????:1?????????:????????????

2?????

3????????vx

4????????????

5???????????

12?????????????23?????????????????,??301?????????????????????????????,?????????????????

??????????,?????,????????????????????????????????????????????????,????????????????????????,?????,???

?????,????????

??

??,??????????????301?????????,????????????

????????????,????????,???,???

??????,????????

???????,?,???,??

??????“???”?????????,????????????

?????????????,???????????????,?????????“???????????????”????????????????????,??,“?????????????????????”???

?????????????,??????????“?”,??????,?????

??????,????????,????????????????????????????????????,????????????,??,?????“??????”“??”??????????????,????,??

??,???????,??????

????????????????????,???????,?????????????????,“??”???????????,?????

???????????????2022?????????????????,??????????????????????????????????2022??????,????,???????????????,???301??????????????,???

??????????,2022?,????????“?????????????”?????????????,????????,????????????????????????????????,?????

???2022??????,??????????????60%,???????????????,????

2023???????????,????????,???????????????????,????????

???????????????,????:????????“????????”?????????“????”??

??????????????,“???????”??,??,?????????????????????????????????????,??????????????,????

????,“???????????”??????????????????,????????,????????????,??“?”??“??”?????????????????????????????,?????

????,?????:

????1????,????“????”?????????,????????????

????????,??????????????????????????????????,??????????“?????????????????????”???

??“?????”???????????,??????????????????????????,??????301?????????????

??,“??????”??,?????????

?,???????????????

?,??????????????????301?,?????????????????????????301???

????????????? ???:?????,?????????????????????????,??????????,????????

????????????????????????????????,??????????????????????,??????????????

?,?????,??????,????????,????????????

????????,????????,??????????,????

???????????,???????????,????,???????????,????????????????

????????“????????”????,???

????????????????

2024???????,?????????????23.7%???:

2024??????,?????,????????????20.7%??????????,????2024??????????????100%,???????????????

??,???????????????????????“?????????????????”?

?????????????????,?????????????80%???????????,??????,?????????

??????????????????????,?????????????,???????“??????”??:?«?????????»???????????????,???

????????????,????????????????????,??????????????????????

?????????????:????????????,??????????????,????????????,?????????????,???????????

«????????»2022????????????????????????8?????????,???2023?????,?????????????????????????????????,????«??»«??????»??,?????40%??????????????????

??????,???????????????,???,????????????????,“??????”????????????“?????”?????????????,??????????,???????????

???,?????

???????????????????,???????,???,?????????????????,???????????30%??50%,??

????????,????????????????,??????????????,?10?????

??,???????,???????????????????????:

2022????????2023?????,????“????????????”??,??????????

2024???????????,???,????CPU???????????????????,?????????????GPU?????????????????

????,????,?????????,??

??????????????,??????,?????????????,?????????????

???????????????????,?,??????

??????????,????????????,???????,??“????????????????”,????????????????????????

??????«????»?????????????????,????????????????

??????????? ????????? ???????????«??»:???????,??????????????“????”?????????????,??,???????

????????????,????????,???,??????????????,??????????????,?????????????,????,????????????

???,???????????????,????,?,????

???????????,????,?????

2018???????????2021????????????????,??????1230?????????????????????????,???25%??????,???2025????????????1900????,???????????????????????2030??????????????2500???????????????,?????1?????????????

?,???????????2029???????????????,???????????,????50%????????????

?,?,?????????????????????????????????????????

????,???????

????????????,??????301????????????,301??????,?????????,???,???

?????????????,???,????????,?????????,???????????

????????????????,??????????????(?????????????) ??????????:??????