Digital therapeutics is a subdivision of digital health, not all digital health solutions are digital therapeutics. The difference between digital health and digital therapeutics is based on the clinical outcomes for patients. For instance, digital therapeutics does not include consumer health-oriented technologies such as step- counters and calorie-counters. Digital therapeutics is a new class of healthcare products that use digital technology to prevent, manage, or treat medical conditions. In addition, it utilizes digital and health technologies to treat a psychological condition. The market is derived exclusively based on the revenue generated through software and devices being utilized in digital therapeutics. It does not include revenue generated from services provided by physicians.

我们通过独家卫星大数据系统对美国全国城市排放强度，能耗水平，各类场所人流强度进行高频分析，我们震惊地发现美国老百姓在居家令还未解除的时候就显著增加了户外活动，我们认为这将导致近期包括石油在内的需求上升，我们同时认为如果美国不立即采取包括大规模增加检测量这类措施的话，美国老百姓显著恢复社会活动这一现象有可能导致美国疫情长尾效应持续时间增加以及二次爆发的风险升高，或导致全球经济复苏面临更多的不确定性。

市场自2 月底以来有所调整，其中计算机科创板上市公司调整幅度较深，明显超过计算机指数及其他市场指数。与此同时，计算机科创板上市公司的业绩表现更加优秀，2019 年、2020Q1 业绩增速显著超过其他市场。我们综合业绩情况与未来成长持续性判断，建议重点关注：紫晶存储、佳华科技、安恒信息、金山办公、卓易信息、道通科技等。