10 月19 日上证指数上涨0.70%，沪深300 上涨0.98%，创业板综上涨0.56%，中证1000 上涨1.00%。Wind 11 个一级行业分类中，信息技术、工业、电信服务和指数分别实现0.72%、0.45%和-0.29%的涨跌幅。科技及智能设备产业链涉及的11 个Wind 三级行业分类中，排名前三的板块是信息技术服务、电子设备、仪器和元件和软件，分别实现了1.53%、1.36%和1.03%的涨跌幅；排名后三的板块是航空航天与国防Ⅲ、多元电信服务和半导体产品和半导体设备，分别实现了-0.51%、-0.29%和-0.15%的涨跌幅。

以21Q3 财报为起点，“基数正常化”+“成长高持续”+“核心公司拐点”将使得计算机行业价值逐步凸显。站在当前时点，我们看好云计算核心赛道“商业模式+业绩”持续稳健发展，看好网安全年收入高增速及医疗IT 业绩拐点带来的估值性价比。计算机行业公司即将陆续发布2021 年三季报，我们通过对行业整体及对细分赛道进行分析，分析2021 年三季度计算机行业整体趋势，并进行业绩前瞻。

当前，基于产业界各方持续推进，全球5G 技术和产品日趋成熟，原材料设计及研发、芯片、系统、终端、网络部署、商用试点及应用拓展等产业链各环节稳步发展，研发创新水平不断升级，产业成熟度不断提升。

The global AI in operating room market is in the initial stages with significant potential for growth during the forecast period, 2021-2030. The current market landscape involves hardware and software solutions that are deployed in operating rooms with AI and computer vision technology supporting the surgical teams to improve the output with added safety. The current barriers for conventional operations include factors such as lack of resources, training, languages, staff turnover, and the available skill level. AI solutions deployed in the operating room can stay up to date with surgical events and cross-check them with a large database of information. Thus, it can aid the surgical team in planning the next steps and predict outcomes. There are other types of algorithms that perform other functions, such as operating room management, scheduling, and tracking.

Home automation system refers to automatic and electronic control of household features, activity, and appliances. In addition, home automation is a network of hardware, communication, and electronic interfaces, which work to integrate smart devices with one another via Internet. Every device has sensors and is connected through Wi-Fi, so anyone can manage them from a smartphone or tablet. This allows to turn on lights, lock doors, or even turn down heat remotely. Home automation and controls system is an automatic centralized control system. This system finds application in heating, ventilation, & air conditioning; lighting; and security & access control. Increase in demand for energy efficiency and maintenance of secure & safe environment with enhanced user convenience in various industry verticals boost the market growth.

Ethernet switch is a multiport network switch that connects all the computer networking devices together on a computer. It forwards the data only to its destination port where it is required unlike Ethernet hubs which forward the data to all the ports irrespective of the requirement. Ethernet switches are broadly classified into two main categories modular and fixed configuration. Modular switches enables to add expansion modules into the switches as needed, thereby delivering the best flexibility to address changing networks, whereas fixed configuration switches are switches with a fixed number of ports and are typically not expandable.

本监测报告内容覆盖智能制造装备总体产业，包括智能测控装置、关键基础零部件、智能化高端装备和重大集成智能装备等智能制造装备的细分产业；以关键制造环节的智能化为核心，以端到端数据流为基础，和以网通互联为支撑。包括智能产品、智能生产、智能工厂、智能物流、各类智能机器人等。

投资建议：在我国数字化、智能化发展的大背景下，我国网络安全行业也面临着新变革。线上化、云化提速让安全边界变得更为模糊；工业 互联网和智能制造的发展也使得工控领域的安全风险持续暴露；产业数字化带来的数据资产快速积累，安全防护的重心也在向数据安全迁移。 同时，国内网络安全监管进一步趋严，网络安全法律法规与行业标准正在密集出台，尤其是对新安全领域的防护，如数据安全、车联网安全 等，要求更为严格。国内网络安全行业也正在顺应变化，加快技术研发投入，发力新安全领域，高景气发展将持续。强烈推荐启明星辰，推 荐深信服、安恒信息和绿盟科技。同时，重点关注市场竞争加剧的风险、技术风险和下游客户IT支出不及预期的风险。

投资建议：建议关注半导体设备投资标的：上市公司有北方华创、中微公司、华 峰测控、芯源微、至纯科技、长川科技、华兴源创、盛美半导体、精测电子、万 业企业（凯世通）、晶盛机电、光力科技、ASM Pacific，非上市公司有屹唐半导 体、华海清科、沈阳拓荆、上海微电子、睿励科学仪器、东方晶源。