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2023年中国科技产业50条判断.pdf

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1、2023?50?&CEO?2023.11.30?2023?50?2023444546474849502022.02 2022.04 2022.06 2022.08 2022.10 2022.12 2023.02 2023.04 2023.06 2023.08 2023.1032.8515.0031.2626.252023?1-10?2022?1-10?2021?1-10?2020?1-10?2019?1-10?2018?1-10?2017?1-10?5.542.205.202017?1-10?2018?1-10?2019?1-10?2020?1-10?2021?1-10?2022?1-10?2

2、023?1-10?2023?1-10?119%119%2023?1-10?136%136%47.548.6?德楼?2023?1 1?20172017-20232023?1 1-1010?德?德?2 2?20172017-20232023?1 1-1010?德?德?3 3?20222022-20232023?1010?德?性?德?性?20222022?性?性?20232023?1 1-1010?性?性?31%?1 1?20212021-20232023?9 9?德?德?2021.01 2021.03 2021.05 2021.07 2021.09 2021.11 2022.01 2022.03

3、2022.05 2022.07 2022.09 2022.11 2023.01 2023.03 2023.05 2023.07 2023.09?德楼?2023?21.3%13.2%2023.062023.032022.122022.092022.062022.032021.122021.092021.062021.032020.12699909107611584.0%18.4%7.6%20132014201520162017201820192020202120222023?%?1 1?20202020?1010?-20232023?6 6?德?德1616-2424?换?换?(%)(%)?2 2

4、?20132013-20232023?德?德?德楼?2023?3.5%10.6%18.4%12.7%3.1%2.5%4.6%5.5%7.6%2023.01-022023.032023.042023.052023.062023.072023.082023.092023.10?1 1?20232023?1 1-1010?德?德?2 2?20132013-20232023?德?德?31.2%31.0%30.6%30.1%29.3%28.4%28.2%30.2%29.8%30.5%30.7%20132014201520162017201820192020202120222023H1?德楼?2023?-

5、9.3%6.0%0?-4.9%-4.6%-3.2%-1.5%1.1%8.4%8.8%4.1%-0.1%-26.7%-26.6%-26.1%-26.3%-17.3%-16.1%-16.6%-20.2%-18.6%-17.4%-10.5%-18.7%-35.0%-3.7%-2.7%2.1%3.6%?(%)?(%)0?93.40 93.43 93.54 93.75 94.02 94.51 94.72 94.66 94.61 94.40 94.32 94.38 94.66 2023.102023.082023.062023.042023.022022.122022.10?2021?1-11?2022?

6、1-3?2022?1-5?2022?1-7?2022?1-9?2022?1-11?2023?1-2?2023?1-4?2023?1-6?2023?1-8?2023?1-10?2022?1-10?2022?1-12?2023?1-2?2023?1-4?2023?1-6?2023?1-8?2023?1-10?100100?1?2021-2023?10?%?2?2022-2023?10?3?2022?10?-2023?10?德楼?2023?107.8107.8?91.691.6?续0.6%0.6%6.16.1?-7.8%7.8%?2023?1-10?0.3%0.3%?2023?VC?PE?2023?

7、-20.2%2023?2023?-25.9%-31.8%2023?-35.8%1352213522?65106510?50715071?22512251?32%11%68%89%?2022?2023?2,147 1,991 1,857 1,300 2,167 1,275 723 1,515 1,194 1541739894160156971211032021Q32021Q42022Q12022Q22022Q32022Q42023Q12023Q22023Q3?2021Q3-2023Q3?-45%2023Q32023Q3?-36%2023Q32023Q3?1 1?20232023?2 2?2022

8、2022-20232023?3 3?2021Q32021Q3-2023Q32023Q3?1994?2014?RSA?1996?2015?2018?2019?2020?2021?2013?2022?2023?规?28?2023?2 5 7 6 2 10 2018?2019?2020?2021?2022?2023?32?2023?10?BIS?20232023?2 2?20202323?1010?2022023 3?1010?全?全?2023?l?1334661302003002019?2020?2021?2022?2023?7?2023?9?2023?11?2 2?20232023?AIGCAI

