计算机：特斯拉发布Robotaxi，AMD召开Advancing AI发布会

Investment Rating - The industry rating is "Outperform the Market" [5] Core Insights - Tesla has launched its Robotaxi, the Cybercab, which is expected to cost under $30,000 and operate at a transportation cost of approximately $0.2 per mile, with production anticipated to start in 2026 [9] - AMD held the Advancing AI conference, introducing three key hardware products: the new Instinct MI325X, the fifth-generation EPYC server, and the latest third-generation DPU Pensando series, focusing on AI hardware rather than software [13] - AI application data shows that ChatGPT and Gemini are leading in overseas downloads, while domestic applications like Wenxin Yiyan and Doubao have shown a trend of initial decline followed by recovery, with Wenxin Yiyan's daily downloads surpassing 70,000 and Doubao nearing 900,000 [14][16] Summary by Sections 1. Tesla's Robotaxi Launch - Tesla's "Robotaxi Day" event featured the unveiling of the Cybercab, which lacks a steering wheel and pedals, and is designed for a cost-effective autonomous taxi service [9] - The event highlighted advancements in Tesla's autonomous driving technology, including plans for fully autonomous driving capabilities in Texas and California by next year [9][11] 2. AMD's Advancing AI Conference - AMD's conference emphasized its commitment to AI with a focus on hardware solutions, contrasting with Nvidia's software-centric approach [13] - The company aims to establish a comprehensive AI ecosystem and enhance its server capabilities to support AI applications [13] 3. AI Data Update - Overseas applications have shown stable growth for ChatGPT, while Gemini experienced a decline but began to recover rapidly [14] - In the domestic market, Wenxin Yiyan and Doubao have fluctuated in downloads, with significant increases noted for Doubao and Starfire [16]