【英文】贝恩报告：技术报告2023（84页）

Technology thrives on innovation, and today, the sector is in a period of  renewal and reinvention. Tech is healthy, vibrant, and moving forward  assertively, driven by strong global demand and broad interest in  new technologies. What looked like a slowdown was actually a reset. After the Covid-19  spending bubble, demand slowed, valuations fell, and proftability  mattered again. The sector responded, cutting costs and laying of  thousands, then bounced back quickly with market caps near peak  levels again (Figure 1). 

This rebound rides on optimism. Technology is increasingly central to  everything we do—personally, professionally, and as a society. Even  during periods of economic uncertainty, companies continue to invest  in technology (Figure 2). Large language models and generative AI  represent the most signifcant disruption since the Internet. The need  for resilience in supply chains is creating capacity in new places. These  are the investments that will propel and reshape the tech sector in the  years ahead.