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 persistent threat (apt) protection by geography and historical trend. The scope of the report extends to sizing of the advanced persistent threat (apt) protection 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 access control reader by geography and historical trend. The scope of the report extends to sizing of the access control reader 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 5g in defense by geography and historical trend. The scope of the report extends to sizing of the 5g in defense 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 5g in aviation by geography and historical trend. The scope of the report extends to sizing of the 5g in aviation 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 construction by geography and historical trend. The scope of the report extends to sizing of the 3d printing construction 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.

随着3 月份的两次升级，目前微软Azure 上的 OpenAI 服务已经可以使用 ChatGPT 和GPT-4 模型。虽然国内大模型当前发展十分迅速，但我们认为，在数据、算力、算法等因素的限制下，一段时期内AIGC 行业仍会由微软等海外大厂主导，且AI发展日新月异，当前来看国内的商用GPT 使用权限依然是稀缺资源，受限于GPT-4 模型当前的高定价、微软对Azure OpenAI的权限管理以及数据跨境的政策监管，我们认为，大陆现有的Azure OpenAI 客户凭借其GPT 模型使用权限的短期稀缺性以及相对成熟应对政策监管的能力，有望进一步巩固在市场中的领先地位，构筑起竞争壁垒。

工业互联网产业链可分为设备层、网络层、平台层、软件层、应用层和安全体系等六大部分。其中，我们认为以华为盘古为代表的大模型将对工业互联网平台层和软件层进行整合重构，扩大工业互联网可解工业问题边界的深度和广度，以TSN 为代表的新兴网络技术成为内网网路设备升级方向，加快工业互联网渗透。这些催化是智能制造不可忽视的重要变革力量，是工业朝智能化（4.0）时代迈进的一大步。

当下互联网上市企业基本披露2022 年业绩，因此我们选取国内9 家头部互联网上市公司作为统计样本，从市值、营收、毛利率、经营利润、经营利润率等指标总结互联网板块发展情况。互联网板块估值逐步修复。从市值看，截止2023 年3 月底，互联网板块总市值8.07 万亿元，相比2021 年3 月底，市值减少6.53 万亿元；相比2022 年3 月底，市值增加0.48 万亿元。

4 月 11 日上午，阿里 AI 大模型“通义千问”于 2023 阿里云峰会重磅发布。阿里巴巴集团 CEO 张勇表示，基础大模型的核心是能够支撑各行各业，阿里希望能够为客户与合作伙伴提供面向千行百业的专属大模型。阿里巴巴表示，所有产品未来都要接入大模型进行全面的升级，所有行业和所有服务都值得重新做一遍。从 M6 项目到“通义千问”的发展之路。阿里 AI 大模型“通义千问”前身系阿里达摩院 M6 项目，阿里达摩院于 2020 年 6 月发布 3 亿参数基础模型，21 年 1 月模型参数规模达百亿，同年 5 月达万亿参数，同年 10月达 10 万亿，成为全球首个 10 万亿参数多模态大模型，并落地应用于天猫虚拟主播等 40 多个细分场景。

半导体产业链国产化有望再次加速。我们认为半导体产业的发展逻辑发生了重大转变，全球化分工合作在逐渐降低，在外部环境不确定性增加的情况下，全产业链自主可控预计会超越产业周期，成为未来国产半导体产业的发展主线。目前我国在半导体设备零部件/设备/材料领域已逐渐走出一批优秀的领军企业，产品陆续通过国内产线如中芯/华虹/长存/长鑫的产线验证，考虑到本次出口管制的影响，预计产业链国产化会再次加速，相关国产厂商有望迎来发展机遇。