资源描述
2023 02 19 S0350521080003 S0350521080002 TMT 500 1000*2023-02-12 23*2023-02-12*2023-02-07*2023-02-05 2023*2023-02-01 1 2010 TMT 2010 2015 2016 2019 2020 2 2019 2020 TMT TMT 3 TMT TMT 4 ChatGPT 5 TMT 2019 2020 TMT 1 2010 TMT 2010 2015 2016 2019 2020 2013-2015 TMT 2013 2015+2016 TMT 2018 2019 TMT 2019 2020-0.2456-0.1965-0.1474-0.0983-0.04910.000022/2 22/3 22/4 22/5 22/6 22/8 22/9 22/1022/1122/12 23/1 23/2 300 2 2 2019 2020 TMT TMT 2019 2 3 TMT A 21.9%2019 8 12 TWS TMT A 14.58%2020 5G 2020 1 2 TMT 22.29%3 TMT TMT 2019 TMT 3 2020 3 TMT 4 ChatGPT ChatGPT AI AIGC 5 TMT 2019 2020 TMT 3 1 TMT.5 1.1 TMT.5 1.2 2019 2020 TMT.6 1.3 TMT.12 2.14 2.1.14 2.2 2.15 3.17 4 1 TMT.5 2 2020 TMT.6 3 2019 TMT 2-3 7-12.7 4 2019.7 5 2019 TMT TWS.7 6 2019 11.8 7 2019 3 13 TMT.8 8 2019.8 9 2019 3-7.9 10 2020 TMT.10 11 2019.10 12 2020 Q1.11 13 2020 2.11 14 2020 3.11 15“”.13 16 2 17 A TMT.13 17 TMT 8.24%2019 2020.14 1 2.16 2 2.17 5 1 TMT ChatGPT AIGC TMT 12%2 15 AIGC ChatGPT 5%TMT 2019 2020 TMT TMT TMT 2010 TMT TMT 1.1 TMT 2010 TMT 2013 2015 2016 2013-2015 TMT TMT 2013 2015 TMT 60.1%82.7%2013 2013 2015+3+2016 TMT 2018-2020 TMT 2018 2-4 2019 1-3 2019 1 TMT Wind 2023 2 17 6 11-2020 2 2018 2019 TMT 2019 2020 1.2 2019 2020 TMT 2019 2-3 TMT 2019 1 4 100BP 1 31 FOMC 2018 666 2018 2019 1 31 2018 TMT 1 2 2019 1 31-3 11 TMT 47.84%A 21.9%2019 3-7 TMT 2019 3 MSCI 2019 5 8 11 A 5%20%ROE 4 4 19 2019 5-7 TMT A 2019 2 TMT 3 13 TMT 2 2020 TMT Wind 7 2019 8-12 TWS TMT 2019 7-10 3 25BP 11 1 MLF 5BP 2019 3-11 TWS 96%2019 2019 7 22-12 31 TMT 21.85%A 14.58%2020 1-2 TMT 4 2019 5 2019 TMT TWS wind 52 Audio 3 2019 TMT 2-3 7-12 Wind 8 6 2019 11 Wind 7 2019 3 13 TMT Wind%8 2019 Wind 9 2020 TMT 2019 11 5BP 2019 5G 2020 1 2 TMT A 4.47%TMT 26.76%30%3 TMT 2019 11 12 2020 3 2020 Q1 2020 1 2 TMT 2020 3 3 5 3 23 A 13.3%31 3 3 9 2019 3-7 Wind 10 10 2020 TMT Wind 11 2019 Wind 11 12 2020 Q1 Wind 13 2020 2 Wind%14 2020 3 Wind 2020 3 25 6 30 12 1.3 TMT 2022 1 2025 GDP 10%ChatGPT AI ChatGPT AIGC AIGC 2 17 MLF A TMT 62%TMT 2019 2020 ChatGPT 1 12%TMT 8.24%2019 2020 TMT 20%TMT TMT 2023 500 1000 TMT AIGC TMT 2023 13 15 2021 16 2 17 A TMT Wind 2013 2 19 2023 2 17 14 17 TMT 8.24%2019 2020 Wind 2023 2 17 2 2.1 2 2 16 2023 1-2 30 23%2 1-12 46.4 46%27%2 10 14.5%2.89%2%3.8%A 3%15 9200 2.2 2 A 2 1 2023 TTM 30%2 3 To G 2 2023 1 13 2023 2 28 2023 TTM 30%2022 12 21 2022 10 28 2023 CPU PC 16 1 17 IT 2022 11 Wind 2022 11 16 2023 1 25 45.3%2022 705.8 688.7 96.9%93.4%8 25.6%1 2 17 2 2 300%300%12.3 2.11 11.72 1.92 11.31 1.78 9.25 1.78 7.44 1.63 7.23 1.26 3.99 1.14 3.36 1.12 3.3 1.07 3.25 0.73 3.24 0.59 2.8 0.49 2.68 0.28 2.2 0.05 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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