10 月 31 日，阿里官宣：淘宝闪购支持医保支付购药的城市已经超 40 个、覆盖近 300 个区县，近 1 万家定点零售药店 5 万多个医保品，累计服务用户已超过 800 万人次。淘宝闪购已提供常态化的 24 小时全天候送药上门服务，在使用医保支付后，可以大大降低市民买药的个人现金支出，很多常用药到手仅需自付包装费和物流费。

科技VS历史：动态PE：不及2021年，远不及2000年科网；ERP：甚至不及1998牛市中段 科技VS其他板块：标普/DAX、美股成长/价值已回落至中位水平，没有过高科技龙头VS科技整体：M7/科技整体，估值比已至中低位 结合基本面看：PB-ROE视角，科技泡沫显著低于科网水平AH科技VS美股科技：A股科技已修复，港股科技仍有性价比

AI voice recognition encompasses the technologies, software, and hardware systems engineered to identify, interpret, and process human speech. This technology fundamentally relies on artificial intelligence, particularly machine learning models and deep neural networks, to perform automatic speech recognition (ASR). The core function of ASR systems is to convert spoken language into a machine-readable format, such as text or executable commands. More advanced solutions integrate natural language understanding (NLU) to discern user intent and context, enabling sophisticated human-computer interactions.

AI-driven customer support agents encompass advanced software solutions leveraging artificial intelligence and machine learning to automate and enhance customer interactions. These intelligent agents, often deployed as chatbots or virtual assistants, are designed to understand, process, and respond to customer inquiries across various communication channels, including websites, mobile applications, and social media. Their operational mechanics involve natural language processing for understanding user input, natural language generation for crafting human-like responses, and machine learning algorithms for continuous improvement through interaction analysis

The global AI servers in financial services market encompasses the specialized high performance computing infrastructure, including hardware, software, and integrated solutions, designed to execute artificial intelligence and machine learning workloads within the financial industry. These servers are characterized by advanced processing units, such as GPUs and other AI accelerators, high bandwidth memory, and low latency networking capabilities. They are engineered to manage and process the immense volumes of data required for training sophisticated algorithms and deploying AI models at scale.

The global AI in semiconductor devices market encompasses the design, fabrication, and integration of specialized hardware engineered to execute artificial intelligence workloads efficiently. This includes a spectrum of silicon solutions, such as Graphics Processing Units (GPUs), Field Programmable Gate Arrays (FPGAs), and Application Specific Integrated Circuits (ASICs), including Neural Processing Units (NPUs). These devices are architected to accelerate machine learning and deep learning algorithms, enabling rapid data processing directly on the hardware.

The global AI in telco business support services market refers to the integration and application of artificial intelligence technologies within telecommunications business support systems (BSS). These solutions leverage machine learning, natural language processing, and predictive analytics to optimize customer management, billing, revenue assurance, and service fulfillment operations.

Global AI in semiconductor automated test equipment analysis market refers to the integration and application of artificial intelligence technologies, such as machine learning (ML), deep learning (DL), and advanced analytics, within the market for automated test equipment used in semiconductor manufacturing and testing. This market focuses on the use of AI to enhance the efficiency, accuracy, and predictive capabilities of ATE systems, which are specialized computer-controlled systems designed to test and analyze the functionality, performance, and reliability of semiconductor devices, including integrated circuits (ICs), memory chips, and other electronic components

The global AI in RPA market encompasses the integration of cognitive technologies, such as machine learning, natural language processing, and computer vision, with RPA platforms. This convergence, often termed Intelligent Automation, enhances the capabilities of traditional RPA, which is primarily designed for automating repetitive, rules-based tasks involving structured data.

The global AI-powered radio access network market encompasses the integration of artificial intelligence and machine learning technologies within the cellular network infrastructure that connects end user devices to the core network. This technology functions by employing sophisticated algorithms to continuously analyze real time network data, enabling the autonomous optimization of RAN operations. Key applications include predictive analytics for network maintenance, intelligent traffic steering, dynamic energy consumption management, and automated resource allocation for 5G network slicing.

The global AI-powered receipt automation market is a part of the global application software market. The global application software market was valued at $349.96 billion in 2021 and reached $439.86 billion in 2023. The global application software market witnessed an incremental growth of $89.9 billion and registered a CAGR of 12.1% from 2021 to 2023.

Artificial intelligence (AI) in smart buildings and infrastructure represents the integration of advanced computational systems into the design, operation, and management of built environments and critical public works.

The global AI server hardware market encompasses the design, manufacturing, and distribution of specialized computing systems engineered to execute artificial intelligence workloads. These servers are fundamentally different from general purpose servers, incorporating high performance components such as Graphics Processing Units (GPUs), Tensor Processing Units (TPUs), Field Programmable Gate Arrays (FPGAs), and other application specific integrated circuits (ASICs) known as AI accelerators.

Inference is the process where a trained AI model utilizes its learned parameters to make predictions or decisions based on new, live data. Distinct from the computationally intensive training phase where the model learns from vast datasets, inference focuses on real time performance, latency, power efficiency, and throughput.

Agentic AI for data engineering represents a transformative paradigm wherein autonomous AI agents are designed to perform complex data-related tasks with minimal human intervention. These agents operate by perceiving their environment, formulating goals, planning actions, and executing them to achieve desired outcomes in data pipelines. This includes automated data collection, cleansing, transformation, integration, and validation. Technology leverages advanced machine learning models, natural language processing, and reinforced learning to understand data structures, identify anomalies, and optimize data flows.

The market by value in this report is defined as the revenues that enterprises gain from goods and/or services sold within the specified market and geography. • Values in this market are ‘factory gate’ values, that is the value of goods sold by the manufacturers or creators of the goods, whether to other entities (including downstream manufacturers, wholesalers, distributors and retailers) or directly to end customers. The value of goods in this market includes related services sold by the creators of the goods.

The global agentic AI in law enforcement and surveillance market encompasses autonomous systems capable of independent decision making and action without direct human intervention. These technologies are engineered to analyze complex data sets, learn from behavioral patterns, and execute tasks in real time to enhance security and operational efficiency.

The global AI server security market represents the comprehensive ecosystem of solutions including software, hardware, and services dedicated to protecting artificial intelligence server infrastructures from multifaceted cyber threats. This specialized field addresses the unique vulnerabilities inherent in AI workloads, which extend beyond traditional cybersecurity concerns.