计算机行业全球科技动态追踪：GPT-4.5发布，巴黎AI峰会召开

Investment Rating - The report maintains a positive investment rating for the computer industry [5] Core Insights - OpenAI released its latest language model GPT-4.5, featuring significant technical advancements with 1 trillion activation parameters and 120 trillion tokens of training data, achieving a hallucination rate of 37.1% [2][35] - The Paris AI Summit held on March 3 saw 61 countries sign the "Paris AI Declaration," focusing on the inclusivity, sustainability, and global governance of AI [2][39] - The developments in AI technology and international governance are expected to drive the industry's growth, emphasizing a balance between technology and governance for sustainable applications [3][39] Summary by Sections Global Market Performance - Major global tech indices experienced declines, with the S&P 500 down by 0.98%, Nasdaq down by 3.47%, and the Philadelphia Semiconductor Index down by 7.20% [13] - Key tech stocks also saw declines, with notable drops including Tesla at -13.27% and AMD at -9.91% [18] Industry News - AMD launched the RDNA 4 architecture and Radeon RX 9000 series graphics cards, enhancing gaming performance with significant upgrades [21][22] - Intel introduced the Xeon 6 processor, achieving up to 2x improvement in AI processing performance, targeting data centers and network infrastructure [23][24] - Qualcomm unveiled the "Dragonwing" brand series to support industrial digital transformation, focusing on IIoT and smart manufacturing [30][31] - Google announced the Gemini Code Assist, a free AI coding assistant, aimed at enhancing coding efficiency for developers [47][48]