计算机行业周报：OpenAI推出价格显著下降的GPT-4omini，AI板块有望受益

Investment Rating - The industry investment rating is maintained at "Overweight" for the computer sector [2]. Core Insights - The low-altitude economy is expected to benefit from local government policies, with Chengdu and Changzhou releasing plans to promote its development, aiming for an industry scale exceeding 30 billion yuan by 2026 [7][24]. - OpenAI's launch of the GPT-4o mini model, significantly cheaper than its predecessors, is anticipated to benefit the AI large model and application sector [8][25]. - The AI server market is projected to reach a value of 187 billion USD in 2024, with a growth rate of 69%, driven by increasing demand from cloud service providers [9][28]. - The autonomous driving sector is set to benefit from the deployment of autonomous buses in Shenzhen and Haikou, enhancing public transport services [10][30]. Summary by Sections 1. Core Insights and Investment Recommendations - The low-altitude economy is highlighted as a key area for investment, with specific companies recommended for attention, such as Lais Information and New Exhibition Technology [10]. - The AI large model and application sector is also recommended, with companies like Softcom Power and Wanxing Technology suggested for potential investment [10]. - The AI computing power sector is expected to grow, with recommendations to focus on companies like Inspur Information and Zhongke Shuguang [10]. - The autonomous driving sector is advised for investment, with companies like Zhongke Chuangda and Desay SV expected to benefit [10]. 2. Market Review - The A-share Shenwan Computer Index fell by 0.26% during the week of July 15-19, underperforming the CSI 300 Index by 2.18 percentage points [11]. - The performance of sub-sectors within the computer industry varied, with software development showing a slight increase of 0.15% [13]. 3. Industry News - Chengdu's government has released measures to enhance low-altitude flight services, providing up to 30 million yuan in support [23]. - Changzhou's three-year action plan aims to develop a high-quality low-altitude economy, targeting the establishment of 150 related enterprises by 2026 [24]. - OpenAI's GPT-4o mini model is now available at significantly reduced prices, which is expected to impact the AI application landscape positively [25]. - The first domestic AI pathology model, PathOrchestra, has been launched, marking a significant advancement in AI pathology diagnostics [27]. - The autonomous driving sector is seeing practical applications with the introduction of autonomous buses in Shenzhen and Haikou [30][31].