计算机行业周报：清华等机构开源强化学习框架RLinf，字节发布原生GUI智能体UI-TARS-2-20250909

Investment Rating - The report maintains a "Buy" rating for several companies in the AI and computing sector, including 亿道信息 (001314.SZ), 唯科科技 (301196.SZ), 泓淋电力 (301439.SZ), 税友股份 (603171.SH), 嘉和美康 (688246.SH), and 迈信林 (688685.SH) [11][55]. Core Insights - The AI computing sector is experiencing significant growth, with companies like 博通 reporting a 22% year-on-year revenue increase to $15.952 billion and a 63% increase in AI business revenue to $5.2 billion [6][53]. - The launch of the RLinf framework by Tsinghua University and other institutions marks a breakthrough in embodied intelligence, enhancing system efficiency by over 120% in specific tasks [19][28]. - The AI application landscape is evolving, with Gemini showing an 8.05% increase in weekly user engagement, and the introduction of the UI-TARS-2 GUI intelligent agent by Byte, which outperforms existing models in various tasks [31][36]. Summary by Sections 1. Computing Power Dynamics - The rental prices for computing power remain stable, with specific configurations priced at 5.73 RMB/hour for Tencent Cloud and 31.58 RMB/hour for Alibaba Cloud [18][20]. - The RLinf framework addresses challenges in embodied intelligence, providing a flexible and scalable system for multi-component collaborative training [19][22]. 2. AI Application Dynamics - Gemini's weekly user engagement increased by 8.05%, with significant traffic growth observed in AI-related websites [31][32]. - The UI-TARS-2 agent can autonomously perform various tasks, achieving human-level performance in 15 games and surpassing competitors in GUI benchmark tests [36][39]. 3. AI Financing Trends - Anthropic completed a $13 billion Series F funding round, raising its valuation to $183 billion, highlighting the rapid growth potential in the AI sector [43][44]. - The funding will be used to expand enterprise services and enhance AI safety research, indicating a strong focus on the enterprise AI market [44][45]. 4. Market Review - The AI computing index and application index showed significant fluctuations, with notable gains and losses among various companies in the sector [47][48]. 5. Investment Recommendations - The report suggests a continued focus on companies like 嘉和美康, 亿道信息, 迈信林, 泓淋电力, and 唯科科技, which are positioned well for growth in the AI and computing landscape [54][55].