据《汽车新闻》报道，近日，特斯拉美国官网显示，Model 3标准续航版和高性能版售价上调1000美元，Model Y长续航版和高性能版售价也上调1000美元。今年以来，特斯拉在美国地区对Model 3、Model Y车型进行了至少13次售价上调。特斯拉方面尚未对本次涨价进行说明，但预计主要原因仍为“受芯片短缺以及成本波动影响”。特斯拉CEO埃隆•马斯克此前曾在某次汽车售价调整后表示，特斯拉价格上涨的主要原因，是整个行业的供应链压力和原材料成本。

The concept of aesthetic treatments using radiofrequency is not new and has been in the industry for well over a decade. However, the level of innovation has significantly increased during recent years. Prominently, the number of regulatory approvals and new offerings has increased during the pandemic. The global radiofrequency-based aesthetic devices market features a highly complex and competitive technological landscape. Technology is one of the primary differentiators in this field. Consequently, companies put a strong emphasis on the development of intellectual property (IP). Companies operating in the market have a vast array of products lined up, each of them compatible with their proprietary technology.

Anticipated growth in control center market can be attributed to growing urbanization and industrialization, increasing demand for industrial automation and mechanization, expansion of manufacturing sector, increasing industrial plant uptime, and rising use of electric motors in key industries such as chemicals & petrochemicals, power generation, metals and mining. Additionally, growing awareness and regulations pertaining to energy saving are further expected to positively influence the control center market in the forecasted period. The rising investment in smart industries will enhance the demand for industrial control panels and hence Asia and Latin America are expected to pose a strong growth momentum for the global control center market over the forecast period. The manufacturers and installers are having wider opportunity to enhance their revenue by capturing new contracts or orders over the forecast period. Further, the growth renewable energy production and distribution have also positively influenced the installation of new industrial control center

The research study covers voice and data services provided by satcom that allow the aircraft to communicate with the air traffic control and with its airline flight operations center when it is outside the coverage of conventional ground radar and Very High Frequency (VHF ) stations. The study also covers the satcom service used by the passengers and cabin crew. The aviation satcom market is classified into three segments—cockpit, cabin, and In-flight Entertainment and Connectivity (IFEC). Here IFEC refers to live video streaming.

The Food and Drug Administration (FDA) regulates medical devices in the U.S. to ensure their effectiveness and safety for patients and users. The FDA's Center for Devices and Radiological Health (CDRH) oversees regulating these firms. The FDA must approve every company involved in the manufacturing, packaging, labeling, and/or sale of medical devices sold in the U.S. Electrocardiographs are classified into Class II categories of medical devices in the U.S. These systems are considered as medical devices through the Federal Food, Drug and Cosmetic (FD&C) Act. Diagnostic imaging systems are classified under the category of non-501(k)-exempt Class I and Class II medical devices and do not follow the Pre-Marketing Approval (PMA) pathway by U.S. Food and Drug Administration (FDA). In 501(k) pathways, any new diagnostic imaging devices under Class I and Class II should be legally marketed and should have a clear definition of technological characteristics, applications, and indications.

A femtocell is a fully featured, low-powered, small, cellular base station. A femtocell is connected to a mobile number service provider network by a typical broadband and cable service. Femtocells are small and they can replace Wi-Fi routers. They are basically designed for residential or office establishments. The femtocells that are designed for home support around four connections, whereas commercial femtocells typically support connections up to 16 users. This is a cost-effective solution that is used for high-speed internet. The report focuses on the growth prospects, restraints, and femtocells market analysis. The study provides Porter’s five forces analysis of femtocell industry to understand the impact of various factors such as bargaining power of suppliers, competitive intensity of competitors, threat of new entrants, threat of substitutes, and bargaining power of buyers on the femtocells market trends.

Businesses are increasingly required to provide responsive, personal, and adaptable customer service by answering questions, solving problems, and giving advice to customers in a conversational, human, and effective way. With the increase in the number of connected devices with cameras and the millennials becoming a key consumer segment, driving a shift in consumer behavior, the demand for visual communication is rapidly increasing. Visual engagement refers to real-time collaboration with customers on channels that incorporate a dynamic visual element. Visual engagement tools—video, cobrowsing, screen sharing, and annotations—can help agents to better support customers and connect emotionally with them. The incorporation of visual engagement into the customer journey has created more effective and human interactions between customers and organizations, enhancing not only the CX, but also the agent experience (AX).

