机械行业：摩托车行业2025年1－5月数据更新－专题报告

银行行业：政府债和企业债支撑社融，M1增速显著回升－5月金融数据点评

银行行业：社融增速如期环比持平，M1增速明显回升－5月金融数据点评

The market by value in this report is defined as the revenues that enterprises gain from goods and/or services sold within the specified market and geography. • Values in this market are ‘factory gate’ values, that is the value of goods sold by the manufacturers or creators of the goods, whether to other entities (including downstream manufacturers, wholesalers, distributors and retailers) or directly to end customers. The value of goods in this market includes related services sold by the creators of the goods.

The graphics processing unit (GPU) is a type of computing technology that is designed for parallel processing and is used in a varied range of applications, such as graphics and video rendering. GPUs are also gaining traction across innovative production and artificial intelligence (AI). These units were initially designed to increase the speed of executing 3D graphics, and over time, they became flexible and programmable because of their enhanced capabilities, which allow graphics programmers to create interesting visual effects and realistic scenes with advanced lighting and shadowing techniques. Furthermore, other users also began to tap the power of GPUs to accelerate additional workloads in high-performance computing (HPC) and deep learning, among others.

社会服务行业：K12教育投资守正，职业教育与AI主题投资出奇－教育板块2025年中期投资策略

汽车零部件行业：2024A及25Q1资本开支跟踪－财报颗粒度系列

房地产行业：投资销售两端走弱，国常会要求更大力度推动止跌回稳－房地产1－5月月报

房地产行业：5月新房销售金额与新开工面积降幅均有所收窄－房地产统计局1－5月数据点评

2025 年 1-5 月，投资方面，水路运输业尤其是内河运输基础设施建设继续推进，固定资产投资保持高速增长。港口生产方面，全国规模以上港口货物吞吐量、外贸货物吞吐量、集装箱吞吐量均保持平稳增长。水路货运方面，全国水路货运量保持平稳增长，增速较上年同期有所放缓；水路货物周转量保持平稳增长，增速较上年同期有所放缓。运价指数方面，出口集装箱各主要航线运价指数涨跌不一，沿海散货各主要货种运价指数涨跌不一。