阿斯麦 (ASML US) - 全球AI算力扩张的核心枢纽,深度受益2028设备长周期红利东数西算/算力人工智能/ChatGPT/AIGC/生成式AI券商证券数据中心IDC华泰证券2026-07-0831 页
Best of Times, Worst of Times: Lodging & Cruise - if they come, will they build them?住宿Bernstein2026-07-0624 页
The new travel equation: Macro, machines, motivation出行旅游/文旅/休闲景区气候/环境/环保社会责任报告/可持续发展报告Mastercard Economics Institute2026-07-1420 页
Insights on the US and global economy, sector implications, and investing landscape气候/环境/环保社会责任报告/可持续发展报告美国/美国经济民生/美国消费者PwC2026-07-1820 页
The State of Fashion: Face to Face With Luxury Clients奢侈品手机用户/移动消费者时尚消费/新消费消费者/人群/画像/用户The Business of Fashion (BoF) 与 McKinsey & Company2026-07-2265 页