本报告期计算机行业跑输大盘，计算机行业下跌1.49%，沪深300 指数 上涨0.60%，计算机行业指数跑输2.09pct，位于申万一级28 个行业中 的第16 位。

半导体材料国产化进程提速，国内半导体设备厂商持续推新，有力推动新工艺覆盖和国产化替代。晶圆代工产能及设备需求将持续以较高速度上涨，封测市场也将保持高景气，半导体全产业链持续受益。继续推荐半导体设备、材料等板块。

特斯拉3 季度交付量高增驱动营收增长。公司Q3 营收为138 亿美元，其中汽车业务营收121 亿美元(含2.8 亿美元积分收入)，同比+58%。特斯拉Q3 汽车交付量为241,391 辆（同比+73%），其中Model3/Y 交付232,102 辆（同比+87%）、ModelS/X 交付9,289 辆（同比-39%）。单车均价为5.0 万美元，同/环比分别-0.5 万美元/-0.1万美元。

10月 23 日，韦尔股份发布公告称其全资企业绍兴韦豪拟以自有资金人民币5.5 亿元参与认购北京君正向特定对象发行的股票，目前该事项已获得公司董事会审议通过。北京君正此次向特定对象发行股票的募集资金总额不超过13.07 亿元，募集资金将主要用于嵌入式MPU 系列芯片、智能视频系列芯片、车载LED 照明系列芯片和车载ISP 系列芯片等的研发与产业化项目。

10 月25 日上证指数上涨0.76%，沪深300 上涨0.4%，创业板综上涨1.60%，中证1000 上涨1.26%。Wind 11 个一级行业分类中，工业、信息技术和电信服务指数分别实现2.00%、0.71%和0.65%的涨跌幅。

Lam Research 在2021Q3 业绩说明会上表明，Q3 营收43 亿美元，环比增长4%， 同比增长35%。实现EPS 高于前期指引区间中位，已经是连续第6 个季度实 现营收和EPS 的环比增长。存储客户销售占系统产品收入的64%，比Q2 的 59%要高，增长主要受DRAM 领域的1-z 和1-alpha 节点的投资所驱动，预料 2021 全年WFE 支出将达到850 亿美元左右。2021 下半年的WFE 支出比上半 年表现更积极，主要受DRAM 和晶圆代工/逻辑等需求驱动。WFE 增长态势有 望持续至2022 年。

新能源汽车等下游应用需求高起带动第三代半导体在大功率电力电子器件 领域起量。快充装置、输变电系统、轨道交通、电动汽车和充电桩等都需要 大功率、高效率的电力电子器件，基于SiC、GaN 的电子电力器件因其物理 性能优异在相关市场备受青睐。AIoT 时代，智慧化产品渗透率将迅速提 升，智能家居照明的商机空间广阔。GaN 在蓝光等短波长光电器件方面优 势明显。5G 时代驱动GaN 射频器件快速发展。GaN 器件工作效率和输出 功率优异，成为5G 时代功率放大器主要技术。

（1）保利协鑫能源在徐州1 万吨产能量产，我们粗略估计这表明成功概率可能超60%；（2）上机数控和协鑫合资生产颗粒硅：下游客户亲自下场，表明成功概率可能超过70%；（3）晶澳采购15 万吨颗粒硅，隆基、中环、双良均采购颗粒硅，表明成功概率可能超80%；（4）如近期协鑫徐州新增2 万吨量产成功，将进入复制阶段，表明成功概率可能超90%；（5）如果明年包头（上机数控和协鑫合资）、乐山基地大规模量产，基本判断100%成功。

10 月26 日上证指数下跌0.34%，沪深300 下跌0.34%，创业板综下跌0.28%， 中证1000 下跌0.31%。Wind 11 个一级行业分类中，信息技术、工业和电信服 务指数分别实现0.28%、-0.24%和-0.90%的涨跌幅。

近期新能源+储能利好政策频出，国务院《2030 年前碳达峰行动方案》中指出要积极发展“新能源+储能”、源网荷储一体化和多能互补，支持分布式新能源合理配置储能系统，加快新型储能示范推广应用。

美光拟在未来10 年投资超1500 亿美元用于存储类芯片研发和生产。2021 年10 月20 日，美光发布公告称为满足2030 年对存储类芯片的巨大需求，公司拟在未来10 年投资超1500 亿美元，用于存储类芯片的研发和生产，包括美国本土潜在晶圆厂扩张。

基金三季报披露完毕，计算机持仓进一步回升。通过对基金前十大重 仓股进行估算，2021 年Q3 计算机板块（中信计算机成份股）占基金总 持仓比重约为4.04%，延续了今年Q1 以来触底回升的态势。以同期计 算机（中信）指数市值占比3.81%作为标准配臵参考，2021 年Q3 计算 机行业超配比例为0.23%。

近年来，以量子计算、量子通信和量子精密测量为代表的量子信息技术发展迅速，成为业界关注焦点之一。通过对量子信息网络基本概念原理、研究项目布局、科研探索进展、未来发展前景等问题的分析探讨可知，量子信息网络通过量子态信息的传输，可以实现量子计算机和量子传感器等量子信息处理系统和节点的互联和组网，是未来量子信息技术发展演进和融合的重要方向之一。