TMTè¿??????ä»????ºï?以å?²ä¸º?´æ?ºæ??é¢?计å??ç»???å¤??»å?¿å¤§æ¦??????°é?ï¼??¸å?????????ä¸?è§?

??�
å°½ç??¨ä?大å???å¼¹ï?ä¸??TMT???°è????10?¥ä»¥?¥ç´¯è®¡æ??大è?å¹?å·²æ?¥è?15ï¼???

????å°½ç??¨ä?大å???å¼¹ï?ä¸??TMT???°è????10?¥ä»¥?¥ç´¯è®¡æ??大è?å¹?å·²æ?¥è?15ï¼???

????TMTè¿??????ä»????ºï?以å?²ä¸º?´æ?ºæ??é¢?计å??ç»???å¤??»å?¿å¤§æ¦??????°é?ï¼??¸å?????????ä¸?è§?以å?²ä¸º?´ä?年大æ¦???æ¼???ä¸?MT大年 ?ºæ??é¢?è®???è§?åº???å°?è¿?????å¤??»å?¿â??ä¸?大æ??????°é? ?????ä»?????ä½³ç??¥ã??

?????´ç?ä»?å¹?MTè¡???ï¼?????ç­??¥å?å¤?????23?¥ç???¥ä¸­æµ?ç®?ï¼???½®TMTé«??¹å?ºç?°å????8?¥ï?é«??¹è??´å?åºþ@·²ç»?è¾¾å??.8ï¼?ï¼?????023å¹???7?¥ï?计ç??ºã????ä¿¡ã??ä¼?åª????µå???¹´??以æ?¥ç??涨å?????¸º44.38ï¼???39.79ï¼???39.03ï¼???23.23ï¼?ï¼????¾ä?äº?ä¸?å¾?????表ç?°ã???±ä?ä»?å¹´å?ºç?°ä?ä»?I+代表??大å??产ä?è¶??¿ï?ä¸?季度TMT大涨ä¸??????¾è?é¢??¶ç??ï¼??£ä?ä»?å¹´æ???ä¸?MT大年??æ¦???å·²ç???常大??

????TMTè¿??????ä»????ºï?以å?²ä¸º?´æ?ºæ??é¢?计å??ç»???å¤??»å?¿å¤§æ¦??????°é?ï¼??¸å?????????ä¸?è§?

????TMTè¿??????ä»????ºï?以å?²ä¸º?´æ?ºæ??é¢?计å??ç»???å¤??»å?¿å¤§æ¦??????°é?ï¼??¸å?????????ä¸?è§?

????è¿?ä¸?æ­¥æ?¥ç??ï¼??¥å???????²ç??è°??´æ?¶é?´å??å¹?åºþ???¥å?èº??¨â?????·å?©å??????????å¤??»å?¿â?????·å?©ä?ç»?????æ³¢è???ï¼??¥å?èº??¨å??å¾?å¾?ä¼???ä¸?æ³¢æ???¾ç??è°??´ï??¶é?´å??-2ä¸???ï¼?å¹?åºþ@??0ï¼?å·þ@?³ã??

????TMTè¿??????ä»????ºï?以å?²ä¸º?´æ?ºæ??é¢?计å??ç»???å¤??»å?¿å¤§æ¦??????°é?ï¼??¸å?????????ä¸?è§?

????以å???å¤??»å?¿å?å§????¶é?´æ?¥ç??ï¼?æ¯?å¹´å????份å?°ä???????份æ???´ä???ä¸?æ³?¸»?????°æ???¾ç¤ºï¼?2010å¹´ã??2013å¹´é?½æ????åº?ä¸?????ï¼??°ä?2014å¹´ã??2019å¹´æ????????ä¸?????????ï¼?2020å¹´è??´æ?è¾??©ï?è§?åº?ä¹?æ¯?è¾??©æ??????????æ­¤ï?å¼?å¤?认为ï¼??¨å?ä¹???åº????¨å?¨ä?ï¼???å¤??»å?¿å?å§????¶é?´è??¥è??©ã??对æ?ï¼???ä¸???人士é¢?计ï??ºæ???¨ä?å­£æ?¥æ???²ç?????ï¼???设æ??æ­¤é??åºþ@??è°??´ä?段æ?¶é?´ï?ä¼°è??????ºæ???åº???å°?è¿??¥â????å¤??»å?¿â???????¢å?TMT大年ä¸???è¿?ç§?è°??´ï??????ä»?????ä½³ç??¥ï???为å?å¾???ç»?STRONG>??å¤??»å?¿å¤§æ¦??????°é???

