计算机行业周报：高通推出Snapdragon移动CPU，Anthropic发布升级版大模型

Investment Rating - The report maintains a "Buy" rating for key companies in the AI sector, including iFlytek (002230.SZ), Taiji (002368.SZ), Cambricon (688256.SH), and Dingtong Technology (688668.SH) [10]. Core Insights - The AI demand is driving a surge in the demand for optical modules, with a significant supply shortage leading to price increases and investment influx in the optical chip sector [7]. - Qualcomm's Snapdragon 8 Elite CPU has been launched, featuring significant performance improvements, including a 12-fold increase in Hexagon NPU performance and a 46% efficiency increase in the Oryon CPU [16][18]. - Anthropic has released upgraded models Claude 3.5 Sonnet and Claude 3.5 Haiku, showcasing substantial improvements in coding capabilities and overall performance compared to previous versions [24][32]. Summary by Sections 1. Computing Power Dynamics - The rental prices for computing power remain stable, with a slight increase of 5.88% for certain configurations [14]. - Qualcomm's Snapdragon 8 Elite CPU is set to be adopted by major smartphone manufacturers, enhancing multi-modal AI processing capabilities [16][18]. 2. AI Application Dynamics - Kimi's search traffic increased by 32.36% week-on-week, while Anthropic's Claude 3.5 Sonnet shows significant advancements in user interaction capabilities [20][24]. - Claude 3.5 Sonnet achieved a 14.9% success rate in OSWorld tests, outperforming other AI systems [24][25]. 3. AI Financing Trends - Lightmatter raised $400 million, while Reindeer AI secured 60 million RMB in funding, indicating strong investor interest in AI startups [33]. 4. Market Review - The AI computing index and AI application index showed fluctuations, with notable gains in specific companies like Cloud Creation Data and Hongbo Shares [34].