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中小盘主题:AIGC势头强劲,关注AI及5G通信领域投资机会-20230613-开源证券

AIGC势头强劲,算力、数据、算法、下游应用端有望迎来广阔的发展空间2022年以来,以ChatGPT为代表的AIGC技术热度持续提升。AIGC技术持续取得突破离不开算力、数据、算法三大核心要素。算力方面,随着大模型持续推出及升级迭代,AI算力需求持续增长,带动AI服务器、AI芯片、数据中心等硬件需求增长。根据IDC的数据,我国智能算力市场规模预计将从2019年的31.7EFLOPS增长至2026年

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