计算机行业周报：豆包大模型家族迎来全面升级，视觉理解模型迈入“厘时代”

Investment Rating - The report maintains a "Buy" rating for key companies in the AI sector, including Keda Xunfei (002230.SZ), Cambricon (688256.SH), DingTong Technology (688668.SH), and Yidao Information (001314.SZ) [37][98]. Core Insights - The AI application landscape is evolving rapidly, with significant advancements in models and applications, particularly in visual understanding and generative AI capabilities [6][8][78]. - The introduction of NVIDIA's Jetson Orin Nano Super is expected to enhance AI computing capabilities, supporting various applications from robotics to smart city solutions [27][48]. - The report highlights the impressive growth of the Doubao model family, which has seen a 33-fold increase in daily token usage since its launch, indicating strong market demand and adoption [28][78]. Summary by Sections AI Application Dynamics - The Doubao visual understanding model has enhanced capabilities in content recognition, reasoning, and detailed visual description, making it applicable across various industries such as finance, healthcare, and logistics [8][56]. - The input cost for the visual understanding model is significantly lower than the industry average, providing a cost-effective solution for businesses [8][56]. AI Financing Trends - Databricks and Zhiyuan AI have emerged as leaders in the AI financing market, securing valuations of $10 billion and 3 billion RMB respectively [12][62]. - The report notes that Zhiyuan AI has rapidly iterated its models, including the release of the ChatGLM dialogue model and significant price reductions for its open platform [12][110]. Computational Power Dynamics - There is a noted tightness in computational resources, particularly with the Hengyuan Cloud's 13-core + 128G configurations, indicating high demand for AI computing power [20][26]. - The report details the pricing for various cloud computing configurations, highlighting competitive rates among major providers [20][41]. Market Performance - The report tracks the performance of AI-related indices, noting fluctuations in the AI computing and application indices, with specific companies showing significant gains and losses [91][92].