计算机行业“一周解码”：GPT-5 将于今夏发布，关注算力基建与应用生态投资机会

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 [29]. Core Insights - The launch of GPT-5 is anticipated this summer, which is expected to create dual investment opportunities in computing infrastructure and application ecosystems [1][4]. - The first 5G-A embodied intelligent robot was released by Leju in collaboration with China Mobile and Huawei, marking a significant breakthrough in the integration of 5G-A communication, AI models, and robotics [1][12]. - Alibaba Cloud announced the opening of its second data center in South Korea by the end of June, expanding its global footprint to 29 regions and 88 availability zones, enhancing its competitive position against international cloud providers [1][13][14]. Summary by Sections Investment Opportunities - The report highlights potential investment opportunities in companies such as Zhongke Shuguang, Inspur Information, and Cambricon due to the expected launch of GPT-5 [4]. - In the field of embodied intelligent robots and Alibaba Cloud, companies like Data Port, Digital China, Zhejiang University Network, and Softcom Power are recommended for attention [4]. Company Developments - Haitai High-tech repurchased 389,700 shares, accounting for 0.05% of its total share capital, with a total transaction amount of approximately 3.97 million yuan [3]. - Tax Friend Co. plans to repurchase and cancel 418,250 restricted stocks due to performance assessment failures among some incentive targets [3][21].