9、GC?分?分?5%34%11%50%100%?AIGC?15.315.332.832.8103.5103.5152.8152.8304.4304.4?3 3?Top10Top10?4 4?Top10Top10?46 28 22 22 17 17 16 16 13 10?/?纳?30 24 18 17 14 14 13 13 12 10?续?/?续?纳?=?*?*?*?1 1?20192019-20232023?1111?德分?德分?2023?126 121 137 352 689 728 201820192020202120222023?1-10?237.177.141.134.729.828

10、.528.125.420.110.3?3 3?20232023?1 1-1010?德?德?Top10Top10?7.03167.999.52020?2021?2022?2023?1-10?德?2023?1 1?20182018-20232023?1010?德?德?2 2?20202020-20232023?1010?德?德?AI?意?意?/2017-2018/2019/2020/2021/?德?德?+?/2022/?2023?2023?2023?010000200003000040000500006000070000800009000010000002000400060008000100001

11、2000140001600018000200002010?2011?2012?2013?2014?2015?2016?2017?2018?2019?2020?2021?2022?1300020040060080010001200140016001800-20002004006008001000120014002010?2011?2012?2013?2014?2015?2016?2017?2018?2019?2020?2021?2022?012345678905101520253035402017.32017.62017.92017.122018.32018.62018.92018.122019

12、.32019.62019.92019.12?Wind?BNEF?2023?/?/?/GBG/?4,600,000 740,000 450,000 135,000 40,500 12,150 3,645 1,094 328 98 30?70%70%?ARK Invest?2023?GPT-3?70%?2020202020222022?ARKARK?20222022?2023E2023E2024E2024E2025E2025E2026E2026E2027E2027E2028E2028E2029E2029E2030E2030E?1334661302003002019?2020?2021?2022?2

13、023?7?2023?9?2023?11?分?分?分?分?分?分?分?分?分?分?分?分?分?分?分?2023?2023?01002003004005006007008009001000?14000?13000?12000?11000?10000?9000?8000?7000?6000?5000?4000?3500?3000?2500?2250?2000?1750?1500?1400?1300?1200?1100?1000?900?800?700?600?500?400?300?200?100?/?1?100?200?300?400?500?600?700?800?900?1000?1100?

14、1200?1300?1400?1500?1600?1700?1800?1900?2000?14000?2000?2023?分?40%?30%25%?分?分?分?分?分?分?分?分/?分?分?/?分?分?续?续/?/?预?预?1818?2020?1919?分?分?/?/?/?续?续/?分?分?2023?ICTICTAIAI200000 BC3300 BC1200 BC17001800?1900?1600?194019732023?DNADNA?ENIACENIAC?3D3D?点?点?续?续?2023?NEXTNEXT?园?园?续?2023?/?/?/?2023?AIGCAI+?AI+?AIAI?

15、ETL?BI?5G?6G?/?分?分?分?分?+?IT+IT+?AI?API?Web3.0?全?全?2023?类?类AIAI?AIAI?AIAI?AI AI for sciencefor science?AI PaaSAI PaaS?AIAI?AIAI?AIAI?AIAI?AIAI?分?分?分?纳?分?纳?德分?德分?AI AgentAI Agent?纳?纳?HBMHBM?AIAI?2023?50?01-15?2023?分?OA?ERP?CRM?BIP?纳?SRM?BI?PLM?PaaS?SaaS?1980?2005?2006?2013?2014?2020?2021?2025?1TB?10TB

16、?100TB?3PB?分?分?分?2026?分?分?AGI?Web3.0?1 1?德?德?100100?300 300?5000 5000?10000 10000?1010热?100?分?100100?50005000热?5000?分?01?分?/?/?/?55%31%66%0%10%20%30%40%50%60%70%012345678910?%?%?AI?%?1 1?AIAI?20222022?潜?潜?AIAI?22.8%22.8%25%58%1%80%5%80%0%10%20%30%40%50%60%70%80%90%20232024E2025E2026E?%?%?%?2 2?AIAI?

