全球科技行业周报：Midjourney进军硬件领域，工信部发布1-7月软件业运行情况

Investment Rating - The industry investment rating is "Overweight" [1] Core Insights - Midjourney has officially announced its expansion into the hardware sector, potentially integrating its AI image generation technology to enhance user experience [31] - The software industry in China reported a revenue of 73,429 billion yuan, with a year-on-year growth of 11.2% for the first seven months of the year [1] - The computer industry has shown signs of improvement, with total revenue reaching 546.85 billion yuan in the first half of 2024, a year-on-year increase of 7.1% [1] Summary by Sections 1. Weekly Market Review - From August 26 to August 30, 2024, the Shanghai Composite Index decreased by 0.43%, while the ChiNext Index increased by 2.17% [1] - The performance of various indices included: Hang Seng Technology Index up by 2.64%, Nasdaq down by 0.92%, and the AI Index up by 0.25% [1] 2. AI+ Sector - Midjourney is venturing into hardware, aiming to create devices that combine AI technology with hardware innovation [31] - Meta has launched the Sapiens AI visual model, which is designed for various human-centered visual tasks [32] 3. Domestic AI Developments - Zhipu AI has released the CogVideoX-5B video generation model, which significantly improves video generation quality and reduces hardware requirements [33] - Xihu Xincheng has introduced the first end-to-end voice model in China, called Xincheng Lingo, which matches the capabilities of GPT-4o [3] 4. Overseas Technology - Nvidia reported a revenue of $30 billion for Q2 of fiscal 2025, a year-on-year increase of 122% [4] - The data center revenue reached a record $26.3 billion, reflecting a year-on-year growth of 154% [4] 5. Cloud Computing and Computing Power - Companies to watch in the computing power sector include Baoxin Software, Dahua Technology, and Inspur Information [5] 6. Intelligent Driving - XPeng Motors announced the successful tape-out of its self-developed Turing chip, which can be applied in AI cars and robots [5] 7. Video and Cinema - Shanghai Film Group has announced several upcoming films, including "Hunting Action" and "Good Things" [6] 8. Gaming - In the first half of the year, 37 Interactive Entertainment achieved a revenue of 9.232 billion yuan, a year-on-year increase of 18.96% [7]