计算机行业周报：ChatGPTPulse开启个性化服务，Kimi升级Agent模式-20250930

Investment Rating - The report maintains a "Buy" rating for several companies in the AI and computing sectors, 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) [12]. Core Insights - The AI computing market is experiencing high demand, with significant investments in infrastructure and technology advancements, particularly highlighted by 阿里巴巴's ambitious plans for AI cloud infrastructure [61][62]. - The launch of ChatGPT Pulse represents a significant shift in AI interaction, moving from passive responses to proactive, personalized assistance, which is expected to enhance user engagement and satisfaction [34][38]. - Filevine's recent $400 million funding round underscores the growing integration of AI in the legal tech sector, with a focus on enhancing operational efficiency and client service [47][49]. Summary by Sections 1. Computing Power Dynamics - The rental prices for computing power remain stable, with specific pricing for various configurations such as A100-40G and A100-80G [17][22]. - Kimi has upgraded to the Agent mode, OK Computer, which enhances its capabilities in website development and data analysis through an end-to-end training approach [18][28]. 2. AI Application Dynamics - Gemini's weekly user engagement increased by 6.75%, indicating a growing interest in AI applications [33]. - ChatGPT Pulse has been launched, marking a transition to personalized AI services that analyze user data to provide tailored recommendations [34][39]. 3. AI Financing Trends - Filevine completed a $400 million financing round, reflecting strong growth in AI-driven legal solutions and a high product retention rate of over 96% [47][48]. - The legal tech sector is consolidating, with significant investments flowing into companies that can integrate AI into their platforms effectively [49]. 4. Market Review - The AI computing index and application index showed varying performance, with notable fluctuations in stock prices among key players in the sector [53][56]. 5. Investment Recommendations - The report suggests focusing on companies like 嘉和美康 (688246.SH) and 亿道信息 (001314.SZ) for their potential in clinical AI and partnerships with leading AI firms [62].