IaaS 本质是IT 基础设施，将直接受益于数字经济建设：2022 年1 月12 日，国务院发布了《“十四五”数字经济发展规划》，提出2025 年国内数字经济核心产业增加值占GDP 比重提升至10%的发展目标。IaaS（Infrastructure asa Service），即基础设施即服务，本质上是一种IT 基础设施，是数字基础设施的重要组成部分，是驱动数字经济发展的源动力，在我国产业数字化转型和公共服务数字化水平提升中发挥着重要作用。

Online music streaming is a way of delivering sound or music without the need of downloading files from the internet. For the purpose of analysis, the report segments the global online music streaming market based on service, revenue model, platform, END USER, content type, and region. The report highlights the details about various services that consist of on-demand streaming and live streaming. In addition, it provides information based on revenue models such as subscription and non-subscription. The platforms used for streaming music online considered in the scope of the study include app and browser. END USERIndividual and commercial users are the major consumers of online music streaming services. The report is analyzed based on content type into audio and video. The report provides a detailed analysis of online music streaming across regions such as North America (U.S., Canada, and Mexico), Europe (UK, Germany, France, the Netherlands, Italy, Spain, and rest of Europe), Asia-Pacific (China, Japan, India, South Korea, Australia, and rest of Asia-Pacific), and LAMEA (Latin America, Middle East, and Africa).

Discrete manufacturing is an industry term used for manufacturing of finished products that are distinct items capable of being easily counted, touched, or seen. In addition, PLM software is used by various industries to manage entire lifecycle of a product from its start through the engineering, design, manufacture, and disposal services of manufactured products. Moreover, PLM software provides companies with the ability to improve their production quality and also increases a company’s efficiency & productivity. Moreover, many manufacturing units across developing nations of Asia-Pacific and LAMEA are using this software to reduce prototyping costs while developing or innovating new products, which enhances growth of the market.

NFC payment is a contactless payment service that allows people to transfer or receive money using smartphones, tablets, laptops, and other devices. Furthermore, numerous benefits provided by NFC payment devices service include high security, hassle free transaction, faster transaction processing speed, and others. In addition, various banks and financial institutions are providing NFC payment devices service as it provides bank customers with convenient, fast, and secure payment processing systems. This increases the adoption of NFC payment devices among people, thereby driving the growth of the market.

This study analyzes the global gear pump market and its growth prospects in the short, medium, and long terms. COVID-19 has created unforeseen circumstances for businesses around the world, affecting the overall growth of the manufacturing sector. This research offers a growth outlook for the global gear pump market during the next 5 years. The gear pump sub-products included in this study are internal and external gear pumps, which differ in design. The internal gear pump has an outer gear that drives the inner gear when it turns. In the external gear pump, the gears rotate against each other.

The market took a significant hit in 2020 due to the COVID-19 pandemic, with sales declining by 4.6% from 2019. However, Frost & Sullivan expects a 3.8% growth in 2021. Positive trends in pharmaceuticals, food and beverage processing and packaging, electronics and semiconductors, and automotive will drive the market in 2021 and during the forecast period. There is a growing global demand for industrial automation to enhance operations and productivity. Manufacturers also adopt automation post-COVID-19 to automate their manufacturing units more. This is to minimize human intervention should another pandemic arise.

With rapid globalization, there has been an increased mobility of human capital in industries, including tourism, trade, media, international relations, and science and technology. Therefore, there is a need to effectively acquire functional and vocational skills over a short period and in a cost-effective manner. While conventional learning and training methods cater to most needs, they are ineffective in meeting the dynamic learners’ requirements, especially in the rapidly expanding learner segment. Since remote learning has posted several strides in the adoption of digital learning platforms, the scope of the internet in education has expanded from content delivery to interactive learning platforms, language training, functional skill development, proficiency testing, and higher education pedagogy, video streaming of classes to corporate training, talent management, and e-governance.

Social media analytics is a fragmented market with the presence of major vendors across the United States and Europe. Asia-Pacific is expected to record the highest CAGR due to the rapid digitalization and increasing brand awareness; the Middle East and Africa are likely to remain stagnant. The social media analytics market has experienced significant growth globally over the past decade and will continue to expand rapidly through the next 5 years. The emergence of small and mid-size vendors offering social media tools as standalone and primary products is noteworthy. The big players offering customer relationship management (CRM), sales, and marketing tools have penetrated the market with add-ons that offer social media monitoring and analytics.

Increased smart technology adoption, such as automated vehicles, vessels, and unmanned aerial vehicles, is expected to increase the demand for satellite-enabled IoT services. The need to optimize operational efficiency and reduce downtime drive the demand for constant remote monitoring and analytics. Increased implementation of predictive analytics and ML for predictive maintenance has increased IoT solution adoption. Users can enhance connectivity solutions at lower costs due to the availability of low-cost end-to-end IoT solutions.

LTE for public safety is now a global trend, and advanced telecommunication markets such as Korea and the U.S. are planning to deploy nationwide PS-LTE networks. One of the biggest advantages of public safety-LTE networks is data connectivity. While previous public safety networks could only support low data rates and usage was mostly voice-oriented, PS-LTE can transfer high volumes of data instantly. This means that highquality images and video can be sent enabling the use of various applications such as live streaming during emergency situations or the use of mapping software for locating or directing mission-critical assets or concerns.

