公司以计算机视觉技术为起点深耕 AI 技术，赋能千行百业的商业化落地。我 们认为，公司不断加强产品和技术的协同迭代，增强对细分赛道的把控力，作 为 AI 龙头公司，有望充分受益行业的高景气发展，未来成长可期。

大市场高增长，巨头优势显著。据弗若斯特沙利文报告（转引自京东健康招股书）， 中国2019年医疗健康支出总额达到人民币65200亿元；预计2019-2024年，中国在线零售药房市场 CAGR达34.2%，在线问诊市场预计CAGR达77.4%，电商巨头目前具有较大先发优势。

9 月 21 日至 9 月 25 日，中小板指数下跌 3.05%，沪深 300 指数下跌 3.53%， 创业板指数下跌 2.14%。计算机板块下跌 4.67%，其中，计算机设备板块下 跌 5.15%，计算机应用板块下跌 4.56%。

RPA是Robotic Process Automation（机器人流程自动化）的简称，是指可以模拟人类在计算机等数字化设备中的操作，并利用和融合现有各项技术减少人为重复、繁琐、大批量的工作任务，实现业务流程自动化的机器人软件。

特斯拉CEO 马斯克对高能量密度（400Wh/kg）动力电池的量产表示乐观，多线索指向硅纳米线（用作锂电负极）技术路线、斯坦福大学著名学者Y.Cui 研究团队及电池初创公司Amprius。

日本産值表現：2020年以來，受惠於5G、人工智慧（(l)等應用持續發展，帶動高效能運算晶片出貨持續增温，且新冠肺炎疫情明顯推升遠距工作、練上學習及影音娱樂等宅經濟需求，促使筆記型電腦、基地台、伺服器及網通設備等出貨表現顯著增加，帶動以伺服器、個人電腦處理器為主力應用的日本℃載板廠商出貨持續成長，此外，記憶體載板需求穩定提升，加上5G單晶片對於BT載板的層數持續提升，使得BT載板需求仍具支撑，有助於降低因智慧手機市場需求走弱所帶來的衝擊，帶動日本℃載板2020年上半年産值成長轉趨勁。

Wireless sensors offer several advantages, such as accuracy and reliability, with the help of various innovative technologies, such as RFID and Bluetooth, in addition to the potential to make electronic devices easy to integrate. As a result, they gained significant traction in the past few years. These sensors are mostly used in factory settings for data monitoring of production flow. These also find applications in defense, building automation, and other industries, like materials handling and food and beverage. Due to the increasing quest for new energy sources, government regulations, renewable energy development, and rapid technological advancements, the wireless sensors market is propelling. Wireless sensors are considered a vital component in smart grids for remote monitoring of power lines and transformers, where they are put into service to monitor line temperature and weather conditions. Industrial automation and demand for miniaturized consumer devices, such as wearables and IoTconnected devices, among others, across regions, are among the significant factors driving the wireless sensors market. Due to the increased government regulation for the increased use of the sensor for safety, the demand for wireless sensors is growing. For instance, the areas with challenging environmental conditions, such as extreme high pressure, high temperature, etc. With the help of the wireless sensors, it becomes easy to control and monitor the facility from a safe distance continually. They help to acquire the data from the locations, which are difficult to access.

Smart greenhouse is a concept of greenhouse that cultivates crops without human intervention. Crops in a smart greenhouse grow without adjustment of climate or any human interference by any means for a particular period. The smart greenhouse uses various microprocessors and sensors to perform functions such as controlling temperature and irrigation system. The key objective of the smart greenhouse is to enhance the productivity of the farmers and to produce better framing outcomes. Increase in popularity of organic food across the globe and surge in adoption of IoT and artificial intelligence by farmers and agriculturists drive the growth of the market. In addition, ease of crop monitoring and harvesting fuels the growth of the market. However, high investment costs owing to deployment of expensive systems in smart greenhouses hamper the growth of the market. Furthermore, rise in adoption of vertical farming technology and increase in publicprivate partnership in the agriculture sector is expected to provide lucrative opportunity for the market.