计算机行业周报：芯片出口限制新规，黄仁勋提出目前技术上仍以铜链接为主

Investment Rating - The report maintains a "Buy" rating for key companies in the AI sector, including iFlytek, Cambricon, DingTong Technology, and Yidao Information [12][47]. Core Insights - The U.S. government has implemented the first global AI chip export restrictions, which will significantly impact the global AI technology and chip market, potentially intensifying competition and driving the AI industry towards a multipolar development [4][28]. - The report emphasizes the ongoing expansion of NVIDIA's AI supercomputer production, indicating a substantial order volume and a continued reliance on copper connections for technology applications [12][46]. Summary by Sections AI Chip Ban - On January 13, 2025, the Biden administration released the "Interim Final Rule on Artificial Intelligence Diffusion," detailing export restrictions on AI chips and related technologies [3][21]. - The new regulations categorize countries into three tiers, with the first tier including the U.S. and 18 allies, allowing unrestricted access to advanced AI technologies [4][24]. AI Applications - Japanese startup Sakana AI introduced a machine learning system called Transformer2, which dynamically adjusts model weights based on task requirements, showcasing significant advancements in efficiency and task-specific performance [5][32]. - QuillBot experienced a 10.35% increase in search traffic, indicating growing interest in AI applications [30]. AI Financing Trends - Yidao Technology and Prophecy secured significant funding, with Yidao raising hundreds of millions of RMB and Prophecy obtaining $47 million in Series B funding [11][36]. - Yidao Technology showcased an AI laundry robot at CES 2025, demonstrating its capabilities in multi-modal perception and AI computing [11][36]. Market Performance - The AI computing index and AI application index showed fluctuations, with notable gains and losses among key players, reflecting the dynamic nature of the market [38][41].