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2023下半年AI行业投资策略：大模型，AI和大模型2023下半年展望-20230630-申万宏源-32页
语言大模型服从技术发展规律，为什么认为机会可能7月 大量公司开始正式投入，2023年1-2月： 一般选择GPT（decoder-only）路线，开源大模型选择LLAMA或者BLOOM； 第一批百模大战开始时间，4月：但这一批对话模型效果一般：普遍测试水平为GPT3左右，即，逻辑、情感、数学、归纳测试都无法通过，和小模型对话工具差异不大，让人没有付费意愿
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