公有云已形成寡头格局，私有云行业马太效应相对较弱。据Gartner，公有云IaaS 市场CR5 由2015 年的51.6%提升至2020 年的80.1%，寡头特征明显。私有云及混合云给了后来者和中小企业追赶产业浪潮、享受云计算红利的机会。大型公有云厂商由于竞争很难推动底层架构的彼此认证、兼容，同时“公有云优先”的执念导致AWS、Azure 等巨头在混合云市场中处于被动跟随的地位，中小云厂商在混合云市场获得了很好的突围机会。

三大因素推动智能制造迎来重要拐点：（1）5G 技术赋能工业信息化，智能制造技术基础业已成熟；（2）用人成本逐步攀升，“用工荒”现象频频出现；（3）疫情彰显自动化生产意义，催化无人工厂加速落地。

11 月13 日~12 月4 日，申万计算机指数下跌1.01%，全行业排名第24。11 月13 日~12 月4 日，上证综指上涨3.17%，沪深300 指数上涨3.21%，创业板指上涨1.12%，中小板指上涨0.93%，申万计算机指数下跌1.01%，落后上证综指4.18 个百分点，落后沪深300 指数4.22 个百分点，在申万一级行业中排名第24 位。

11 月29 日，在北大数字金融研究中心举办的“数字金融创新与经济发展新格局”系列研讨会暨北京大学数字金融研究中心成立五周年活动上，央行原行长周小川进一步阐释了DCEP 设计思路等问题。

In 2019, the global data center market witnessed strong growth in terms of IT infrastructure spending as well as announcements for the development of multiple large data center facilities with a power capacity of 50 MW on full build. The enterprise adoption of cloud-based services, big data analytics, and IoT services has been a strong force for data center investments in developing countries. The global data center market is mainly dominated by colocation providers, followed by internet and cloud service providers. Many cloud-based services providers are dependent on the construction of facilities by colocation providers to colocate space on a wholesale basis. In terms of hyperscale construction, Apple, Facebook, Google, AWS, Microsoft, Alibaba, Baidu, OVH, and China Telecom are investing billions of dollars in the market every year.

The automobile industry, since the last decade, has been undergoing systemic shifts in the context of engine downsizing, vehicle system electrification, pollution controls, accessibility and health. The market is in close accordance with the economic climate and customer confidence. After the subprime crisis of 2008, the market was experiencing a slowdown, with car prices plummeting between 2010 and 2012, along with big North American OEMs suffering financial difficulties. This emerged from the subprime crisis with car revenues in North America, hitting pre-recession rates. The US, North America's largest economy, has emerged from the subprime crisis and reported steady growth in GDP.