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 sector, 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, the world's first hybrid reasoning model, and OpenAI's high-emotional intelligence model GPT-4.5, which enhances capabilities in 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 technology barriers, enabling startups to develop models comparable to those of major tech firms [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 has been released, showcasing significant improvements in logical reasoning and complex task performance, while GPT-4.5 has also shown notable advancements in various benchmarks [5][31][33]. - The report notes a 6.06% increase in traffic for AI-related websites, indicating growing interest and engagement in AI technologies [20]. AI Financing Trends - Anthropic's funding has expanded to $3.5 billion, with a total valuation of $61.5 billion, highlighting the ongoing investment interest in AI startups despite current losses [10][34]. Market Performance Review - The AI computing index and application index have shown varying performance, with specific companies experiencing significant gains and losses during the review period [36][39]. Investment Recommendations - The report suggests focusing on companies like 嘉和美康, 科大讯飞, and 寒武纪, which are positioned to benefit from advancements in AI and computing technologies [12][45].