计算机行业投资策略周报：人机交互革命，Anthropic推出Computer Use

Investment Rating - Investment rating: Positive (maintained) [2] Core Insights - Anthropic has launched upgraded models Claude 3.5 Sonnet and Claude 3.5 Haiku, surpassing GPT-4o in multiple parameters and introducing the Computer Use feature, which allows AI to operate computers like humans [3][6] - The Computer Use feature represents a new paradigm in human-computer interaction, enabling AI to manipulate computer interfaces directly without needing additional adaptations [3][18] - The development of Computer Use is still in its early stages, with current performance needing improvement, as evidenced by a score of 14.9% in OSWorld evaluations, significantly lower than human performance levels [4][20] Summary by Sections 1. Anthropic's Launch of Claude 3.5 Models - Anthropic released Claude 3.5 Sonnet and Claude 3.5 Haiku, which excel in software programming capabilities and are available on various platforms [3][6] - Claude 3.5 Sonnet ranks first in programming tasks on SWE-bench Verified, showcasing its superior coding abilities [11][8] 2. Computer Use Functionality - The Computer Use feature allows AI to perform tasks by understanding and interacting with computer screens, similar to human actions [3][12] - The process involves multi-modal understanding, pixel location, and task completion through human-like interactions with the computer [12][18] 3. Development and Challenges of Computer Use - The Computer Use feature is still developing, with significant room for improvement in effectiveness, safety, and cost [4][20] - Anthropic is focused on ensuring the safety of the Computer Use feature by addressing risks such as prompt injection and user privacy [21][22] - Current usage costs for Computer Use are high, necessitating reductions to promote broader adoption [22] 4. Investment Recommendations - The rapid advancement of generative AI is expected to drive demand for underlying computing power, suggesting investment opportunities in companies like NVIDIA, TSMC, and AMD [23] - The Computer Use functionality opens new avenues for AI applications in PCs, smartphones, and other devices, indicating potential investments in companies like Lenovo and Transsion Holdings [23]