计算机行业周报：全球首个混合推理模型Claude 3.7 Sonnet 发布，高情商模型GPT-4.5问世

Investment Rating - The report maintains a "Buy" rating for several companies in the AI and computing sectors, indicating a positive outlook for their performance [15]. Core Insights - The AI sector is witnessing significant advancements with the release of Claude 3.7 Sonnet, a hybrid reasoning model, and OpenAI's GPT-4.5, which enhances capabilities in various complex tasks [5][31]. - Anthropic's recent funding round has increased its valuation to $61.5 billion, reflecting strong investor confidence in AI technologies [10][34]. - The report highlights the competitive landscape in AI, with companies like DeepSeek lowering barriers for startups to develop competitive models against major players like Google and Meta [11][44]. Summary by Sections Computing Power Dynamics - There is a tight supply of computing power, particularly for configurations like Hengyuan Cloud's 13-core + 128G setup, with pricing details provided for various cloud services [4][18]. AI Application Developments - Claude 3.7 Sonnet is noted for its dual-mode operation, significantly improving performance in logical reasoning and complex tasks [5][21]. - OpenAI's GPT-4.5 has shown substantial improvements over its predecessor in various benchmarks, establishing itself as a leading model in the AI landscape [31][33]. AI Financing Trends - Anthropic's funding has expanded to $3.5 billion, with a total valuation of $61.5 billion, indicating robust growth potential despite current losses [10][34]. Market Performance - The report provides insights into the performance of AI-related indices, noting fluctuations in the AI computing and application indices over the past week [36][39]. Investment Recommendations - The report suggests focusing on companies with strong AI capabilities, including 嘉和美康, 科大讯飞, and others, which are expected to benefit from advancements in AI technology [12][45].