医疗信息化行业2018Q3 订单再迎加速，订单总金额12.26 亿元，同比增长131%，行业2018 年前三季度订单总额已达27.28 亿元，实现同比增速87%。订单高增长持续验证行业景气度提升，行业内上市公司业绩基石已筑，未来有望持续超预期。

上周计算机行业(中信)指数上涨7.21%，沪深300 指数上涨3.67%，创业板指数上涨6.74%。目前市场政策底已基本确立，市场信心恢复风险偏好上行，中期看科技强国路线非常确定，政策力度有望持续超预期，计算机行业作为高贝塔板块，本身业绩受贸易战直接影响较小，有望成为反弹领涨板块。三季报行业单季营收增速为25.4%，相较Q2 单季增速24.4%略有提升；扣非归母净利润增速为19.9%，相较Q2 单季的4.0%明显提升，龙头公司靓丽业绩缓解市场对后周期性的担忧。

 三季报前瞻核心预测得到印证：（1）行业增速中规中矩，净利润总额同比增长11.1%，Q3 单季净利润增速中位数5.7%，环比均略有下降；（2）对云计算和AI 增速看好，净利润增速为20.2%（总量法），实际增速领先大

多数板块。按可比口径，AI 板块增速29.9%，超出前瞻时25.4%的预期。显示AI 经历近一年泡沫后低谷期，已进入稳步发展期。近期叠加政策面暖风频送，建议重视AI 领域投资机会。

在补贴退坡背景下，２０１８～２０２０年是新能源汽车产业发展最后的政策红利期，也是产业发展由政策驱动转向市场驱动的动能换挡期，新能源汽车市场的稳定健康发展十分重要。新能源汽车的推广应用受到政策环境、技术环境与基础设施配套环境等因素的影响，本文在把握关键影响因素未来预期的基础上，分乘用车、客车、专用车三大领域剖析未来三年的市场演变趋势，利用基于主体的系统动力学模型对新能源乘用车市场运行特征加以模拟，结合国家发展规划，最终预测得出２０１８～２０２０年新能源汽车销量分别为１００万辆、１５０万辆和２００万辆。

发展新能源汽车是引领汽车产业转型升级的突破口，只有加大产品研发力度，认真研究政策，尊重市场规律，开发满足消费者各种需求的新能源汽车产品，才能使我国新能源汽车产业进入高质量发展阶段。本报告运用综合指数法和层次分析法，基于２０１７年主要发达国家新能源汽车产业数据和专家打分，评价中国新能源汽车产业竞争力指数。２０１７年中国新能源汽车产业国际竞争力相比２０１６年有小幅提升，竞争力指数排名由２０１６年的第四位升至２０１７年的第三位，新能源汽车支持政策不断出台使得新能源汽车产业发展速度和市场需求量大幅度提高。产业竞争力指数直观且宏观地体现了我国新能源汽车产业的现状和未来发展态势，已经成为判断我国新能源汽车产业发展方向的风向标。

Image guided interventional systems are categorized based on product type as single plane systems and biplane systems. The single plane systems provide high quality 2D images, however, it can provide 3D images as well, but quality of imaging is low. Biplane systems provides a rich quality 3D live imaging and help in interventions that require highest precision. The image guided interventional systems are categorized based on modality as intraoperative MRI scanner, intraoperative CT scanner, vascular interventional systems, intravascular ultrasound, fractional flow reserve and instant flow reserve, intraoperative ultrasound scanner, endoscope systems, fluoroscopy, other modality (hybrid & digital systems). These systems provide image and guide a surgeon during surgery or any intervention. The introduction of ultra HD imaging has enhanced the success rate of the cardiology, neurology, gastroenterology, and other application-based interventions.

The market dynamics section of the report examines the diverse factors which govern the demand and supply of products and services in the global free space optics communication technology market. This analysis will provide an in-depth understanding of the direction in which the market is headed and the impact of various factors on the same. This section covers the market dynamics – namely the drivers, restraints, and the opportunities in the global free space optics and communication technology market, listing and analyzing several factors that positively and negatively affect the market.