The global cloud encryption software market is expected to witness increasing revenue generation due to technological advances during the forecast period. The most prominent end-user industries of cloud encryption software are banking, financial services, and insurance (BFSI); manufacturing; professional services; healthcare; and governments.

Cloud DVR records videos that are stored on centralized cloud storage, which can be accessed as per the requirement of the user, irrespective of time and place or device. Cloud DVRs are widely used to store TV shows and videos in the service provider data center. Conventional DVRs have many pitfalls, such as storage limits and simultaneous video saving and broadcasting limits, which depend on the number of tuners used. For example, if a conventional DVR possesses two tuners, only a single show can be watched, while another has to be recorded.

The video editing software helps users edit videos, rearrange different shots, add titles and transitions, apply filters, and upload music and other functions. Similarly, the audio editing software helps alter the length, speed, and volume of audio files and create loops in them. The global audio and video editing software market includes only the non-linear editing software offered through one-time perpetual license purchases or recurring subscription fees. The report excludes free and open-source audio and video editing software.

Alumni management refers to the process of retaining and rebuilding connections with former students while increasing the business and improving the school or university branding. Alumni networks of colleges and universities are powerful and influential. Hence, schools, colleges, and universities need to manage their alumni networks proactively. Colleges and universities have a deep repository of student records. In order to maintain a relationship with these students, it is in the best interest of the educational institutions to keep an accurate and updated contact database of their former students.

软件业务收入保持稳定增长。上半年，我国软件业务收入62350 亿 元，同比增长11.5%；利润总额增长较快。上半年，软件业利润总额7347亿元，同比增长15.7%。

上半年，三家基础电信企业完成互联网宽带业务收入1365亿元，同比增长5.4%，占电信业务收入的15.3%，占比较一季度提升0.4个百分点，拉动电信业务收入增长0.8个百分点。上半年，三家基础电信企业完成移动数据流量业务收入3280亿元，同比下降2.3%，占电信业务收入的36.7%。

数字人商业解决方案主要为通用型数字人和定制化数字人，分别应用于高性价比需求和高品质追求用户，现阶段前者市场需求占比高达80%，随着通用型方案定制属性和价格下滑，有望进一步打开数字人市场空间中国数字人行业竞争激烈，市场参与者多元化，厂商呈现竞合关系，覆盖数字人“技术-场景方案-运营” 全生命周期。现阶段行业处 在跑马圈地阶段，头部厂商优势突出，但行业整体处在快速发展阶段，竞争格局未定。根据市场大小和市场渗透度， 数字人行业应用可划分为游戏、娱乐影视、电商零售等成熟增长赛道，文旅文博、教育培训、金融、医疗健康等潜力新兴赛道及其他 待挖掘赛道，主要聚焦于直播、客服等应用场景。

湖北、浙江发文指导低空经济发展，低空基础设施建设将加速。8月6日，湖北省发展改革委印发《湖北省加快低空经济高质量发展行动方案（2024—2027年）》，提出至2027年力争全省产业规模突破1000亿元，全省建成30个以上通用机场和和600 个以上起降场地、150个以上地面基站、1－2个A类飞行服务站。8月7日，浙江省人民政府发布《关于高水平建设民航强省打造低空经济发展高地的若干意见》，同步出台行动方案（2024—2027年）以及要素保障政策措施，提出国资要素政策，推动省属企业结合主责主业组建市场化航空产业发展基金，引导国有资本撬动社会资本投向低空经济、临空经济、航空高端装备制造等航空产业战略新兴领域，组建省低空产业发展平台等。

具身智能是指通过身体与环境的动态互动，实现对世界的感知、认知和行为控制的智能系统。具身智能的科学立论是真正的理解源于行为实践，通过实际的行动和交互，机器或个体才能深刻地理解和具象化场景与概念。

微软FY24Q4季度及FY25仍延续高资本开支，主要满足AI和云产品的增长需求。资本开支上行会提升技术和产能，但也会带来短期财务压力。资本开支增加后大约五个季度对利润产生影响，三个季度后影响现金流。可指示微软的建设周期各指标的时间跨度。微软的折旧及摊销费用也是一直在上升的，在费用影响下可以明显看到虽然短期内ROIC虽然有一定波动，但是长期来看是有明显下滑的。复盘历史股价，从微软开始大幅度投入微软云，到云收入放量期间，对股价的影响只影响了2-3个季度，调整幅度只有12%。基于历史数据，当费用影响现金流的时候，股价可能有所反应，但云收入放量后，市场对这个问题的担忧就会明显缓解。