计算机行业“一周解码”：英伟达DreamGen项目提升机器人训练效率

Investment Rating - The industry investment rating is "Outperform the Market," indicating that the industry index is expected to perform better than the benchmark index over the next 6-12 months [28]. Core Views - The report highlights significant advancements in the computer industry, including Xiaomi's launch of the self-developed chip "Xuanjie O1," which enhances the technological authority of domestic chips and reduces reliance on overseas supply chains [11][10]. - NVIDIA's DreamGen project aims to improve robot training efficiency, allowing robots to learn in a "dream state," which significantly enhances their learning capabilities in unfamiliar environments [12][11]. - Google's introduction of Android XR smart glasses is expected to accelerate research and development in the XR field, potentially leading to advancements in human-computer interaction and related industries [14][13]. Summary by Sections Investment Recommendations - The report suggests focusing on companies related to technology self-sufficiency, including Softcom Power, Dameng Data, Cambricon, Yuntian Lefe, and Zhongke Shuguang, as well as companies with strong fundamentals and significant growth potential like Hehe Information, Dazhi Technology, and Borui Data [3]. Industry News - Xiaomi's new products include the Xuanjie O1 chip, which utilizes advanced 3nm technology and integrates 19 billion transistors, achieving high performance metrics [10]. - NVIDIA's DreamGen project has shown a success rate improvement in learning new actions from 11.2% to 43.2% and in new environments from 0% to 28.5% [12]. - Google's XR smart glasses, developed in collaboration with Samsung, leverage advanced technologies to enhance user experience and interaction [13]. Company Dynamics - Torus Technology granted 4.1 million restricted stocks to 98 individuals at a price of 9.53 yuan per share, representing 0.47% of the company's total equity [20]. - Jieshun Technology completed the repurchase and cancellation of 1,917,920 restricted stocks, reducing its total share capital [20].