全球云市场2024年规模约8000亿美元，中国公有云占约5%，中国市场整体增速弱于全球。在AI和大模型快速发展的带动之下，2024H1 全球公有云服务市场实现20%同比增长、并有加速趋势。按照此速度，到2028年市场规模将翻倍。不同于全球公有云中SaaS占据最高、 约60%-70%份额。中国公有云IaaS占比超一半，究其原因，IaaS层国内基建完善、运营商资源与渠道优势强，在数智化趋势下占比高。 但企业管理理念、云转型与软件付费习惯待完善，且市场竞争分散。因此，有较大的结构性改善空间。

丝杠是人形机器人精密传动的关键，其产业化加速预计推动丝杠市场需求增百亿， 国内制造商及设备供应商有望受益。

自 2025 年 1 月 DeepSeek R1 模型上线以来，引发了大量的关注和讨论，1 月最后一周用户数呈现爆发式增长，仅仅 7 天即完成了 1 亿用户增长，成 为超越 ChatGPT 的另一现象级产品。特别是春节假期期间，DeepSeek 由于 其低成本、高性能、开源的特点快速出圈，并在春节后迅速引发了各行业的 加速部署，国产 AI 进程快速推进。 我们认为，DeepSeek 对各行业的影响才刚刚开始。对大型企业而言，由于 数据敏感性以及需要微调模型等原因，普遍会进行私有化部署。就证券基金 行业来看，华安基金、汇添富基金等多家头部公募基金公司，以及中信建投、 国泰君安等多家头部证券公司，都已完成了 DeepSeek 私有化部署，将赋能 数字化转型与业务效率提升。

在当前 AI 技术深度赋能投研的背景下，在这篇报告中，我们依托 DeepSeek 构建了覆盖投研全流程的智能解决方案： 从信息获取、自动化办公、工作助手等多个角度，全面提升投研效率。

Adtech is a set of technologies or platforms that are used by publishers or business organizations for managing advertising across channels, including search, display, video, mobile and social, with capabilities for digital advertising targeting, design, bid management, analytics, optimization, and automation. The platform helps business organizations or agencies/publishers buy ad space.

The drone market (known as unmanned aerial vehicle (UAV)) consists of the revenue from the sales of drones. The market is segmented into two major categories: commercial and consumer drones. However, military drones are not included in our market scope. Commercial drones are unmanned aerial vehicles primarily used for business purposes. These drones are versatile and can perform a diverse range of tasks, including but not limited to surveying land, inspecting infrastructure, delivering packages, and capturing aerial footage for movies and TV shows.

A digital twin is a virtual replica or representation of a physical object, process, or system. It uses real-time data and simulation models to mimic the behavior, performance, and characteristics of its physical counterpart. Digital twins enable the analysis, monitoring, and optimization of various aspects of the physical entity throughout its lifecycle.

Budget apps are digital tools designed to help individuals, families, or businesses track, plan, and manage their finances. These apps allow users to monitor their income, expenses, and savings, set financial goals, and ensure that they stay within their budget. Budget apps often include features like expense categorization, bill reminders, debt tracking, and reports, offering insights into spending patterns and providing recommendations to improve financial health.

Global Bluetooth Speaker Market - Focused Insights

A drone navigation system is an equipment designed to control and guide unmanned aerial vehicles (UAVs) during their flight operations. It encompasses various components and algorithms that enable the drone to autonomously navigate through its surroundings, avoiding obstacles and efficiently reaching its destination. The system typically includes a Global Positioning System (GPS) for accurate positioning, sensors such as accelerometers and gyroscopes for stability and orientation, and advanced flight control software. It also incorporates obstacle detection and avoidance mechanisms, mapping capabilities, and communication protocols to ensure seamless operation and safe navigation. The drone navigation system plays a crucial role in enabling autonomous and efficient drone operations across various industries and applications.