????ä¸?季度?¶å?ï¼??¶é?´è?????份ï?ä¸?å¸?A??022å¹´å¹´?¥æ???æ¸?è¿??¥å??????²æ??ï¼???????9?¥ï???å¸?æ­£å?å¹´æ?¥ç?????¸å?±è?1328家ï?????å¸???127家å???¸ç??æ¯???ä¸?5.9ï¼???

????????å·²å???å¹´æ?¥æ???²ç?????¸ä¸­ï¼??¢æ?????©é?é«?è¾?604.83亿å????å·¥å???¶è?ï¼?ä¹???å·¨ä?386.2亿å????ä¸??½å?½è?????å½?æ¯????©æ¶¦??æ¯?大å?å¢???336.55ï¼??????????ï¼?äºþ=??å½?æ¯????©æ¶¦??æ¯?ä¸?æ»?3217.98ï¼???æ·±å?³æ?ºå?ºã??

????ä¸?ä¼´é????ä¸?å¸????¸ç??¥ä?绩æ?°æ???????²ï??¥å??????????大è?¡ä?/æµ????¡è?¡ä??????¡æ???µä?ä¸???æµ??ºæ°´???ä¸???å¤???å¸??ºå?³æ³¨????亿ç???é«?æ¯?èµ?产ã?????³æ??èµ???æ·¡æ°´æ³?å·²ç?¸ç»§äº?å¤?家å???¸ç??大è?¡ä?????ä¸??°èº«??

????èµµå?????±ç???

????è£??½æ?¹ç??好æ?°è?½æ?

????èº?¸ºæ·¡æ°´æ³???é¢???人ç?©ï?èµµå????季度对ç???ç±»å???¸æ?´ä¸º???±ï??????¶æ??ä»?è¸?¿¹å·²ç?¸ç»§?¨æ·±???µè·¯??æµ·æ?¼é??ä¿¡ã??????ç§???3家å???¸ç??大è?¡ä?????ä¸??°èº«??

????ç»??????²æ?°æ???计ï?èµµå??对深???µè·¯??æµ·æ?¼é??ä¿¡å??å·²é???????ï¼?2021å¹´ä?季度????±èµµ??管ç????æ·¡æ°´æ³?平衡5??????èµ???ä¿¡æ??计å????æ·¡æ°´æ³??¨ç????????ç§???è¯??¸æ??èµ??ºé??????é¦?次ç?°èº«æ·±å???µè·¯å¤§è?¡ä??µè?¥ï??³ä?å·²æ??ç»???ä»?7ä¸??¥å??????

????2022å¹´ä?季度ï¼?æ·¡æ°´æ³??¨ç????????ç§???è¯??¸æ??èµ??ºé??ä»??¥æµ·?¼é??ä¿¡å??ï¼?2022å¹´ä?季度ï¼?æ·¡æ°´æ³?平衡5??????èµ???ä¿¡æ??计å??ä¹????????¥ï????°å????å¸?2022å¹´å¹´?¥æ?¾ç¤ºï¼?两å??º§???????å±????¸ç???¤§??ç¬???大æ????¡è?¡ä?ï¼?????????607.93ä¸??¡ã??1158.66ä¸??¡ï?è§???ï¼???

????

???????³æ??èµ????£ä??¿ï?å¦?ä»????¸ç???§è?äº??¡å??ä¼?人å?¼é?å¸???èµ?å®?è£??½æ?¹ï?????ä¹??ºç?°å?¨ä??©æ???¹ä???è¶??°è?½ç??大è?¡ä?????ä¸??继续å¢?????è¶??°è?½ç?????¶ï??±å?¶æ??管ç??å¤???º§???½ä»¥?°è?姿æ????为ä??©æ???¹ç??大è?¡ä???

????è´¢æ?¥æ?°æ???¾ç¤ºï¼?2022å¹´å??季度????±é?±å?½æ?¹æ???µç?????³ä???è¯??¸æ??èµ?ä¿¡æ??????èµ?ç²¾è?±ä????³ä¿¡??两å??º§????é¦?次ç?°èº«äº??©æ???¹å????大æ????¡è?¡ä??µè?¥ï??????å±?ç¬??ä½???ç¬??ä½?ï¼?季度??????22.5ä¸??¡å??107.02ä¸??¡ï?ä¸?æ­¤å???¶ï???为é???³æ??èµ???ä¸?产å??ï¼????³æ²£äº???¸æ??èµ?????èµ???ä¿¡æ??计å??ä¹?ä»?01.96ä¸??¡ç????ä»?ï¼??°è???为ä????¸ç??ç¬???大æ????¡è?¡ä?ï¼?è§???ï¼???

