电子行业算力周跟踪：运营商万卡集群计划陆续浮出水面，Ola Friend带动豆包APP热度

Investment Rating - The industry is rated as "Outperform the Market" [5] Core Insights - The CPU/GPU sector experienced a pullback this week, with notable declines in major companies such as Nvidia (-2.37%), Intel (-3.82%), AMD (-6.70%), and Haiguang Information (-8.19%). In contrast, the foundry sector, particularly SMIC, showed strong performance with a gain of +6.64% [2][3] - China Mobile is advancing its "AI+" initiative, which includes the establishment of a super computing cluster and the development of large AI models. The company has launched significant GPU centers in Hohhot and Harbin, which are among the largest in the world [3] - The rapid development of AI models in China is highlighted by the launch of the "Haineng" AI model by China National Offshore Oil Corporation, showcasing the integration of vast data resources and existing models for specialized applications [3] - Adobe announced a public test of its Firefly video AI model, aiming to compete with OpenAI and Meta by using fully licensed content for training, thus addressing ethical and copyright concerns [4] - The launch of the CogView3 and CogView3-Plus-3B models by Zhiyu Technology demonstrates significant advancements in text-to-image generation, outperforming existing models while requiring less computational time [5] - The integration of the Ola Friend AI model into the Doubao app has led to a surge in downloads, with over 4 million downloads in a single day [8] Summary by Sections CPU/GPU Sector - The CPU/GPU sector saw a general decline in stock prices, with notable drops from major players [2] - SMIC's stock price increased, indicating strong performance in the foundry segment [2] AI Development - China Mobile's AI initiatives include the creation of a super computing cluster and the training of large AI models, reflecting the rapid growth in AI capabilities within the country [3] - The introduction of specialized AI models by various companies, including CNOOC and China Telecom, highlights the competitive landscape in AI development [3] Video and Image AI Models - Adobe's Firefly model aims to set a new standard in video AI generation, focusing on ethical content usage [4] - The release of advanced text-to-image models by Zhiyu Technology showcases significant improvements in AI capabilities [5] Market Trends - The integration of AI models into consumer applications, such as the Doubao app, has resulted in increased user engagement and downloads [8]