上周新材料指数涨幅跑输沪深300。上周（6 月1 日-6 月8 日），沪深300 指数上涨1.27%，新材料指数较上周跌0.34%，跑输同期沪深300指数涨幅1.62 个点，半导体材1 料指数较上周上涨2.02%，跑赢同期沪深300 指数0.75 个点，OLED 材料指数较上周上涨2.35%，跑赢同期沪深300指数1.08 个点，液晶显示指数较上周涨4.78%，跑赢同期沪深300 指数3.50个点。

This report on the global CNC metal cutting machine market presents a detailed analysis of the trends, future estimations, and thorough study of the market based on type, end user, and region. The study estimates the revenue generated from the sales of different types of metal cutting machines such as machining centers, lathe machines, gear cutting machines, laser cutting machines, and others. Moreover, it provides information on end users such as automobile, aerospace & defense, electronics, power & energy, and others. In addition, the report includes highlighted regional trends across North America, Europe, Asia-Pacific, and LAMEA. It further provides insights on the drivers, restraints, and opportunities to understand the dynamics and potential of the CNC metal cutting machine market. Furthermore, the report provides information about the strategies adopted by the key players to sustain the competition and increase their market share.

日本率先实现锂离子电池商业化，打开了锂电池在消费电池市场应用的窗口。1991年索尼公司率先实现了锂离子电池的商用化，锂离子电池在能量密度、循环寿命方面以及高、低温性能显著的提升，弥补了其他二次电池在消费电池领域的痛点，从而对消费电池在未来十年大面积应用奠定了基础。

人工智能产业发展在国内受到广泛关注， 但各个地区不顾自身条件， 盲目发展人工智能产业， 很容易带来产业同构、重复建设、产业技术创新能力不强等问题。本报告根据相关产业经济学理论， 建立了由产业要素、产业生态、产业场景和产业环境4 个一级指标组成的人工智能产业吸引力指数评估模型， 并对国内直辖市、副省级城市、省会城市进行了测评，结果显示： 城市吸引力层次较为明显， 形成了五梯队发展格局； 初步形成北京都市圈、长三角、珠三角三大产业集聚区；内地城市产业发展潜力巨大， 有望成为中国新的人工智能集聚地。本报告还提出了中西部城市加快人工智能产业发展、促进东西部人工智能产业合作等建议。

Drive by wire system is also known as the X by wire and is semi-automatic, computer-controlled technology, which is used in autonomous vehicles. This system is used to control the vehicular systems such as handling, braking, steering, and other vehicle motor functions. In addition, electronic components such as sensors and actuators are used to control the vehicular functions and eliminate the need to use traditional mechanical linkages. The drive by wire market is anticipated to witness significant growth over the years, owing to rise in development of autonomous vehicles and development of connected infrastructure. The global drive by wire market is segmented into application, vehicle type, component and region. Depending on application, the market is divided into throttle by wire, shift by wire, brake by wire, park by wire, and steer by wire. On the basis of vehicle type, it is categorized into passenger car, commercial vehicle, electric vehicle, and Off-highway Vehicles. Components are categorized as Actuator, Electronic Control Unit (ECU), Engine Control Module (ECM), Electronic Throttle Control Module (ETCM), Electronic Transmission Control Unit (ETCU), Feedback Motor, Parking Pawl, Sensors, and Others. By region, the market is analyzed across North America, Europe, Asia-Pacific, and LAMEA.

在 2020 年上半年，在新冠疫情一季度快速爆发，经济活动大幅减少，二 季度疫情基本控制，经济活动全面恢复的背景下，A 股经历了较大的波动， 从 2020 年初到截止 2020 年 6 月 10 日，创业板上涨了 22.5%，中小板 上涨了 12.2%，而代表大盘股的沪深 300 则下跌了 1.4%，上证 50 下跌 了 5.1%，而申万计算机指数上涨了 12.7%，其上涨幅度大于上证 50 和 沪深 300，落后于创业板。经过从年初到当前的计算机指数的大幅上升， 申万计算机板块的估值上升明显，其 PE(TTM)已经从年初的 59.7 上升到 71.9。

RCS 虽在 2008 年已有运营商联盟布局，但在 4G 时代无法抗衡互联网 OTT 类 app，飞信等 RCS 业务 虽一度占据大众视野但最终折戟。在 5G 时代，互联网终将向万物互联渗透，RCS 凭借运营商优势、A2P 模式及万物互联优势有望东山再起。2020 年作为 5G 商用元年，新基建促进 5G 基站铺设加速，终端厂 商乐于发售 5G 手机，产业链的率先布局能够有力支撑 5G 消息未来发展。

区卫 IT 处于发展窗口期，两会期间提上新高度，京粤江浙沪等重点五省新一轮 区卫建设规划加速落地，区域医卫新一轮全国性建设可期。相关公司有望借力 本轮建设浪潮实现业绩提升并获得向医保、医院端进一步拓展的优势。