????

????ä¸?è¿?ï¼???季度???´ï??©æ???¹ç???¡ä»·èµ°å?¿å?ºæ??»´??äº?æ¨??????¡ï?ä½??¼å?ä¸????????4??3?¥ï????¸è?¡ä»·??æ­£å?å¹´æ?¥ç?????ºç????å¼????³æ¶¨??ï¼?æ­¤å??ä¹?ä¸??????¡ä?è¡?ï¼?è¿???å¢???äº??±å?½æ?¹ç?????¡å??¼ï?è§???ï¼???

????

???????³å¤§????ä»???å·¥è???

????对中????å­??·æ???¡æ????

??????????äº???????é«?æ¯?èµ?产ç?????èµ??ºé??ä¸?????¨äºº?±å?½é¹­ï¼??????ºé??ç»??????³ã??????å³°ã??å­?åº????????©ä??????°æ??ä»?ä¹?å·²é??ç»?????äº????¢çº±??ï¼??¶ä¸­ï¼?????å³°ç????ä»???????å¤?ï¼?????å·²ç?°èº«äº?7家å???¸ç??????大è?¡ä?/æµ????¡è?¡ä??µè?¥ï????³ä?å·²å??家å???¸ç??大è?¡ä??µè?¥ä¸­?°èº«ï¼?å­?åº???继续????æ£??éº???å®???ç§???ï¼????©ä?å¸?å±?äº?ä¹?ç«??¹æ????å·????¡ä»½ï¼??±å?½é¹­??ä»???»§ç»???ä»?äº?天å?°ç???ä¸?家å???¸ï?è§?è¡?ï¼???

????

????4??7?¥ï???æ³°å?»ç????å¸?2022å¹´å¹´?¥ï???季度????????大æ????¡è?¡ä?????ä¸???±å???³ç?????é«?æ¯??»å±±1?·è????ºé??ä½?å±?ç¬??ä½?ï¼?季度??????00ä¸??¡ï?è¾?ä¸?ä¸??¥å????继续å¢???äº?10ä¸??¡ã??ä¸?ç»??????²æ?°æ???¥ç??ï¼????³è??022å¹´ä?季度é¦?次ç?°èº«???¸å¤§?¡ä??µè?¥ä»¥?¥ï???ç»?????¸è?è¡?äº?å¢?????ä½?ï¼?è§???ï¼???

????

????å¦???ç»???äº?级å??ºèµ°?¿ç?计ï????????³ç?°èº«???¸å¤§?¡ä???????ï¼??¡ä»·å®??°ä?ä¸?ä¿???表ç?°ï?2022å¹???1?¥è?³ä?ï¼????¸å·²ç´??å½?å¾?70.08ï¼????¶æ?涨å?ï¼?è§???ï¼???

????

????3??31?¥ï?æ¶?????¤©??å·¥ã??????导è?????°æ????ç­?æ¦?念ç???????¹å??å¸?å¹´æ?¥ï?é«?æ¯??»å±±1?·è????ºé?????·ç»§ç»?????¸å¤§?¡ä??????°èº«ï¼?季度??????98ä¸??¡ï??¸è?2022å¹´ä?季度?????äº?118ä¸??¡ï????ºä?æ­¤ï????³ç?????¡æ????ä¹??±ä?季度????ç¬??大è?¡ä?è·???为ç???大è?¡ä???ä¸???021ä¸?季度ä»??¥ä»¥?¥ï????³å??022å¹´å??季度对é?????¹ç????ä»?è¾¾å?°ä????²æ??é«?ä½?ï¼?è§???ï¼???

????

???????¥ï???å±???¤©??å·¥æ?念ç???????¨å??ä¹???å¸?äº?2022å¹´æ?å¼?å¹´æ?¥ï?ç»?022å¹´ä?季度???????ºå???¸å¤§?¡ä??µè?¥å??ï¼?2022å¹´å??季度ï¼????³ä»¥ä¸???????é©????????°å??å½???

????ç»??????²æ?°æ??????³é?次ç?°èº«?????¨å??大è?¡ä????¶é?´ä¸º2022å¹´ä?季度ï¼??¥å??????»¥2150ä¸??¡ç????ä»?ä½?å±????¸ç???大è?¡ä?????????????åº?????????ä¸?æ¶??ä¸?季度???´ï????³å??????¨å??è¿?è¡?äº?????ï¼?ä¸?季度??????¸ç???大è?¡ä?为æ??³ç??äº????§æ??èµ????¢æ???????¸ï????¡æ?°ä¸º1876.17ä¸??¡ï????¾ä?äº????³ä?季度???????¡æ?°ã??

