计算机行业周报：DeepSeekR1-0528升级，字节扣子空间上线一键转播客功能

Investment Rating - The report maintains a "Buy" rating for several companies in the AI and computing sector, indicating a positive outlook for their performance [14][49]. 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][20]. - The introduction of new features in ByteDance's AI collaboration platform, Douyin Space, allows for the generation of high-quality podcast audio, marking a shift in AI's role from merely content generation to effective communication [30][32]. - Grammarly has secured $1 billion in non-dilutive funding from General Catalyst, aiming to expand its AI product line and transform into a comprehensive productivity platform [35][36]. Summary by Sections 1. Computing Power Dynamics - The report notes slight fluctuations in computing power rental prices, with specific rates for various configurations [19]. - The DeepSeek R1-0528 upgrade has improved capabilities in mathematics, programming, and general logic, making it competitive with leading models [20][21]. 2. AI Application Dynamics - Gemini's average traffic increased by 19.39%, indicating growing user engagement [29]. - Douyin Space's new podcast feature can generate audio that closely mimics human speech, enhancing content delivery [30][32]. 3. AI Financing Trends - Grammarly's recent funding will support its transition to a broader AI-driven productivity tool platform, reflecting a significant shift in its business model [35][36]. 4. Market Review - The AI computing index and application index showed varying performance, with notable fluctuations in specific companies' stock prices [39][40]. 5. 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].