流水环比持平，游戏娱乐需求企稳。根据Sensor Tower 数据，2022 年7 月，国内IOS 端手游流水同比下降9.6%，环比上升0.4%，IOS端下载量同比下降11.2%，但环比上升43.4%，下载量环比上升幅度快于流水上升幅度这一现象，因此我们认为：（1）暑期新游集中上线，促使玩家游戏需求回暖；（2）但由于缺乏重磅新游，流水回暖慢于下载量。

随着消费者的线上消费、即时性消费习惯逐步养成，零售市场将从“万货商店”走入“万物到家”时代。2021美团闪购数字零售大会上表示预计到2026年，即时零售市场规模将达1万亿（2020-2026年CAGR 40.7%）。闪电仓作为美团即时零售网络的补充业态，以前置仓为经营形态，专注线上流量，依托外卖配送体系为用户提供24h即时消费体验。我们认为“纯线上获客+前置仓”突破选址和SKU陈列数量的限制，带来更低的成本和更高的坪效，具有较高的业务可复制性，同时，24h经营边际提升用户规模和粘性持续。

Smart farming is a concept in agriculture that involves data collection, data analysis, and data-driven decision making to increase yield, monitor crops and animals, and improve overall efficiency in all possible agricultural operations. Smart farming method or concept employs various technologies that become the means of operation. For example, to collect data, smart farming depends on the internet of things (IoT) and other sensorbased technologies, which allow seamless data collection. For data analysis, various farm management software and artificial intelligence (AI) based tools can be used to make sense of the collected data, and later autonomous machines and other mechanical equipment can be utilized to take necessary actions; for example, drones can be used to spread inputs such as pesticides and fertilizers.

Fax services involve the transfer of documents among clients, customers, enterprise offices, and other related parties through the internet. Based on service type, the fax services market is segmented into three types: FOIP services, cloud-based fax services, and hybrid fax solutions. Customers can also automate their faxing process by integrating their existing back-office applications. End-users have the option to use their existing fax numbers or buy a new fax number (local and toll-free) from service providers. For on-premises fax infrastructure, end-users can install fax software on their desktop systems or the centralized server. Also, end-users can operate through the service provider’s secured online portal for cloud and hybrid fax solutions. They can send or receive faxes through the internet through their personal computers (PCs) or mobile devices. Vendors offer a variety of subscription plans. For the on-premises deployment model, vendors offer software packages on the yearly licensing model. Customers can opt for monthly or annual subscription plans for cloud-based faxing, depending on their faxing requirements. Plans are also offered based on the end-user segment, which ranges from individual end-users to large enterprise customers.

Data centers are the backbone of online business operations and consumers. The growth in data centers is aided by the increased usage of the internet for personal and business purposes by consumers through smartphones and high-speed broadband connectivity. Due to COVID-19, there was a boost in data generation across the world, as various governments launched digital initiatives, and enterprises and individuals shifted to cloud and other online platforms. People started working from home, and there was increased interest seen in online trading and e-commerce. The amount of data generated was very high during the COVID-19 pandemic.

8 月1 日，国家新闻出版署官网公布了今年第四批游戏版号。本批共发放游戏版号69 款，其中2 款端游、 1 款页游、2 款主机游戏（switch）、64 款移动游戏（其中8 款休闲益智游戏）。 梳理如下：1）本次版号下发比较均衡，从运营单位来看，69 款游戏均来自不同主体；若以母公司口径计 算，每家公司最多获得2 个版号；2）本次版号下发涉及上市公司超过10 家：快手、哔哩哔哩、金山软件、 青瓷游戏、创梦天地、中青宝、中手游、世纪华通、三七互娱、凤凰传媒、天舟文化等，涉及头部非上市 公司2 家：字节跳动（朝夕光年）、多益网络；3）重点游戏包括：快手《舞动星闪耀》、哔哩哔哩《长 安百万贯》、三七互娱&星合互娱《小小蚁国》、青瓷游戏《超喵星计划》等。

本报告主要从商户痛点、用户需求及骑手职业的角度出发，去讨论外卖对B-C-D三端的价值，进而讨论行业的成长空间。主要讨论以下问题：我国 餐饮行业呈现什么样的特点？外卖是不是单纯的流量分配？用户对于外卖的需求矩阵是怎么样的？骑手作为一个新兴职业发展现状如何？

本白皮书意在展现国内移动应用运营增长的现状、广告投放趋势，分析和探讨移动应用的运营思路变化和相关的运营服务革新，为开发者提供最新市场洞察，并针对用户增长的各个阶段的挑战呈现解决方法，助力移动应用获得用户和营收增长。

汽车智能化和网联化推动汽车内外通信流量的快速增长，促使汽车变为移动终端或是移动基站，成为通信产业跨界赋能的天然结合点。 并且无线通信相关产业链（如通信基站、物联网产业链）一方面在技术具有延伸性乃至实现降维配套，另一方面具备领先的产能与服务 优势，具备跨界赋能的可行性。具体来说，“通信+汽车”涉及的产业链环节主要包括连接器、智能控制器、SoC、PCB、高精度定位、激 光雷达、车载模组、OBU/RSU及车载网关等。

第四批版号强落地强化常态化预期。继 2021 年 7 月版号停发后，2022年4 月11 日发放第一批版号，此后，6 月7 日、7 月12 日第二、三批版号纷纷落地，8 月1 日第四批版号终于落地（过审时间为7 月30日）。