行业研究报告题录
信息传输、软件和信息技术服务业(2024年第1期)
(报告加工时间:2023-12-26 -- 2024-01-01)

行业资讯

境内分析报告

  • 稀疏率降低的白盒Transformers-AI前沿跟踪系列九
    Yi Ma et al. 在论文《White-box transformers via sparse rate reduction: compression is all there is?》中提出了一个具备数学可解释性的白盒类 Transformer 模型 CRATE。文中引入了一个核心概念“稀疏率降低”(Sparse Rate Reduction),通过同时最大化内在信息增益和外在稀疏性来评估在深度学习网络学习到的表征的质量。基于 CRATE 架构的深度学习模型在多个基准测试中证明作为一种新型的网络架构在大规模真实数 据集上的有效性和潜力。
  • 精准画像描摹,释放数字价值
    人力资源数字化即人力资源管理数字化,是新-代数字化技术和人力资源管理活动深度融合实现“管理流程优化、管理成本降低、决策智能化和员工体验优化”目标的企业战略转型规划。中国人力资源数字化行业起步相对较晚,目前大部分企业处于转型早期阶段。近年来随着政策支持力度的提高和技术水平的提升,技术落地能力不断增强,落地场景逐渐丰富。2022年市场规模突破200亿元,未来将保持高速增长,行业发展势头稳中向好。

境外分析报告

  • 全球数字生物标志物市场报告(2024-2028年)
    Digital biomarkers are measured across multiple layers of hardware (e.g., sensors) and software in medical devices that capture signals (behavioral and physiological data) from patients. Digital biomarkers, which collect trustworthy clinical data and enable ongoing monitoring and evaluation continuously and remotely, can improve the precision of diagnostics and treatment in healthcare.
  • 全球知识管理软件市场报告(2024-2028年)
    Knowledge management software is defined as an application that identifies, captures, evaluates, retrieves, and shares information. It is also known as a subset of enterprise content management software. This application further makes it possible to access information or data at any time from any location via the internet. It provides consistent responses, shortens training times, improves governance, and boosts customer satisfaction, among other benefits. Knowledge management software is also a form of cloud-computing service that collects data and stores it on servers.
  • 全球个人理财软件市场报告(2024-2028年)
    Personal finance software refers to computer programs or applications designed to assist individuals in managing their financial activities. This software typically provides tools and features to track income, expenses, budgets, investments, and overall financial goals. It allows users to create and monitor budgets, track spending patterns, generate financial reports, and often provide features for bill payment reminders, financial goal setting, and investment tracking. Personal finance software aims to help individuals gain better control over their finances, make informed financial decisions, and achieve their financial goals through effective management and analysis of their financial information.
  • 全球化学软件市场报告(2024-2028年)
    Chemical software refers to industry-specific applications that are majorly used in the chemical industry for various purposes, including chemical process simulation, inventory management, and International Standards of Organization (ISO) management. It also includes particle tracking, reporting and statistics, uncertainty analysis, and laboratory information management (LIMS) software.
  • 全球薪酬软件市场报告(2024-2028年)
    Compensation software automates, organizes, and simplifies complex compensation planning and enables managers to increase accuracy, improve budget allocations, and align compensation decisions with organizational guidelines. Enterprises are implementing compensation software to make better compensation decisions while reducing compensation cycle times with up-to-date, accurate, and auditable processes. The adoption of compensation software is increasing in small enterprises and startups because it shortens compensation cycles for the most complex compensation planning. The software employs automated and wizard-based workflows that eliminate time-intensive and ineffective manual processes. Compensation software eliminates the use of spreadsheets with an easy-to-use compensation planning tool. Compensation software offers a centralized, error-free, and auditable tool for HR and line managers, which helps to eliminate costly calculation errors.
  • 全球在线治疗服务市场报告(2024-2028年)
    Online video calls, audio calls, emails, real-time chat, and video conferences are all methods that can be used to conduct online therapy sessions, which are mental or health treatments that are offered online with the aid of an Internet network connection. Online therapy is a useful alternative to traditional in-person therapy and is quickly gaining acceptance as a method of receiving treatment. Users of the top online therapy services have access to a wide range of qualified therapists who can conduct distant sessions through phone, online chat, text message, or live video. Online counseling is generally more affordable than in-person therapy and is just as effective.
  • 全球笔记本电脑市场报告(2024-2028年)
    A laptop is a small-sized mobile PC with a thin LED or LCD screen and an alphanumeric keyboard. Laptops are generally used for a variety of purposes, such as work, education, multimedia consumption, Internet surfing, and gaming. Based on type, the market has been segmented into traditional and 2-in-1 laptops. A traditional laptop is generally in the form of a clamshell, with a keyboard and a screen facing each other on the inner sides. 2-in-1 laptops integrate the capabilities of a laptop and tablet into one device and are often equipped with energy-efficient processors and a large number of ports.
  • 全球情感计算市场报告(2024-2028年)
    Affective computing is the study and development of systems and devices that can recognize, interpret, process, and simulate human effects. It is an interdisciplinary field spanning computer science, psychology, and cognitive science. Furthermore, affective computing technologies sense the emotional state of a user via sensors, microphones, cameras, or software logic and respond by performing specific, predefined product and service features, such as changing a quiz or recommending a set of videos to fit the mood of the learner.
  • 全球车载Wi-Fi市场报告(2024-2028年)
    Wi-Fi applications that are in-built or embedded in passenger cars are referred to as in-car wi-fi systems. The market generates revenue from the subscription revenue garnered by the providers of in-car wi-fi technology to customers of cars with in-car wi-fi technology globally.

投资分析报告

  • 1H24 展望:激流勇进,大浪淘金
    1H24 展望:把握反转、成长与预期差三大投资逻辑 3Q23 互联网板块季报已落下帷幕,市场正在将估值窗口逐步切换至 2024 年,并审视各互联网公司在 2024 年的业绩表现与潜在驱动力。回顾 2023 年,互联网板块行情表现较为震荡。但在β的反复波动中,仍有不少优质互联网标的跑出相对α。展望 1H24 年,我们预期在较温和的宏观环境下,板块投资机会或仍集中在波段式交易性机会类型上,其中我们看好符合反转、成长与预期差三大投资逻辑的优质标的,建议投资者关注其左侧布局机会。重点推荐:百度、京东、拼多多、美团、美图、新东方、爱奇艺、携程、同程、快手、腾讯、网易、贝壳。
  • 中信建投:跨境电商行业投资机遇
    中国出口跨境电商生态逐渐繁荣,如今已经成为全产业链融合的跨越式发展。纵观中国出口跨境电商的发展,共经历了四大阶段:平台信息化、交易服务线 上化、全产业链服务在线化、全产业生态融合化阶段。如今中国的出口跨境电商正经历着产品到品牌,构建全产业链生态圈的全新阶段。跨境电商的发展不仅仅是品牌商的发展,还有软件服务、物流仓储、金融支付、营销服务等全产业链全生态的深度融合与发展。

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