20230919_东方证券_非银行金融行业买方投顾转型专题报告：AIGC大模型赋能买方投顾转型或打开全新市场空间_23页.pdf

|AIGC AIGC 1 7 10 1.2%0.2%2 B AI 10 AI TAM 1 WarrenQ LightGPT 2 1H2023 AI AI ChatGPT AI C 1+app App AI 2 NLP AI AIGC,3 AIGC 5 30 TigerGPT 4 beta TigerGPT AIGC 1 AI IT AI 2 AI AIGC AIGC C(688318)AIGC(TIGR.O)AIGC 2.WUFUyRtOsRmNsMpMtOoRoP6MbP8OtRqQmOtQiNmMwPjMtRoO9PmNnMwMnPzQNZsPnO AIGC 3 1%2020-2021.2.3.5 App 2023/6/30.6.10.11.12.13.14.15 TigerGPT Q4.16 TigerGPT.17 TigerGPT.1 Web1.0 Web2.0 Web3.0.2 2023 9.3 2033.4 2033 AI-.5 2033 AI-.6 2033 AI-.7.8.9 AI.AIGC 4 1.AIGC 1.1.ChatGPT AI Web3.0 AI 2022 12 ChatGPT AI Web3.0 1 DEFi Web3.0 2 3 AI 4 AI 1 Web1.0 Web2.0 Web3.0 Web1.0 Web2.0 Web3.0 Web HTML/XML/RSS RDF/RDFS/OWL Forbes 1.2.1.2.1.2019 10 AIGC 5 6 60 29 25 3 3 54 440 1200 7 10 1.2%0.2%2 2023 9 1%2020-2021 00.20.40.60.811.21.41.6 FOF QDII 2020 2021 AIGC 6 2 3 5 30 2023-2025 5 31 2023-2024 2025 ChatGPT AICG IT 2023-2025 2023 2023-2025 8%6%AIGC 7 1.2.2.AIGC AI”ChatGPT AI AI AI AI AIGC AI 2.B 2023 9 15 27.56 16.08 10 2033 CAGR CAGR 12.5%/15%/17.5%2015 CAGR 19.87%25%/40%/55%/13.05/26.02/44.35 3 2033 CAGR/12.5%15.0%AIGC 8 17.5%Wind/0.4%/0.7%/1.0%0.3%-1.5%30%/40%/50%AI 157-653 312-1301 532-2218 AI 10 AI TAM Total Addressable Market 4 2033 AI-/30%40%50%Wind App CAGR 12.5%25%5 2033 AI-/30%40%50%Wind App CAGR 15%40%6 2033 AI-/30%40%50%Wind App CAGR 17.5%55%2.1.AI B IT AIGC 9 AI AI LightGPT ChatGPT ChatGPT LightGPT LightGPT LightGPT 4000 tokens 400 tokens 80+LightGPT LightGPT AI LightGPT/API LightGPT LightGPT 9 CTO+LightGPT AI AI TA+9 WarrenQ 6 28 WarrenQ WarrenQ WarrenQ WarrenQ AI WarrenQ-Chat ChatMiner WarrenQ-Chat Chat AIGC 10 4 AIGC 2023 5 31 40 4 2014 AI 20 NLP OCR CV AI AI 2.2.AIGC 11 AI B 1 RPA RPA GPT 2 GPT AI 3 RPA beta alpha&+RPA RPA RPA RPA+AI+RPA+X 2022 100 RPA GPT+RPA AutoGPT AutoGPT GPT-4 THOUGHTS REASONING PLAN CRITICISM AutoGPT AutoGPT Github 2023 125k GPT GPT AI AI RPA AI 2023 AI AI ChatGPT AI 3.C AI AI i Wind Alice NLP AI AIGC 12 AI AI AI AI APP AI APP AI APP AI APP 1 AI 2 AI APP AI 3 AI APP AI APP 5 App 2023/6/30 3.1.AIGC AI app 2022 6.1 1942 AI AI 0500100015002000250030003500 e e AIGC 13 6 wind iFind AI 2B Wind iFind A iFind Wind 25-75%iFind Wind 1 AI iFind 2 iFind 3 iFind 4 iFind GDP BloombergGPT BloombergGPT 2023 3 30 Bloomberg LLM 3630 token FinPile 7000 500 BloombergGPT Bloomberg GPT BloombergGPT AI MaaS Model as a Service+i i AI 2008 i AI AI AI app i App AI i 010,00020,00030,00040,00050,00060,00070,0002009/62009/122010/122011/122012/122013/122014/122015/122016/122017/62017/122018/62018/122019/62019/122020/62020/122021/62021/122022/62022/12:()AIGC 14 AI AIGC 7 i 8 i AIGC 15 9 AI 10 11 app app 12 app AIGC 16 3.2.C AI C App 22 C 0.67+23.0%yoy 39.5%41.3%C C PC App AI AI 7/1700+:800+KDJ MACD BOLL CCI RSI WR BIAS SKDJ VR MTM OBV AIGC 17 8 KDJ MACD BOLL CCI RSI WR BIAS SKDJ VR MTM OBV%A A A AI NLP AIGC NLP AIGC Fintech 1 2023 3 22 AI AI AI 2023(LPSE)(NLP)(TCI)2 AI AI AIGC,AIGC 18 13 14 app app 3.3.TigerGPT AI AIGC 5 30 TigerGPT 4 beta TigerGPT AIGC TigerGPT OpenAI TigerTrade TigerGPT TigerGPT 15 TigerGPT Q4 16 TigerGPT+AI 2Q23 84.09 AI TigerGPT TigerGPT TigerGPT AIGC 19 HenryToh TigerGPT TigerGPT TigerGPT TigerGPT TigerTrade TigerGPT TigerBrokers TigerGPT 17 TigerGPT 4.AIGC 4.1.AI AI AI AIGC 20 AI IT AI AI IT AI 4.2.or 200-300 ChatGPT LightGPT WarrenQ 9 AI 5.AI AIGC AIGC AIGC 21 AIGC C(688318)AIGC(TIGR.O)6.1 2 AIGC 3 AIGC 4 5 CAGR AIGC 22 12 A 300 500 15%5%15%-5%+5%-5%5%-5%+5%-5%