上周计算机行业(中信)指数下跌3.82%，沪深300 指数下跌2.19%，创业板指数下跌3.59%。年初以来我们一直的观点是：主线行情围绕科创板推出背景下政策驱动板块的龙头价值重估（主要是估值重估和业务风险重估），而不是优先考虑产业驱动方向（业绩驱动）。随着中美贸易谈判进展，目前时点重点推荐有望加速推进的安全可控和网络安全，我们认为安全可控有望成为计算机行业未来两三年的大主线方向，同时考虑市场风险偏好回落，推荐业绩驱动的云计算板块。个股建议：安全可控首选四大央企中国软件、中国长城、卫士通、太极股份；网络安全重点推荐卫士通、绿盟科技、启明星辰、美亚柏科，关注深信服、南洋股份、北信源、中孚信息、中新赛克、数字认证、格尔软件等；云计算重点推荐用友网络、科远股份、汉得信息、东方国信等，关注云计算产业链的浪潮信息、中科曙光、宝信软件、光环新网、金蝶国际。

扩展了SaaS 软件的使用边界。传统软件大多集中在ERP、人力和安全等几个行业。SaaS 模式的软件标准化程度高，部署在云端，方便了用户的使用，扩张出新的软件使用范围： CRM、HRM、安全、协同和垂直等众多领域。截止2019 年5 月11 日，68 家新兴SaaS 公司总市值为6404 亿美元。

2019 年1 月18 日，在2019 中国软件产业年会上，工信部副部长陈肇雄指出，软件是新一代信息技术产业的灵魂；2019 年3 月7 日，工信部副部长王江平在全国政协十三届二次会议上提出国家正在规划中的“整芯助魂”工程，软件是“整芯助魂”工程规划的一个重要主题。2018 年我国工业软件的市场规模已经达到1603 亿元，但我国工业软件市场规模仅仅是全球工业软件市场规模的十九分之一，未来发展空间巨大。工业软件是工业互联网核心能力。

Managed print services (MPS) are used to gain visibility and control of the printing infrastructure, which helps the organizations to save money and boost productivity. These services also help improve environmental sustainability and document security. MPS usually begins with requirement gathering process. The next step includes a partial or complete replacement of existing hardware, which includes scanners, printers, faxes, photocopiers, and multifunction (MFP) devices. The service provider oversees the printing environment, services hardware, and provides parts and supplies. An MPS provider may also monitor and report on usage, problems, and user experience.

The exponential growth in the number of smart phones and mobile devices has directly created a vast base for the gamification market. This growth is also supported by the increasing recognition of gamification systems as a method to architecture human behavior, in order to induce innovation, productivity, or engagement. The use of gamification systems has also extended beyond its traditional scope of marketing, as now, they are extensively used in advance applications, like crowd sourcing.

Fusion sensors have made it feasible to derive more accurate information from sensors, which were prone to errors, due to functioning in a noisy environment. Fusion sensors acquire information by the combination of various sensors on the board of a system, which function as standalone sensors.

The market studied has expanded rapidly over the last few years, due to a considerable rise in the number of accidents and thefts, which have led to government mandating the installation of dashcams. Dashboard cameras have evolved from the first cameras installed on police cars in the late 1980s. They were primarily analog cameras that did not have memory cards and recorded on VHS cassettes. The industry transformed drastically in the 1990s, when citizens began to install dashcams and use them to record driving instances. The advancements in technology have led to many improvements in dashcams, such as highquality video output and cost-effectiveness.

Fire safety has become a very important aspect in designing modern buildings when compared to buildings built 70 years ago since automatic fire detection and escape routes were rarely built into them. In terms of revenue, the global smart smoke detector market is expected to grow at a CAGR of 12.68% during 2018−2024. Developments in smoke detectors and smoke alarms began in early 1922 with observations by Greinacher and later by Walter Jaeger in 1930. Before the introduction of fire safety equipment such as smoke detectors, fire alarms, and sprinklers, among others, fires resulted in a humongous loss of human life and property. In 2017, according to the NFPA, out of 1,319,500 fires cases in the US, 499,000 were building fires, i.e., an increase of about 5% from 2016.