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yingh@csc.com.cn

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Title: yingh@csc.com.cn


1
??? ??????? yingh_at_csc.com.cn (010)65183888-84056

??????
?????????????
2
??
  • ???????????????????
  • ???????????????
  • ???????????????
  • ??????????????

3
????????????
  • ???????????????????

????
???????????????
?????????????,???????????????????
??
???????????????
?????
??????????????????????
?????????????,???????
???
4
????????????????
  • ???????????????????????????????
  • ???,???????????????,?RD/GDP?1
  • ?2???)

???? RD/GDP??1
???? ??GDP??1000??
???2002????????????????????
5
?????????????
????5-10???????????????????????????
6
????????????
  • ???????????????

??????????????
???????????
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??????????????
???????????????????
????????????
?????????,?????????
???????????,??????
7
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  • ???????????????

???????? ??????????,?????????????????????
11?????
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68?????
16?????
27?????
?????????
18?????
4???????
8
16????????????
9
????????????
  • ????????????????
  • 1?2020?????
  • 2?2.5???
  • 2020?RD??2004?RD?? 6.4
  • 2020?RD??- 2004?RDgt1??????
  • 20062020?????9.5??????

RD/GDP2.5??
???????60??
???????30???
10
2006-2020????????
11
???????????TFP
?????????????,???????????????????????,????????????
?(TFP)??,???????????TFP????
?????????????????????70??
12
2004-2020???????
2020??????????60,?2004????,????2.73??,??????????
???
?????????50????????????,??,?????????60,?????????
??????
13
????????????????
  • 3????????
  • ????????????????,????????????60??,?2020?
    ???????????7622??????
  • ???????????????????

14
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  • ??????????????????

????
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???? ??????? ???? ???????
???? ????????? ???? ???????
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15
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  • ??????????????

??10-20????????????????????????????
? ?
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? ?
  • ??????????????????????????????????????????????????
    ??????????????????

? ?
16
???????????????
??????????????
1????????
2????????
  • (1)????????????????
  • (2)??????????????????
  • (3)????????
  • (4)???????,????????

(1)????????? (2)?????????????? (3)??????????????
?? (4)???????????????? (5)??45??????????????????
? (6)??????????? (7)?????????????? (8)?????????
???????????
17
???????????????
?????????????
1????????
2????????
  • ????????
  • ?????????
  • ?????????
  • ?????

(1)?????????? (2)?????????? (3)??????????? (4)?
?????? (5)?????? (6)?????????????
18
???????????????
????????
?????????
  • (1)???
  • (2)300-350km/h??????
  • (3)?????????????????
  • (4)?????????????
  • (5)????
  • (6)???????????????

(1)E-finance???? (2)E-commerce?????? (3)E-learni
ng???? (4)E-media???? (5)E-health????
19
???????????????
???????
??????
  • (1)??????????????
  • (2)??????,??????
  • (3)????????????
  • (4)???????????
  • (5)??????
  • (6)??????

?????????????8-10?,??GDP????????????1/10
?????
(1)???? (2)????
20
???????????
  • ??NASDAQ??
  • 1???????????????????
  • 2????????????????
  • 3???????????????????????

21
???????????NASDAQ
22
???????????
  • ???????????500???
  • 1???????????????????
  • 2??????????????????????
  • 3???????????????????????????????????

23
?????????????500(1)
24
?????????????500(2)
25
???????????
  • ?????????BSE100?????
  • 1????????????????????????
  • 2???????????????????????????
  • 3???????????????IT?????
  • 4??????????????????

26
?????????????BSE100
27
???????????
  • ??????????????????
  • 1?PE????????????????????
  • 2??????PEG??????????,???????????????????

28
NASDAQ?????
29
??500??????(1)
30
??500??????(2)
31
????BSE100???
32
????????????
  • ???????????

????????????(??15?)??????(??5?)
??????????????????????
????
????
?????? ????????? ?????????????? ?????????
??????10?????
?????????????
33
?????????????10?????
34
?????????????
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