今年初至3 月11 日，沪深300 指数上涨20.89%，通信板块整体上涨39.20%，其中通信设备子板块上涨40.60%，通信运营子板块上涨33.31%。通信行业跑赢沪深300 指数8.3 个百分点，在申万28 个子行业中涨幅居前。子板块中通信设备子板块表现强势，主要今年以来的行情主线集中在5G 建设方面，而设备类是通信投资周期初期的重点关注领域。随着年报公布，行业整体业绩改观明显，板块一直处于稳步走强的趋势中，在整体活跃的市场行情中，较为突出。

科技创新是支撑经济中心地位的重要驱动力，核心科技和尖端人才是发展的制高点和综合竞争力的体现。新一轮科技和产业变革正在加速演进，人工智能、互联网、大数据、生物工程和基因技术等核心技术蓄力待发。国家设立科创板和试点注册制，重点支持新一代信息技术、高端装备、新材料、新能源、节能环保以及生物医药等高新技术产业和战略性新兴产业，推动互联网、大数据、云计算、人工智能和制造业深度融合，引领中高端消费，推动质量变革、效率变革、动力变革。科创板作为国家层面的顶层未来有望设计助力资本市场完善，为实体经济和科技发展提供支撑。

A data center is a premise built of networked computers and storage that organizations from various fields use to organize, process, store, and disseminate massive amounts of data. A business usually depends heavily on the applications, services, and data contained within a data center making it the point of focus and a vital asset for day-to-day activities. The data center chip is one of the components that is required in the premises. This is usually found in the server area within a data center. The companies operating in the market have adopted strategies such as collaboration, partnership, product launch, expansion, and acquisition to increase their market share and expand their geographical presence.

近年来，电商在消费品渠道中的占比日益提升，但现有第三方数据统计更多的集中于线下渠道，投资者对线上数据的跟踪需求得不到有效满足。所以，我们对淘宝平台家电行业的主要品类单月销量、均价，主要品牌及对应官方旗舰店的表现等数据进行了整理和分析，供投资者参考。

作为 AI 时代的两个主要的入口，计算机视觉是 AI 行业最具商业化价值的赛道，智能语音产业即将进入爆发期。

本周，计算机（申万）指数下跌3.61%，上证综指上涨1.75%，创业板指上涨0.49%。期间，上证指数基本处于震荡格局，而创业板指创出1789.16点新高后也出现回落。板块方面，按流通市值加权平均，房地产、建筑材料涨幅均在6%以上，计算机领跌。本周涨幅前五的个股是数字认证、御银股份、朗新科技、云赛智联及航天长峰；跌幅靠前的是大智慧、浪潮软件、飞利信、北信源、汉得信息。 

医保局融合人社部、卫健委、民政部、发改委等多部委职能。从医保局职能来看，直接驱动三大信息系统升级或新建。

Artificial intelligence (AI) has been the most progressive technologies since its introduction in the 1950s. It is associated to human intelligence with similar characteristics such as language understanding, reasoning, learning, problem solving, and others. Manufacturers in the market witness enormous underlying intellectual challenges in the development and revision of such technology. It is positioned as the core of the nextgeneration software technologies in the market.

Data and analytics leaders use web and mobile app analytics to analyze customer behavior, application performance, and usage patterns to improve the digital customer experience. Organizations of all sizes use app analytics to see how users interact with their products. App analytics software captures and visualizes tremendous volume of data generated by the organizations. In addition, it captures the data from multiple sources, which is critical as their code and data are often scattered across operating systems, devices, networks, and servers. An increase has been witnessed in the adoption of app analytics software among the companies that use a centralized dashboard to view their app data, which further fuels the growth of the market.