The global active optical cable market has witnessed an increase in revenue due to its increased adoption across various regions, on account of its advantages over other communication cables. In optical cables, the information is transmitted through light, which has been reflected due to the total, internal reflection phenomena. The global active optical cable market is swiftly expanding and replacing the copper wires; the technological development in the optical fiber is further expected to enhance the use of active optical cables. The factors that drive the global market growth are rise in investments by governments to improve connectivity within the region drives the demand for higher bandwidth, greater adoption of optical cables in data centers, and advancement in the telecom industry.

回溯中国互联网二十余年的发展历程，互联网技术在电商、社交、搜索、资讯、共享经济、本地生活等诸多领域取得了显著成功。在这些领域，互联网技术适用的业务内容和商业模式可谓千姿百态，但究其本质，其发挥的价值主要体现在“连接”上，即人与人的连接，人与信息的连接，人与商品和服务的连接，从而解决信息不对称的问题。如果将互联网发展分为上下两个半场，那么上半场所依赖的技术能力主要为连接技术，它有力地推动了消费互联网领域的蓬勃发展。而如今，5G商用正推动互联网发展进入下半场，即消费互联网深化和工业互联网起步时期，相应的，互联网主体也将逐渐从C端渗透到B端。值得一提的是，2020年以来，中国经济能够在新冠疫情冲击下得以快速恢复，数字经济的高速发展功不可没。中国信通院最新统计数据显示，2020年我国数字经济规模达到39.2万亿元，同比增长9.7%，大幅高于GDP的增速。从比重看，2020年数字经济占GDP的比重已经达到38.6%，较2019年的占比提升了2.4个百分点，可见数字经济对经济的贡献度在持续上升。

益智能驾驶 车联网加速渗透，车载通信模组市场空间有望充分释放，全球竞争格局呈现出东升西落趋势，并且国内厂商优势明显，未来有望表现强者愈强趋势 。重点推荐：广和通 （收购 Sierra Wireless 车载模组优质资产） 、移远通信 （物联网模组全球龙头 、鸿泉物联 （商用车智能网联龙头 ，计算机联合覆盖 、美格智能 （物联网中军 ）；建议关注 移为通信、高新兴、有方科技、日海智能等。

积极配置半导体设计龙头。①半导体：建议关注设计、制造龙头，包括卓胜微、韦尔股份、兆易创新、紫光国微、北京君正、中芯国际、华峰测控、北方华创、鼎龙股份等。②消费电子：建议关注歌尔股份、立讯精密、蓝思科技、领益智造、联创电子等；③电子周期品：面板建议关注京东方和TCL，MLCC 建议关注三环集团。长期仍持续看好三大运营商基本面向好趋势，中期建议关注网络可视化、光模块、IDC、专网等低估值领域，短期核心资产反弹关注亿联。

昆仑芯片是百度自主研发的云端AI通用芯片，为深度学习、机器学习算法的云端和边缘端计算而设计。基于过去10年在计算芯片领域的积累，百度加大创新投入，致力于在智能计算和半导体领域打造出领军企业，并于近期将昆仑芯片业务拆分为独立公司——昆仑芯（北京）科技有限公司，其在今年3月完成独立融资，领投方为CPE源峰，投资方包括IDG、君联、元禾璞华等，估值约130亿人民币。

虚拟机于20 世纪70 年代被首次推出，指通过软件仿真出一台或者多台计算机的各种硬件，用户可以在虚拟机上安装、运行操作系统和各种应用，并且把对硬件资源的访问转发到底层的硬件上来实现，这样做目的是充分利用大型机系统的集中计算能力。但是到了8、90 年代，x86服务器和Linux操作系统横空出世，相应的，通过廉价的服务器和个人计算机建立分布式计算模型的模式风靡一时，成为新的行业标准，虚拟化被弃之不用。

行业高景气映射至上市公司业绩加速，坚定看好军工板块的中长期空间，优先选择军工高景气子行业兼顾业绩增速、中长期空间作为整体配置的主线，重点包括导弹武器装备、航空主战装备、信息化/军工电子、军民融合等领域。

Many players in the global AI in operating room market have products and solutions which cater to applications such as scheduling, diagnosis, training, and instrument tracking for most of the indications. However, with time, new market entrants are expected to target niche applications and indications. Given the nature and the early phase of developments in the market, many companies have products in the pipeline, and more new players can be continuing their research and development in stealth mode. Thus, it is to be noted that the current market share of companies is subject to change significantly during the forecast period 2021-2030. The following figure indicates the estimated market shares for key players in the global AI in operating room market.

Use of artificial intelligence (AI) technologies such as machine learning, natural language processing, computer vision, and context awareness computing improves efficiency of several activities that fall under the aerospace domain such as flight operations, better customer service, predictive aircraft maintenance, and manufacturing of aircraft components. The aerospace industry is in its initial phase of adoption of AI. The aerospace sector is witnessing increase in number of applications and more disruptive AI models are expected to be developed over years. Artificial intelligence is anticipated to play an important role in minimizing design process duration, prototyping, manufacturing, cutting costs, and is projected to result in numerous enhancements in the aerospace industry in the future.