上周传媒行业（申万）上涨0.75%，居市场第15 位，跑赢沪深300 和创业板指数。互联网行业严监管已是政策基调并逐步纳入预期，长期看有利于行业良性发展，阿里、腾讯拟互通生态消息释放后，市场反应趋于正向。中报预告披露完毕，中报行情暂告一段落。后续依然建议关注游戏板块，在买量放松、暑期档等叠加下热度持续，TapTap 游戏发布会公布多款新游信息，关注新游测试及上线情况。

6 月，航空行业月跌幅为5.85%，跑输沪深300 3.84pct，跑输交通运输板块6.20pct，在交通运输9 个子行业中排名第8 位。9 只个股中3 只个股收涨，6 只个股收跌，其中中信海直以2.89%的涨幅领涨，春秋航空以12.78%的跌幅领跌。6 月，航空行业月跌幅为5.85%，跑输沪深300 3.84pct，跑输交通运输板块6.20pct，在交通运输9 个子行业中排名第8 位。9 只个股中3 只个股收涨，6 只个股收跌，其中中信海直以2.89%的涨幅领涨，春秋航空以12.78%的跌幅领跌。

需求限定下航空锻件企业的增长思维源自由外向内战略及扩张边界，PCC“五举措”实现高经济利润值得思考。军工行业下游需求的限定性是竞争壁垒稳固的内在催化剂，但需求的限定性亦具有“双刃剑”特征，下游需求具有限定性特征的企业往往成为黑天鹅事件下首当其冲的对象。复盘美国军工企业各时期经营战略，采用“整合重组核心”战略的公司整体表现更好，回顾美国重点航空锻造企业发展史，航空锻件格局演变可体现为大型模锻企业与中小型锻件供应商的合并、大型模锻企业为提高重点金属原材料可控积极拓展上游、积极拓展下游含热表处理检测及机加环节，并朝材料-锻造/铸件-机加全环节航空结构件供应商寡头发展。强者PCC，其系统化并购与剥离、资源再分配、资本支出、生产力改进、差异化提升等为其实现高经济利润关键。

Erythropoietin is a hormone produced primarily by capillary network of the kidney's renal cortex, with small amounts produced by liver and brain. It stimulates production of red blood cells (RBCs). Erythropoietin (EPO) is a protein generated by red blood cells. It is also known as hematopoietin or hemopoietin. Kidney cells produce and release erythropoietin when blood oxygen levels are extremely low. Erythropoietin drugs are used to treat anemia caused by chronic kidney disease (CKD), cancer, and human immunodeficiency virus (HIV).

An embedded multimedia card (eMMC) is a small storage device that is made up of NAND flash memory and a simple storage controller. The eMMC technology is intended for use in portable devices such as smartphones, tablets, laptops, portable computers, and others devices. Both the flash memory and controller are contained on a single integrated circuit (IC), which is embedded permanently into a device. In addition, eMMC technology acts as the primary storage for portable devices, which can augment that storage with a removable secure digital card or micro SD multimedia card. Also, an embedded multimedia card (eMMC) is a type of flash memory card that contains the flash memory and flash memory controller on a single die.

Dialysis is a technique used to remove waste products such as urea and creatinine from blood, which occurs from inappropriate functioning of kidneys and is usually required for people suffering from chronic renal failure. This procedure is performed for treating kidney disorders and is classified into two types—hemodialysis and peritoneal dialysis. In hemodialysis, blood is pumped out of blood vessels and is purified with the help of dialyzer and then returned back to the body through vascular access. In peritoneal dialysis, the principle of the procedure remains same; however, the inner lining of stomach called peritoneum is used as a filter to purify blood.

Electric kick is a powered stand-up scooter using an electric motor. It is equipped with rechargeable batteries and has the capability to offer power to one or more electric motors. Kick scooters have emerged as a costeffective urban commute option in recent times. This is attributed to the sleek design and the ease of use it offers. E-kick scooters are simple to operate, convenient for all age groups, and serve as an environment-friendly means of transportation, in comparison to motored vehicles. These scooters are now being considered as viable transportation option due to their power capacity, long distance range, and moderate speed. The popularity of electric kick scooter is on an increase, due to rapid urbanization and surge in vehicular traffic on streets.

E-waste or electronic-waste has increased exponentially around the globe as use of electronics and electronic gadgets have increased. E-waste management refers to reuse, resale, recycle, or disposal of discarded electronic and electrical devices. Presently, there is an increase in number of electronic and electrical industries, which has led to rise in volume of e-waste across the globe. Enhanced purchasing power of customers as well as increased rate of obsolescence of electronic and electrical devices also adds to e-waste in tremendous volume each year. The report focuses on the growth prospects, restraints, and market analysis. The study provides Porter’s five forces analysis of the e-waste management industry to understand the impact of various factors such as bargaining power of suppliers, competitive intensity of competitors, threat of new entrants, threat of substitutes, and bargaining power of buyers on the market.

Data warehousing is the technique of creating a data warehouse in which data from different data sources is stored. In addition, data stored in a data warehouse helps organizations deliver enhanced business intelligence solutions to end users and provide a competitive advantage in the market. In addition, various businesses are using data warehouses to enhance their data quality and improve their decision making capability.

Companies outsource all kinds of IT and business functions to service providers, including some that are quite strategic. Increasingly, it includes data analytics, one of the more competitively advantageous areas of the technology spectrum. With data analytics outsourcing, organizations hire service providers to perform analytics on the data they provide to the outsourcing company. Industry research shows demand for the service is on the rise. Today, most of the organizations are recognizing the advantages and profitability of outsourcing data analytics services. Sometimes, lack of skilled human resources and expertise drives the companies toward outsourcing data analytics. The advantages of data analytical outsourcing encourage organizations to gain market share and customer insights and make strategic business decisions on the basis of data analytics report.