5 月份，行业运行整体表现一般。行业融资规模有所 下滑，1～5 月，行业共融资 146.97 亿元，同比降幅 54.34%。货币市场利率延续低位，“宝宝类”产品收益率普遍降至 3%以下。第三方移动支付市场格局较为稳定，支付宝和腾讯金融依然保持 90%以 上的集中度。网贷方面，1～5 月，P2P 网贷月成交量 4862.75 亿元， 同比下滑 47.4%；贷款余额环比降幅为 2.42%。5 月，行业活跃投资 人数和借款人数分别同比减少 47.61%和 40.32%；平台平均借款期限 降至 15.66 个月，综合收益率降至 10.08%。 

3D scanners are devices that capture the details of a real-world object that include properties, such as dimensions, texture, and color, which can then be used to reproduce 3D models. Though 3D scanning technology has not penetrated substantially into the residential and private settings, these devices are prominently used for the production of video games and movies in industries, such as entertainment and media.

As per the WHO, mHealth is defined as the medical and public health practice supported by mobile devices, such as mobile phones, patient monitoring devices, personal digital assistances, and other wireless devices. The US Food and Drug Administration (FDA) estimates that roughly 500 million people are already using personal healthcare ‘apps’ globally (mobile software applications). The definitions for individual segments have been provided in the respective segments. The market estimates provided in this report are entirely based on the segments of the United States mobile health market, which is covered in this report.

Profession AV solutions or pro AV equipment are systems that are involved in the transmission of multiple high-quality live audio and video signals among other transmissions, uncompressed in nature, to multiple devices. The pro AV systems are broadly used in live events, broadcast facilities, commercial installations, and recording, and post-production. Sound reinforcement equipment and solutions form the backbone of any pro AV systems, installed or portable. The advent of the cloud and the software-based application has propelled the audiovisual (AV) technologies to go through a major shift. Enterprises are looking forward to advanced AV solutions to help them in achieving seamless business communication and collaboration. On the other hand, system integrators and channel partners are also witnessing huge revenue potential in the growing global enterprise AV market.

Preoperative surgical planning is the preoperative procedure of pre-visualization of surgical interventions. This procedure is executed to predefine the surgical steps and to understand specific functions, for instance, to visualize bone segment repositioning in the context of the final surgery outcome. In this report, the global preoperative surgical planning software market is analyzed using the revenues generated by sales of different preoperative software currently available in the market. However, the report does not consider revenues generated by other healthcare IT software in the analysis.

The PLC market is strongly impacted by the industrial output and the investment funneled into computers and software. These PLC systems have traditionally been the foundation of both process and discrete factory automation. The growing adoption of Industry 4.0 across the industrial verticals has augmented the PLC market in the European region. A major growth indicator for PLCs in the discrete-manufacturing sector is the amplified deployment of robots across the automotive manufacturing, the electrical, and the electronics industries. With PLCs being used extensively in robotics, the market is expected to greatly benefit from the robotics boom. According to the recent estimates by IFR, five of the top 10 countries witnessing high industrial robots density are from Europe. These statistics indicate the high levels of automation that exists in the region and the need for process control equipment.

Cloud spending in Germany was estimated at $6 billion in 2018.The adoption of SaaS is higher than IaaS and PaaS. Around 20% of German Enterprises adopted cloud services in 2018. Could services are expected to grow at a faster rate during the forecast period. Public cloud services dominate the market in Germany. Private cloud services are expected to grow among government agencies, as they plan to make greater use of cloud services in public administration during the forecast period. However, hybrid cloud services have stronger growth potential than private and public cloud services.

Healthcare, retail, banking and insurance, mining, and public sectors are investing significantly in digitalization of their business operations. Digital transformation initiatives are likely to add over $100 billion to the Australian GDP by 2025 . Government agencies are taking initiative to digitize several sectors. For instance, the Australian government is investing around $30 billion on high-speed internet access in multiple cities across the continent. The Department of Health invested $1.4 billion to provide registries, biobanks, and linkage platforms to manage healthcare data.

Profession AV solutions or pro AV equipment are systems that are involved in the transmission of multiple high-quality live audio and video signals among other transmissions, uncompressed in nature, to multiple devices. The pro AV systems are broadly used in live events, broadcast facilities, commercial installations, and recording, and post-production. Sound reinforcement equipment and solutions form the backbone of any pro AV systems, installed or portable. The advent of the cloud and the software-based application has propelled the audiovisual (AV) technologies to go through a major shift. Global enterprises are looking forward to advanced AV solutions to help them in achieving seamless business communication and collaboration. On the other hand, system integrators and channel partners are also witnessing huge revenue potential in the growing global enterprise AV market.

The investment in cloud services in France was estimated at $8 billion in 2018.The SaaS segment dominated the market, with over 50% of the total cloud services share in France. Around 35% of France businesses have adopted cloud services. Information and communication services, financial services and manufacturing sectors are the major revenue contributors in the French data center market. The increased penetration of the internet, smartphones, social media, and the rise in digital payment services are expected to enhance the cloud demand in France. The GDPR (General Data Protection Regulation) and the CNIL(The French Data Protection Authority) will bring more investments in data centers in the country as the CNIL provides the protective legal framework for data storage and processing.

事件：公募基金2019 年二季报基本披露完毕，我们以 Wind 公募基金持股数据为基础，统计公募基金对通信板块成分股的持仓情况。2019 Q2 基金持股通信行业板块占比为1.37%，确定性较高标的获得超配，5G 有望成为未来一段时间驱动行业转向超配重要因素；

经济结构转型，人工智能拉动岗位缺口。 经济结构转型带动第三产业发展，2017年第三产业就业人数占比达到44.9%。 人工智能引发了产业变革，拉大了相关岗位缺口。