民生证券：AI 进入从供给侧向应用侧的拐点_虚拟币交易所平台,数字货币,NFT

据《科创板日报》6 月 19 日报道，民生证券分析师吕伟指出，AI 现阶段有望复制 2010-2012 年 TMT 的供给侧迈向 2013-2015 年 TMT 的应用侧的路径。2013-2015 的 TMT 牛市的基础是 2010 年 iPhone4 发布后的 2010-2012 年，移动互联网的基础设施—智能手机渗透率快速提升至接近 50% 左右水平，而这一轮 AI 行情的基础设施率先集中在 AI 供给侧的基础设施产业链，即大模型、算力、数据；在 2 月 - 5 月的大模型普及过程初期，英伟达美股总市值突破万亿美元，持续创历史新高，背后反映算力的清晰路径持续被大众认可，本质是在于确定性高的算力侧率先兑现，在软件先行定义一切基础，催生算力硬件需求之后，有望迈向 2013-2015 各类物联网终端变革与应用侧的新阶段。

According to a report by science and technology innovation board Daily on March, Lv Wei, an analyst of Minsheng Securities, pointed out that the foundation of the bull market in which the supply side is expected to replicate the path from 2000 to 2000 is that the penetration rate of smart phones in the infrastructure of mobile internet has rapidly increased to near the left and right level after the release of 2000, and the infrastructure of this round of market has taken the lead in focusing on the infrastructure industry chain on the supply side, that is, the large model computing power data. In the early stage of the popularization of the large model every month, the total market value of US stocks in NVIDIA exceeded one trillion US dollars and continued to hit a record. The clear path reflecting computing power behind the new high continues to be recognized by the public. The essence is that the computing power side with high certainty is the first to cash in. After the software defines all the foundations first, it is expected to move towards a new stage of transformation and application of various Internet of Things terminals. 比特币今日价格行情网_okx交易所app_永续合约_比特币怎么买卖交易_虚拟币交易所平台

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