计算机行业周报：“星算”计划开启太空算力时代新篇章，OpenAI发布云端AI编程智能体-20250520

Investment Rating - The report maintains a "Buy" rating for several companies in the computer and AI sectors, including Yida Information, iFlytek, Weike Technology, and others [15][53]. Core Insights - The "Star Computing" plan, led by Guoxing Aerospace, successfully launched 12 space computing satellites, marking the beginning of a new era in space computing [5][23]. - OpenAI's release of the cloud-based AI programming agent Codex is set to revolutionize software development, enabling developers to complete tasks that previously took hours in just 30 minutes [8][29]. - Perplexity AI is nearing completion of a $500 million funding round, raising its valuation to $14 billion, reflecting significant growth in the AI search engine market [10][37]. Summary by Sections Computing Power Dynamics - The rental prices for computing power remain stable, with specific configurations priced as follows: Tencent Cloud's A100-40G at 28.64 CNY/hour and Alibaba Cloud's A100-80G at 34.74 CNY/hour [22]. - The "Star Computing" plan aims to establish a space-based intelligent computing infrastructure, with the first batch of satellites equipped for space computing and interconnectivity [23][25]. AI Application Dynamics - Kimi's average traffic increased by 9.94%, indicating growing interest in AI applications [28]. - OpenAI's Codex, powered by the codex-1 model, is designed to assist developers in various coding tasks, significantly enhancing productivity [29][31]. AI Financing Trends - Perplexity AI's upcoming funding round will increase its valuation from $9 billion to $14 billion, highlighting the rapid growth in AI-driven search technologies [10][37]. Market Review - The AI computing index and AI application index showed fluctuations, with notable gains and losses among various companies in the sector [42][48]. Investment Recommendations - Tencent reported a 13% year-on-year revenue growth in Q1 2025, with AI contributing significantly to its advertising revenue [51]. - Companies to watch include Jiahe Meikang, iFlytek, and others that are positioned to benefit from advancements in AI and computing power [52].