计算机行业周报：AI大模型加速迭代，算力产业链持续向好

Investment Rating - The industry investment rating is "Accumulate (Maintain)" [10] Core Viewpoints - The AI large model is continuously upgrading, with significant advancements in capabilities and performance [6] - Nvidia's performance exceeded expectations, indicating high certainty in AI computing power demand [7] - The domestic computing power industry chain is showing strong performance, with notable revenue growth among listed companies [7] Market Review - During the week of August 26 to August 30, the Shanghai Composite Index fell by 0.43%, while the ChiNext Index rose by 2.17%. The computer (Shenwan) index increased by 2.77%, outperforming the Shanghai Composite Index by 3.19 percentage points [5] Weekly Insights - Alibaba released the latest visual multimodal model Qwen2-VL, which outperforms notable closed-source models in most metrics [6] - The GLM team introduced the new generation base model GLM-4-Plus, achieving comprehensive performance improvements [6] Investment Suggestions - Suggested companies to focus on in AI computing power include Inspur Information, Unisplendour, and Cambricon [8] - Suggested companies in AI applications include iFlytek, Kingsoft Office, and Tonghuashun [8]