计算机行业周报：ChatGPT搜索功能上线，腾讯开源最新MoE模型

Investment Rating - The report maintains a "Buy" rating for key companies in the AI sector, including Keda Xunfei (002230.SZ), Cambrian-U (688256.SH), and Dingtong Technology (688668.SH) [4][37]. Core Insights - The AI application landscape is evolving with the launch of ChatGPT's search function, which enhances user experience by providing intelligent and precise search results, breaking traditional search engine limitations [12][14]. - Tencent has open-sourced its MoE model "Hunyuan Large" and the 3D generation model "Hunyuan3D-1.0," which have been validated across nearly 700 internal business scenarios [17][26]. - The AI financing landscape shows significant activity, with Physical Intelligence and Self-variable Robotics securing $400 million and a substantial amount in RMB, respectively, indicating strong investor interest in AI technologies [28]. Summary by Sections 1. Computing Power Dynamics - The rental prices for computing power remain stable, with specific pricing details for various configurations provided [11]. 2. AI Application Dynamics - ChatGPT's search access volume increased by 2.89% week-on-week, with significant traffic data highlighting its leading position among AI-related websites [12][13]. - The launch of ChatGPT's search function offers semantic understanding, personalized recommendations, knowledge integration, conversational interaction, real-time information retrieval, and multilingual support [14][15]. - Tencent's "Hunyuan Large" model features 389 billion total parameters and has shown superior performance in various evaluations [17][18]. 3. AI Financing Trends - Physical Intelligence and Self-variable Robotics are leading in AI startup financing, with notable contributions from top-tier investors [28][29]. 4. Market Review - The AI computing index and AI application index have shown significant growth, with specific companies recording notable increases in their stock performance [30][31]. 5. Investment Recommendations - The report suggests focusing on leading AI companies such as Keda Xunfei, Cambrian-U, and Dingtong Technology, which are expected to benefit from emerging demand in the AI sector [37].