今年 7 月，中央政治局会议时隔两年再度就汇率问题表态，汇率预期管理信号作用强烈。此外，政治局会议关于活跃资本市场、适时调整优化房地产政策等方面的积极表述，有望在一定程度上改善市场的悲观预期，对人民币汇率形成支撑。综合来看，在政治局会议催化、股债市场料将逐步迎来资本流入、美元指数偏弱震荡的三重利好下，我们认为此轮人民币汇率持续贬值的拐点已现。短期内，内外部因素均有所缓和，人民币汇率有望偏强运行，后续升值的幅度或仍取决于经济修复的程度和持续性。

空间计算定义人机交互新范式，将机器中的空间(虚拟空间》和空间中的机器(物理空间》更好地联系在一起，让机腾成为人生活工作中更全面的伙伴，@解决计算设备物理空间和虚拟空间体积的冲奕;2提供更直观的显示和更自然的交互;@实现虚拟空间和真实物理空间的融合;4创建更深层次的连接。空间计算平台通过人、环境、空间计算设备的辆合实现更智能化的控制。空计算平台以环境信息和用户意图为输入，以呈现给用户的虚拟信息和作用在真实空间物体的操作指令为输出，实现直接，复杂的反馈回路，人、环境、空间计算设备形成相互据合的有机系统，提升智能化程度。

苹果在消费电子下游终端具有广泛的市场影响力，通过对新技术的导入及研发，打造行业标杆设计，并通过简洁的工业设计风格，引领行业发展趋势。同时，苹果在各产品系列的操作系统及芯片等软硬件维度均有大量投入，通过自研芯片实现更好的硬件使用体验，凭借生态协同提高用户粘性，从而培育长期稳定的高质量用户群体，并推动软硬件正向循环。

Equipment Type: Semiconductor battery chargers, automotive Industry: All other electrical equipment and component manufacturing The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below

Equipment Type: Semiconductor power conversion apparatus, all other types Industry: All other electrical equipment and component manufacturing The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below

本周（7/10-7/16）消费电子行情整体跑赢部分主要指数。本周（7/10~7/16）申万消费电子行业指数上涨 4.01%，同期创业板指数上涨 2.53%，上证综指上涨 1.29%，深证综指上涨1.36%，中小板指上涨 1.69%，万得全 A 上涨 1.40%。电子行业指数跑赢主要指数。在 31 个子行业中，电子排名第 1 位。3D 打印技术（Three Dimensional print）即三维快速成型打印技术，是一种新型增材制造方式。2021 消费电子领域 3D 打印市场空间为 18 亿美元，渗透率极低成长空间广阔。

Equipment Type: Semiconductor battery chargers, industrial and railroad Industry: All other electrical equipment and component manufacturing The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below

Equipment Type: Ultrasonic equipment, excluding medical and dental Industry: All other electrical equipment and component manufacturing The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below