17、02?Bessemer Venture Partners?Gartner?2023?AIAI?20%+?20%+?AIAI?03?OpenAI?2023?GPT StoreGPT StoreGPT-4 Turbo?128K128K?续?续?GPTGPT?2023 2023?4 4?点?点?API API?&?GPTGPT-4 4?GPTGPT-4 4?TokenToken?Assistants APIAssistants APIGPTsGPTs?GPTGPT?GPT?GPT?GPT?1/3?1/3 1/3 GPT-4GPT-3.5Rate Rate Limits Limits?1/2 1/2?

18、1/2?分?分?/?纳?3D?X X?Y Y?04?2023?1334661302003002019?2020?2021?2022?2023?7?2023?9?2023?11?1 1?20192019-20232023?1111?德?分?德?分?分?3 3?2 2?AIGCAIGC?分?分?2016?Atlas?意?意?热?分?05?2023?1 1?AI Agent AI Agent?2 2?AIAI?L1L1L2L2L3L3L4L4L5L5ToolTool?AI?ChatbotChatbot?AI?AI?AgentAgentAI?AI?全?CopilotCopilot?AI?热?AI?pr

19、ompt?SpeciesSpecies?AI?全?分?ChatGPT?ChatbotGitHub Copilot MidjourneyJasperAutoGPT?AI Agent AI Agent?全?全?AI AgentAI Agent?分?分?06全?全?全?全?VB?Java?Frameworks?JavaScript?C+?COBOL?PaaS?纳?C+?COBOL?VB?Java?C#?IDRs?Python?C#?AI?AIGC?AI?AI?GitHub?2023?57%53%51%41%?4 4?AIAI?,92%?2 2?AIAI?,70%?3 3?AIAI?AIAI?AIAI

20、?全?全?1 1?GitHub AI?1000?N=500?2023?6?,4.8%?,95.2%?07?66%66%34%34%26%26%8 8%?50%50%50%50%?50%50%?2040E20222030E2050E?2025E20222023E2026E2024E?2050E20222030E2060E2040E?20262026?20302030?20502050?20302030?20602060?性?性?2 2?Common CrawlCommon Crawl?Deep Learning AI?Epoch AI Research?2023?1 1?3 3?全?全?AI?/

21、?全?+?全?续?续?续?分?分?AI?AI?分分?AI全?/?1 1?n n?2 2?AIAI?1 1?08?2023?10%14%18%46%11%5%5%2%?09?1%22%35%53%61%63%72%?2?AIAI?1.2,0.3,0.7,-1.8,?NLP transformer?0.3,-0.4,1.2,0.3,?Audio transformer?续?箱?1.3,0.6,1.2,-1.3,?Image transformer?分?3 3?AIAI?2023?1 1?Q?全?N=319Q?全?分?N=319?4 4?KeenDataKeenData LakehouseLakeh

22、ouse?1 1?德?德?65%21%7%?2 2?德?德?9.8 15.2 28.8 51.2 97.6 202120222023E2024E2025E?IDC?2023?10?预500点?德?潜?3 3?德?德?CAGRCAGR?86%86%?KeenKeen KDPKDP?KeenKeen TagTag?KeenDataKeenData LakehouseLakehouse?DataData WarehouseWarehouseMetadataMetadata ManagementManagementDataData LakeLakeVersioning,Versioning,Cachi

