1、 2024030405060708091012131415161718192021222324252628293031323334353637383940424344454748495052535455562 2024TMT1.565.21.5TMT22.6%87.835.774%1.552.119.5%4.7%3.1%2.4%2.5%1.55.4%1.9%2.8%|20243202435.33.3%1-9GDP49.9%89620242123226.134.3%AB1.5920242110.1%0.1B 0.1211.070-100 2024|202442024910924101710042

2、0246.010.5%1-94.122.4%50.112.7%2.723.9%20241-97.017.1%5.919.2%20202420232419.1%90.5%0.20.7%0.7%0.11.2%0.9%0.9%202420248.9%3.4%3.1%2024|2024520242024202418621%202418450%43%2024|20246研究部专题文章202315.4202115%202320232022225.4%34%2023202320233%2%11%TOP52023CBD 20242024202220237研究部专题文章20231,05835%65%202321

3、42019 2024128研究部专题文章2023201220238303802023AIoT40%AIoTAIoTAIoTAIoTAIoTAIoTNLPGenAINLPGenAIGenAIMaaSPluginGenAI 202412012-202320232023392研究部专题文章GDP2.0202413,90014,53811,93112,46310%753 20241011YTD 20243.1%14.3%20%0.211.9%24,69412 2024 13.6%(YTD)-4,964(YTD)0 11.9%267.5-14.3%-2%0%2%4%6%8%10%12%14%16%18%

4、20%-10010203040506070809010011020192020202120222023YTD 2024YTDCBD|202412YTD 2024163,856|20242024152,460103,11991,1610.616.2%72,6950.529.6%5.0%4.3%(YTD)327,000(YTD)523,000 23.4%187.6-13.7%0%5%10%15%20%25%30%030609012015018020192020202120222023YTD 2024YTD13 2024|2024202411,000TMT27,0002024105,0005001.

5、3 19.7%2.5%12100(YTD)217,000(YTD)100,000 19.7%156.9-6.7%0%5%10%15%20%25%02040608010020192020202120222023YTD 2024YTDYTD14YTD 2024|202420245426.5%2.4%12120(YTD)509,000(YTD)824,000 26.5%162.8-7.1%0%5%10%15%20%25%30%35%030609012015018021020192020202120222023YTD 2024YTD15YTD 2024|2024T216.81.928.9%2PMI20

6、242.84.475.3/5.4%(YTD)171,200(YTD)211,000 29.9%75.3-9.6%0%10%20%30%40%02040608020192020202120222023YTD 2024YTD16YTD 2024|202448%3,216。9000.135.7%0.128.5%1.5%722.3%78(YTD)12,734(YTD)0 35.7%78-5.1%0%10%20%30%40%50%051015202520192020202120222023YTD 2024YTD17YTD 2024|202420241,55060%15%1,00012.620%-30%1