据显示，2022 年4 月，国内IOS 端手游流水同比增长13.9%，环比增长 5.3%，IOS 端下载量同比提升19.4%，环比增长5.1%，流水及下载量均呈 现回暖趋势。虽需求回暖，但供给端仍保持低位。截至2022 年4 月30 日， 国内手游今年共开测324 款游戏（包含公测），游戏供给自2021 年以来， 仍维持低位。同时，至4 月11 日下发最新一批版号后，游戏开测数量维持 每周平均20.3 款，与版号发布前的每周平均19.8 款对比，并无明显增长。

元宇宙概念备受关注，板块表现跑赢大盘。2021 年被称为“元宇宙元年”，中国移动通信联合会元宇宙 产业委员会成立，国内A 股互联网及科技公司逐渐开始元宇宙相关业务的探索。2022 年初，“元宇宙” 被纳入多地政府发展规划，春节及冬奥期间，多款元宇宙数字产品亮相。元宇宙主题板块每日平均成 交额较高，反映资本市场的关注度与活跃度。我们认为，元宇宙有望成为贯穿2022 年的投资主线，企 业和资本的涌入将引发共振，加速元宇宙的行业发展。

支持数字企业国内外上市，互联网企业面临重要机遇 5 月17 日， 全国政协召开“推动数字经济持续健康发展”专题协商会，会议提出： 支持数字企业在国内外资本市场上市，以开放促竞争，以竞争促创 新。随着对数字企业，尤其是互联网企业的监管进入常态化阶段，我 们认为本次会议对数字企业的“松绑”体现出未来各种经济形式健 康、协调、可持续的共同发展趋势，中央对于数字企业、平台经济健 康、创新发展的支持有利于转变市场的一些消极态度，对一些中概 股和港股上市的互联网公司形成直接利好，基本扫除中概股海外上 市的制度障碍，打开了互联网企业的海外融资渠道，对互联网企业 来说是非常重要的机遇。

我们认为，元宇宙是下一代互联网和更广义数字化的总和，以3D 化、UGC、更长在线时间为突出特点，包含XR、AI、5G 等技术在C 端和B 端的全面应用，最终指向人类未来数字化生存。元宇宙内涵极为丰富，包含互联网、产业数字化、智能化、物联网、高算力设备、高速无线通信等领域和技术。

Artificial intelligence (Al) defines machines that perform cognitive processes similar to humans, including learning, understanding, reasoning, and interacting. It can take many forms, such as technical infrastructure (algorithms), part of a (production) process, or an end-user product.

Multimodal solutions catering to ground and air transport will attract airports’ interest in the future. Information technology (IT) solutions that provide end-to-end travel ownership of the passenger experience will drive digitalization.

Real-time data analytics and interactive display/graphical user interfaces are essential to airlines and expected to have higher penetration in the next 4–7 years. There is also increased research and development (R&D) investment in blockchain, which can be used potentially in distribution, loyalty programs, and supply chain management.

The global active optical cable market has witnessed an increase in revenue due to its increased adoption across various regions, on account of its advantages over other communication cables. In optical cables, the information is transmitted through light, which has been reflected due to the total, internal reflection phenomena. The global active optical cable market is swiftly expanding and replacing the copper wires; the technological development in the optical fiber is further expected to enhance the use of active optical cables. The factors that drive the global market growth are rise in investments by governments to improve connectivity within the region drives the demand for higher bandwidth, greater adoption of optical cables in data centers, and advancement in the telecom industry.

5G enterprise is based on the fifth generation wireless communication technology, which is upgraded from 4G wireless network. It is obtained by using high frequency and short range band of radio spectrum. 5G Enterprise provides low latency and high internet. It delivers speed of network performance more than 1Gbps, which is 10 times faster than 4G network. 5G enterprise is a technology that allows businesses to enable various mmWaves, which will enable enterprise to setup their own private wireless platform to cover a large area and wide range of operation. It also enables the high-tech platform for internet of things, which is important in the implementation of industry 4.0 and industrial automation.

Increased smart technology adoption, such as automated vehicles, vessels, and unmanned aerial vehicles, is expected to increase the demand for satellite-enabled IoT services.The need to optimize operational efficiency and reduce downtime drive the demand for constant remote monitoring and analytics.