基金持仓集中度提升明显：2020Q1，基金重仓持仓合计市值的前五、前十、前二十占持有总市值的37.3%、59.0%、81.1%，较2019Q4 分别提升4.9pct、6.4pct、4.6pct，提升明显。

1. 行业观点 .......................................................................................................................................... 3

1.1. 行业走势回顾......................................................................................................................... 3

1.2. 本周行业策略......................................................................................................................... 3

2. 行业动态 .......................................................................................................................................... 6

2.1. 人工智能................................................................................................................................. 6

2.2. 金融科技................................................................................................................................. 6

2.3. 企业SaaS................................................................................................................................ 7

2.4. 网络安全................................................................................................................................. 7

3. 上市公司动态 .................................................................................................................................. 9

4. 风险提示 ........................................................................................................................................ 13