计算机行业动态跟踪：字节加速AI落地、小米、理想“All in AI”

Investment Rating - The report maintains a "Positive" investment rating for the computer industry [8]. Core Insights - The report highlights the strong commitment of technology companies to "All in AI," with a continuous demand for computing power [20][26]. - ByteDance is significantly increasing its investment in computing power and has become the second-largest buyer of NVIDIA chips globally, showcasing the strength of Chinese tech companies in the global AI competition [20][52]. - The AI large model and application sectors are expected to benefit from ongoing iterations and increased investments from various companies [20][52]. Summary by Sections Section 1: Strong Commitment to AI and Computing Power Demand - The Chinese government is actively promoting the construction of computing power infrastructure, with companies like Xiaomi and Li Auto committing to "All in AI" strategies [20][47]. - Xiaomi is building a GPU cluster and has increased its AI large model investments, with plans to reach R&D expenditures of 24 billion yuan in 2024 and 30 billion yuan in 2025 [20][28]. - Li Auto has transformed into an AI company, aiming to be a top player in the domestic large model sector [20][29]. Section 2: ByteDance's Investment in AI - ByteDance's Volcano Engine has released the Doubao visual understanding model, which has seen significant growth in application scenarios and usage [20][30]. - The Doubao model's daily token usage has exceeded 4 trillion, marking a 33-fold increase since its launch [20][50]. - ByteDance's procurement of approximately 230,000 NVIDIA chips this year positions it as a major player in the AI chip market [20][52]. Section 3: Investment Strategies and Targets - The report suggests focusing on companies involved in AI large models and applications, including Kingsoft Office, iFlytek, and others [20][33]. - For domestic computing power and EDA, companies like Huada Jiutian and Haiguang Information are recommended [20][33].