??????2022å¹´å??季度ï¼????³å??次大è§?模å??ä»?ï¼?季度??????380ä¸??¡ï?è§???ï¼?ï¼?ä¸?举è????³å???¸ç?ä¸?大è?¡ä???

????

????æ­¤å?ï¼??¤ä?æ­¤å????ä»?·²ç»?追踪?¥é??è¿??????³å???顺é??ä¸??????³é?????ä»??¡æ?å¼?äº??¸ï???????ä»??????¹é??大涨ï¼?????????·å??¾å¥½???¸ç???þ9?þ:????顺é????ä¸??????³ç?äº?????ä»??¡å?ºç??ï¼??©è??亿浮??ï¼?è¿?ä¸??¿å??å°?è¿???~3å¹´å??ä¸??¨æ???þ9?þ:??????ä»?ï¼?2022å¹´å??季度?????ä»?????大è?¡ä?????ä¸?????³ä?继续ä½?å±??¶ä¸­ï¼???022å¹´ä?季度??ä¸?季度??ç»???????ï¼???季度?????³å???ä»?????ä»?ä¸?ä¸?ä¸??¥å????ä¿????????????¼å?ä¸???????????å¹´å¹´??以æ?¥å??ä»???å®??°ä?23.01ï¼???ä¸?æ¶??è§???ï¼?ï¼?å¦??????³ä?继续??ä»?ï¼??????????°æ??ä»?å¸??¼å?è¾??»å¹´??季度????°é??亿å????æµ?????

????

????????峰积??��

????大æ??ç¬??¼æ³¨èµ?æº?è¡?ä¸?

?????¸è?äº????³ï?????å³°å?»å¹´??季度??è°?ä»?å¹?åºþ=???¾æ?´å¤§ï¼??±å?¶æ???µç??é«?æ¯?-??å³??·ç?¿è???èµ??ºé????é«?æ¯???å³??·è?´ä¿¡?ºé????é«?æ¯???峰鸿è¿?????èµ???ä¿¡æ??计å??ä¸??????产å??季度??·²????°èº«äº?7家å???¸ç??大è?¡ä??µè?¥ï?å¢???äº?äº????¡ä»½??ç´????¿ä???ä¸??½å·¨?³ã??æ¯?äº?è¿??????äº?ä¸????µå????©å???ï¼????ºä?ä¸??¹ç?µæ???西é?¨æ??????纳æ??è¾¾ç??大è?¡ä?ä¹???ï¼??¸è?2022å¹´ä?季度????¤ä?æ¶þB?þA?¡ä»½ï¼?????å³°å??????¶ä?å·²å?????ä»?????????è¿?è¡?äº????¡è??´ã??

????ä»???1?¥å??å¸?å¹´æ?¥ç??ä¸??¹ç?µæ?为ä?ï¼?2022å¹´ä?季度ï¼?????å³°ç?????é«?æ¯???å³??·è?´ä¿¡?ºé????é«?æ¯???峰鸿è¿?????èµ???ä¿¡æ??计å??????ä»??¥ï?季度??????»¥1259.98ä¸??¡ã??1239.99ä¸??¡ç????ä»??????å±????¸ç?ä¸?大ã??ç¬???¤§?¡ä?????????????å³°ç??ä»??¥ï?ä¸??¹ç?µæ???022å¹???åº???1????ï¼?èµ°å?ºä?ä¸?æ³¢è?¡ä»·ç¿»å??大涨??è¡???ï¼?è§???ï¼?ï¼???æ­£æ???ºä?æ­¤ï?????å³°å?¨ä?季度???´å?³å??¨å????ä»??¶ç??è¿?è¡?äº??½è?为å?ï¼?ä¸?季度??¸¤??º§??????????119.98ä¸??¡ã??149.99ä¸??¡ï?å°????¡æ?°é?????³ä?1140ä¸??¡å??1090ä¸??¡ã??

????

????2022å¹´å??季度???´ï?????峰继ç»?????ï¼?季度??½»åº????ºä????¸å????大è?¡ä????µè?¥ï????¸å??季度????ç¬???大è?¡ä????¡æ?°é??ä¸?48.04ä¸??¡ï????¾ä?äº?????å³°ä?季度?¶ç????ä»???

