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 automated container terminal by geography and historical trend. The scope of the report extends to sizing of the automated container terminal 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 audio communication monitoring by geography and historical trend. The scope of the report extends to sizing of the audio communication monitoring 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 5g security by geography and historical trend. The scope of the report extends to sizing of the 5g 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 3d printing ceramics by geography and historical trend. The scope of the report extends to sizing of the 3d printing ceramics 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 3d motion capture by geography and historical trend. The scope of the report extends to sizing of the 3d motion capture 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.

本周（2023.2.27-2023.3.3），传媒（申万）指上涨4.43%，恒 生科技指数上涨5.0%。降本增效下的版权分销市场收缩，利好 下游流媒体平台。在版权分销市场中，版权分销商将采购的版权 分销给视频网站、广电、互联网等客户，版权分销商赚取版权分 销的价差收入。在互联网降本增效趋势下，爱奇艺减少版权采购， 实现扭亏为盈；在收入增长压力下，芒果超媒或跟随爱奇艺降低 版权采购策略，从而提升平台盈利能力；腾讯音乐旗下价格虚高 音乐版权逐年到期，公司音乐版权支出或将逐年回落，驱动公司 整体毛利率有所提升；云音乐通过优化音乐版权结构，加大签约 头部版权，平台会员数以及会员订阅收入将保持较快增长。

2 月行情回顾：板块表现强于大市。2 月沪深300 指数全月下跌3.01%，通信 （申万）指数全月上涨6.79%，跑赢大盘，在申万31 个一级行业中排名第1 名。2 月底通信行业估值相比1 月底明显回升，但仍处于近10 年以来较低分 位数水平。2 月份各细分领域普遍上涨，其中，光器件光模块、企业数字化、 可视化、北斗等板块领涨，涨幅分别为17.3%、16.0%、11.1%和10.7%。

微软/Zoom 相继宣布视频会议产品整合AI 技术。2023 年2 月微软推出了由ChatGPT 提供技术支持的Teams 高级版—Teams Premium，升级后的功能包括自动生成会议纪要、帮助用户创建会议模板等，之后定价或至10 美元/月。近日另一家视频会议龙头厂商Zoom 也宣布人工智能和大型语言模型的时代已经到来，Zoom 将在产品中加入更多的人工智能技术。此前已加入Zoom IQ、Zoom Virtual Agent 及其翻译、字幕和会议摘要工具等。

PC 端：党政信创，根据国家统计局，2020 年公共管理和社会组织国有单位就业人员约1957 万人；行业信创，综合国家统计局、财政部等数据，金融、电力、石油等多个行业信创人员合计约4500 万人。据采招网桌面操作系统单价约500元。综上测算得桌面操作系统领域党政信创、行业信创潜在空间分别约98、225亿元。据采招网，服务器操作系统单价约0.6 万元，服务器端信创空间更为可观，有望打开产业龙头成长天花板。