The ground vehicle processor demand is surging around the globe on account of the factors such as the increasing procurement of various ground vehicles for military and law enforcement purposes The rising manufacturing of multiple ground vehicles such as tanks, AFVs, protected patrol mobile artillery rocket launcher, unmanned ground vehicles, etc for military and defense strengthening and preparedness for unwanted geopolitical risks and attacks The modernization of vehicles through integration of artificial intelligence, and advanced communication mapping technologies, etc has also influenced the global ground vehicle processor market

The surgical robotics market is expected to witness tremendous growth over the forecast period primarily due to the increasing prevalence rate of chronic disorders, elevating global population coupled with the geriatric population, improving reimbursement policies, and public initiatives and funding to develop technologically advanced products The market for surgical robotics is divided into three categories, namely, surgical systems, instruments and accessories, and services The growth is expected to be mainly attributed to primary drivers in this market, i e the increasing geriatric population, increasing cases of chronic disorders, rising healthcare spending, and increasing support from governments

The global robotic floor scrubber market is gaining momentum due to the rising demand for effectiveness and efficiency by various commercial and industrial users, high labor costs in developed countries, and stringent norms regarding cleanliness and hygiene in various end-user industries. The popular trend of automation, rising dependence on technology to enhance productivity, and development of advanced technologies such as AI and sensors provide significant growth opportunities for vendors in the market.

The multitude of diagnostic modalities available at present has increased the complexity of clinical decision making which has further emerged as a major risk factor in clinical practice For instance, the advent of multimodality clinical workflows has though provided a plethora of new knowledge and information for the clinicians but also pushed the boundaries of their cognitive capacity The sophisticated tools and diagnostic imaging procedures not only influence the decision quality but also hamper the selection of communication channels and the adoption of new technologies These complexities often result in misdiagnosis and might also lead to discrepancies in designing an individualized treatment regimen for the patients

公共数据垂直模型已经箭在弦上。垂直模型是在通用大模型的基础上， 利用细分行业特有的数据，训练出来的更加适合特定领域、有专门用途 的专用模型。通用大模型解决了各行各业对AI“可用”的需求，而各领 域的垂直模型则真正实现“好用”，是未来更专业的具体应用。这就使 发展公共数据垂直模型成为必然趋势。垂直模型具备了核心的数据壁 垒，因此也获得了较大的社会治理价值和商业应用价值，可以广泛的应 用在政务、医疗、金融等公共数据聚集的行业，大大提升了对应行业的 生产效率。各地政府和重要行业未来更有可能要求在自己的私有云上开 发专属的政务/重要行业垂直模型。

数电票与纸质发票具有同等法律效力。数电票全称为“全面数字化的电子 发票”，从全电发票演变而来，是电子发票的3.0 版本。数电票与纸质发票 具有同等法律效力，无需以纸质形式存在、不用介质支撑、无需申请领用、 进行发票验旧和申请增版增量等。通过将纸质发票的票面信息全面数字化， 将多个票种归并为电子发票单一票种。数电票实现了全国统一赋码和自动 流转交付。

MR 发布在即，产业链再掀高潮。苹果WWDC 2023 已经官宣在6 月6 日至6 月10 日举行，多家媒体报道苹果大概率会借特别活动会发布xrOS 系统以及初代Reality Pro MR 头戴设备。我们认为苹果对于相关芯片、光学、显示等创新技术和顶尖配置 的应用在行业具有标杆效应，同时在技术应用实现从“0”到“1”的突破后，苹果 极强的供应链管理能力将助力成本及价格下探，助力终端出货量级更上一个台阶。

上周（5.15-5.19）半导体行情跑赢主要指数。上周（5.15-5.19）申万半导 体行业指数上涨6.26%，同期创业板指数上涨1.16%，上证综指上涨 0.34%，深证综指上涨0.78%，中小板指上涨0.87%，万得全A 上涨0.72%。 半导体行业指数跑赢主要指数。半导体各细分板块全面上涨。半导体细分 板块中，封测板块本周上涨7.2%，IC 设计板块本周上涨5.3%，半导体设备 板块本周上涨3.8%，半导体材料板块本周上涨3.0%，分立器件板块本周上 涨2.0%，半导体制造板块本周上涨1.0%。

半导体量测设备行业壁垒高，竞争格局较为集中，我国国产半导体量测设备行业发展仍然处于初步阶段。半导体过程控制设备包括检测设备、量测设备和过程控制设备，广义的半导体量测设备包括了Inspection 和Metrology 两大环节。因为半导体量测设备与工艺设备直接挂钩，因此摩尔定律在一定程度上拉动了半导体量测设备的技术迭代。全球半导体量测设备市场规模保持较快增长，6 年CAGR 为12.21%。

LPO 方案解决了高功耗、高成本、高延迟的问题。LPO 功耗相较可插拔光模块下降50%，与CPO 接近。根据Macom 的数据，具有DSP 功能的800G多模光模块的功耗可超过13W，而利用MACOM PURE DRIVE 技术的800G多模光模块功耗低于4W。延迟上，去掉DSP 芯片后，系统减少了对信号复原的时间，延迟大幅降低。另外，相比于CPO，LPO 采用可插拔模块，便于维护，并且可以充分利用现有的成熟技术。