????3??31?¥å??å¸?å¹´æ?¥ç??西é?¨æ????ï¼?大è?¡ä??°æ???¾ç¤ºï¼?????å³°å?¨å?????ä»?ä¸?å¹´å?ä¹???ï¼?äº??»å¹´??季度?????ºä????¸ç??????大è?¡ä???ä¸?è¿?ï¼?è§?å¯????°ï?????å³°ç??é«?æ¯???å³??·è?´ä¿¡?ºé????é«?æ¯???峰鸿è¿?????èµ???ä¿¡æ??计å??2022å¹´ä?季度?????????¸ç???¡ä»½????¸º467.66ä¸??¡ã??460.87ä¸??¡ï?????季度??????¸ç???大è?¡ä??????¡æ?°ä¸º570.83ä¸??¡ï??±æ?ä¹?ä¸????¤é????å³°æ????¨é???ºä????¸å¤§?¡ä??µè?¥ã??

??????对ä???季度???°è???äº????¡ä»½ï¼?????å³°å??¶å?³æ³¨ä¹?并é??????å¼?å§?ï¼??©å??020å¹´ä?季度???é«?æ¯???å³??·è?´ä¿¡?ºé???³æ?¾å?¨å???¸ç??大è?¡ä?????ä¸??°èº«??ä½?????æ­¤å???¶ä??ºæ??????ä»?ï¼?????å³°å??020å¹´å??季度?³è??????ºä?æ­¤å????ï¼??´è??022å¹´å??季度?????ºæ??é«?æ¯???峰鸿è¿?????èµ???ä¿¡æ??计å?????????????¸å¤§?¡ä?????ï¼??±æ?ä¹?ä¸????¤é?æ¯???å³??·è?´ä¿¡?ºé????020å¹´ä?季度建ä???ä¸??´æ????ï¼?2022å¹´å??季度è¿?ä¸?æ­¥å??ä»??????½ï?è§???0ï¼???

????

????ä»?å¹´é?季积??è°???

????å¤?家å???¸è?è°??????¡ä»·å¤§æ¶¨

????????ï¼???2022å¹´å¹´?¥å??????²å?æ¯?ï¼??ºæ????èµ???ä»???2022å¹´å??季度??å®??´æ??ä»?ä»??????¹æ?±ç?µç?¶å?????¢â??ï¼?ä½?2023å¹´ä?季度已ç??¶å?ï¼???大æ?ºæ??ä»?å¹´ä?季度????ä»??¶å?ä¹?å·²å????½å???

??????为æ??èµ??³ç?????ç«??¨ä?ï¼?ç»???è°????°æ???计ï?ä»?å¹´ä?季度ï¼?é«?æ¯?èµ?产累计è???äº?174家å???¸ï?æ·¡æ°´æ³?è°???äº?163家å???¸ï????³æ??èµ?è°???äº?84家å???¸ï??¶ä¸­æ±?å·???????天å???ä¿¡ã??????¶è???????è½?»¶?????±é?¢é?????³æ??ç§???ç­????¸å??å¾??°ä?顶级ç§???ä»???å¤?次è?????ä¸?è§?å¯?ä¸?è¿°å????022å¹´ä?季度??大è?¡ä?????ï¼?并没??é«?æ¯?èµ?产ã?????³æ??èµ???æ·¡æ°´æ³?ç­????¸æ??ä¸?产å?????ºç?°ã??

????ç»???äº?级å??ºè¡¨?°æ?¥ç??ï¼?è¢??æ¯?èµ?产å?次é???¹å?³æ³¨??ä¸?ç²¾ç?¹æ?°ä?ä¸?ï¼?CPOæ¦?念è?¡å¤©å­???ä¿¡ç??表ç?°é?为é??丽ï?ä»?å¹´é?å­£è?¡ä»·?©è?·ä?104.02ï¼???ç´??涨å?ï¼?4??份以?¥ï??¡ä»·????åºþ@¤§å¹?ä¸?涨ä?30.51ï¼?ï¼?è§???1ï¼???

????

