Investment Rating - The report maintains a "Buy" rating for key companies in the AI sector, including 科大讯飞 (002230.SZ), 寒武纪 (688256.SH), 鼎通科技 (688668.SH), and 亿道信息 (001314.SZ) [72]. Core Insights - The NVIDIA Jetson Orin Nano Super has significantly enhanced AI performance, with its capabilities increasing from 40 TOPS to 67 TOPS and memory bandwidth from 68 GB/s to 102 GB/s, marking a 70% performance improvement [4][80]. - The豆包大模型 family has seen a substantial increase in daily token usage, exceeding 4 trillion tokens in December, a growth of over 33 times since its launch in May [8][54]. - The report emphasizes the importance of AI applications across various industries, highlighting the potential of the newly released visual understanding model, which offers advanced content recognition and reasoning capabilities [60][61]. Summary by Sections AI Computing Dynamics - The report discusses the tight supply of computing power, particularly with 恒源云's configurations, and the pricing for various cloud services [16][78]. - NVIDIA's Jetson Orin Nano Super is highlighted for its ability to support diverse AI applications, including robotics and visual data processing [83][80]. AI Application Dynamics - Character.AI has shown a 7.07% increase in search traffic, indicating growing interest in AI applications [49][54]. - The豆包大模型 family has been upgraded to include various models, enhancing its capabilities for multi-modal applications [54][61]. AI Financing Trends - Databricks and 智谱 AI have secured significant funding, with Databricks raising $10 billion and 智谱 AI raising 30 billion RMB, reflecting strong investor interest in AI technologies [45][84]. Market Performance - The report notes the performance of the AI sector relative to the broader market, with specific companies showing notable gains and losses [19][20].
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”
Huaxin Securities·2024-12-23 00:40