产业互联网背景下，电商成为助力制造业智能升级的重要一环。消费大数据指导上游生产变革，消灭库存，降低成本，提高效率。

从整个互联网技术和科技产业的发展来看，中国云服务市场正从自身发展转向广泛的社会经济领域的应用。有分析认为，从2018年开始，一线厂商服务的客户开始延伸到互联网之外，使得云计算的竞争进入下半场，迎来市场发展的重要节点。金山云CEO王育林也曾表示，2018年是云计算下半场的开始之年。上半场和下半场的区别是客户发生了变化，上半场是互联网客户，下半场延伸到了其他的行业当中，制造、医疗、教育、政务等等。安邦咨询（ANBOUND）首席研究员陈功认为，对于云市场，现在是换轨道的时代，也就是转轨的时代。

侵权盗版一直是威胁整个网络文学行业的毒瘤，是其发展路途中绕不开的绊脚石。面对侵权盗版给行业发展带来的破坏和威胁，近年来各级行政主管部门、司法机关与正版企业一同携手，主动出击，在实现行业正版化的道路上不断砥砺前行。 

India's TV market is dominated by free-to-air services provided by state broadcasters. However, the market has a very large number of privately-owned cable TV and direct-to-home (DTH) satellite TV broadcasters. As of end-March 2018, the country was home to 875 private satellite TV channels, 324 private FM radio stations, and 216 operational community radio stations. There were 304 pay TV channels as of December 31, 2017, and five private DTH operators as of end-March 2018. The number of active DTH subscribers totaled 67.56mn as of end-December 2017. India is in the process of phasing out its analogue broadcasting services. Thus, while free-to-air still dominates the market, it is expected that pay TV will grow increasingly widespread in the country in the coming years.

Supply chain as a service (SCaaS) refers to the outsourcing of supply chain management functions such as order management, warehouse management, logistics management, and other functions including supplier and vendor management to a service provider. This outsourcing capability enables an enterprise to focus on their core functions. Supply chain as a service (SCaaS) provider also customizes the services as per customer demands.

Colombia is a de-monopolised and liberalised ICT market. Among segments, fixed broadband and TV have the most competitive markets, but are relatively small compared to mobile services and IT. Local loop unbundling on the wireline side and auctioning of spectrum on the wireless side have created many fixed wireless and mobile voice and data competitors. In addition, there are hundreds of organically grown local private cable and internet access operators, as well as municipal fixed-line telephony and communal TV providers, due to the way the market has developed historically. The market is primed for converged offerings, which are gaining a major competitive edge.

Brazil’s ICT sector is dominated by four companies: Telefonica Brasil (a subsidiary of Spanish telecom group Telefonica), Claro (a unit of Mexican conglomerate America Movil), TIM (controlled by Italy’s Telecom Italia) and Brazil’s national telecom company Oi. Yet, there is fierce competition between them, marked by attractive promotional fees and bundled plans. The competition has further intensified since June 2016, when the incumbent Oi filed for bankruptcy protection, which encouraged the other players to compete for its subscribers. Moreover, a revival of the economy in 2018 prompted the entry of new players, especially in the fixed broadband market – the fastest growing ICT subsector.

中国移动与清华签约，将在 6G、工业互联网等方面开展科研合作；中国联通与三一重工签署战略合作协议，共同推动工业互联网 5G 应用实践；2019 年工业互联网创新发展工程公开招标。 

今年 618 京东和天猫均以“史上最强” 目标进行打造，天猫此前更是指出今年 618 标准参照双十一。本周 6 月 1 日，天猫、京东各自酝酿已久的 618 电商节正式拉开序幕。首日两大平台表现不负众望，相比去年 618，今年消费热度实现明显提升，重点品类、品牌销售火爆，小众品牌亦增长喜人。电商年中庆开门红，使得 Q2 以及上半年线上消费增长值得期待，重点公司线上销售亦有望获得提振。

我们认为，行业估值修复进入中后期，在组合配置中强调防御思维，低估值成长股以及受益CPI 上涨的超市是首选品种。我们认为经济的不确定性对消费信心的冲击，可能会导致终端可选消费的放缓，因此我们认为6月的板块主基调仍然是防御，而确定性和成长性是重要的防御手段。

科创板将加快网络安全行业资产证券化进程，目前已有5 家网络安全企业拟登录科创板。截止2019 年6 月4 日，已有5 家网络安全企业披露科创板申报材料：安恒信息（已问询），山石网科（已问询）、恒安嘉新（已问询）、安博通（已问询）、连山科技（已受理）。