当前，各种大数据开发利用的技术和政策激励措施缔造了对数据产业规模的巨大想象空间，同时各方都在积极主张自身对数据的权益。美欧围绕当前网络数据交易市场构建和共享交易模式、数据权益分配和控制的规则展开了广泛的讨论，这些讨论有助于我们廓清问题，寻找适当的制度路径以规范和推动大数据产业的发展。

网络空间国际治理在世界范围内的政治博弈中地位越发凸显，参与的行为体从国家扩展到国际组织、私营部门、技术社群，建立国家间机制化、法治化的合作体系成为一大趋势。国家间网络安全政策的分歧凸显了当前网络空间国际治理的困境，以“震网”病毒扩散、“黑客干预大选”等网络安全事件为代表，网络攻击威胁到国家政权的稳定并波及全球。本文从网络安全双边合作的趋势、总体形势和风险评判以及网络安全“命运共同体”战略思想下的中国方案等方面展开论述。

本文记录了我国2018年网络空间安全发展领域的大事要事。

Drone service, also known as unmanned aerial vehicle (UAV) service, is a rapidly growing market for services centered on flying robots that can be commanded remotely or flown independently utilizing softwarecontrolled flight plans in their embedded devices. Commercial drone services or Drones as a Service, are being developed to assist industries such as agriculture, construction, search & rescue, package delivery, industrial inspection, insurance, and videography with tasks such as collecting imagery and measurements and managing or broadcasting events. In the military, UAV applications were created as espionage or reconnaissance vehicles to be utilized during combat. However, the development of this type of aircraft has progressed to include professional videography, surveying, construction, inspection, traffic management, and last-mile deliveries in commercial, civil, and consumer environments. Drone services are also used for firefighting and police work, as well as various types of home monitoring.

The study provides insights into market metrics (unit sales and earned revenues), latest trends, market projections until 2025, and a roadmap to cutting-edge technologies that will drive the future growth of the CT market. The study offers a detailed landscape of industry drivers, restraints, and segments conducive for market growth. The study analyzes the CT market on a global scale, including North America, Europe, Asia-Pacific (APAC), Middle East, Latin America (LATAM), and Africa.

美国芯片巨头英伟达想要收走英国芯片设计公司ARM，困难重重。在各国政府审查还悬而未决之时，这起价值540亿美元的收购案又遭到了业内多个大佬的反对。反对的理由显而易见：两家把控行业上游的巨头结合，存在垄断的巨大风险；但如若收购不成，灰心的不只是这两家公司，还有急着套现的ARM“老东家”软银。

Chip resistors enable the users to limit the current flow in the system or device by installing it in the device. Chip resistors are used to protect the control circuits. The electronic devices which requires high performance functionality and long power back up characteristics are achieved by a chip resistors. Increase in trends in electronic devices and rise in demand for consumer electronics are the major factors that are anticipated to make way for new developments in the chip resistor market. Cost of raw material is one of the limiting factors for the growth of the chip resistor market.

下周核发 10 只新股，建议重点关注宏微科技和千味央厨。宏微科技主要从事于 IGBT、FRED 为主的功率半导体芯片、单管、模块和电源模组等业务。全球半导体行业 2018 年市场规模达到 4,688 亿美元，较 2017 年增长约13.73%。公司是集芯片、模块设计、模块封装测试于一体，具备 IGBT、FRED 规模化生产能力的企业。千味央厨主营业务为面向餐饮企业的速冻面米制品销售。传统速冻面米制品行业快速发展，随着越来越多的餐饮企业进行规模化扩张，速冻面米制品行业将步入新的成长轨道。公司是国内最早为餐饮连锁企业提供速冻面米制品解决方案的企业，在速冻面米制品餐饮企业定制领域已形成较强的市场先发优势。

伴随在IDC、IoT、智慧家庭及云业务等创新领域的持续投入，运营商整体云化、智慧化转型升级有助于行业由渠道向ICT 综合业务转型，行业整体价值链向B 端应用下沉，持续拓展行业边界，提升行业整体估值水平。相关受益标的包括三大运营商中国移动、中国电信、中国联通。C 端看，5G 用户加速渗透，用户DOU 水平开始加速抬升，视频类应用需求仍在增长。同时，整体5G 渗透率仍在快速提升，其中中国移动由于用户大基数水平，后续整体提升空间和速度仍有望扩张。

需求端的爆发与供给端产能扩张受限，推动IC 载板价格飞涨，载板制造厂商直接受益，如20 年10 月以来台湾载板供应商月度营收同比增长保持在20%以上，国内IC 载板厂深南电路、兴森科技等同样有不俗表现。而中长期来看，随着国内晶圆厂持续扩产，直接推动IC 载板市场持续扩容，当下IC 载板市场仍主要以欣兴等占据，国产配套率在10%左右，伴随着下游话语权提升，及国内载板厂产品品阶不断提升，未来国产载板公司具有较高成长天花板。建议关注：国内载板厂商（兴森科技、深南电路），同时关注IC 载板新进入玩家（中京电子、东山精密）。