持续看好AI投资机会

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The report maintains a strong outlook on AI investment opportunities, highlighting significant advancements in AI models and increased investments from major companies like Xiaomi [6][14] - The report emphasizes the rapid iteration of AI models by leading tech companies, which is expected to accelerate the proliferation of AI applications [7][15] - The upcoming CES 2025 is anticipated to showcase innovations in edge AI, with major companies expected to present new AI products [8][16] Summary by Sections Market Review - During the week of December 30, 2024, to January 3, 2025, the CSI 300 index fell by 5.17%, while the computer index dropped by 12.70% [5][13] Weekly Viewpoint - Continuous optimism regarding AI investment opportunities is noted, with significant upgrades in the Doubao model family and increased R&D investments from Xiaomi, projected at CNY 240 billion in 2024 and CNY 300 billion in 2025 [6][14] - The Doubao general model's daily token usage exceeded 4 trillion, a 33-fold increase since its launch in May [6][14] Company Dynamics - Weisheng Information disclosed its contract wins for December 2024, totaling approximately CNY 356.77 million, which represents 16.03% of its audited revenue for 2023 [19] Industry News - OpenAI's CEO announced the company's goals for 2025, focusing on advancements in AGI and other AI capabilities [25][31] - Alipay launched a new AI visual search product, enhancing user interaction through advanced recognition technology [25] - Black Sesame Intelligence introduced the Huashan A2000 chip platform designed for next-generation AI models [26] - Lingchu Intelligence released the Psi R0 model, which supports complex operations through reinforcement learning [27]