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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 0 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 0 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 1 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 1 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 1 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 3 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 3 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 3 4.25MB 148页
国际货币基金组织：如何（不）为燃料产品定价（英文版）

Half of all countries in the world regulate fuel prices through various forms of interventions in price formulas. These interventions pursue a range of social, political, and economic objectives, including protecting consumers from price volatility o...

2026-07-05 1 4.03MB 26页
国际货币基金组织：升级全球金融安全网：综合储备存款的影响（英文版）

Sovereigns self-insure via reserve accumulation, prioritizing liquidity over yield. This practice imposes opportunity costs and can amplify the convenience premium on traditional reserve assets. This paper evaluates Synthetic Reserve Deposits (SRDs),...

2026-07-05 1 3.89MB 58页
艾昆纬：2026年释放知名品牌的战略价值白皮书（英文版）

Across the pharmaceutical industry, more than 6,000 prescription medicines launched before 2015 remain commercially active. These Established Brands, on the market for over 10 years and beyond peak growth, face Loss of Exclusivity (LOE), generic c...

2026-07-05 2 4.05MB 11页
国金证券：宏观专题分析报告：地方投融资模式正在发生二十年来最深刻的变化-260705

今年财政收入并不弱，但支出端明显偏慢。但年初一本账处于“超收”状态，这意味着当前财政支出放缓不是“没钱花”，而是“更谨慎地花钱”。类似地，地方新增专项债的发行也呈现出“谨慎”特征。如果将年初以来的财政节奏置于更广的政策背景中，专项债和基建节奏的放缓体现了地方投资从“先上项目、后找资金”转向“先评估回报、再决定投资”的变化。结合已有的政策信号看，地方政府投融资模式正在被重塑：不能简单以投资规模论政绩，不能以GDP论英雄，不能脱离产业基础、财政能力和人口需求盲目铺摊子，不能以基金、城投、国企等名义...

2026-07-05 4 778.06KB 4页
艾昆纬：2026年为什么肥胖需要新的证据范式报告（英文版）

The obesity market is evolving at unprecedented speed, driven by scientific innovation, shifting care pathways, and changing patient behaviors. What was once seen as a lifestyle issue is now understood as a complex, chronic disease with far-reaching ...

2026-07-05 2 2.03MB 11页
东吴证券：策略周评：风格再平衡？-260705

近期市场波动加剧，科技股大幅调整；其中科创50周四创下2025年4月7日以来最大跌幅为-7.70%。核心催化为，Meta正在组建一项新业务，计划将其过剩的计算能力出售给外部客户以获取收入；市场将其误读为“算力过剩，资本开支见顶”，进而导致对上游AI基建各环节的冲击。科技股的回落，消费股修复，市场掀起“风格再平衡”的讨论。诚然，产业叙事的转向是风格再平衡的重要催化之一，但Meta新业务的调整实质上是将旧代际富余算力对外商业化变现，以缓和资本开支压力，也是头部CSP正常商业行为，整体高端算力仍处紧缺...

2026-07-05 4 1.5MB 9页
东吴证券：汽车零部件&机器人&缺电主线周报：宇树科技IPO注册获批，BE与Brookfield扩大合作

核心结论零部件本周复盘总结：本周SW汽零指数+7.17%（2026年初至今-7.12%），在SW汽车中排名第2；以2010年-2026.07.03数据为基准，最新交易日SW汽零PE(TTM)处于历史的69.14%分位；PB(LF)处于历史的60.70%分位。机器人本周复盘总结：本周万得机器人指数+11.93%（2026年初至今+6.58%），较SW汽零超额收益为+4.76%；最新交易日万得机器人PE(TTM)处于2025年以来的100.00%分位，PB(LF)处于2025年以来的100.00...

2026-07-05 3 1.71MB 28页
太平洋证券：电子特气行业报告：硅烷材料：从光伏辅料到硅碳负极、光纤核心原料

报告摘要电子特气为半导体制造关键材料，被称为“芯片血液” 电子特气广泛应用于集成电路、显示面板、半导体照明、光伏等行业。集成电路制造涉及上千道工序，工艺极其复杂，需使用上百种电子特种气体。从半导体市场构成来看，电子特气为晶圆制造过程中的第二大耗材，占比接近14%，仅次于硅片。下游三大需求领域强力驱动，中国电子特气市场规模高速增长电子特气下游三大领域齐头并进，半导体制造伴随AI技术发展与日俱增，显示面板在下游消费电子逐步复苏下稳步增长，光伏光纤需求稳健增长。电子特气行业市场空间广阔，市场规模...

2026-07-05 2 1.5MB 34页
奥纬咨询：2026年私人标签报告-CPG公司如何管理其溢价策略的成本？（英文版）

Store brand dollar sales in the year increased nearly three times the rate of national brands as the products surged ahead by 3.3% compared to a gain of only 1.2% for their national brand counterparts. Looking at unit sales, the head to head diffe...

2026-07-05 3 2.32MB 25页
巴德学院利维经济研究所：凯恩斯、明斯基和我（英文版）

Very early in my eccentrically creative father’s passage through journalism to the role of consulting political economist, he visited London in 1932: his residence was punctuated by a brief visit to see the future at work in Moscow. In London he di...

2026-07-05 1 228.85KB 15页
拉丁美洲经济委员会：2026年拉丁美洲和加勒比地区的外国直接投资：驾驭新的全球环境报告-执行摘要（英文版）

The 2026 edition of Foreign Direct Investment in Latin America and the Caribbean is being published at a time of great uncertainty and heightened tensions in the world. The global context of weaponized interdependence is having a profound impact on...

2026-07-05 1 1000.33KB 15页
拉丁美洲经济委员会：在不确定时期重新思考南南合作和三角合作（英文版）

The Regional Conference on South-South Cooperation in Latin America and the Caribbean is one of the subsidiary bodies of the Economic Commission for Latin America and the Caribbean (ECLAC) and was established pursuant to resolution 752(PLEN.36) adopt...

2026-07-05 0 726.35KB 34页

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