本篇半年度策略软硬结合，先讲述软的人工智能的模型、策略、算法层面，再讲述各大巨头的硬件产品层面。我们认为，硬件层面的参数是容易观察的，而软层面的大模型、大算法的演进更需要进行长期深入分析。2017 年 6 月 8 日，百度集团总裁兼 COO 陆奇表示百度不再是互联网公司，而是人工智能公司。早在 2016 年，谷歌 CEO 桑德尔·皮蔡就表示，谷歌已经从一家移动为先的公司，成为了一家人工智能为先的公司。基于对 AI 的理论和应用的内在认识，我们长期看好人工智能行业及相关公司。

本周沪深 300 指数上涨 2.96%，中小板指数上涨 1.77%，创业板指数下跌 0.15%，计算机（申万）指数上涨 0.09%。互联网金融指数下跌 0.80%，跑输沪深 300 指数 3.76 个百分点，跑输计算机（申万）指数0.89 个百分点，主要受 A 股纳入 MSCI 的影响。

巨头们强者恒强，但实现路径稍有差别。对于流量，它们主要采用收购的方式将其纳入囊中；而随着人均使用 APP 数量的减少，几个超级 APP 时间份额继续提升。我们试着用流量份额集中度水平来归纳不同的子领域的发展阶段，社交/电商大局已定，视频/直播/教育/金融还在进一步集中的过程中。

The content publishing market serves several industries such as education, banking and finance, music, government, and healthcare. In this report, we have considered only print and digital media, which includes newspapers, books, and magazines. The global content publishing market was valued at $364 billion in 2016, and it is likely to grow at a CAGR of 1.45% to reach $391.2 billion by 2021. The increasing adoption of e-books will be a key factor that will influence the growth of the global content publishing market.

This report covers the present scenario and growth prospects of the global containerized and modular data center market for 2016-2021. To calculate the market size, the report considers revenues from the following:Modular data center: It includes construction of data center facilities with modules such as IT infrastructure module, power module, cooling module and other services. Other services include general construction services such as design and installation services, flooring, security, and power and network connectivity installation.Containerized data center: It includes the market size of integrated infrastructure module, namely IT, power, and cooling in one modular. For example, Huawei all-inone container facilities.The report also presents the vendor landscape and a corresponding detailed analysis of the top seven vendors in the market. In addition, it discusses the major drivers that influence the market growth. Furthermore, it outlines the challenges faced by the vendors and the market at large, as well as the key trends emerging in the market.

The cPDM software is used in all the product development stages. In the concept stage, the CAD software is used to make the initial sketches of the product, which helps give a better understanding of the product. The initial sketch of the product involves collaboration among several business units in the organization. This leads to the adoption of the cPDM software. Collaboration takes place among the marketing,finance, and manufacturing divisions. The process also extends to customers and suppliers.The design stage involves the creation of the geometry of the product. Simulation analysis software, such as FEA and CFD, are used to design and analyze stress and fluid mechanics of the product. CAD software can be used as a standalone tool or integrated with FEA or CFD for simulation, optimization, and validation analysis of the product.CAD, CAM, and cPDM software are used in the realize stage which involves manufacturing of the product. They are used for the designing of tools, computer numerical control (CNC) machines, and stamping equipment. It's also used in the casting and forming processes.In the servitization stage, cPDM and Siemens Teamcenter maintenance, repair, and overhaul (MRO) software are used to provide information to service engineers and ensure quality customer service.

APAC contributes more than 40% of the share in the global computer-aided design (CAD) market in the electrical and electronic industry. This is due to the presence of a large number of electronic contract manufacturers and electronic component manufacturers in this region, especially in China, Taiwan, Singapore, South Korea,and Japan. The availability of low-cost labor and raw materials results in reduced cost of production.The high cost of CAD software and the cost of training after implementation are hindering smaller players in adopting CAD solutions. Open-source and pirated CAD software pose a threat to the proprietary CAD software market.CAD in the electrical and electronic industry will be leveraged by Electrical Design,Mechanical Design (EDMD) Extensible Markup Language (XML) standards. ManyECAD and MCAD vendors have adopted this standard for the integration of ECAD and MCAD, and this trend will rise in the forecast period.

The global connected car market is in the nascent stage and is expected to register a high adoption during the forecast period owing to its importance in ensuring connectivity and safety, and meeting the infotainment requirements of vehicles.Connected vehicle solutions were largely restricted to the luxury car segment;however, the decline in prices and legislation push have led to their use in the mass vehicle segment. Connected vehicle solutions include infotainment and telematics. Another aspect elevating their adoption is the effort taken by the consumer electronics industry in reducing the price of the components to push OEMs toward adoption of connectivity technology in the mid vehicle segment.R&D activities related to connected vehicles are expected to result in product and service innovations and the introduction of multiple new business models. Urban smart mobility can be realized with connectivity features in modern day vehicles.

