【英文】贝恩报告：技术报告2023（84页）

英文研究报告 2023年10月25日 07:31 管理员

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.