本报告期内，沪深300 指数上涨3.08%，中证TMT 指数上涨5.06%。计算机行业上涨4.79%，通信行业上涨0.68%，传媒行业上涨0.54%。

1 市场回顾...............................................................................................................................................5

1.1 行情回顾.....................................................................................................................................5

1.2 行业估值.....................................................................................................................................6

2 行业资讯..............................................................................................................................................8

3 公司动态............................................................................................................................................ 11

3.1 上市公司2020 年年报披露情况............................................................................................. 11

3.2 股东增减持情况......................................................................................................................13