计算机行业周报：AMD RDNA4 GPU架构显卡曝光，智谱发布基座大模型GLM-4-Plus

Investment Rating - The report maintains a "Buy" rating for key companies in the AI sector, including Keda Xunfei (002230.SZ), Jinqiao Information (603918.SH), and Dingtong Technology (688668.SH) [5][33]. Core Insights - AMD plans to officially release its RDNA4 GPU architecture graphics card in January 2025, featuring 56 compute units and 16GB of GDDR6 memory, with a clock frequency of 2,101MHz [2][11]. - The newly launched GLM-4-Plus model by Zhiyuan demonstrates significant improvements in language understanding, instruction following, and long text processing, positioning it competitively against leading models like GPT-4o [17][18]. - AI application traffic data shows a 23.74% increase in average session duration for Wenxin Yiyan, indicating growing user engagement [15][16]. Summary by Sections 1. Computing Power Dynamics - The rental prices for computing power remain stable, with specific configurations such as A100-40G priced at 28.64 CNY/hour on Tencent Cloud and A100-80G at 8.50 CNY/hour on Hengyuan Cloud [9][10]. - AMD's RDNA4 GPU architecture graphics card is expected to have 56 compute units and 3,584 stream processors, aligning with industry expectations [11][12]. 2. AI Application Dynamics - The GLM-4-Plus model was officially launched at the KDD conference, showcasing enhanced performance across various tasks, including reasoning and programming algorithms [17][18]. - The traffic data for AI-related websites indicates that ChatGPT leads with 633.8 million visits, followed by Bing and Canva, with Wenxin Yiyan showing a notable increase in user engagement [15][16]. 3. AI Financing Trends - Magic and Codeium secured significant funding, with Magic raising 320 million USD and Codeium 150 million USD, highlighting the ongoing investment interest in AI startups [23][24]. 4. Market Review - The AI computing index and AI application index experienced notable fluctuations, with the highest daily increase of 3.55% and 3.52% respectively, indicating a dynamic market environment [26]. 5. Investment Recommendations - The report suggests focusing on leading AI companies such as Keda Xunfei, Jinqiao Information, and Dingtong Technology, which are expected to benefit from the growing demand in AI applications [5][33].