本周 A 股市场总体呈现上升趋势，上证指数最终收于 3192 点，上涨1.09%，沪深 300 指数上涨 1.21%。通信板块整体上涨 1.09%，光通信、物联网指数本周涨幅相对较大，分别上涨 3.44%和 2.51%，大安全、云计算和 5G 指数涨幅较小，分别上涨 1.00%、0.99%和 0.52%。 

（负债端）资本实力决定成长规模，廉价资本获取博弈筹码：消费釐融癿高速収 展离丌开大量资釐癿支持，资本实力决定了企业癿成长速度和觃模。消费釐融公 司资釐主要来自股东注资、不釐融机极合作、収行釐融债券、同业拆借、収行资 产证券化产品等。目前看来非持牌消费釐融机极以収行 ABS 为主，蚂蚁京东利 率优势最为明显；而持牌机极股东背景卙优，其融资渠道丰富丏成本较低。

从网络建设思路以及网络技术两大层面进行入手，在五个不同方面对比谷歌光纤计划与国内传统通信运营商的思路及做法差异，进而分析得出谷歌光纤计划对于传统运营商的参考价值及启示意义。最后，对谷歌光纤计划的推行动机进行了分析，并得出谷歌光纤计划推行的主要目的并非在于侵占传统运营商市场，而仅仅希望通过“搅局”迫使运营商提升网速，反过来促进谷歌主营业务收入的结论。

为了支撑高速增长的物联网业务，运营商需快速部署网络。通过对NB-IoT在覆盖、功耗、连接数、成本等方面的优势进行比较，分析了NB-IoT的关键技术，并以中国电信NB-IoT网络部署为例，研究了NB-IoT总体架构、部署场景和部署频段，提出了NB-IoT的覆盖、容量、基站侧及核心网设计方案。

近年来，随着信息化、数字化和网络化的飞速发展，地理信息发展日新月异，我国已发射系列测绘卫星加强地理信息产业发展，其中具有我国自主产权的北斗卫星导航系统(BDS)对我国测绘地理信息领域的技术发展具有重要战略意义，北斗卫星导航系统在国家经济、国防建设中取得了重要应用，对于维护国家安全和利益发挥了重要作用。然而，在地理信息产业迅猛发展的同时，地理信息安全问题日益突出。李克强指出：“测绘地理信息事关拓展发展空间，事关国家安全”。地理信息安全问题受到国家及军队等方面高度重视，而从政策和法律方面维护地理信息安全具有重要意义。

3月5日上午9时，第十二届全国人民代表大会第五次会议在人民大会堂开幕，网络安全和信息化工作热度不减，仍是今年政府工作报告和代表委员关注的焦点。

当前，我国高度重视国家信息安全。2014年4月15日，习近平总书记在中央国家安全委员会第一次会议上首次提出总体国家安全观。2014年以来，我国先后出台了《中华人民共和国反间谍法》和新《中华人民共和国国家安全法》。

随着我国的科学技术迅速发展，在数字电视广播技术上的进步也比较快。数字广播电视是大众比较常见的娱乐工具，而在实际应用过程中，受到各种因素影响数字电视广播的干扰问题也比较突出，这就需要加强监测技术的科学应用，积极的防治这一问题，保障数字电视广播的正常使用。本文主要就数字电视广播监测技术特征以及存在的难题加以分析，然后结合实际对数字电视广播监测技术的发展和技术应用策略详细探究，希望能通过此次研究分析，对数字电视广播的发展起到促进作用。

为有效解决传统电信营销的客户冷热不均、效率低下等问题，对电信领域的客户、业务、渠道及营销模式等进行了研究，构建并实施了一套基于电信大数据的轻营销应用体系，且对该体系的核心要素进行剖析，重点介绍了排队机碎片时间营销、10086邮箱客服营销和大数据即时营销三种新型营销触点。通过在某市移动公司的实践，验证了大数据轻营销体系的可行性和有效性，实施效果明显，易于推广应用。

北斗卫星导航系统(简称北斗系统)，是我国自主建设、独立运营，与其它GNSS(全球卫星导航系统)实现兼容互操作的全球卫星导航系统。为什么全世界有能力大国，包括美国、欧盟、俄罗斯、中国，以及日本和印度，都在千方百计地积极建设自己的全球(或者区域)卫星导航系统？从历来的重大历史发展进程可以看到，其中贯穿着一条发展的主线，就是科学技术。一旦科学技术演变为GNSS这样的实用系统，其政治上的动员力，科技上的引领力，产业上的推进力，和社会上的影响力，其应用进入各行各业，进入千家万户，产生无比巨大的作用力，就成为推动经济发展和社会进步的强大生产力。卫星导航应用正在日益深入人心，逐步成为人们的实践行动，所产生的应用与服务的连锁反应，将是巨大无比、不可限量的。

APP(移动智能终端应用软件)的利益和市场份额矛盾，随着移动智能终端的普及日趋激烈。最大的争议主体分为“软硬两方”：硬件方系移动智能终端的生产商(下称生产商)，诸如苹果、华为、小米、OPPO等;软件方系互联网信息服务提供者(下称第三方)，诸如“豌豆荚”、“百度手机助手”、“腾讯手机管家”、“360手机助手”等第三方应用商店。

为解决景区游客安全的问题和提升游客的旅游体验，研发了一种基于北斗系统的亚米级高精度定位智慧旅游终端，具备游客安全预警、自动语音讲解功能。在旅游景区和旅行社进行应用，应用结果表明：该终端具备定位精度高、成本低、运行稳定和实用性强等特点。