23、ng,Caching,IndexingIndexingDataData MartMartACIDACID&TimeTime-TravelTravelMachineMachine LearningLearning MartMartIdentity,Identity,Privacy,Privacy,SecuritySecurity?KeenKeen DaaSDaaS?分?分?KeenKeen AssetAsset?KeenKeen StreamStream?KeenKeen DsyncDsync?KeenKeen DSPDSP?KeenKeen BDPBDP?KeenKeen IndexIndex

24、?KeenKeen DQMDQM?KeenKeen DSMDSM全?全?KeenKeen MDMMDM?全?KeenData Lakehouse?67%85%Q?德分?N=144?11?2023?1 1?规?规?202320032018分?纳?纳?纳?纳?32.5%9.4%?AI?AI?AI?AI48.6%9.5%?AIAI?10%10%2,091 3,229 4,550 6,192 8,315 11,055 54.4%40.9%36.1%34.3%33.0%2020202120222023E2024E2025E?3 3?20202020-20252025?德?德?2 2?AIAI?规?规?Q

25、?全?分?N=633AIDC?AI?AI?纳?AWS?NLP?CV?+?+?+3D?+?AI?5G?AISaaS?IaaS?AIPaaS?1216.9%83.1%PaaS?SaaS性?1 1?PaaSPaaS?SaaSSaaS分?分?SaaSSaaS?2 2?PaaS+SaaSPaaS+SaaS?SaaSSaaS?全?分?全?分?17.8%14.8%14.8%13.6%13.6%12.4%12.4%10.7%10.1%9.5%AI?BI?(CRM)?2023?AI PaaSAI PaaS?SaaSSaaS分?分?16.9%16.9%?SaaSSaaS?PaaSPaaS?AIAI?全?分?全?分

26、?3 3?Q?全?分?N=1003Q?全?分?N=169?分?分?分?分?3 3?133.9%1.4%1.3%1.2%0.6%?分?(GPS)?(GIS)?纳?(LBS)?(RS)?2 2?分?分?2023?分?分?1 1?20252025-20352035?德?德?10%20%30%40%50%60%70%80%90%100%2025E2035E?50%80%Q?全?分?N=633?14102.4202120222023E2024E2025E2026E?1 1?德?德AIAI?L1全?L2?L3?L4?L5?AI?AIAI?AIAI?分?分?分?AI?AI?AI?AI?IDC?2023?AI

27、AI?2 2?L1L1-L5L5?3 3?AIAI?15?SIA?2023?3 3?分?分?2500400050006000800080012002000300050002503003203504002020202120222023E2024E?1 1?20202020-20242024?51.6%40.3%8.1%?纳?模2022?2810?2G/3G4G5G?KB?MB?PC?TV?VR?6G?MB?2 2?德?德?分?分?分?分?MB?16-28HBMHBM?GPUGPU?1618X11X1XH200H100A100?全?全?GPUGPU?GPTGPT-3 175B3 175B?H200

28、H200?H100H100?76%43%64%?GPT-3 175B?AMD?2023?HBM?High Bandwidth Memory?DRAM?意?GPU?R9 Fury XMI100MI200MI300X?0123456?TB/sTB/s?V100A100H100H200AMD?A100?H100?HBM3HBM3HBM3eHBM3eHBM2eHBM2eHBM1HBM1HBM2HBM2442534671803 979 119420222023E2024E2025E2026E2027E?17CAGRCAGR?22%22%?2 2?NLPNLP?AIAI?AIAI?分?分?AIAI?1 1

29、?20222022-20272027?AIAI?Gartner?2023?3 3?全?-?AI?AI?POC?AI?性?10?AI?ReRAM?续?18%82%?1950195019701970199019902010201019601960198019802000200020202020?Widrow&Hoff?1960?Lugt?1964Hopfield?Hopfield?1982?Kohonen?1982?Goodman et al.?1984?Psaltis et al.?1990?LeCun et al.?1990Hopfield?Farhat et al.?1985?Krizhev

