Mate 60 Pro首次实现了消费端卫星通话功能，此前主要应用于特殊行业市场；u 根据中国电信集团数据，2022年，从地面基站覆盖角度来看，全球移动通信网络仅覆盖不到20%的陆地区域和不到5%的海洋区域；我国仍有约一半的陆地区域无基站信号覆盖。通过卫星广覆盖能力，用户可以在偏远地区或是通信信号无法覆盖的地方进行通话。

专注电子产品及解决方案，客户广泛产品多样。公司是亿道集团旗下子公司之一，自创立以来专注于加固手持终端、加固平板电脑、加固笔记本电脑、工业终端设备等的产品和解决方案，目前亿道信息约有员工近 300 人，业务遍及 70 多个国家和地区，与 lntel、Microsoft、 Google、Qualcomm、飞腾、银河麒麟等合作伙伴展开全方位合作，并且获得多项殊荣和授权。产品方面，公司主营全加固笔记本、三防平板终端、三防手持终端、工控一体机、无风扇盒式工控机、行业产品系列、车载平板电脑等，广泛应用于多个场景。

Intel发起首个AI PC加速计划，以Ultra处理器发布为重要转折点。10月以来，市场AI PC进展尤为关注。在2024年度电子行业策略中，我们亦认为AI PC将为年度重点科技方向。AI PC市场不断迎来实质性变化。12月14日，英特尔发布Meteor Lake三种不同的配置：酷睿Ultra 5、酷睿Ultra 7和酷睿Ultra 9。

XR 是新一代消费电子计算平台，发展痛点在内容生态打造难度大。在苹果 MR 发售前夕，产业链巨头在 3D 内容的形式、制作方式及标准化方面形成了较大突破。我们认为这一趋势将加速 XR 产业 3D 内容的生态完善，带动 XR 的用户粘性与销量，并带来 ToF 模组、视频桥接芯片、平价版 XR 的投资机遇。

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。