ChatGPT跨行业专题报告_AIGC发展大年

2023年2月10日招银国际CMR INTERNATIONAL受益标的估值比较国3：受益标的估值比校殿价市值P/EP/BROE公司代码产品(当地赏)（面万美元FY23EFY24E FY23EFY24EFY23E云计算授软MSFT USAl云计算266.731.985.48628.624.89.37.336.4谷歌GOOG USAI云计算1001.276.67018.215.24.53.924.6百度BIDU USAI云计算152.3452.64116.514.61.61.77.3腾讯700HKA云计算395.6481.70223.420.03.22.814.4阿里巴巴BABA USA云计算105.11278.28213.413.32.22.38.7AI算法商汤20 HKA!算法及应用2.7811.853n.a.n.a.3.23.5(11.7)科大讯飞002230CHA!算法及应用46.415.91151.538.55.45.011.3创新奇智2121HKA!算法及应用201.425n.a.n.a.4.85.2(14.6)虹软科技688088CHAI算法及应用28.731.72142.329.53.83.37.8云从科技688327CHA!算法及应用31.73.465n.a.n.a.12.012.2(26.7)芯片英伟达NVDA USGPU222.05546.24368.151.325.623.031.1超咸半导体AMD USGPU84.69136.55027.119.72.42.37.4策武纪688256CHGPU79.074.677n.a.n.a7.07.4(15.9)景嘉微300474CHGPU82.675.54580.358.210.59.112.7海光信息688041CHCPU53.5118,35382.356.37.66.710.9龙芯中科688047CHCPU1136,687101.576.48.98.08.9某迪思LSCC USFPGA81.4111.15840.334.3n.a.n.a.50.7安路科技688107CHFPGA73.034.312308.1138.818.116.35.8紫光国微002049CHFPGA126.8515,90326.319.97.65.530.5复世微1385HKFPGA33.76,94219.117.34.74.022.0航锦科技000818CHFPGA34.063.413n.a.n.a.n.a.n.a.n.a.兆易创新603986CHDRAM118.0811,62328.525.44.53.915.3数据中心易昆尼克斯EQIX USIDC730.9967.64479.467.76.16.28.0万国数据GDS USIDC25.034.770n.a.n.a.1.61.7(6.4)泰淮数据CDUSIDC8.843,24326.121.02.01.89.7资料来源：彭博、招银回际环球市场请参阅尾页之免青声明3