传媒：Claude 3.5 Sonnet发布，AI应用场景持续拓充

Investment Rating - The industry investment rating is maintained as "Leading the Market" [1] Core Viewpoints - The release of the new large model Claude 3.5 Sonnet by Anthropic on June 20, 2024, showcases significant advancements in AI applications, with lower costs and faster speeds compared to competitors [1] - Claude 3.5 Sonnet is positioned as the strongest visual model, outperforming previous models and competitors like OpenAI's GPT-4o and Google's Gemini 1.5 in various benchmarks [1] - The model's cost is set at $3 per million input tokens and $15 per million output tokens, with a context window of 200,000 tokens, indicating a competitive pricing strategy [1] - The report emphasizes the ongoing iteration of large models and the potential for new releases to shift market leadership [1] - The demand for edge AI is increasing, with Apple announcing a partnership with OpenAI to integrate ChatGPT into its devices, reflecting a broader trend among smartphone manufacturers embracing AI [1] Summary by Relevant Sections Investment Highlights - The report highlights the competitive landscape of large models, suggesting that the performance and demand for edge AI applications will be critical for future investments [1] Market Performance - The report notes that the performance of Claude 3.5 Sonnet in visual tasks is superior, with significant improvements over its predecessor Claude 3 Opus, particularly in areas such as visual reasoning and data interpretation [1] Analyst Information - The report is authored by analyst Ni Shuang, who holds a valid securities investment consulting qualification [1]