计算机行业周观点：国内首家人工智能标准化研究机构成立

Investment Rating - The report maintains an "Outperform" rating for the computer industry, indicating an expected relative increase of over 10% in the industry index compared to the broader market over the next six months [32]. Core Insights - The report highlights the investment opportunities arising from the iteration and innovation of large AI models and their applications, particularly in the context of the recent establishment of China's first AI standardization research institution [1][29]. - The report notes a significant decline in the computer industry, with a 2.69% drop last week, underperforming the Shanghai Composite Index by 2.14 percentage points, ranking 15th among the primary industries [1][12]. - The report emphasizes the increasing market size of China's large model platform and related applications, which reached 1.765 billion RMB in 2023, with major players like Baidu, SenseTime, and Zhiyuan AI leading the market [5][6]. Summary by Sections Industry Dynamics - The IDC report indicates that the market for large model platforms in China reached 1.765 billion RMB in 2023, with Baidu leading at 19.9% market share [5]. - Inspur Information launched the Source 2.0-M32 model, claiming performance comparable to the 700 billion parameter LLaMA3 model, with a significantly reduced memory requirement of 23GB [6]. - Moore Threads released the MooER model, the first large open-source speech model trained on domestic GPUs, achieving near-industrial-level performance in speech recognition and translation [7][11]. - The KUAE 1.2 version from Moore Threads supports 64K long texts and includes a range of new models [8]. - The Beijing AI Standardization Research Institute was established, focusing on key technologies and risk governance in AI [9][11]. Market Review - The computer industry index fell by 2.69%, with a year-to-date decline of 32.19%, ranking 30th among 31 industries [12][14]. - The average daily trading volume in the computer sector increased by 26.54% to 41.565 billion RMB last week [16]. - Over 79.72% of stocks in the computer sector declined last week, with only 68 out of 355 stocks rising [12][16]. Investment Recommendations - The report suggests focusing on digitalization, intelligence, and trusted innovation (信创) investment themes, including the exploration of public data value and the development of AI models [29].