Bluetooth headphones are wireless audio devices that use bluetooth technology to connect to audio sources like smartphones, tablets, laptops, and other devices. They allow users to listen to audio content without being tethered by wires.

A phacoemulsification device is an ultrasonic equipment that has been accepted as the gold standard for cataract surgical procedures. It is a mechanically assisted extracapsular technique used for cataract extraction. Phacoemulsification is a common indication performed during cataract surgery and enables easy implantation of IOL in the posterior chamber. Using this device, the cataract is extracted through a 3.0 millimeters (mm) incision. The ultrasound waves break the cataract into smaller pieces and allow a small incision. Phacoemulsification helps in significantly shortening the recovery period and involves lesser pain when compared with conventional cataract procedures. It also conserves the posterior chamber, and vitreous body and avoids retinal detachment

A laptop is a small-sized mobile PC with a thin LED or LCD screen and an alphanumeric keyboard. Laptops are generally used for a variety of purposes, such as work, education, multimedia consumption, Internet surfing, and gaming. Based on type, the market has been segmented into traditional and 2-in-1 laptops. A traditional laptop is generally in the form of a clamshell, with a keyboard and a screen facing each other on the inner sides. 2-in-1 laptops integrate the capabilities of a laptop and tablet into one device and are often equipped with energy-efficient processors and a large number of ports.

Holter monitors are battery-operated portable devices that measure and record the heart’s activity continuously for 24 to 48 hours or a month or longer depending on the patient’s condition.

Analog security cameras are used for video surveillance. These cameras monitor the perimeters of various areas and provide information in the form of images and videos. They are used to oversee spaces of properties such as houses, schools, retail shops, banks, restaurants, airports, parking spaces, hospitals, streets, parks, rivers, traffic junctions, and squares. An analog security camera records the captured content on a digital video recorder (DVR) and also can be connected directly to a regular television (TV) or monitor.

A股半导体在2023年处于周期与周期的底部，2024年大概率有所好转。回顾2023年年初至今的指数表现，A股申万半导体指数震荡下行，在全年涨幅个股来看，半导体150只个股有6只个股实现100%以上涨幅，最高实现383%的涨幅，涨幅居前的细分赛道主要是存储、设备、AI芯片。目前半导体市值居前的板块集中在晶圆代工、AI芯片、设备、CIS、存储等领域，公募基金持仓集中在市值较大的板块以及各个细分赛道龙头标的。

什么是射频电源？是用来产生射频电功率的电源。核心作用—通过产生高频电磁场，将在低压或常压下的气体进行电离、从而形成等离子体。由于不同气体产生的等离子体具有不同的化学性能，从而在腔体内部实现不同的工艺需求。下游应用：射频电源被广泛应用于半导体工艺设备、LED 与太阳能光伏产业、科学研究、射频感应加热、医疗美容、常压等离子体消毒清洗等领域。工作频率一般处于 2MHz 至 60MHz 之间。

12 月 15 日，国家发改委研究起草了《“数据要素×”三年行动计划（2024—2026 年）（征求意见稿）》，提出要将 2026 年底数据产业年均增速超过 20%，数据交易规模增长 1 倍设为总体目标，并就数据要素在各行业的拓展行动做出规划。实施“数据要素×”行动，推动数据在多样场景中发挥乘数效应。《征求意见稿》提到，近年来国内数据发展存在场景释放不够的问题，数据具有规模报酬递增、非竞争性、低成本复用的特点，作用于不同的主体与不同的要素结合，可产生不同程度的倍增效应。因此《征求意见稿》 中将通过实施“数据要素×”行动推动数据在不同场景中发挥乘数效应，其重点行动共包含了数据要素×智能制造，气象服务，智慧城市，绿色低碳等 12 个领域，积极转化数据基础资源优势为经济发展新优势，推动数据要素价值创造的新业态成为经济增长新动力。

展望 2024 年，通信板块建议关注通信与计算加速融合下的新机遇，重点看好三个方向：一、关注国产化技术和生态突破带来的结构性机会，包括华为智能计算产业链、华为智能汽车生态链，以及新型通信技术商用崛起的新生态赢家 包括 5.5G/6G、卫星互联网、星闪等领域；二、关注长期趋势确定同时短期具备安全估值边界的细分板块，包括行业渗透率较低并处在加速趋势下的 AI+散热、边缘计算（模组+边缘算力）、车载激光应用等；三、数据要素价值即将充分释放，关注运营商战略配置价值。

2023 年 11 月通信行业指数强于沪深 300 指数。通信行业指数 11 月上涨 1.95%，同期上证综指上涨 0.36%，深证成指下跌 1.39%，创业板指下跌 2.32%，沪深 300 指数下跌 2.14%，通信行业指数强于上述主要指数。电信业务收入和业务总量增速小幅提升。（1）截至 2023 年 10 月，5G 移动电话用户达 7.54 亿户，占移动电话用户的 43.7%，占比较 2022 年底提高 10.4pct。未来 5G 移动电话用户占比仍具备较大增长空间。（2）移动互联网流量增速较快，10 月 DOU 值创新高。2023 年 10 月 DOU 达到 17.81GB/户·月，同比增长 10.5%。随着 5G 渗透率提高，未来 DOU 或维持高位。（3）固网宽带接入用户数量稳步增长，千兆用户规模持续扩大。截至 2023 年 10 月，千兆用户占比为 23.7%，高速率用户占比未来仍有较大增长空间。