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|2024 05 06 A A A A A 1 2024/4/12 2 1 昇 2 Scaling-law AI 3 AI Llama3 Kimi Minimax 4 FSD 5 1 2 3 AI 4 5 6 AI S0680518090001 1 2024-05-05 2 2024-04-28 3 MiniMax 2024-04-23-48%-32%-16%0%16%32%2023-05 2023-08 2023-12 2024-04 300 2024 05 06 P.2 1.A.4 2.8 2.1.8 2.2.8 2.3.9 3.11 3.1.11 3.2 AI.12 3.3.15 3.4 AI.18 3.5 FSD.19 3.6.21 4.23 5.23 1 500.4 2.4 3 225.4 4.4 5.5 6.5 7.5 8.5 9%.6 10%.6 11 A.7 12.7 13.9 14.10 15 昇 310 昇 910.11 16 昇 310 昇 910.11 17 昇.12 18 2024 3 UC LLM.13 19 2023 H100 GPU.13 20 2019-2023.14 21 2024.14 22 Kimi.15 23 MiniMax.16 24 Meta AI.16 25 FlagOpen.17 YWCXxOmRmPmNoQmPqNqPrQ9P9RbRnPnNsQsOkPmMmRkPoOsN8OoOuNuOmMmOvPsOuM 2024 05 06 P.3 26 Qwen1.5-32B Qwen1.5-32B Mistral-8*7B.17 27 Mobile ALOHA.18 28 Figure 01.19 29 Atlas.19 30.20 31 FSDv12.3 v13.20 32 2023 11 FSD V12.21 33 2024Q1 2024/4/25.22 34 2024/4/25.22 2024 05 06 P.4 1.A A 2023 12 14 12 FOMC 5.25%5.5%2023/12/14 500 225 A A 1 500 2 Wind Wind 3 225 4 Wind Wind M+v3hfBnHZQFpwedz32X65KvZxvDHl7CnYBIQwX/6MOtneF0TqiMdHBWpTkvkuu0 2024 05 06 P.5 5 6 Wind Wind 7 8 Wind Wind A 1 A 2024 3 5 2023 2 50%2023/12/5 2021 46 0 44 2 0%62.9%40%A 2024 A A 2023 2024 05 06 P.6 A A 2024 1 A Wind A 9%Wind 2023/1/31 2023/2/1 2.3%1.9%2.8%2023/3/21 2023/3/22 2.8%2.3%3.9%2023/5/2 2023/5/3 2.6%0.0%0.0%2023/6/13 2023/6/14 2.6%1.6%4.8%2023/7/25 2023/7/26 1.3%1.1%2.7%2023/9/19 2023/9/20 1.7%1.9%2.0%2023/10/31 2023/11/1 2.9%1.3%2.0%2023/12/12 2023/12/13 4.7%1.5%1.8%2024/1/30 2024/1/31 5.5%6.4%8.4%2024/3/19 2024/3/20 4.9%1.2%2.3%Wind 10%Wind 1/30-31 A A 1 A 2024/4/21 8000 0%1%2%3%4%5%6%2023/2/1 2023/3/22 2023/5/3 2023/6/14 2023/7/26 2023/9/20 2023/11/1 2023/12/13 2024/3/202023/1/31 2023/3/21 2023/5/2 2023/6/13 2023/7/25 2023/9/19 2023/10/31 2023/12/12 2024/3/19 wind 2024 05 06 P.7 11 A Wind 12 Wind A 60007000800090001000011000120002024/1/2 2024/1/12 2024/1/24 2024/2/5 2024/2/23 2024/3/6 2024/3/18 2024/3/28 2024/4/11 A 100015002000250030003500400045002024/1/2 2024/1/12 2024/1/24 2024/2/5 2024/2/23 2024/3/6 2024/3/18 2024/3/28 2024/4/11 2024 05 06 P.8 2.2.1 2024/4/12 9 2004 2014 10 5 2035 2.2 4 19 2024 05 06 P.9 13 2.3 4 19 AI 2024 05 06 P.10 14/2022 12 2023 1 2023 2 2023 6 2023 8 2023 10 2023 2025 2024 05 06 P.11 3.3.1 昇 HUAWEI Ascend 310 FP16 16 TFLOPS INT8 8 TOPS 8W AI AI AI 昇 HUAWEI Ascend 910 AI 3D Cube AI 昇 910 FP16 320 TFLOPS INT8 640 TOPS 310W 15 昇 310 昇 910 16 昇 310 昇 910 昇 HUAWEI Ascend 310 昇 HUAWEI Ascend 910 3D Cube 3D Cube 16 TOPS INT8 8 