1/71............................................................................................41.AI....................................42.5...............53.........................................................................................................................7“”.....................................................................................81.200...............................82............................................123.“+”....................................................184...................................................................................195.........................................................................................................................29AI................................................................311.AI+..................................322.AI+................................363.AI+..................................................................................................................................404.AI+.......................................445.AI+.............................................476.AI+..........507.AI+............................658...........................................................................................................................67................................................................................................................692/71AIChatGPTAIAIGC2023AIAdeptInflectionCohereMinimaxAI3/714/711.AI1956701950-20052006-201920202006DeepLearningScience20122012AlexNetImageNetAI2013GoogleBrainDistBelief201421GAN2017GoogleTransformerGPTTransformerAttentionIsAllYouNeed88743AdeptCharacter.AICohereSalesforce201512OpenAI5/712018OpenAIGPT-12019OpenAIGoogleGPT-2BERT2020OpenAIGPT-31750RHLF202211OpenAIGPT3.5ChatGPT2023AI2023OpenAIGPT-4PaLM2MetaLLaMA-13BChatGPTNewBingWindowsCopilot3602.56/712023210202810951IDCAI2022195.02026346.6AI20228.22026109.9147202811792255810821028036662488710950200400600800100012002020202120222023E2024E2025E2026E2027E2028E2020-2028153770147216318566880117902004006008001000120014002020202120222023E2024E2025E2026E2027E2028E2020-20287/71IDCAI202314720262643IDC3.AIAI10,38212,23914,75218,00521,92426,43605,00010,00015,00020,00025,00030,000202120222023E2024E2025E2026E2021-20268/711.200ChatGPTChatGPT20194202022023191820235107910020290%1202359/71“MyAI”ERPAI360360/MOSSChatGLM2.0CheeseChatIDEA“”10/71AIAIChatGLM3DMiniMaxChatYuanAPUSDriveGPTMathGPT11/71/AIGPTBERTALBERTNEZHAChatABCKidsGPT1.0HexinGPTBLOOM-zhTeleChat12/71AI20221615614555NLPCV2.PitchBook202313872552605Crunchbase2011-20233658AI500AI2022AI5742011-2022CAGR29.3%2022AI243.52011-2022CAGR422.5%13/714Crunchbase2023AIGC4214055%3.31383.314/71520231614443403415349%202315/7161.749962%6202320MiniMax612.51220212023342628342427226.166.7713.784.793.2526.9905101520253035402023.012023.022023.032023.042023.052023.0620231-616/71717/713BVAI21AIIDGVC2200-1200OpenAI20225.418/713.+MetaGPT-4+AzureOffice365Dynamics365+APIGPTAIGPTAIAI+LLM19/71APIAPIAI4.1)OpenAIGPT201512OpenAIYCombinatorPayPal20234OpenAI3103270-290OpenAITransformerGPTGPTGenerativePre-trainedTransformerTransformer20/7120192020OpenAIGPT-2GPT-3202211OpenAIChatGPTChatGPTGPTChatGPTChatGPTChatGPTChatGPTChatGPT202320233OpenAIGPT-4GPT-410GPT-3.510GPT-4GPT-4GPT-4GPT-4GPT-4StableDifusionGPT-421/712)OpenAIBERTLaMDASwitchTransformerGLa...