相对看好三个子行业的机会：人工智能、工业软件、网络安全。人工智能行业边际改善；工业软件迎来新的发展机遇，同时景气高；网络安全行业今年在多重因素影响下保持快速增长。中小市值公司与大市值公司预计风格将逐渐平衡。

The surgical equipment market has witnessed significant changes with evolving technology such as minimally invasive surgeries, surgical robotics, and the introduction of power assisted surgical tools. These technologies exemplify the recent and unique advancements in the field of medical devices and strengthen the effectiveness of surgical procedures. Moreover, high susceptibility of geriatric population to various chronic disorders boosts the growth of the surgical equipment market. This report provides a detailed analysis of the global surgical equipment market, including market estimates and trends through 2027. It covers the surgical equipment by type, application, and region. The different types of surgical equipment included in this report are surgical sutures & staplers, handheld surgical instruments, and electrosurgical devices.

A stylus is a pen-shaped electronic instrument with a round design that moves smoothly across different touchscreen devices. This instrument is used to navigate on a tablet, phone, or interactive white boards. It is widely used for variety of work such as write in apps for taking notes, drawing, swipe for navigating, touch & hold to copy and paste, and tap on touchpad or screen keyboards to select button choices. Stylus pen allows quick & easy data storage in digital form in touchscreen-based electronic gadgets, owing to the fact that information or data written in analog form automatically gets changed into digital form, which makes it fit for wider usage across different industry verticals.

Hearing aids are mainly battery-powered electronic devices that are designed to relieve the strain of hearing for individuals suffering from hearing disabilities. These devices are available in small sizes and are easy to wear in or behind the ear. Usually, a hearing aid works with its three core components, which includes: › A microphone that picks up sound around the user › An amplifier that makes the sound louder › A receiver that sends these amplified sounds into the ear of the wearer.

Contract manufacturing in the medical device market is an outsourcing method in which a company manufactures a medical devices or parts of medical devices. The development in medical devices by contract manufacturing with third parties reduces the product development costs. Several companies have been benefitted by reduction in large capital expenditures on machinery to build a product and operational cost associated with running the machinery. A crucial component of medical device manufacturing is the speed at which it can be commercialized. Contract manufacturing plays a vital role as it enhances the speed by providing companies with on-demand access to the processes, labor, and manufacturing technologies. Single source contract manufacturing has the capability to further speed time to market for medical device manufacturers. However, it is also essential to have an ideal partner to trust with the entire design and development process.

中信证券研究部前瞻研究团队持续跟踪全球科技前沿。“全球科技产业”周报重点关注中美科技互联网巨头变化，以及全球科技产业前沿动态。我们重点关注的科网巨头公司包括：苹果、亚马逊、微软、谷歌、特斯拉、奈飞、英伟达、华为、腾讯、阿里、字节跳动、小米、三星等。

根据中汽协数据，3 月新能源车销量 22.6 万辆，同比+238.9%，环比+106.0%。两端市场持续打开，据乘联会数据，3 月新能源乘用车零售销量 18.53 万辆， 同比+244.4%，环比+92.0%。电动化加速渗透，驱动因素切换进一步验证。自主电动化加速，合资品牌电动化即将爆发。全球电动化在欧洲碳排放政策叠加超强补贴、中国双积分政策及供给端 优质车型加速、美国新能源高额投资规划下，未来行业产销仍然维持高增速。

中国电信 A 股上市获股东大会通过，国内三大运营商进入重要二次转型时期， CT 属 性向 ICT 属性全面渗透；SpaceX 星链计划再进一步，国内产业链推进或提速。中国电信 A 股上市获股东大会通过。SpaceX 星链计划再进一步，国内产业链推进或提速。

2019 年下半年开始，中国提速降费周期结束，国家对运营商政策 转为高质量增长，且在 2020 年下半年提出反垄断政策。中国运营商使命是用 5G+云网赋 能各行各业，提升社会数字化水平，强调商业逻辑和市场化。