AI in healthcare has enormous and far-reaching potential, from mobile training solutions to drug discovery, which fall within the realm of machine learning. Artificial intelligence (AI) in healthcare refers to the use of complex algorithms that are supposed to perform certain tasks automatically. When researchers, doctors, and scientists input data into computers, newly developed algorithms can review, interpret, and even suggest solutions to complex medical problems. It helps divide the vast area of healthcare into two main categories: clinical (patient care) and administrative (the operational foundations that keep the healthcare system running). Machine learning is already being applied in a transformative way in each of these three areas. This will only accelerate in the next few years.

8 月OPEC 总产量2965.1 万桶/天，环比增加61.8 万桶/天，主要来自利比亚；其中减产国实际产量较协议量低141 万桶/天。OPEC 预计2022-2023 年全球原油需求分别同比增长310、270 万桶/天，较上月预测持平。

2022Q2乘用车整车板块行情在疫情后复工复产持续&国家购置税补贴政策刺激&多款新能源重磅新车上市等几方面因素催化下持续向上；疫情封控影响下Q2产批同比基本持平，零售下滑较大。

智能化产业盛宴关键词：反哺电动、自主崛起、品牌上攻。电动化和智能化为双螺旋关系，未来随着电动车渗透快速提升，智能车有望快速放量。交强险数据显示，标配L2（含L2+、L2++）功能的乘用车22 年7 月终端渗透率达42%，智能化渗透率保持高位。

近两周机械行业下跌3.07%，跑输沪深300 5.31 个百分点。2022 年以来钢价/铜价/铝价指数下降14.50%/13.51%/11.01%，近两周钢材综合/铜/铝价格指数相比两周前环比变动-1.50%/-0.20%/+0.57%。

8 月机械行业（申万分类）指数下跌7.34%，跑输沪深300 5.15 个pct。机 械行业TTM 市盈率/市净率约为27.64/2.39 倍，处于历史较低位置。细分行 业看，大部分子行业普遍下跌，半导体装备涨幅靠前。

报告期内（2022/8/26-2022/9/9）机械设备行业下跌1.53%，跑输沪 深300 指数1.20pct，二级子行业中工程机械、轨交设备、通用设 备、专用设备、自动化设备分别变动2.69%、1.68%、-0.45%、-3.56%、 -4.51%。重点跟踪的三级子行业中，半导体设备、光伏加工设备、 激光设备、工控设备、锂电专用设备分别变动12.63%、1.41%、 -4.95%、-5.09%、-6.19%。