????以å?²ä¸º?´ç??å¤??»å?¿æ???±è?ç®??ºè½¬?µå?ï¼?ä»?åº??¨å?°ç¡¬ä»¶ï? ?³æ³¨????维度ä¸?绩å???½è?é¢?????AIèµ??½æ?è´¹ç?µå??¿å????????????

????ä»?å¹´ä?绩å??????²æ??ç»?????ï¼??¥é????AI+/?°å?ç»?æµ?/??¸»???§ç?大产ä¸?è¶??¿ä»¥???¿å???????åºþA?ä¸?æ­¥å??大ã??èµ???????????订å??å¢?????产å??????ä¸?绩ç???¹å????æ¸?è¢???ºæ??ç¡??ï¼???TMTå°?ä¼?????ä¸?è¡?è¶??¿ï?è¿??¥ç??å¤??»å?¿ï???å¾?å¾?è¿?ä¸?æ³¢ç??å¤??»å?¿è?ä¼????°é???????ä»?å¹´å¹´???¥å?èº??¨æ???ç®??ºå??ä¼?ï¼?????è¯??¸å?å¤?认为???§å???²ç?éª?ï¼?è¦?ä¹?计ç??ºè½¬?µå?ï¼?ä»?åº??¨å?°ç¡¬ä»¶ã??å¦?2010å¹´ã??2019å¹´ï?ï¼?è¦?ä¹?计ç??ºå¼º????强ã??

?????½æµ·ç­?????9?¥ç???¥è?为ï?ä¼´é??äº?季度ä¸?绩ç??£æ?????°æ?¥ï?å¸??ºè¡¨?°å??´è´´??ä¸?绩ç???¸å?ä¼??¿ï?ç»´æ??TMT???¨å¹´ä¸»çº¿???¤æ???å¹?STRONG>建è??³æ³¨????维度ä¸?绩å???½è?é¢??????¨å??æ¶?è´¹æ?¿å??ï¼??µå?è¡?ä¸?????ä½??°å?ºç?¸å?ä¼??¿ã??

????ä»?ç»???????è¿?ä¸?æ­¥æ?¥ç??ï¼?广å??ç­?????17?¥ç???¥æ???ºï??µå?è¡?ä¸???hatGPT产ä??¾ä¸­ä¸»è???å¸?ä½?äº?AI???¡å?¨å???¸å?³ç?µå?产å????

????对ä?AI???¡å???广å??ç­??¥è?为ï?AI???¡å?¨æ??»¥ChatGPT为代表ç??大模??è¿?è¡?è®??/?¨ç????ç®???è½½ä????ºç????°æ??????ç®????????????¾æ????äº?AI???¡å?¨ä¸­å­??¨è????????模å??/????????PCB?ºæ?¿ç??µå?产å??????ä¸?ä»·ï?ç»??¸å?³ç?µå?????å¸þ=?¥ä??ºä????½æµ·è¯??¸å???·å?¨ç???¥ä¸­???ºï?ç»´æ??TMT为å?¨å¹´å¸??ºä¸»çº¿ç???¤æ????¸å?³é???å¦?AI?????????¡å?¨ä»¥????模å??ç­?ç»???èµ???å°???ç»???¥å?ºæ???¢ç??ç¡??ï¼?ä¼°å?¼ä¿®å¤?å°????????

?????½è??è¯?????20?¥ç???¥å???·è¡¨ç¤ºï?ä¼´é??AIGC模å??å¿???è¿?»£ï¼?AIGCåº??¨é?¢é??æ¸?è¶??¥è?广ï?对ä?ç®???????æ±?å°????°æ???°çº§å¢??¿ï?ä¸?AI?????½äº§?¿ä»£??åºþ@??å¿???建è????¹å?³æ³¨????å¾???æµ·å??ä¿¡æ???GPU????ï¼?æµ·å??ä¿¡æ????é¾???¸­ç§?CPU????ï¼?å¯?æ­þ>ºª???½è?????ç­?AI??????????

