Investment Rating - The industry investment rating is "Increase" [6] Core Viewpoints - Amazon plans to launch the next generation of Alexa generative AI services using the Claude model, with over 100 million active users and more than 500 million devices sold [20][21] - DeepMind's AI system AlphaGeometry2 has achieved significant progress in solving geometry problems from the International Mathematical Olympiad, solving 84% of the problems from the past 25 years [21] - GitHub has announced major updates to its AI programming assistant Copilot, including a "Vision" feature that allows users to upload images for code generation [22] - DeepSeek-V3 API service has ended its promotional pricing, with costs increasing from 2 yuan to 8 yuan per million output tokens [22] Investment Recommendations - The report is optimistic about the overall AI industry chain and suggests focusing on IaaS layer investment opportunities, recommending stocks such as MSFT, GOOGL, META, and AMAZON [5][23]
计算机行业周报：GitHub Copilot推出视觉功能——全球AI产业跟踪
甬兴证券·2025-02-13 01:41