尽管2020 年下半年股价表现一般，但行业大逻辑其实一直没有破坏！1）2020H2 医疗IT领军个股股价均跑输计算机指数，主要由于公开订单统计显示，传统业务院内信息化新增订单累计同比相比2019 年打平或下降；2）我们认为订单下滑主要由于疫情后医院收入下滑，投向信息化建设即使比例提升，但绝对金额减少；3）目前医疗IT 行业核心逻辑为医保控费前提下，医院信息化投入提升，这一大逻辑在2020 年后并没有被破坏。

2020Q4，公募基金持仓计算机行业（申万一级）市值952.09 亿元，环比20Q3增长6.63%，同比19Q4 增长113.20%，持仓规模处于近2 年高位水平，但低于2020Q2 峰值1056.22 亿元。

投资观点。随着业绩预告和快报的陆续出炉，业绩增速作为公司和赛道景气度的重要参考指标成为1 月份板块走势的重要指引，涨幅和跌幅最多的公司均具有较为明显的业绩变动情况。

The military robotic and autonomous systems market is segmented into three major platforms: unmanned aircraft systems, unmanned ground and robotic systems, and unmanned maritime systems. These platforms are now significantly used for tactical and strategic operations of defense forces across the globe.

Lidar, or light detection and ranging, is a remote sensing method leveraged for measuring the distance of an object. According to the American Geoscience Institute, a lidar makes use of a pulsed laser to calculate an object’s variable distances. These light pulses generate accurate 3D information when the information from the lidar systems is put together. A lidar sensor depicts numerous advantages, such as a better range, accuracy, field-of-view, positioning, night-time performance, and weather conditioning, over other sensor systems. However, lidars face operational limitations while detecting signs and differentiating between obstacles. Owing to this fact, lidars are used in sensor fusion-based systems, i.e. the combination of lidars, cameras and ultrasonic sensors, among others, is used for the precise autonomous operations. Furthermore, lidar manufacturers are working on the development of lidars with higher resolution to improve the performance of the lidar based vision systems. The lidars can be classified on the basis of technology

Vital signs provide critical information about a patient’s health to identify acute medical problems, an indication of chronic disease state, and to understand how the body copes with physiological stress. The normal ranges of the four major vital signs (body temperature, blood pressure, pulse, and breathing rate) vary with age, gender, weight, as well as the overall health of the person. As vital signs can easily be monitored at home, it can assist individuals in early diagnosis of various medical conditions. This will make them undergo the required medical treatment on time without any further delay. The global vital signs monitoring devices market is expected to witness significant growth during the forecast period, owing to an increase in the importance of vital signs monitoring devices in home care settings and improved reimbursement scenario in developed countries. In addition, an increase in the geriatric population and a rise in the prevalence of cardiovascular disorders such as hypertension and other pre-existing health conditions, including COPD, sleep apnea, and infectious diseases, are fueling the demand for vital signs monitoring devices across the globe. Moreover, an increase in the use of vital signs monitoring devices for fitness monitoring and a rise in ambulatory surgery centers across various countries, which use vital signs monitoring devices routinely, fosters the market growth.

The following standards and guidelines play a vital role in the design, adoption, and operation of data center cooling solutions and other related infrastructure. › Uptime Institute: The Uptime Institute is involved in certifying the data center property based on its design, development, operations, and reliable and redundant capabilities. It certifies data centers based on Tier I to Tier IV levels. Uptime certifies new facilities and existing ones. This certification is gaining importance among data center service operators. Irrespective of the certification, facilities operating N+1 redundant infrastructure are called Tier II/Tier III