计算机行业周报：OpenAI持续上新，字节豆包成国内顶流

Investment Rating - The industry investment rating is maintained at "Overweight" [6][14]. Core Viewpoints - OpenAI has been actively releasing new products, enhancing its multimodal capabilities, including the launch of Sora Turbo, which offers advanced video generation features [4]. - The ByteDance Doubao ecosystem is expanding rapidly, with user growth from 200,000 to 900,000 daily new users between May and July, and it has surpassed 160 million cumulative users by the end of November 2024 [5]. - The report highlights significant advancements in AI applications and products, with a focus on both consumer and enterprise solutions [5]. Market Review - During the week of December 9-13, the Shanghai Composite Index fell by 0.36%, the ChiNext Index dropped by 1.40%, and the CSI 300 Index decreased by 1.01%. The computer sector index fell by 1.25%, underperforming the Shanghai Composite by 0.89 percentage points and outperforming the ChiNext by 0.15 percentage points [3]. Weekly Insights - OpenAI's recent product launches include the full version of o1, ChatGPT Pro, and new features for real-time video calls and screen sharing, enhancing user interaction [4]. - The report notes that Google's Gemini 2.0 Flash has been released, boasting double the speed and advanced multimodal input and output capabilities [4]. Investment Suggestions - Suggested companies to focus on include those in AI computing such as Haiguang Information, Cambrian, and Zhongke Shuguang, as well as AI application companies like iFlytek, Kingsoft Office, and Wanxing Technology [7].