The TDM/IP audio market experienced a dramatic decline in 2020 as the majority of offices worldwide experienced prolonged closure mandates on account of COVID-19. Modular IP A/V kits—comprising tabletop IP audio+controller, USB conference cams, and compute/BYOD—attracted moderate traction across different meeting room sizes in 2020. However, integrated A/V endpoints, including USB video bars and collaboration bars, registered higher growth and caused pressure on tabletop IP audio demand.

This research deliverable provides an in-depth look at the dynamics influencing and challenging the growth of the mobile network drive test equipment market and analyzes the wireless network testing/mobile network testing market segments in detail by application, end users, and network technology across geographic regions. Network monitoring service assurance is not part of the scope. Service solutions, including data managed services, are not considered under the market revenue analysis.

近年来，数字经济发展速度之快、辐射范围之广、影响程度之深前所未有，日渐成为当前最具活力、最具创新力、辐射最广泛的经济形态，正在成为重组全球要素资源、重塑全球经济结构、改变全球竞争格局的关键力量。作为数字经济和数字城市发展的基础产业，数字产业持续快速发展，已成为新发展阶段下推动经济新旧动能转换的重要引擎。本文基于河南省能源大数据，构建了反映数字产业发展态势的经济指标和电力指标体系，研发了数字产业发展指数模型，从月度发展指数和周频电力指数两个维度对河南省及各地市数字产业发展态势进行分析。总体来看，河南省数字产业稳步快速发展，郑州数字产业规模“一枝独秀”，辐射带动作用显著，许昌、三门峡产业发展势头强劲，数字产业正在成为拉动全省经济发展的新引擎。

针对云计算环境下基于信任访问控制模型不能动态适应网络环境变化的问题，提出一种基于数据安全的动态访问控制模型。首先，采用关联规则的方法对用户历史访问行为进行分析，提取用户频繁访问路径并创建访问行为数据库；然后，基于实时访问行为获取用户实时状态信息，利用“时空切片”的方式构建具有时空敏感性的可信度评估模块；最后，结合动态访问授权管理模块和访问控制规则模块实现基于用户访问行为的动态访问控制。实验证明，所提出的模型较传统的基于信任访问控制模型具有更高的安全性。

移动互联网流量红利逐渐见顶，多元前沿科技驱动下，元宇宙或将成为移动 互联网下一站。未来，在5G、AR/VR、AI、云计算、数字孪生等新一代信 息技术赋能下，我们认为元宇宙时代的到来会全面改造各领域的应用。游戏、 社交和电商作为移动互联网时代渗透率较高的主要应用，元宇宙相关技术的 突破或将率先对其实现影响。游戏作为元宇宙重要入口之一，有望成为承载 元宇宙活动的基础平台；社交领域场景化趋势或将延续，元宇宙多元化身或 将助力陌生人社交及兴趣化社交，低门槛创作工具加速创作者经济成长；元 宇宙时代将全面实现沉浸式购物体验，向虚实交互的电商生活迈进。

2021 年以来互联网公司业绩和股价表现疲软，股价大幅下调后，部分投资人参 与互联网板块的左侧布局，同时对于板块右侧拐点的关注度逐渐提升。我们认 为，当前时点市场针对行业政策变化的情绪波动正在逐渐弱化，对于短期业绩 的悲观预期已较为充分。

内地公募基金21Q4 重仓股披露完毕，市场对军工行业态度回归到关注高景气基本面上，配置比例环比上升。以中信国防军工指数成分股为统计样本，21Q4 内地公募基金军工重仓股持仓市值1215.8 亿元，环比+22.4%，占基金重仓总市值的3.29%，超配比例为0.70%，环比+0.19pct。21Q4 主动型基金军工重仓股持仓市值为972.4 亿元，环比+31.0%，占主动型基金重仓总市值的3.47%，超配比例为0.88%，环比+0.33pct。我们认为，21Q2 以来公募基金军工板块持仓市值持续环比提升，在行业基本面逐步兑现情况下，资金关注度有望持续向上。

VRAR虚拟现实：《“十四五”数字经济发展规划》鼓励虚拟现实 关键数据方面，1 月受成长风格整体回撤影响，VRAR 上游、中游行业 指数分别下跌16.38%、16.81%；Steam 平台VR 活跃用户占比为2.14%， 较上月1.93%的占比小幅提高0.21%，为8 月以来首次重回2%。据此估 算1 月平台VR 活跃玩家约为256.8 万。产业资本变动方面，1 月国内 VRAR 相关投融资数量不多，游戏人工智能解决方案超参数科技完成由 红杉资本领投的1 亿美元B 轮融资。事件、政策方面，继上海后，元宇 宙概念被写入多地《政府工作报告》；国务院发布《“十四五”数字经济 发展规划》，规划在打造智慧共享的新型数字生活部分提出，要加强超 高清电视普及应用，发展互动视频、沉浸式视频、云游戏等新业态，深 化人工智能、虚拟现实、8K 超高清视频等技术的融合。

2021 年度，公司预计归属上市公司股东的净利润为11.1 亿元至13.1 亿元（含奔图电子归属于上市公司39.31%份额的2021年1-9 月净利润及2021 年10-12 月100%份额的净利润），比上年同期增长644.28%至 778.39%（以合并奔图电子后的经追溯调整的2020 年度净利润14,898.44 万元为基数）。

1月16日，《求是》杂志发表了习总书记的重要文章《不断做强做优做大我国数字经济》，文章指出数字经济已经上升为国家战略，将从国家层面部署推动数字经济发展。1月12日，国务院印发《“十四五”数字经济发展规划》，作为我国数字经济领域首部国家级专项规划，该规划部署了八方面重点任务，明确了十一个专项工程。