计算机行业周报：萝卜快跑订单累计超700万单，看好自动驾驶景气提升

Investment Rating - The report maintains an "Overweight" rating for the industry [2] Core Insights - The humanoid robot "Navigator 2" NAVIAI has been released, featuring a height of 1.65 meters, weight of 60 kilograms, and AI computing power of 275 TOPS, indicating potential benefits for the robotics supply chain [2][6] - Meta has developed a new method called Transfusion, which integrates language and diffusion AI models to reduce computational load and enhance operational efficiency, suggesting opportunities for the AI computing sector [2][8] - Baidu's autonomous driving service "萝卜快跑" has accumulated over 7 million orders, with the sixth-generation vehicle undergoing large-scale testing, indicating positive prospects for the autonomous driving and virtual cockpit sectors [2][7] Summary by Sections 1. Key Insights and Investment Recommendations - Focus on the humanoid robotics supply chain benefiting from the new model release, the AI computing sector benefiting from Meta's new method, and the autonomous driving/virtual cockpit sector benefiting from Baidu's business disclosures [8] 2. Market Review (2024/08/19-2024/08/23) - The A-share Shenwan Computer Index fell by 2.69%, underperforming the CSI 300 Index by 2.14 percentage points [9] - The performance of the computer sector ranked 15th among 31 first-level sub-industries [9] 3. Industry News - The humanoid robot "Navigator 2" NAVIAI has been launched, showcasing advanced capabilities and potential market impact [19] - Baidu's autonomous driving service has seen significant growth, with a 26% year-on-year increase in orders for the second quarter of 2024 [20] 4. Company Dynamics - Notable companies to watch include Hechuan Technology and Beite Technology in the humanoid robotics sector, and Haiguang Information and Zhongke Shuguang in the AI computing sector [8]