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Eco
Eco
2024 1
2024 A
A 2023 2024 A
5%
A 2
A 2024
2024 TMT
2024 AI
A
2024 A
PCE %
0.90
0.70
0.50
2023
0.30
0.10
2023 3 -0.10
-0.30
-0.50
% :PCE: : PCE:
Wind 2019.1-2023.11
5.0
4.0
CME 2024 3
3.0
75%
2.0
1.0
0.0 2004
2020-01 2021-01 2022-01 2023-01
A
Wind 2020.1.2-2023.12.8
2006 2006
A
2
2015 2018
CPI %
2019
10.0
8.0
A
6.0 4
4.0
2.0 2004 -2007
0.0 6 3,000
2022-01
2022-04
2022-07
2022-10
2020-01
2020-04
2020-07
2020-10
2021-01
2021-04
2021-07
2021-10
2023-01
2023-04
2023-07
2023-10
5 2,800
4 2,600
2
2024 A
2024 GDP
9.4%
2023 GDP 5% 2023
2024
3 GDP 5.2% 5%
2023
2024 GDP 5%
-15% -20%
2021
5%
2021
2023 2024
2024
5
GDP
7
15
10
5 18000 50%
40%
0
13000 30%
2007
2009
2001
2003
2005
2011
2013
2017
2019
2015
2021
2023
20%
8000 10%
GDP: % GDP %
0%
3000 -10%
Wind 2001-2023
-20%
-2000 -30%
2023 11 2.9%
Wind 2016.2-2023.11
5%
6
2022 -2023
600000
300000
Wind
3
2024 A
1 9
2 35
25
15
3 5
-5
-15
2021-2 2021-8 2022-3 2022-9 2023-4 2023-10
8
Wind 2021.2-2023.11
25%
20%
15%
10%
5% 2023 9
0% 2024
1.3
10
Wind 2018.1-2023.10
2.00
2023 11
4.2 17.9%
1.50
2023 11
0.5% 1.00
1994-02
1996-03
2004-07
1998-04
2006-08
2014-12
2019-02
1992-01
2008-09
2021-03
2002-06
2012-11
2023-04
2000-05
2010-10
2017-01
2023 10 1
2023 5000 2024
: :
5000 : :
2023
2023
2022
GDP 2023 11
7.2% 8%
2024
2024
2024
5%
4
2024 A
12
A 2023-2024
11
60
%
40
30.00 20
20.00
0
10.00
-20
0.00
-10.00 -40
2023E
2024E
-20.00
2010
2017
2021
2016
2012
2013
2014
2019
2008
2020
2011
2022
2018
2009
2015
A A ( )
Wind 2008-2024
Wind 2022.1-2023.10
A 2010 500 50
300 20%
2024 A 2023
50 50%
17
2023 3 A - 30%
2.86% 2 9.6% 13
3
2010 A
6.18% 2 12.9% 3
140 50%
3 120
100 40%
80 30%
2024 2024 60
40 20%
A 5% 2023
20 10%
0
2024 -20 0%
Wind 2023 12 22
2023
2023
300 50 PE 2021
3 3 6
2011-2014
PE 27
30
5
2024 A
50 PE 9 12 2024
50 PE 8-15
2023 A
2 300
2023 2023 11
14 2873
2022 2021
2.50
1.50
1.00 16
0.50
5000 20,000
4322
4500 18,000
A 300 4000 16,000
3517
3500 2942 14,000
Wind 2023 12 7
3000 12,000
2500 1997 2089 10,000
2000 8,000
1500 6,000
900
1000 686 607 566 4,000
2021 500 185 2,000
0 0
300
2024
180%
130%
80%
30%
-20%
ETF 2023
-70%
ETF
A 2023 1-10
ETF 3840 300
Wind 2000-2023 2023 12 15 50
6
2024 A
ETF
ETF
2000 ETF 2024 OPENAI GPT4
ETF A
17
2023 ETF AI
2000
1800
1600
1400
1200
1000
800 2009 -2016 1.74
600
400 14.73 35.66%
200
0
-200
21
TMT
18
Wind 2023.10
700
600
500
400
300
200
100
0
-100
300
CHATGPT
2023
M7 M9 S7
7
19
4000
5000
6000
3000
0
1000
7000
2000
2023
2015-01
Wind,
:
2015-09
AIOT
2024
8
2016-05
:
2017-01
A
2017-09
2018-05
:
2019-01
2019-09
2015.1-2023.9。
2020-05
2021-01
HARMONYOS4
2021-09
2022-05
2023-01
2023-09
0
GPU
20
40
60
80
-20
-60
-40
-80
100
9
8
-5
10
15
0
5
20
25
-15
-10
2003-03
20
2004-05
:
:
2005-07
:Wind,
2006-09
2007-11
2009-01
2.9
2010-03
2011-05
2012-07
2013-09
2003.3-2023.9.
/
2014-11
:
:
2016-01
2017-03
2018-05
:
2019-07
1.4
2020-09
:
2021-11
A
2023-01
2024 A
A 2023
2021 2023 2024
21
% 22
60 2023 %
50
40 20
30 15
20
10 10
0 5
-10
0
-20
-30 -5
-10
-15
08-03
05-03
02-03
12-03
01-03
03-03
07-03
10-03
11-03
04-03
06-03
09-03
300
:Wind, 2013-2023(2023 12 15
300
.
Wind 2013-2023(2023 12 15
518048
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