整体来看，2022年，通信业整体运行平稳向好。电信业务收入稳步增长，电信业务总量保持两位数增幅；5G、千兆光网等新型信息基础设施建设取得新进展，各项应用普及全面加速；云计算、大数据等新兴业务增势突出。

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for 5g security by geography and historical trend. The scope of the report extends to sizing of the 5g security market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automated guided vehicle (agv) software by geography and historical trend. The scope of the report extends to sizing of the automated guided vehicle (agv) software market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for audio communication monitoring by geography and historical trend. The scope of the report extends to sizing of the audio communication monitoring market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for autonomous data platform by geography and historical trend. The scope of the report extends to sizing of the autonomous data platform market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for 3d printing ceramics by geography and historical trend. The scope of the report extends to sizing of the 3d printing ceramics market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for accounts payable automation by geography and historical trend. The scope of the report extends to sizing of the accounts payable automation market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for 3d printing elastomers by geography and historical trend. The scope of the report extends to sizing of the 3d printing elastomers market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for adaptive learning by geography and historical trend. The scope of the report extends to sizing of the adaptive learning market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automated container terminal by geography and historical trend. The scope of the report extends to sizing of the automated container terminal market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for 3d motion capture by geography and historical trend. The scope of the report extends to sizing of the 3d motion capture market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for advanced analytics by geography and historical trend. The scope of the report extends to sizing of the advanced analytics market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

2023 年3 月1 日，OpenAI 宣布开发者可通过API 将ChatGPT 和Wisper 模型集成到他们的应用程序和产品中。本次ChatGPT API 接入的模型名为GPT-3.5-turbo，只需0.2 美分/千 Tokens。本文尝试测算训练和不同推理场景之下的实际成本；未来随着模型压缩的持续发展，推理成本可能进一步降低，也有望大幅推动生成式模型在各个场景的大规模商用。我们的成本估算思路是：计算AI 模型在进行训练与推理时所需的浮点运算次数，与AI 算力集群的平均算力 (以每秒浮点运算次数计) 做比，以此估算AI 模型的训练成本与推理成本。

微软/Zoom 相继宣布视频会议产品整合AI 技术。2023 年2 月微软推出了由ChatGPT 提供技术支持的Teams 高级版—Teams Premium，升级后的功能包括自动生成会议纪要、帮助用户创建会议模板等，之后定价或至10 美元/月。近日另一家视频会议龙头厂商Zoom 也宣布人工智能和大型语言模型的时代已经到来，Zoom 将在产品中加入更多的人工智能技术。此前已加入Zoom IQ、Zoom Virtual Agent 及其翻译、字幕和会议摘要工具等。

随着国产、进口游戏版号恢复发放，游戏行业景气度有望逐步回 升。腾讯、网易等头部厂商的重点游戏获批，例如《宝可梦大集 结》、《无畏契约》、《逆水寒》。未来游戏行业的供给重新恢 复意味着游戏公司商业化增量，这对应游戏广告的投放需求将显 著回升，广告投放价格、用户付费成本等也将受竞价环境等影响 逐步回升。我们预计游戏、游戏广告行业的景气度将逐步回升。

互联网板块公司公告与新闻：网易、百度集团、阿里巴巴、云音乐发布2022Q4业绩；金蝶国际发布盈利预警；网易发布派发股息公告；百度集团发布股份回购计划；百度集团、阿里巴巴宣布高管变更。重点公司新闻为网易手游宣布实装游戏GPT；微信、抖音先后试水外卖业务；美团将正式在中国香港推出外卖服务；京东新增“买贵双倍赔”规则；阿里健康与辉瑞合作升级等。

GPT-4 实现多模态任务处理能力，并在数学、物理等学科领域实现重大进步。1、GPT-4 可接受图像、文本信息作为输入并生成说明文字、分类和分析，允许长文内容创建、扩展对话以及文档搜索和分析等功能；2、GPT-4 在复杂问题的推理能力上大幅超越GPT-3.5，在SAT、Bar 等大多数专业测试以及相关学术基准评测中，GPT-4 的分数高于GPT-3.5 并超越人类平均水平；3、GPT-4 目前已对ChatGPT Plus 用户开放API，收费为每1000 prompt tokens0.12 美元，而每1000 completion tokens 收费为0.06 美元。同时OpenAI 还开源了Evals 框架，以自动评估AI 模型性能，允许用户报告模型中的缺点，以帮助其改进。4、GPT-4 引入了更多人类反馈数据进行训练，以改进GPT-4 的行为，不断吸取现实世界使用的经验教训，并基于模型的高级推理和指令遵循能力加快模型安全性的迭代。

新一轮人工智能浪潮翻涌而至，ChatGPT爆火出圈，上线仅2个月达成1亿月活跃用户量，成为迄今用户增速最快消费级应用。2022年12月1日，OpenAI发布了自然语言生成式模型ChatGPT，开放测试5天内注册人数即超过百万人。在ChatGPT 推出仅两个月后月活跃用户已达1 亿，成为迄今增长最快的消费应用。据SensorTower数据，TikTok 在全球推出之后耗时约9 个月才增加到1 亿用户，而Instagram 则花了两年半时间。据SimilarWeb 数据，2023 年1 月以来ChatGPT 官网日访问量持续攀升，截至2023年2月17日，ChatGPT官网月访问量达8.89亿次。

2 月行情回顾：板块表现强于大市。2 月沪深300 指数全月下跌3.01%，通信 （申万）指数全月上涨6.79%，跑赢大盘，在申万31 个一级行业中排名第1 名。2 月底通信行业估值相比1 月底明显回升，但仍处于近10 年以来较低分 位数水平。2 月份各细分领域普遍上涨，其中，光器件光模块、企业数字化、 可视化、北斗等板块领涨，涨幅分别为17.3%、16.0%、11.1%和10.7%。

AIGC 的落地痛点在于成本高昂的通用大模型与下游垂直应用场景需求的不匹配。ChatGPT 热度持续提升，一方面推动了科技巨头持续加大AI 投入，另一方面也直接带动下游付费意愿提升，进一步加速AIGC 应用落地和商业变现，AIGC产业迎来发展良机。