TOPS FP16 640 TOPS INT8 320 TFLOPS FP16 8W 310W 12nm FFC N7+昇 昇 HUAWEI Ascend AI CANN Compute Architecture for Neural Networks AI 2024 05 06 P.12 17 昇 昇 昇 AI 昇 1 昇 昇 AI 昇 2 昇 CANN MindStudio AI MindSpore 昇 昇 昇 laas Paas SaaS 昇 AI 3.2 AI GPT AIGC 2022 ChatGPT Meta OpenAI Anthropic Mistral LLM GPT Gemini Mistral 2024 05 06 P.13 18 2024 3 UC LLM Scaling-law 1 Scaling-law GPT4 120 1.8 GPT3 1750 10 GPT4 13 token 6300 2 Meta AI OpenAI Meta 2024 35 H100GPU 60 19 2023 H100 GPU Omdia Research 1 GPT AI FY2024Q4 40%AI 2 Context-length 2024 05 06 P.14 AIGC 2019-2023 IDC AI 40%67%AI 20 2019-2023 IDC AI 2024 2024 Meta 2024 AI 21 2024 2024/4/18 AI 2024 5 AI 50%2028 20%2024/2/2 2024 AWS AI Meta 2024/4/24 2024 350-400 300-370 2024/4/25 FY25 FY24 2024/4/25 2024Q1 120 Meta 0.00%10.00%20.00%30.00%40.00%50.00%60.00%70.00%80.00%2019 2021E 2023/2024 05 06 P.15 3.3 2024 3 14 Kimi 200 200 Kimi API 1 token 1.5-2 2024 2 Gemini 1.5 pro 100 token Kimi AI Agent 22 Kimi 2024 3 23 Step Step-1 Step-1V Step-2 MoE Step-1 Step-1V AI MiniMax 2021 12 MiniMax MoE MiniMax AI AI AI 2024 05 06 P.16 API AI WPS PPT 23 MiniMax Apple APP Store 2024 4 19 Meta Llama3 8B 70B Llama3 Meta 400B Llama3 Meta AI WhatsApp Messenger Instagram Meta Meta AI Meta AI 24 Meta AI Meta Llama3 Mistral AI FlagOpen 2024 05 06 P.17 Aquila FlagEval 视界 25 FlagOpen Qwen-7B Qwen-14B Qwen-72B 2024 4 320 Qwen1.5-32B 26 Qwen1.5-32B Qwen1.5-32B Mistral-8*7B 2024 05 06 P.18 CEO 2023 4 AI 100 Baichuan-7B Baichuan-13B AI 3.4 AI 2024 1 Mobile ALOHA Mobile ALOHA Mobile ALOHA Mobile ALOHA ALOHA 50 90%27 Mobile ALOHA Github 2024 3 Figure X OpenAI Figure 01 Figure 01 2024 05 06 P.19 28 Figure 01 X Figure 2024 4 Atlas Atlas Atlas 29 Atlas AI 3.5 FSD SAE 2021 L0 50%L1 25%L2 20%L3-4 0 2030 L2 57%L3 L4 7.0%3.0%2024 05 06 P.20 30 FSD Beta v12.3 v13 FSD Beta v12.3 31 FSDv12.3 v13 X FSD Beta v12.3 L4 L5 Tesla Side 2024 1 22 FSD Beta 12.1.2 ADAS C+2024 05 06 P.21 FSD Beta v12 30 C+32 2023 11 FSD V12 2023 5 V12 FSD The Verge FSD V12 2023 8 FSD V12 Model S FSD V12 Stop Sign 3.6 2024Q1 2024 2024/4/25 TTM 45x 58x PE TTM 2024/4/25 2024 05 06 P.22 33 2024Q1 2024/4/25%PE 2024E 600845.SH 34.4 14.9 30.7 688777.SH 20.3 50.0 28.7 002415.SZ 10.0 14.1 18.2 002236.SZ 2.8 18.9 13.7 Wind 34 2024/4/25 Wind 2024 05 06 P.23 4.1 2 3 AI 4 5 6 5.AI AI 2024 05 06 P.24“”,“”“”6 A 300 500 15%5%15%-5%+5%5%10%-10%+10%10%8 7 7 100077 555 22 200120 021-38124100 1115 330038 0791-86281485 100 24 518033
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