电子行业算力周跟踪：字节发布豆包视频大模型，算力需求空间进一步释放

Investment Rating - The industry rating is "Outperform the Market" [21] Core Insights - The CPU/GPU and data center hardware sectors experienced a significant increase in stock prices, with notable gains from companies like NVIDIA (+6.47%), Intel (+7.78%), and SenseTime (+6.84%) [2][9] - ByteDance has launched two video generation models, marking its entry into the AI video generation sector, which is expected to enhance the capabilities of video generation applications [4][7] - Recent policy measures, including interest rate cuts and new monetary policy tools, have boosted market confidence and positively impacted stock performance [2] Summary by Sections CPU/GPU Sector - NVIDIA, Intel, AMD, and other companies saw substantial stock price increases, with NVIDIA reaching a market cap of $302.97 billion and a weekly increase of 6.47% [11] - The overall performance of the CPU/GPU sector indicates strong investor interest and potential growth opportunities [2][9] Cloud Computing Sector - SenseTime's stock rose by 6.84% following its successful bid for an AI empowerment project in Kunming, showcasing the growth potential in the cloud computing space [2][9] Data Center Hardware - Companies like Industrial Fulian and Zhongji Xuchuang reported impressive weekly gains of 11.72% and 11.92%, respectively, indicating a robust demand for data center hardware [2][9] AI Model Developments - OpenAI's recent advancements, including the full rollout of GPT-4o with enhanced voice capabilities, reflect the growing demand for AI applications and their impact on computational power requirements [3][7] - The introduction of ByteDance's video generation models is expected to significantly increase the demand for computational resources in the AI sector [7][8] Market Trends - The report highlights a general upward trend in the AI model access and usage, with ChatGPT and Runway experiencing increased traffic, indicating a growing interest in AI technologies [8][15]