传统信用卡支付 V.S.支付宝类支付 V.S. Apple Pay。Apple Pay与银联携手提供安全、快捷的极致用户体验。

5G行业有望在今年加速发展，建议重点关注大唐电信等。

国内企业级 SaaS 发展客观条件已经具备。基于多维度因素分析，我们判断企业级 SaaS 在国内发展的客观条件已经基本成熟：（1）基础设施，国内底层云服务设施已经实现规模普及，产业趋于成熟。（2）用户习惯，移动互联网已经完成国内用户云端产品使用习惯的培养。（3）企业意愿，国内经济持续走弱，云服务本身部署便捷性、成本经济性开始凸显，国内企业用户对 SaaS 接受意愿正在明显提升。（4）资本投入，资本市场对企业级 SaaS 投资热情全面升温，资本介入正加快企业级 SaaS 市场成长速度。

C 端流量聚集，下一个平台级业务的思考。  B 端资源整合、C 端客户服务，互联网停车启航。

商用市場需求低落，與軟硬整合升級機種刺激消費者換購意願相對有限，故估計 2015 年第四季我國桌上型電腦出貨量年增率衰退 5.60%，且因搭載新平台機種出貨主要為中低階產品，平均銷售單價亦下滑為 266 美元，顯示產業景氣仍處於衰退局面。

目前引力波的测量方法以激光干涉为主，高功率激光器以及功率放大设备是其中的核心，因此我们可以从技术发展的角度关注激光器企业。目前 A 股上市的激光器公司为华工科技和大族激光。 华工科技为激光装备领先上市公司，产品有应用于航空航天、精密仪器、军工电子等领域。另外，国内引力波探测计划天琴计划的起草团队大部分科研工作者均来自于华中科技大学引力实验中心，这一中心在引力研究方面为国内领先。大族激光通过收购以色列 Nextec 公司从而在工业级激光测量方面取得领先成绩，其激光量测产品除了在消费电子加工中大规模应用外，还在汽车、航空等精密加工中取得应用。

通信+能源打造万亿级能源互联网空间。 通信+计算机打造万亿级云计算和大数据。

新年伊始，Apple Pay 登陆中国大陆，移动支付成为最近的热点。这周 我们从技术角度来剖析一下，Apple Pay 的原理和硬件实现，以及对整 个移动支付产业接下来的影响。除开移动支付热点之外，我们认为，接 下来几周，有两个主题事件，会对集成电路产业造成正面积极的影响， 分别是两会的召开和 MWC 的召开。

Haptic technology deals with touch sensation while interacting with touchscreen devices such as smartphones, tablets, and infotainment systems through a tactile feedback technology. Touch sensations can be in the form of applied forces, motions, or vibrations and can be felt by users through devices.

Airborne capabilities are determined by the success of pilot's efficiency combined with advanced technologies. Traditionally, radars were used for the safer operation of the fleet by maintaining a safe distance from the ground level and the aircraft trajectory. However, they lacked the angular resolution to detect small, natural, and fabricated obstacles such as trees, cables, and poles.

SPE ranges from boots and gloves to masks and shields. It is used in industries such as manufacturing, chemicals, construction, oil and gas, food, and pharmaceuticals. It is also used as productive gear in sports and other recreational activities. The choice of SPE depends on the type, intensity, and duration of exposure to hazardous conditions. The main types of SPE are listed below.

A robotic vacuum cleaner (robovac) is a self-sufficient machine equipped with a vacuum cleaning system and an intelligent software program that runs the machine. Robovacs are used to clean living spaces, pools, and gutters - thus easing house chores for the user.

Scanners are measuring instruments that are based on laser light transmission flow. TLS is a new method and an efficient way to digitize larger objects, and is, thus, being used for surveys to offer ways of capturing complex geometric data from buildings, objects, and machines. The laser scanners offers a fast method for topographical surveying, which will give deliverables that include spatial cloud data, digital elevation model, digital terrain model, contour maps and raw data (databases), and technical analysis. In addition, it is a ground-based technique for measuring the position and dimensions of different objects in 3D space.

Military manpack and vehicular radio systems are advanced mobile communication solutions used for transmission and reception of voice and data signals, a process essential in military operations. Man-portable and vehicle-mounted radio systems are enhancing the safety and capability of defense units.