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所属报告：
广发宏观：交易后半程2024年中期海外环境展望-240719（44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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行业数据
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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《限制特朗普对伊朗动武法案》的国会投票中“背刺”特朗普的共和党议员不止来
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2026-07-10
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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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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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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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2026-07-01
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截至2026年5月民主党赢得众院的概率远超共和党
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行业数据
2026-06-12
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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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行业数据
2026-04-22
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Google PMax表现相对于标准购物广告的比较（2025Q1–2026Q1）
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行业数据
2026-04-22
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2024Q4–2026Q1传统流媒体平台CPM中位数相对于广告平均值的变化（%）
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行业数据
2026-04-22
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图3：波兰各月平均温度相对于1991-2020参考期的分位数范围
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行业数据
2026-04-20
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广发宏观：交易后半程2024年中期海外环境展望-240719（44页）.pdf
主要由于大部分居民贷款是固定利率
居民消费和房贷偿债比率保持合理水平（%）
带动消费增速正常化
美国个人可支配收入增速回到疫情前水平
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2026-07-21
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