????对ä???模å??????????ç­?é¢???ï¼?ä¸???è¯?????16?¥ç???¥è¡¨ç¤ºï?AIGCæ­£å?¨å??????è¿°å????ä¿¡é??è¦?????ï¼??¸å?³å???¸å?深度????AIå¸þ=?¥ç??å¢?????æ±???建è??³æ³¨?½äº§??模å??é¾?头å???¸ï?ä¸??????????°æ????????è¿?ç§???ï¼?é«?????å¼??????¨ä»¶?¸å?ä¾?åº???天å???ä¿¡ï??½äº§??????é¢???ä¼?ä¸?æº??°ç?????

???????¶ï??½é??è¯??¸æ?å¿?è¿?????21?¥ç???¥ä¸­???·ç??å¥?I???¡å??CBï¼??¶æ?ç®?ï¼?AI???¡å??CBä»·å?¼é???????????¡å?¨ç??ä»·å?¼é????5~6??ï¼?????AI大模????åº??¨ç???½å?°ï?å¸??ºå?AI???¡å?¨ç????æ±??¥ç??å¢???ï¼?å¸??ºæ?©å??¨å?³ï?建è??³æ³¨æ²??µè?¡ä»½??????ç§??????????°æ?????????µå????´æ£®ç§???ç­?ä¼?ä¸???

????TMTè¿??????ä»????ºï?以å?²ä¸º?´æ?ºæ??é¢?计å??ç»???å¤??»å?¿å¤§æ¦??????°é?ï¼??¸å?????????ä¸?è§?

?????þ???¹é???对ä??¸å?³ç?µå?产å??ï¼?广å??ç­??¥è¡¨ç¤ºï??µå?????äºþ=????????äº?ChatGPT产ä??¾ç????å±????¨ç?ç«???¨ä¾§ï¼?AIGCå°?????ä¸?STRONG>XR???ºè?½é?³ç???å®??²ç?ç»?ç«??å¤???å¼??°æ???¿ç©º?´ã??æ­¤å?ï¼?ä¸?æµ·è?????31?¥ç???¥å???·è?为ï?AIèµ??½æ?è´¹ç?µå?è¶??¿æ??ç¡??ä¼°å?¼é??å¡??»è???æ­¥é?è¯?ï¼??³æ³¨æ¶?è´¹ç?µå???????¹ã??

????TMTè¿??????ä»????ºï?以å?²ä¸º?´æ?ºæ??é¢?计å??ç»???å¤??»å?¿å¤§æ¦??????°é?ï¼??¸å?????????ä¸?è§?

????对æ?ï¼??½ä¿¡è¯?????17?¥ç???¥å»ºè®??AI???°æ??ç»?????ï¼??³æ³¨AIoT设å??????¡å?¨äº§ä¸??¾ã???¶ä¸­ï¼??·å?AIGC大è?è¨?模å???¥å?¥æ?????AIoT设å?产ä??¾ï?????µ·åº·å?è§???ä¼??³æ?§è?¡ã??è§?æº??¡ä»½??康å??ç§?????æ­?å°??¡ä»½????ç»´æ?°å?ç­?ï¼?2ï¼?????äº??¨ç??ç®?????æ±?????å¼?å¢??¿ç??AI???¡å?¨äº§ä¸??¾ï?????·¥ä¸?å¯?????æ²??µè?¡ä»½???????µå???ä¸?山精å¯????»æ³°ç§?????é¹?é¼??§è?¡ç?ï¼?3ï¼????°äº§??é¢?????????VR/AR产ä??¾ï??¨è??æ­?å°??¡ä»½??ä¸??©è°±????ç»´æ?°å?ç­?ï¼?4ï¼????åºþ>?åº???æ¶?è´¹å???é¢???强å?????ºè?½æ???ºäº§ä¸??¾ï???????å¼?ç§??????»æ³°ç§?????ä¼??³æ?§è?¡ã??顺ç??µå???ä¸?山精å¯?ç­???

?³é?????读ï? TMT

责任���??�nbsp;RF12607
精彩?¨è??
??è½½æ?´å?
?¨é?¨è?è®