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2023年计算机行业中期策略：盛夏始现，秋收万颗-20230529-中邮证券-30页
当前，计算机行业进入技术创新周期与政策周期双驱动时期，技术周期催生以 ChatGPT 为代表的 AIGC 技术突破，拓展行业空间，大模型训练提升对于算力底座的需求，同时与 AI结合的 C端、B端应用加速落地。政策周期推动数字经济、数字中国建设，其中，数据要素为数字经济的核心组成部分。顶层设计与自主可控的需求持续推动信创周期。我们认为，“盛夏始现”，即AI、数据要素、信创三大高景气主线将迎来一轮中长
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