自ChatGPT推出以来，国内学术界和科技企业相继宣布或将推出类似机器人对话模型，有望推动大模型发展。2月7日，百度官宣 “文心一言”。2 月20 日，复旦大学发布了类ChatGPT 模型“MOSS”，并面向大众公开邀请内测，国产大模型有望迎来爆发式增长。技术发展有望促进生产效率提升，并进一步创造新的消费和需求，有利于文娱内容和互联网行业。在AIGC和ChatGPT方面，我们 建议持续关注技术发展和应用情况，把握技术催化和商业化落地带来的投资机会：1）具备AIGC和ChatGPT的技术探索和应用的公司：百 度集团-SW、商汤-W、万兴科技、拓尔思等；2）具有海量内容素材且具有AIGC探索布局的，图片/文字/音乐/视频内容及平台公司腾讯控 股，阅文集团、美图公司、昆仑万维、汤姆猫、神州泰岳、视觉中国、中文在线、汉仪股份、天娱数科、风语筑等。

智能手机出货疲软，折叠屏手机逆市突围。自2016 年之后，全球智能手 机出货量开始持续下探，当前全球经济下行压力持续加大，下游消费需求 疲软，叠加手机创新边际减弱且产品同质化严重，智能手机行业步入存量 替换阶段，2022 年全球智能手机出货量同比下降11.3%至12.1 亿台。在 此背景下，折叠屏手机实现逆市增长，成为整个低迷消费电子行业的细分 增量市场，2022 年全球折叠屏手机出货量同比增加64%至1490 万台，预 计2023 年将同比增加52%至2270 万台。

商业航天不同于传统政府、军工主导的航天工作，是以盈利为目 的，运用市场机制、遵循市场规律开展的航天活动。我们认为，航 天产业的发展与计算机的发展背景与路径具有相似性。随着电子管 技术向晶体管的发展，以及集成电路规模持续增长，计算机在政府 与军方之外的民用商用领域开始实现普及。航天领域过去也主要以 满足政府和军方的需求，且造价高昂、工期较长，而商业化追求更 高的性能以及更低的成本。我们认为，将能够实现市场化、商业化 的部分向市场开放，是推动航天产业进一步发展的必然选择。

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.

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