美联储加息周期有望渐入尾声，通胀基本得到控制，宏观调控重点开始转向经济增长，同时国内针对互联网板块监管有望回归正常。

阿里巴巴FY3Q22 前瞻：我们预计公司3QFY23 收入同比增长0.7%至2443 亿元，调整后EBITA 同比增长4%至466 亿元，对应利润率为19.09%。分板块看，我们预计本季度中国商务、国际商务、本地服务、菜鸟物流、云计算、数媒娱乐、创新及其他收入同比分别增长-2.2%、7.3%、9.0%、20.0%、4.0%、0.0%和-19.0%。

5G对经济社会发展的赋能带动作用持续增强。中国信通院发布《中国5G发展和经济社会影响白皮书（2022年）》，根据中国信通院微信公众号，预计2022年5G将直接带动中国经济总产出1.45万亿元，经济增加值3929亿元，分别同比增长12%、31%；间接带动总产出3.49万亿元，间接经济增加值1.27万亿元。未来3-5年是我国5G商用和应用规模化发展的战略机遇期、发展攻坚期，应遵循产业发展规律，以市场需求为导向，集合产业各方力量，不断完善网络供给能力，加强技术标准持续演进，增强技术产业供给与需求匹配能力，推动个人和行业应用创新发展，构建共生共长、完备稳健的融合生态系统。

关注政策驱动下的数据安全投资机会。本周工信部等16 部委发布《关于促进数据安全产业发展的指导意见》，发展目标为：到2025 年数据安全产业规模超过1500 亿，年复合增长率超过30%。建成5 个省部级以上数据安全实验室，打造8 个以上重点行业领域典型应用示范场景。到2035 年，产业进入繁荣成熟期。上层政策对数据安全产业的明确引导有助于数据安全产业加速发展，获得更多后续政策扶持，建议重点关注数据安全产业投资机会。

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 artificial intelligence (ai) in accounting by geography and historical trend. The scope of the report extends to sizing of the artificial intelligence (ai) in accounting 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 artificial intelligence (ai) governance by geography and historical trend. The scope of the report extends to sizing of the artificial intelligence (ai) governance 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 artificial intelligence (ai) by geography and historical trend. The scope of the report extends to sizing of the artificial intelligence (ai) 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.

1月10日2023微信公开课PRO更新了视频号运营近况。短视频方面，流量高速增长，时长接近朋友圈80%。直播方面，看播规模增长300%，看播时长增长156%。直播带货方面，2022支付GMV同增超8倍，视频号小店GMV占比超过90%，私域占比高。整体来看，视频号商业化模式已较为全面，直播起步最早，短期视频号广告仍在放量，成为业绩新的驱动因子，中长期来看，电商交易生态的持续提升，将为微信增加佣金收入，以及进一步提升视频号广告规模的天花板。

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 aptamers by geography and historical trend. The scope of the report extends to sizing of the aptamers 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.