计算机行业周报：DeepSeek-Prover-V2创数学推理新高，阿里通义千问推出Qwen3模型-20250507

Investment Rating - The report maintains a "Buy" rating for several companies in the AI and computing sector, including 亿道信息 (Yidao Information), 科大讯飞 (iFlytek), 唯科科技 (Weike Technology), 泓淋电力 (Honglin Electric), 嘉和美康 (Jiahe Meikang), 寒武纪 (Cambricon), 鼎通科技 (Dingtong Technology), and 迈信林 (Maixinlin) [15][50]. Core Insights - The computing industry has shown a strong relative performance, with a 1-month return of 14.6% and a 12-month return of 27.8%, significantly outperforming the沪深300 index [2][11]. - The launch of DeepSeek-Prover-V2 marks a significant advancement in mathematical reasoning models, achieving state-of-the-art performance in neural theorem proving [4][21]. - 阿里通义千问's Qwen3 model has been introduced, showcasing competitive results in various benchmarks and significantly increasing its pre-training dataset size to approximately 36 trillion tokens [8][30]. Summary by Sections 1. Computing Dynamics - The rental prices for computing power remain stable, with specific configurations like A100-40G priced at 28.64 CNY/hour on Tencent Cloud and 31.58 CNY/hour on Alibaba Cloud [20][23]. - DeepSeek-Prover-V2 was released on April 30, featuring two parameter sizes (7B and 671B) and achieving advanced performance in theorem proving tasks [21][22]. 2. AI Application Dynamics - Gemini's average stay duration increased by 3.45% during the reporting period, indicating growing user engagement [26]. - The Qwen3 model from 阿里通义千问 has been launched, demonstrating competitive performance against top models and supporting two distinct reasoning modes for enhanced user flexibility [27][28]. 3. AI Financing Trends - Persona Identities Inc. completed a $200 million Series D funding round, achieving a valuation of $2 billion, highlighting the growing demand for AI-driven identity verification solutions [34][35]. 4. Market Review - The AI computing index and AI application index showed fluctuations, with notable gains in specific companies like 天源迪科 (Tianyuan Dike) and 鸿博股份 (Hongbo Shares) [39][40]. 5. Investment Recommendations - The report suggests focusing on companies like 嘉和美康 (Jiahe Meikang), 科大讯飞 (iFlytek), 寒武纪 (Cambricon), and others that are positioned to benefit from advancements in AI and computing technologies [48][49].