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[金融业,] [2025-04-11]
1. 关税冲击与中美债市。如我们在前期报告中提到的,贸易摩擦升级使 美国股市承压,同时打击美国消费者信心。如果美联储坚持抗通胀立场, 美国消费者物价在经过短期调整后,抑制居民消费以及经济增长的概率, 要高于持续滞胀。因此,美国国债短期收益率或受价格调整影响,使其波 动性放大;长期收益率逐步回落的确定性较高。美国国债 10 年期收益率 不排除降至 4%以下,但进一步下行或需“关税对物价一次性冲击”假设获 得验证。
[化学原料和化学制品制造业,] [2025-04-05]
涤纶长丝龙头(桐昆股份&新凤鸣)股价在 2024 年呈现出显著的“先扬后抑”。2024 年行业的 核心看点在于“需求复苏+产能增长放缓”下的供需改善。展望 2025 年,美国大选落地,如何 看待涤纶长丝在宏观(油价、贸易摩擦)、微观(供需、企业行为)层面存在的预期/变化?当前 如何看待相关公司的投资机会?本篇报告将进行梳理、分析。
[信息传输、软件和信息技术服务业,金融业,] [2025-03-29]
Artificial Intelligence (AI) is revolutionizing the global CBS market by enhancing efficiency, improving customer service, and enabling advanced risk management. AI-driven solutions are transforming traditional banking operations, making them more agile and customer-centric.Enhanced Efficiency and ProductivityAI technologies, such as machine learning and natural language processing, are automating routine tasks, reducing manual intervention, and speeding up processes. For instance, JP Morgan Chase has implemented an AI system that automates key aspects of the loan approval process, reducing processing times from days to minutes.
[信息传输、软件和信息技术服务业,金融业,] [2025-03-29]
Corporate LMS is defined as a software application for training, administrating, documenting, reporting, and delivering training programs to the employees in order to upskill their knowledge on a domain and increase productivity at work.
[食品制造业,] [2025-03-29]
Culinary tourism refers to tours where local cuisine plays a vital role. Culinary tourists are more interested in local food culture rather than gourmet. Local food gives travelers an authentic connection with their destination. They like to experience local heritage, culture, and people through different types of food and drink.
[仪器仪表制造业,] [2025-03-29]
Global Cryocooler Market Size, Share, Trends and Industry Analysis
[医药制造业,科学研究和技术服务业,] [2025-03-29]
Global CRISPR And Cas Gene Market Report 2025 Including_ Products; Services; Genome Engineering
[化学原料和化学制品制造业,] [2025-03-29]
Clean beauty refers to beauty and skincare products formulated without harmful ingredients such as parabens, sulfates, phthalates, and synthetic fragrances. These products are typically made with natural, nontoxic, and ethically sourced ingredients that prioritize consumer safety and environmental sustainability. Clean beauty focuses on transparency, ensuring that consumers can easily access ingredient lists and understand the sourcing, formulation, and impact of the products they use. This movement is driven by growing consumer demand for healthier, more sustainable beauty options.
[化学原料和化学制品制造业,] [2025-03-29]
Caustic soda, also known as sodium hydroxide, is an odorless, highly corrosive, nonflammable white solid. It is generally produced as flakes or shiny pellets that create a slippery solution because it is highly watersoluble. A 50% concentration of caustic soda is slightly viscous in nature. It is widely used as a generalpurpose industrial as well as commercial chemical in several process industries.
[酒、饮料和精制茶制造业,] [2025-03-29]