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东北证券-策略专题报告：聚焦技术和数据，拥抱AI-230416
产业层面：生产力提升需求+新技术广泛应用。目前全球已经历了三轮完整的工业革命，复盘三次工业革命的发展历程，我们发现三次工业革命均是现有产业与新技术结合创造出新的产业，其中新技术诞生的主要驱动力为生产力提升需求，新技术主要围绕信息和能量两个方面展开，对多个行业均有生产力推动。（1）第一次工业革命：蒸汽机诞生的主要驱动力为生产力提升需求。第一次工业革命的核心技术主要围绕能量展开，并广泛应用于多个行业，
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