????è¿???人工?ºè?½é??????¹ä????å¾?½¯??å¸?AIå·¥å??opilot??è°·æ??¨å?ºè??天æ?ºå?¨äººBardæµ?è¯??????±ä?è¾¾å??å¸??°æ?GPU??????L4ç­?å¤?æ¬?I产å??ï¼?AIé¢???????¾è?±é??¾ã??ä¸?æ­¤å???¶ï?3??22?¥å?¨ç??6G????¤§ä¼??¨å??äº????ï¼?6G??次æ??为å??ºç?þ>?¹ã???¨ç¡¬ä»¶é???ï¼?AI??6G?½å?¨è¿½æ±??´é????°æ???è¾?????ï¼?大ç???åº??¨å?ºæ??????????å±?å°?????ä¸?游å????ä¿¡é????¸å?³äº§??????æ±???并å?????°æ?????è¿?ï¼?CPO???¶å??¹é?¢ç???§è?½ä??¿æ??????为æ???¥é??è¦?????????å±??¹å????

??????ç®?????ººå·¥æ?ºè?½ç???ºç?ï¼??¶æ???¥æ??ä¹?ä¸?è¨????»ã?????½æ³°??å®?认为ï¼?ç®????¿å????å¸???????å¤?æ´»è???对ä?CPO?¿å????ä¸??¡ç??大涨ï¼??½æ³°??å®?表示ï¼??¨æ???¥é?ç®???è¦?æ±???AI???¸å?³ç????建è?ä¸??CPO????????好ç??解å?³æ?¹æ???人工?ºè?½ç?¸å?³å??¨ç??å¿????½å?°ï?å°?å¸þ@??PO?´ä?å¸??ºæ?¶å?¥è?模ç??å¢??¿ã??

?????þ@?ï¼??½ç?¶å?åºþ@??ä»???ä¸?äº?ä¸?次è???ï¼?????å¾??¨é?æ¯?èµ?äº???1?¥å???è°?????ï¼??¡ä»·ä¹?å·²å???äº?ç¿»å??大涨ï¼?è§???2ï¼?ï¼?å¦???è°?????è¿?è¡?äº?ä¹°è?å¸?å±?ï¼???å°??·ç??ä¸??²ã??

????

????????å¾??äº??½é?²ç?大ï?ç«?足å??å·¥ç?µå?èµ??????½å???????äº??????ºå??å¿???¨è?å¤??°ä»£??ï¼??½é?²é?ç®?å¼????4å¹´å???°é??å¹´å??¿æ???¿ï?2020~2023å¹´å???????¸º6.6ï¼???6.8ï¼???7.1ï¼???7.2ï¼???æ­þ@?¨è?å¤?????è£?å°?è¿??¥æ?¾é???¶æ?ï¼???è´???????ç»?????ï¼????¸å??????????????¸é?·è¾¾äº§å??è¿??¥æ?¶è?·æ??ï¼?订å????????ç»??¾é????

????ä¸?æ­¤å???¶ï??¨å¤§ç®???????èµ???I???»è?æ¼?ç»?ä¸?ï¼?????å¾??ä¸??¡é?å¤?PU???¸ç??ä»·å?¼ä?ä¸?容忽è§???ä¸?³°è¯??¸è¡¨ç¤ºï?ChatGPTæ¨?©º?ºä?ï¼?å¼????¨ç??人工?ºè?½äº§ä¸???º¦???¹æ??erified Market Research???°æ???é¢?计è??028å¹´å?¨ç??GPUå¸??ºå??©å¤§??465.1亿ç???ï¼?2020~2028å¹?AGR????è¾¾å??2.82ï¼???AIè¿?ç®??·æ????大è?????é«?并å??åºþ:??访å?é¢?ç¹??¹ç?¹ï?使å?¶å?GPU??????åº?å±?ç®??????ºå·¨å¤§æ??????

????????å¾????¡å??ºå?¾æ?¾é?头ä?ä¸?ï¼????¾æ??PU??综å??å¼????¾åº¦è¦?é«?äº?è¶?ç®?GPUï¼?ä¸?³°è¯??¸è?为ï??¨ç????ä¸????¸å?·å?è¿???AI??顺ä?ä¼??¿ã??

????ä»?3??以æ?¥ç??è°????°æ???¥ç??ï¼?é«?æ¯?èµ?产ã?????³æ??èµ???æ·¡æ°´æ³??ºç?°ä??¨ç?äº???ç§???ä¸??¿é?¿è?¶ã??ä¸???ç§???ç­?å¤?家å???¸ç??è°???????ä¸???¶ä¸­?¨å?????¸å???·å???°ä?顶级??亿ç?????å¤?è½???????£ä?ï¼?è¢?¤´?¨ç??????¸å????³æ³¨???¸å?³æ???????þ????为å?¶æ?°ç???????ä»?????ï¼?è¿???å¾??¶é?´ç??éª?è¯???

????

????

????