The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for application security by geography and historical trend. The scope of the report extends to sizing of the application security market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for artificial intelligence (ai) by geography and historical trend. The scope of the report extends to sizing of the artificial intelligence (ai) market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for agricultural internet of things (iot) by geography and historical trend. The scope of the report extends to sizing of the agricultural internet of things (iot) market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for application lifecycle management by geography and historical trend. The scope of the report extends to sizing of the application lifecycle management market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for artificial intelligence (ai) governance by geography and historical trend. The scope of the report extends to sizing of the artificial intelligence (ai) governance market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for application platform by geography and historical trend. The scope of the report extends to sizing of the application platform market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for applicant tracking system by geography and historical trend. The scope of the report extends to sizing of the applicant tracking system market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for artificial intelligence (ai) in accounting by geography and historical trend. The scope of the report extends to sizing of the artificial intelligence (ai) in accounting market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for application virtualization by geography and historical trend. The scope of the report extends to sizing of the application virtualization market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for aptamers by geography and historical trend. The scope of the report extends to sizing of the aptamers market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for application programming interface (api) management by geography and historical trend. The scope of the report extends to sizing of the application programming interface (api) management market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for application modernization services by geography and historical trend. The scope of the report extends to sizing of the application modernization services market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

1月10日2023微信公开课PRO更新了视频号运营近况。短视频方面，流量高速增长，时长接近朋友圈80%。直播方面，看播规模增长300%，看播时长增长156%。直播带货方面，2022支付GMV同增超8倍，视频号小店GMV占比超过90%，私域占比高。整体来看，视频号商业化模式已较为全面，直播起步最早，短期视频号广告仍在放量，成为业绩新的驱动因子，中长期来看，电商交易生态的持续提升，将为微信增加佣金收入，以及进一步提升视频号广告规模的天花板。

大安全和复苏成为市场四季度主要预期。大安全定位提升，对比美国，在中央预算上、在新技术引领上、在覆盖广度上均保持了较高的重视。复苏的交易，重点关注近三年公司人员数量的变化。从人员扩张上看，信创、软件服务、云计算、机器视觉等板块人员扩张幅度较大。从市值维度上看，50 亿以下的小市值公司人员扩张较大公司更为激进。

美联储加息周期有望渐入尾声，通胀基本得到控制，宏观调控重点开始转向经济增长，同时国内针对互联网板块监管有望回归正常。

5G对经济社会发展的赋能带动作用持续增强。中国信通院发布《中国5G发展和经济社会影响白皮书（2022年）》，根据中国信通院微信公众号，预计2022年5G将直接带动中国经济总产出1.45万亿元，经济增加值3929亿元，分别同比增长12%、31%；间接带动总产出3.49万亿元，间接经济增加值1.27万亿元。未来3-5年是我国5G商用和应用规模化发展的战略机遇期、发展攻坚期，应遵循产业发展规律，以市场需求为导向，集合产业各方力量，不断完善网络供给能力，加强技术标准持续演进，增强技术产业供给与需求匹配能力，推动个人和行业应用创新发展，构建共生共长、完备稳健的融合生态系统。

阿里巴巴FY3Q22 前瞻：我们预计公司3QFY23 收入同比增长0.7%至2443 亿元，调整后EBITA 同比增长4%至466 亿元，对应利润率为19.09%。分板块看，我们预计本季度中国商务、国际商务、本地服务、菜鸟物流、云计算、数媒娱乐、创新及其他收入同比分别增长-2.2%、7.3%、9.0%、20.0%、4.0%、0.0%和-19.0%。

关注政策驱动下的数据安全投资机会。本周工信部等16 部委发布《关于促进数据安全产业发展的指导意见》，发展目标为：到2025 年数据安全产业规模超过1500 亿，年复合增长率超过30%。建成5 个省部级以上数据安全实验室，打造8 个以上重点行业领域典型应用示范场景。到2035 年，产业进入繁荣成熟期。上层政策对数据安全产业的明确引导有助于数据安全产业加速发展，获得更多后续政策扶持，建议重点关注数据安全产业投资机会。

我国数据安全政策体系近年来逐步完善并开始落地执行，在安全与发展并重这一核心原则的指导下，各行各业密集开启数据安全建设，保障数字经济全面发展。

中证海外中国互联网1040 指数春节前后两周1 月16 日至1 月27 日，该指数涨幅为3.27%，同期纳斯达克综合指数上涨4.74%，海外互联网相较市场走势趋平偏下，总体展现出向上走势。春节前后两周1 月16 日至1 月27 日，恒生科技互联网指数涨幅为5.84%，同期恒生综合指数上涨4.33%，春节期间板块走势总体向好，涨幅略高于市场。整体反映了市场对于互联网、消费、传媒等领域在疫情开放后的复苏呈现乐观态势。