计算机行业周报：豆包实时语音大模型和大模型1.5线，美政府联手科技巨头启动“星际之门”

Investment Rating - The investment rating for the industry is "Buy" for all key companies mentioned in the report [14][45]. Core Insights - The report highlights the launch of the Doubao real-time voice model and the Doubao 1.5 Pro version, showcasing advancements in AI capabilities [6][10]. - The U.S. government, in collaboration with OpenAI, SoftBank, and Oracle, has initiated the "Stargate" project, planning to invest up to $500 billion over four years to enhance AI infrastructure [10][34]. - The report emphasizes the competitive edge of the Doubao 1.5 Pro model in various benchmarks, outperforming other leading models in knowledge, reasoning, and Chinese language tasks [8][26]. Summary by Sections 1. Computing Power Dynamics - There is a tight supply of computing power, particularly for the Hengyuan Cloud 13-core + 128G configuration, with pricing details provided for various cloud services [5][21]. 2. AI Application Dynamics - QuillBot's search traffic increased by 5.60%, indicating growing interest in AI applications [23]. - The Doubao team released a new real-time voice model that integrates voice understanding and generation, achieving high user satisfaction scores compared to competitors [6][7][25]. 3. AI Financing Trends - The "Stargate" project aims for a total investment of $500 billion, with initial funding of $100 billion to support AI infrastructure in the U.S. [10][34]. - Key partnerships include major tech firms like Arm, Microsoft, and NVIDIA, which will contribute to the project's technological development [11][34]. 4. Market Review - The AI computing index and AI application index showed significant fluctuations, with notable gains and losses among various companies [38][39]. 5. Investment Recommendations - The report recommends focusing on leading AI companies such as iFlytek, Cambricon, DingTong Technology, and Yida Information, highlighting their potential for growth in the AI sector [12][44].