织：布隆迪：2026年第四条协商新闻稿员工报告（英文版）

Context. Burundi is a fragile, low‑income country facing structural challenges, including weak institutions and high vulnerability to external shocks. The legacy of the 2015 crisis and the conflict in neighboring DRC constrain development. Recent yea...

2026-07-05 4 4.82MB 117页
国际货币基金组织：2026年布隆迪：选定问题报告（英文版）

Burundi has made important progress in domestic revenue mobilization (DRM) relative to low-income African peers, but its tax system remains too narrow, complex, and volatile to support stronger state capacity and durable growth. This paper argues tha...

2026-07-05 5 1.1MB 39页
国际货币基金组织：2026年毛里塔尼亚伊斯兰共和国关于延长基金机制和延长信贷机制下的安排的请求报告（英文版）

Economic growth slowed to 4.0 percent in 2025 (compared to 6.3 percent in 2024), due to a contraction in the extractive sector and a slowdown in the non-extractive sector. Inflation has been on an upward trend since July 2025, with upward pressures p...

2026-07-05 4 4.25MB 148页

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