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4、DCAI20231472026264 3 IDC 3.AIAI 10,382 12,239 14,752 18,005 21,924 26,436 05,00010,00015,00020,00025,00030,000202120222023E2024E2025E2026E2021-2026 8/71 1.200 ChatGPTChatGPT201942020220231918 20235107910020290%1 20235 9/71 “My AI”ERP AI 360 360 /MOSS ChatGLM 2.0 CheeseChat IDEA “”10/71 AI AI ChatGLM

5、 3D MiniMax ChatYuan APUS DriveGPT MathGPT 11/71 /AI GPTBERT ALBERTNEZHA ChatABC KidsGPT 1.0 HexinGPT BLOOM-zh TeleChat 12/71 AI20221615614555 NLPCV 2.PitchBook202313872552605 Crunchbase2011-20233658AI500AI2022AI5742011-2022CAGR29.3%2022AI243.52011-2022CAGR422.5%13/71 4 Crunchbase 2023AIGC4214055%3.

6、31383.3 14/71 5 20231614443403415349%2023 15/71 61.749962%6 2023 20 MiniMax612.5122021202334 2628342427226.166.7713.784.793.2526.9905101520253035402023.012023.022023.032023.042023.052023.0620231-6 16/71 7 17/71 3BVAI21AIIDGVC 2 200-1200Open AI20225.4 18/71 3.+MetaGPT-4+A zureOffice365Dynamics365+API