计算机行业点评：火山引擎多款产品迎来重大更新，大模型企业级解决方案有望加速落地

Investment Rating - The industry investment rating is "Outperform the Market" (maintained) [1][13] Core Insights - The report highlights significant updates to multiple products from Huoshan Engine, which are expected to accelerate the implementation of enterprise-level solutions for large models [1][3] - The launch of Data Flywheel 2.0 aims to redefine enterprise data intelligence through AI innovation, enhancing the integration of data assets with business operations [4][3] Summary by Sections Product Updates - Huoshan Engine's products, including Huoshan Ark, Koushi 1.5, and HiAgent 1.5, have received important updates that are anticipated to facilitate the rapid deployment of large models in enterprises [3] - Huoshan Ark introduced Prompt Optimization, which assists users in writing prompts through an "automatic + interactive" method, lowering the usage threshold and enabling cost-effective, high-quality prompt generation [3] - Koushi 1.5 has a growing developer ecosystem with over 1 million active developers and more than 2 million intelligent agents published, featuring enhanced multimodal capabilities [3] - HiAgent 1.5 offers over 100 industry application templates and supports a variety of enterprise-level plugins, ensuring flexible application integration [3] AI Empowerment and Data Flywheel - Data Flywheel 2.0 integrates large models to streamline enterprise data construction and application, enhancing the efficiency of data usage and feedback [4] - The ChatBI intelligent agent aims to break down data barriers, allowing businesses to customize their intelligent agents and improve data feedback efficiency [4] - The multimodal data lake expands the management of diverse data types, providing better support for LLM pre-training and fine-tuning processes [4] Investment Recommendations - The report suggests that as AI large model applications penetrate various new scenarios, there will be increasing demands for hardware and related chips, presenting new opportunities in the industry chain [7] - Recommended companies include Haiguang Information, Industrial Fulian, and Inspur Information for AI computing power, and Hengxuan Technology for SOC [7]