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民生证券-计算机行业深度报告：人工智能，史上最伟大的科技革命-230504
计算机行业深度报告 人工智能：史上最伟大的科技革命 ➢ AI 大模型推动计算机历史三次最大浪潮实现“三山叠峦”。与以往科技产业浪潮最大不同在于，此次 AI 浪潮不是终端硬件变革开启，而是软件先行定义一切，催生算力硬件需求和后续各类物联网终端变革，而且起步就是最大想象空间的市场：大模型将计算机行业历史上最大想象空间的互联网最高流量入口、公有云最大市场、新时代的操作系统合三为一
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