计算机行业周报：0528升级，字节扣子空间上线一键转播客功能-20250606

Investment Rating - The report maintains a "Buy" rating for the industry [1] Core Insights - The AI sector is witnessing significant advancements, particularly with the upgrade of DeepSeek R1-0528, which enhances performance and reduces hallucination rates by 45%-50% [6][7] - The introduction of new features in ByteDance's AI collaboration platform, Douyin Space, allows for seamless podcast audio generation, marking a significant step in AI's role in content creation [30][32] - Grammarly has secured $1 billion in non-dilutive financing from General Catalyst, aiming to expand its AI product line and transform into a comprehensive productivity platform [35][36] Summary by Sections Computing Power Dynamics - The rental prices for computing power have shown slight fluctuations, with specific configurations priced at 28.64 CNY/hour for Tencent Cloud and 31.58 CNY/hour for Alibaba Cloud [19] - The DeepSeek R1-0528 upgrade has improved its capabilities in mathematics, programming, and general logic, making it competitive with leading models [20][21] AI Application Dynamics - Gemini's average traffic increased by 19.39% week-on-week, indicating growing user engagement [29] - Douyin Space's new podcast feature generates natural-sounding audio, enhancing the user experience in content delivery [30][32] AI Financing Trends - Grammarly's recent funding will be used for sales, marketing, and strategic acquisitions, reflecting a strong commitment to AI-driven productivity tools [35][36] Investment Recommendations - The report suggests focusing on companies like Jiahe Meikang, iFlytek, and Cambricon, which are positioned to benefit from advancements in AI technology [48][49]