30、sky et al.?2012?Shen et al.?2017?Tait et al.?2017?Hinton&Salakhutdinov?2006?Feldman et al.?2019?模?Lin et al.?2018?Hebb?1949?Rumelhart et al.?1986?Frank Rosenblatt?1957?Poldervaart?1970 2731.236.141.848.45620222023E2024E2025E2026E2027E?18?德?Photonics21?LightCounting?2023?19971997199919992001200120032

31、003200520052007200720092009201120112013201320152015201720172019201920212021202320232025E2025E90nm180nm130nm65nm45nm28nm250nm16nm10nm7nm5nm2nmCAGRCAGR?15.7%15.7%?1 1?2 2?3nm?3 3?续?续?2023?2011202120232035E?19?续?2025?纳?1 1?德?德?分?分?2 2?20?1 1?20172017-20262026?德?德?20%?10%?40%?70%?30%?30%?分?分?分?597610113

32、917822327834843554323%20%25%30%25%22%22%22%22%22%26%29%33%38%28%25%25%25%25%25%2017201820192020202120222023E2024E2025E2026E?%?%?2 2?2023?AIAI?墙?墙?2.5D?续?TOF2D?3D?/?3C?/?/?/?3 3?+AI+AI?德?3D?3+2+N?3?分?纳?3D?2?耳?3D?全?耳?21?续?PP?PE?墙?墙?2023?2 2?德?德?180Wh/kg180Wh/kg220220-260Wh/kg260Wh/kg240240-280Wh/kg280

33、Wh/kg280280-350Wh/kg350Wh/kg400Wh/kg400Wh/kg300-500400-700700?km?+?+?+?/?+?20162017201820192020202120222023E2024E2025E?2030E?1 1?22?2023?2 2?20222022-20302030?0.10.813422061680190721314%1336%139%31%20222023E2024E2025E2030E?%?1 1?续?续?3 3?009009?001001?预?预M9M9?23?CPIA?2023?-?BSF?续?PERC?分?23%?N?TOPCon?

34、HJT?XBC?27-28%?分?24.5%?43%?热?33.9%?2010201620202025E2030E43%43%27%27%23%23%?热?全?1350873191197607020222025E2027E2028E2030E2035E?24?1 1?3 3?德?德?ICV TAnK?2023?2 2?20222022-20352035?分?分?,36%?,32%?德?,13%?德,8%?,11%20192019?9 9?5353?20232023?5 5?176176?20202020?1212?7676?20232023?1010?11801180?20222022?111

35、1?IBMIBM?433433?OspreyOsprey?NISQNISQ?ECQECQ1 1-5353?2028202820352035400+400+4000+4000+100k+100k+?201920190.8%0.8%0.8%1.5%3.0%3.0%4.5%4.5%6.8%6.8%8.3%9.1%9.8%18.9%21.2%?20222022?分?分?10k10k-100k100k?60%60%2022?7?Pasqal?Le Laboratoire Charles Fabry?CNRS?361361?全?全?Frost&Sullivan?2023?1 1?20222022-2027

36、2027?碎?碎?18202327313620222023E2024E2025E2026E2027E?2 2?德?碎?德?碎?,47.62%?,28.57%?,13.10%?,4.76%?,5.95%?分?3 3?碎?碎?25CAGRCAGR?15%15%?全?全?BCG?2023?26?分?分?分?分?2 2?20202020-20502050?碎?碎?0.61.831.53.65.12020-2030E2030E-2040E2040E-2050E?分?分?1 1?分?分?分?DNA/RNA?DNA?DNA?/?纳?CRISPR-Cas9?DNA?(Bio-Foundry)?意?3 3?0-

37、5?051015?分?分?6-10?11-15?分?Frost&Sullivan?2023?14088817979706950414038373533313130282626CD19EGFRPDL1HER2SARS-CoV-2VEGF/VEGFRPD1BCMAGLP-1/1R CLDN18.2CD20CD22FGFRJAKHPVHBVP13Kc-Met4-1BBBTK?33%39%32%?TOP20?3?2023?TOP20?2?2023?TOP20?9669684848464039343232313128252323232222SARS-CoV-2HIV-1CD19HER2EGFRPD1PD

