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.

受益5G产品对元器件需求增加、汽车电子及消费电子拉货带动，以及疫情后产业链补库存，全球半导体产业链景气度较高。中游台积电、联电及中芯国际等晶圆厂产能满载，带动下游封测厂产销两旺，20 年Q4 整体产能供不应求状态，封测龙头企业已经开始逐步提价应对市场产能紧缺。

11 月30 日-12 月4 日当周，电子行业较上周反弹，周涨幅达2.82%。PCB和被动元件领涨，周涨幅超6%，市盈率上，分立器件、半导体板块仍居前列。半导体涨价潮仍为市场核心关切，功率半导体龙头华润微周涨幅达19%，居重点股公司第一，通富微电、澜起科技等相关个股位居top3。此外，PCB板块，消费PCB 迎苹果备货景气，汽车需求复苏，板块龙头生益科技周涨幅为6.7%。面板行业延续高景气。