2020 年9 月16 日凌晨1 点（北京时间），苹果于线上召开名为“Time fora Recap”的秋季新品发布会，对外发布了新款iPad 平板电脑系列、AppleWatch 智能手表系列以及Apple One 等软件服务升级，并首次发布5nm A14仿生芯片，而在本次发布会上并没有发布iPhone 新产品。

重点公司：苹果产业链重点公司立讯精密、歌尔股份、信维通信、鹏鼎控股、蓝思科技、领益智造、环旭电子。

本周电子指数(0.69%)整体表现强于沪深300 指数(-1.53%)，其中表现较好的为LED 板块。从细分子板块来看，消费电子加权平均涨跌幅为-0.95%，跑赢沪深300 指数0.58 个百分点；被动元件加权平均涨跌幅为2.70%，跑赢沪深300 指数4.23 个百分点；显示面板加权平均涨跌幅为3.30%，跑赢沪深300 指数4.83 个百分点；LED 板块加权平均涨跌幅为6.10%，跑赢沪深300 指数7.62 个百分点；安防板块加权平均涨跌幅为-0.79%，跑赢沪深300指数0.74 个百分点；电子化学品加权平均涨跌幅为1.98%，跑赢沪深300指数3.5 个百分点。

近期产业趋势：2020H1，全球半导体销售额2082亿美元，同比+6.77%，中国半导体销售额714亿美元，同比+5.47%，全球占比35.52%。受疫情影响，产业复苏有所放缓。

投资建议：维持推荐评级。海外疫情对电子板块业绩冲击影响有限，电子行业上市公司2020年第二季度收入和利润增速均有回升，行业上行趋势不变。我们继续看好5G周期和国产替代趋势下电子行业龙头的业绩表现，建议重点关注苹果5G手机、智能可穿戴设备、第三代半导体、液晶面板和Mini LED等细分板块的投资机遇。

An intelligent virtual assistant (IVA) is a software that is developed on artificial intelligence system. It stimulates or provides responses as similar to human interactions and perform particular tasks such as customer service. Virtual assistants are widely being adopted across industry verticals due to machine learning, deep neural networks, and other advancements in artificial intelligence technologies. The intelligence technology integrated into these systems indicates the capacity for understanding, reasoning, and learning. These three are primary key elements that emulate a customer service agent’s ability to response to queries. IVA systems use various interaction methods, which include text-to-text, speech-to-text, text-to-speech, and speech-to-speech, among others to assist users in executing their respective tasks. The global intelligent virtual assistant market has exhibited notable growth in the recent past. However, it is poised to demonstrate an even more robust growth trend during the forecast period. The report focuses on the growth prospects, restraints, and market analysis. The study provides Porter’s five forces analysis of the intelligent virtual assistant industry to understand the impact of various factors such as bargaining power of suppliers, competitive intensity of competitors, threat of new entrants, threat of substitutes, and bargaining power of buyers on the market.

X-ray technology has been commonly associated with the healthcare and R&D sectors for several years. However, in recent times, technology has expanded into the manufacturing environments, which is helping several end-user industries improve the quality of production. Additionally, with the evolution of digital X-ray variants, the price of equipment and operations has considerably gone down, enabling the rapid adoption of X-ray technologies in the manufacturing environments. Some of the initial industries that pioneered the use of X-ray inspection for quality control include the aerospace and defense and semiconductor industries. The innovation of in-line computed tomography (CT) systems was one of the greatest innovations that led to rapid expansion of X-ray inspection technologies in the manufacturing space. One of the first models of inline X-ray systems were introduced in 2010, by North Star Imaging. At present, in-line CTs have become an industry standard for many automotive manufacturers, electronics manufacturers, and several semiconductor industries, where quality control/assurance is the point of focus for physical testing and evaluation of finished products and raw materials. When North Star Imaging first launched its product, it was claimed as one of the fastest systems of that time, which completed an entire scan in under six seconds.

9 月 15 日消息，阿里巴巴准备已久的“新制造”平台“迅犀”（xunxi.com） 终于即将上线。另据天眼查信息显示，天猫淘宝总裁蒋凡是杭州迅犀数字科 技有限公司的董事长和法定代表人，目前该公司注册资金达 3000 万美元。