The Polymeric Biomaterials market is largely driven by increasing global prevalence of chronic diseases and technological advancements in the polymeric biomaterials as this chronic diseases will increase the demand for polymer biomaterial based products resulting into high growth of the market As per the World Health Organization (WHO), it is estimated that there will be 23.6 million deaths annually by 2030, due to CVD, with the largest increase in Southeast Asia. The factors, such as innovations in polymeric biomaterials and increasing number of applications of polymeric biomaterials in tissue engineering, are expected to fuel the growth of the market studied, over the forecast period. But factors, like bio-compatibility issues in biomaterials (especially in implanted/ingested materials) and stringent regulations for certain polymeric biomaterials, are expected to limit the growth of the market.

本次募集资金主要用于：商家服务、支付出海及科技赋能。根据蚂蚁集团招股书，本次募集资金将主要用于进一步支持 创新、科技的投入，助力数字经济转型、补充流动资金及加强全球合作。在助力数字经济升级方面，募集资金将重点用 于用户与商家服务和产品的持续创新，推动金融服务及日常生活服务的数字化升级；在加强全球合作并助力全球可持续 发展方面，募集资金将重点用于跨境支付能力的建设，加强与国际伙伴的合作，拓展海外用户和商户基础；在支持创新 和科技方面，募集资金将重点用于人工智能、风险管理、安全、区块链、物联网、计算及技术基础设施等核心技术领域 的研发创新投入，以及与之对应的人才队伍的培养和建设。

The report covers all the revenue generated by the direct-fed microbial used in animal husbandry as well as for pet keeping. Direct-fed microbial are used to assist in digestion of feed in various animals. This helps to maintain the better health of animals and helps to increase the profitability of the animal husbandry business. The report considers the revenue generated by livestock and type of probiotics used. Moreover, it analyzes the current market trends of direct fed microbial across different regions, including North America, Europe, Asia-Pacific, and LAMEA.

Digital forensic has been growing from addressing minor computer crimes to the investigation of complex international cases with a massive effect on the world. Digital forensics includes the recovery and investigation of material found in digital devices, often in relation to computer crime. Digital forensics investigations have many applications. The world is now wholly dependent on digital devices, and this space is continuously evolving. Although most forensics have been oriented toward the desktops, laptops, and the associated media, including the hard drive, floppy disk, and optical discs, other forms of digital forensics, such as mobile phones and other handheld devices are increasingly becoming popular for digital curation and preservation. The smartphone industry has been steadily developing and growing, both in market size, as well as in suppliers and models. Moreover, technologies, such as IoT and cloud, are profoundly penetrating the IT space defining the future of the cyber world.

The need to reduce the costs of manufacturing and processing is expected to accelerate the market studied over the coming years. The 4D printing technology has the potential to enable reduced capital and inventories, which increases the manufacturer’s market efficiency. A 4D-printed product causes lesser manufacturing, transportation, and handling costs, which ultimately leads to saving resources and efforts. Moreover, 4D-printed objects can harness existing 3D printers, which is also one of the driving factors for the technology growth. Although the technology is still at infancy and in its R&D stage, companies are working toward developing both 4D printing technology. Specialized 4D printers as well as the materials suitable for 4D printing are, therefore, likely to shape the market studied. The concept of 4D printing first gained interest after MIT’s Self-Assembly Lab in partnership with 3D printing manufacturer Stratasys and 3D software company Autodesk, back in 2013. 4D printing, which is the next step in the evolution of 3D printing, adds the dimension of time to the traditional 3D printing process. What this means is that a 3D-printed object can change its shape after it is printed, in response to water, heat, or pressure etc.

从 Facebook、Apple、Amazon、Microsoft、Google（FAAMG）北美前五大科技企 业 2Q20 业绩中我们看到：2Q20 北美云计算市场收入同比增长 34%，增速虽受疫 情影响环比下滑，但整体符合市场预期；资本开支总和同比增长 8%，增速相比 1Q20 的 31%有所下滑，但超出 Factset 一致预期 5%。

美股科技巨头（FAAMG）二季度业绩超出市场此前悲观预期，调整后净利润同 比增速由负转正。同时伴随疫情扰动减弱，其对 H2 业绩展望转向谨慎乐观。 市场短期仍面临在线广告需求恢复缓慢、企业 IT 支出走弱等潜在风险。我们 判断本轮北美云厂商资本支出大概率已进入下行周期，2021Q1 是下一个观察窗 口。目前 5 大科技巨头市值合计 6.7 万亿美元，占美股整体、标普指数比重 14.4%、22.6%，继续创出新高，考虑到基本面、流动性等层面因素支撑，我 们预计短期这一趋势发生逆转概率仍较低。

我们在《科创板解禁压力可能带来配置核心资产机会》、《再看科创板解禁：创业板股东如何减持》和路演中多次提 示，科创板两波大额解禁是下半年成长股择时的胜负手，目前完美验证。以创业板为参考，解禁前后市场呈现V型反 转，此次科创板表现类似，目前处于V型反转后半段修复期。 本轮科创板解禁前下跌存在新逻辑：板块中龙头企业中微公司提前筹划询价转让，询价转让价格为前20日收盘价均价 的73.5%，部分配置型资金短期可能将二级市场筹码抛出，更换成询价转让筹码（6个月锁定，至明年1月），二级市 场股价同时向询价转让价格靠拢。龙头公司的调整短期可能压制了板块表现，关注10-11月优质公司询价转让情况。 我们在《20200324跟踪科创板风向标，把握成长股行情》中提出，科创板是创业板和成长股的温度计和先锋官，此次 科创板进入解禁修复期，叠加创业板注册制躁动期，市场风险偏好和成长风格有望受到催化。