本周计算机指数上涨3.21%，跑赢创业板指0.87 个百分点，跑赢上证指数0.83个百分点，位列全行业第13 名。

计算机行业2020 年上半年实现营收3076.3 亿元，同比增长6.6%，实现归母净利润113.4 亿元，同比下滑40.7%，业绩疲软主要系2020Q1 受疫情影响，板块业绩下滑较大。随着疫情影响的减弱，计算机板块在2020年单二季度增长恢复显著，单二季度营收实现1826.3 亿元，环比增长47.3%，归母净利润实现125.9 亿元，环比扭亏大幅增长。

微盟、有赞称雄微信电商SaaS，市占率不及10%仍有巨大提升空间。中国电商SaaS格局和龙头对比：主要是微信体系的有赞和微盟两家提供通用性、全国性平台/工具的公司，及其他垂直行业工具和区域性的杂牌军构成，目前前两者的市占率估计在10%左右。由于平台的不断发展演进和电商商户玩法的复杂化及增值服务的相关需求，有赞、微盟两家头部企业有望在不断地迭代过程中从尾部、腰部的竞争对手中获取更高的市场份额。

根据数字化转型技术研究院的数据，MES在中国的普及率较低，18年仅达到21.6%。根据测算，2020年MES市场规模为111.36亿元，未来3年复合增长率可达到16%，2023年市场规模近200亿元。目前，MES产品国产化率仅为30%左右，若考虑到未来3-5年国产化率的提升，CAGR会更高，国产MES的复合增长可能会达到20%以上。

板块选择：重点推荐调整充分年内业绩确定的信创板块以及高景气持续性强的证券IT和银行IT板块，重点关注SaaS、数字货币、智能驾驶等板块优质个股。政府项目型板块有待观察，3季报加速恢复可加大配置，否则明年年报前后是更好配置时点。

The high content screening market is driven by factors, such as an increase in investments by the government and other organizations , technological advancements, and the expanding application areas. According to the Office for National Statistics (ONS), the total expenditure in R&D in the United Kingdom is increasing rapidly. During 2016, the expenditure was GBP 33.2 billion, which increased in 2017 and reached GBP 34.8 billion. Similarly, in the United States, the investment on medical R&D was USD 39.5 billion, in 2017. This indicates that a substantial investments were made in healthcare in the major countries. As the government and other organizations are investing more in research and development, the high content screening market is expected to register significant growth. The increase in R&D activities in Asia, particularly India. The consecutive annual growth in the expenditure in R&D in the country indicates a period of stability, security, and healthy competition across the industrial sectors. The high cost of the advanced technologies is expected to hinder the growth of the market. However, the increasing demand for advanced tools for drug developments, other studies, recent product launches are expected to boost the growth of the high content screening market.

The number of PCs, laptops, smartphones, tablets, and point-of-sale terminals has witnessed tremendous growth with the rise in population and the increased digitalization in industrial processes. This increase in different smart devices is generating several endpoints in networks, all over the world. Hence, there is a rising need for security, owing to the increased number of endpoint devices. Multiple types of endpoint security mediums have been recognized, such as firewalls or antiviruses. These mediums monitor the data and update the same in the server, which has become a requisite for the current technology-based industry. The increased internet accessibility, machine-to-machine communication, and growth in automation are all driving the market. With the increased employment in the software industry, employees are using different PCs and mobiles in offices, and companies are running servers on a variety of operating systems, which can lead to cyberthreats at any instance. Endpoint security suites are being used to maintain security and control, supporting the endpoint flexibility. Endpoint security vendors are offering cloud-based options to customers, for their endpoint security deployments. With the rising adoption of cloud-based solutions, for many applications, like email, there is an increase in the adoption of cloud-based security as well. Endpoint security systems help companies attain enhanced endpoint visibility and detect hidden endpoint exploit processes. With the increasing number of mobiles and other touch devices, such as tablets and POS, endpoint security companies are designing software with higher management flexibility, giving the users several choices for protection. The endpoint security market was saturated and commoditized. However, it has witnessed renewed growth, as many companies are evaluating their vendor relationships and trying to invest in efficient and higher functionality endpoint security solutions.

Oscillators are electronic circuits used to generate an electrical signal of a particular frequency by utilizing the vibrating crystal’s (piezoelectric material) mechanical resonance. There are different types of piezoelectric resonators, but, typically, quartz crystal is used in these types of oscillators. Such oscillator electronic circuits are called crystal oscillators. The increasing demand for convenience is driving the application of wireless interconnections, such as remote keyless entry. Crystal devices, such as quartz crystal units and crystal oscillators, have higher stability against environmental changes. Therefore, they are used as frequency control devices in electronic circuits. The application of crystal units and crystal oscillators in automobiles is expected to grow during the forecast period. Moreover, crystal oscillators are widely used in safety applications, such as break control systems, antilocking systems, and airbag and tire pressure monitoring systems (TPMS). The demand for precision, coupled with improving regulations for safety applications and the necessity for fast data transmission, is driving the adoption of crystal units and oscillators. Automotive system developers use quartz crystal and oscillator timing solutions that are prone to shock and vibration issues. With the advent of ADAS, the requirement for clocking, complex data acquisition rates, and low jitter reference clocks is increasing. Vendors in the market studied are expected to focus on developing and offering such solutions over the coming years.

ATM is an electronic telecommunication device, which offers services to customers in terms of financial transactions such as deposits & withdrawals and account information & transfer of funds, without the physical involvement of bank staff. Continuous innovations in ATMs have made current ATMs more advanced as compared to the first-generation ATMs. With rise in customer demand for mobility and do-it-yourself banking, the ATM market is anticipated to continue to grow in the coming years. Presently, ATMs have become the most powerful asset for the financial institutions to serve their customers 24X7. The scope of the report discusses the potential opportunities for the market players to enter the ATM market. In addition, it provides in-depth analysis of the market, outlining current trends, key driving factors, and key opportunity areas.

This report covers the study of the global airport moving walkway systems market. Comprehensive analyses of the market trends, future estimations, and thorough study of the market on the basis of business type, type, angle, and region are included in this report. Airport moving walkway systems report specifies the market of moving walkway systems especially for airports and its detailed revenue generation by its various segments. Airport moving walkway systems include moving walkways of different types depending on their types and angle of installation. Moving walkway systems are used to move people and their luggage from one place to another within the airport. Further, the report highlights the regional trends, and the regional coverage of this market across North America, Europe, Asia-Pacific, and LAMEA (Latin America, Middle East, and Africa). It further provides insights on the drivers, restraints, and opportunities to understand the dynamics and potential of the airport moving walkway systems market.