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所属报告：
雅迪控股-港股公司研究报告-顺应趋势继往开来-250206（20页）.pdf
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图21：自2012年以来食品杂货指数相对于纽约（=100）的累计变化（指数点)
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2026-07-21
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图20：Numbe0食品杂货指数－－城市食品杂货成本相对于纽约（=100，阴影部分)
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2026-07-21
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全球主要半导体厂商CAPEX同比增速vs五大设备商总市值相对于SOX的超额表现（截至CY26/7/2）
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行业数据
2026-07-08
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相对于2018年的职位发布数量，2018-2025年，民主化与专业化岗位，全球
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行业数据
2026-07-01
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图7：.各国数字投资的直接和溢出影响相对于复苏和韧性基金拨款金额（单位：十亿欧元）
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行业数据
2026-07-01
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相对于美国消费需求，消费品进口明显不足；今年美国消费品进口已在回升
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行业数据
2026-06-02
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中国、日本和韩国相对于美国的全要素生产率
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行业数据
2026-05-25
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行业-地区供应增长预测相对于模型和上一周期（2026-30
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行业数据
2026-04-29
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我们建模三个说明性的adoption 情景，增量相对于今天的计算为：520亿美元＊（新份额－3%）。
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竞争格局
2026-04-27
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图12：新增绿色产业补贴数量，与本国能源成本相对于全球每千瓦时成本的差值对比
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