38、L1IL-15/15RPSMA?JAKBCMAVEGF/VEGFRIL-2/2RCD20IL-12/12RCFTRRSVGLP-1/1RP13K?42%72%18%?TOP20?10,100?IND-NDA?active?548053606310679077908740963010440-2.2%17.7%7.6%14.8%12.2%10.1%8.4%20192020202120222023E2024E2025E2026E?1?2019-2026?27?2023?3?2023?2 2?ADCADC?德?德?ADCADC?3211111111112231032211?ADC?德?ADC?ADCA

39、DC?1 1?20152015-20222022?德?德?392.9406.4380380.4392.9456.8480406.420152016201720182019202020212022?248214385159264393531662100%100%163%105%98%87%66%49%35%25%2020202120222023E 2024E 2025E 2026E 2027E 2028E 2029E 2030E?德ADC?%?3 3?20202020-20302030?德?德ADCADC?ADCADC?HER2EGFRTROP2FRCD79bNetin-4CD30CD19CD3

40、3CD22BCMATF?28?2023?3?2019?27%2019?73%?ADCADC?2929-4242?29?2023?2 2?20172017-20222022?德?德?1 1?20112011-20202020?德?德?10111213141516171819201120122013201420152016201720182019202018.2%30338811130315657?分?分?纳?纳?纳?分?分?2017?2018?2021?2022?3 3?2022?德?30.5%?2023?3059%70%70%?德?德?德?分?分?分?27.830.431.535.637.95

41、2.82%56.78%57.12%57.93%59.33%20182019202020212022?分?纳?分?纳?纳?%?分?分?分?分?-5%0%5%10%15%20%25%30%201720182019202020212022?分?1 1?20182018-20222022?德?分?纳?纳?德?分?纳?纳?2 2?德?分?纳?纳?德?分?纳?纳?3 3?德?分?纳?德?分?纳?分?分?纳?纳?分?分?分?分?分?1 1?意?意?分?分?31?2023?2 2?D-Work?全?分?BIBI?HADOOPHADOOP?SRMSRM?SQESQE?硬分硬?硬分硬?APSAPS?硬分硬分硬?硬

42、?分?分?分?分?硬?硬?硬?硬?类?类?(WMS)(WMS)?类?类?类?类?类?类?OAOA?ERPERP?分?分?分?分?MESMES?硬分硬分?分?分?WIPWIP?分?分?分?分?分?分?SOPSOP?纳?纳?CRMCRM?纳?纳?分?分?PLMPLM?PDMPDM?分?分?BOMBOM?QMQM?SPCSPC?8D8DFEFEMAMA?D-Work?32?续?续?50%?1 1?5G5G?MECMEC?分?分?20072007200920092011201120132013201520152017201720192019?AME?2023?1212?/?6 60 03 39 9?2

43、 2?ValeVale?BHPBHPFMGFMG?33?2023?分?3D?分?分?+分?分?IoTIoT分?分?分?模?分?分?分?分?分?IaaSIaaS?B B?全?全?分?纳?.?类?2 2?墙?墙?1 1?PaaSPaaS?34?2 2?17%13%13%12%9%6%2%2%0%0%?分?分?/?续?续?分?分?分?分?预?预?分?分?分?分?分?分?预?预?分?分?IoT?纳?类?类?类?类?1 1?KPIKPI?IDC?2023?,25%?,75%?35%35%?75%75%?3 3?4 4?IDCs Analytics and AI Services Survey?/?N=3

