计算机行业定期报告：大行情加大重视计算机板块，特斯拉“WE ROBOT”发布会开启预热

Investment Rating - The industry rating is "Outperform the Market" [7] Core Insights - The report highlights the increasing focus on the computer sector, particularly with the anticipation of Tesla's "WE ROBOT" event, which may introduce new technologies beyond just the Robotaxi [4][16] - Recent advancements in AI applications are noted, including OpenAI's new voice features and ByteDance's video generation models, indicating a competitive landscape in AI technology [11][12] - The report suggests specific investment opportunities in the IT sector, particularly in financial IT, real estate IT, and IT discretionary spending, with recommended companies listed for each category [6] Summary by Sections AI News Update - OpenAI launched an advanced voice feature that enhances conversational fluency and supports over 50 languages [11] - ByteDance introduced two video generation models, PixelDance and Seaweed, with significant improvements in handling complex tasks and video clarity [12] - Tencent unveiled its fifth-generation robot, designed for human living environments, showcasing capabilities in elder care [13][15] Tesla "WE ROBOT" Event - Tesla's upcoming event is expected to reveal the highly anticipated Robotaxi, with indications that additional technologies may also be introduced [4][16] - The Robotaxi is speculated to feature unique designs and functionalities, including automated charging and disinfection capabilities [20] AI Data Update - ChatGPT continues to grow in usage, reaching nearly 1.35 million daily interactions, while Gemini shows a decline in performance [22]