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2023 06 10 S0350521080003 S0350521080002 Table_Title 6*2023-06-04*2023-05-28*2023-05-21 TMT*2023-05-14 5*2023-05-03 1 2012 2016 2018 2022 2 2012 2016 3 2018 2022 2018 2022 4 6-7 5 TMT TMT-0.1723-0.1257-0.0791-0.03250.01410.060622/6 22/7 22/8 22/9 22/1022/1122/12 23/1 23/3 23/4 23/5 23/6 300 2 1.4 1.1 2012+.5 1.2 2016+.8 1.3 2018+.10 1.4 2022+.13 1.5.15 2.16 2.1.16 2.2 6.17 3.19 3 1 5 A.4 2 4.4 3 2012 Q2 Q3 GDP“8”Q4.6 4 2012 Q2 Q3-.6 5 2012 Q2 Q3.6 6 2012.7 7 2012 9 PMI.7 8 2012 Q4.7 9 2015Q4 2016Q1 GDP“7%”.9 10 2015 11 2016 2.9 11 2016 1-2“”.9 12 2016 2.10 13 2016 1-2.10 14 2018.11 15 2018.11 16 2019 1.12 17 2019.12 18 2022 1.14 19 2022 3.14 20 3 4 4 PMI 47%.14 21 7 24 30 282.14 22 1 4 4 26 7 5 10 28 A 27.03%15.29%.14 23 4 4 29.15 1 2018 9“+”A.12 2 2022 4.15 3 6.19 4 6.19 4 1 2023 5 A A 5 5 9 5 PMI 4 50%PPI 4 2012 2016 2018 2022 A 1 5 A Wind 2 4 Wind 5 1.1 2012+2012 Q2 Q3 2010 2011 2012 Q2 Q3 GDP 8-2012 5 7 PPI 2012 5 9 A 2012 12 2012 9 28 11 8 9 28 A 100 10 10 10 16 49%A 11 12 12 A 12 14 2012 Q4 2012“”9 Q2 Q3 2012 9 PMI PPI CPI 2012 Q4 GDP 7.9%2012 Q3 0.5 2011 2012 10 12 6 3 2012 Q2 Q3 GDP 8 Q4 wind 4 2012 Q2 Q3-wind 5 2012 Q2 Q3 wind 7 6 2012 wind 7 2012 9 PMI wind 8 2012 Q4 wind 8 1.2 2016+2 016 1-2 A 2016 1 20 2015Q4 2015 GDP 6.8%6.9%GDP 7 2016 1 1 A 1 21 2016 1 2 2 2 24 G20 2016 1-2 3 A 1 27-2 24 1 27 1 29 2 2 20%1 30 28 1 A 2 3 2 24 2 28 G20 3 1 50BP A 2016 2-3 A 2016 2 2016 30 2015 2016 1-2 2016 2-3 M2-2016 3 PMI 50%A 9 9 2015Q4 2016Q1 GDP 7%wind 10 2015 11 2016 2 wind 11 2016 1-2 wind 21 10 12 2016 2 wind 13 2016 1-2 wind 1.3 2018+2018 3 2018 2017 A 31.0%2018 Q3 12.9%2018 3 4 2018 3 A 10 19 1 1 4 11 2018 9+2018 9 10 7 1%10 14 10 19 A 10 22 11 1 5 11 11 A 2019 1 2 2019 A 1 4 1 A 2018 2019 A 2018 12 12 20 2019 A 2019 1 30 2019 1 1.5 A A A 14 2018 15 2018 Wind Wind 12 1 2 01 8 9+A 2018.09.14 2018.09.27 2018.09.28 2018.09.29 2018.10.07 10 15 1 2018.10.14 2018.10.19 A 2018.10.22 2018.11.01 2018.11.05 2019.01.04 1 16 2019 1 17 2019 Wind Wind 13 1.4 2022+2022 A 2022 1-4 7-10 2022 1-4 2022 1 2 3 4 3 4 4 PMI 47%2022 7-10 7 14 30 282 1 4 4 26 7 5 10 28 A 27.0%15.3%PE 24.4%14.6%2022 4 10 2022 4 4 29 A 9803 10 4 26 9 20 3100 2022 4 10 4 4 4 29 2022 10 10 28 14 18 2022 1 19 2022 3 Wind Wind 20 3 4 4 PMI 47%21 7 24 30 282 Wind Wind 22 1 4 4 26 7 5 10 28 A 27.03%15.29%Wind 15 2 20 22 4/4 15 2022 4 25 0.25 5300 4 25 4 26 4 29 23 4 4 29 Wind 1.5 2012 2016 2012 2016 2018 2022 2012 2016 1 2018 2022 2022 16 2012 2016 2012 12 A 2016 2 2016 30 2015 2016 1-2 A 2016 2018 2022 2016 2 G20 2018 10 2022 9 3100 7 2023 6 5 A A A A TMT 2 2.1 5 6 2 2023 6 1-6 8 30 43.76%5 1-31 175.9 30%8%5 15.2%4 2.7%17 2%7.1 6 5-6 9 A 8500 2.2 6 5 6 1 AIGC TMT 2 3 6 传媒 A I 4 20 AI AI Meta Advantage+AI AI 3D AI 19 2023 10 15.19 962.2%2019 18.4%865.49 333.2%2019 1.52%18 计算机 2017 2023 4 28“”4 5()4 19 2023 1,000 PFLOPS FP16 AI 电子 C h at G P T 2023 3 ChatGPT 11 Chiplet 2023 3 23 P60 19 3 6 4 6 300%300%11.56 2.24 11.49 2.03 10.56 1.84 9.76 1.61 7.82 1.55 7.03 1.41 5.3 1.18 3.31 0.97 3.28 0.89 3.24 0.66 3.2 0.6 2.95 0.38 2.49 0.25 2.4 0.03 Wind 3 11 5 2010-2014 2014-2021 5,300 300 300 300 20%300 10%20%300-10%10%300 10%R3/
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