44、33?2021?6?35?全?全?AIAI?AIGCAIGC?2023?分?分?分?1 1?换?换?B?OTTOTT?APP?AIAI?AIAI?AIAI?2 2?AIGCAIGC?ID?缺?36?WHO?2023?3 3?AIAI?2 2?AIAI?分?分?分?分?AI?AI?AI?性?性?91888887868581?德?德?德?德?德?1 1?20212021?全?全?AIAI?AIAI墙?意?墙?意?1 1?AIAI?2 2?AIAI?全?全?/?AI?AI?/?AI?3 3?AIAI?分?分?AI?硬?37?2023?分?32%?26%AIAI?AIGCAIGC?热?热?AIAI?全

45、?全?AIAI?Q:?AI?ChatGPT分?N=476?38?2023?续?全?续?全?1 1?20162016-20232023?德?分?德?分?185019152100220025003300378142914%10%5%14%32%15%14%20162017201820192020202120222023E?分?5.6157701130 1660 2440 3590 5270 8750010002000300040005000600070008000900010000?分?5050454035302520151050?2 2?20222022-20602060?德?分?德?分?202

46、220222025E2025E2030E2030E2035E2035E2040E2040E2045E2045E2050E2050E2055E2055E2060E2060E?/?/?分?分?39?1 1?分?分?续?-?拿?2 2?2023?2023?/?硬?硬?类?类?AIAIAIOTAIOT?GISGISCIMCIMBIMBIM?硬?硬?APP?硬?分?硬?硬?硬?CCUS?/?/?/CCUS/CCUS/?类?类?墙?墙?40?CRM?分?PLM?SCM?BOM?PLC?DCS?HMI?/?分?硬?分?硬?1 1?2 2?ERP?MES?WMS?112713001528181360%66%7

47、2%76%20222023E2024E2025E?41?ICVTAnk?2023?18%21%61%?2 2?德?德?17%21%61%1%?3 3?德?德?冲?冲?1 1?德?德?点?类?预?4 4?2023?4?L2L2?2 2?20172017-20302030?德?德?L2L2?72%68%63%49%45%44%36%?纳?3 3?德?冲续?德?冲续?4 4?冲?冲?290039004600?德?德?德?性?BEV+TransformerBEV+Transformer?OTA?BEVBEV?L3/L4L3/L4?分?分?Transformer Transformer?1 1?BEV+

48、TransformerBEV+Transformer?AIAI?Thinkercar?2023?426%6%12%12%16%16%25%25%31%31%38%38%46%46%70%70%100%100%2017201720182018201920192020202020212021202220222023E2023E2025E2025E2030E2030E?43-50?43?7979?全?全?AIAI?纳?AIAI?分?分?规?2023?2 2?20232023?6 6?德?德?/?/?1 1?AIAI?nature?science direct?2023?67%58%55%49%48%

49、45%43%38%38%34%5%?3D?AI?AIAI分?分?AI4SAI4S?AI?1 1?AIAI?2 2?AIAI?意?意?+?AIAI?44?AI and science:what 1,600 researchers think?AI?N=1659?2023?9?AIAI?AIAI?意?意?3 3?AIAI?45?冲?冲?64.9%47.3%46.4%42.1%29.2%23.1%22.4%18.8%?续?分?2 2?1 1?/?2009?2010-2014?2015-2019?2020-2023?德?12.4%?71.6%?16.0%?11.3%?73.6%?15.1%?2023?

50、3 3?Q?N=425Q?N=425Q?/?德分?分?N=425?46?2023?LP?LP?+?续?分?续?楼?AR/VR/MR?DVD?分?分?分?全?分?续?分?全?分?续?全?点?全?点?纳?点?分?缺?纳?纳?点?分?缺?纳?/?全?全?2121?2020?7070?2020?纳?纳?1818?2020?1818?园?园?2023?PC?AI Agent?47?20?+?续?分?预?点?48?98.9%98.9%?1 1?2 2?42%39%38%37%31%29%24%?3 3?全?全?2023?纳?98.9%98.9%?分?分?49?2 2?AIAI?AI?AIDC?AI?分?N

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