AMD(US:AMD) CMS·2025-10-08 04:42Investment Rating - The report maintains a "Recommended" rating for the industry, indicating a positive outlook for the sector's fundamentals and expected performance relative to market benchmarks [2][47]. Core Insights - The AI industry is experiencing significant advancements, particularly in computational power and infrastructure, driven by major players both domestically and internationally. Key areas of focus include domestic computing power, AI infrastructure, and applications [1][12]. - The report highlights the recent developments from OpenAI, including the launch of the Sora2 video generation model and the Sora iOS application, which showcases enhanced capabilities in video generation and user interaction [12][15]. - AMD's partnership with OpenAI to deploy 6GW of GPU computing power is expected to generate substantial revenue and accelerate AI business growth, potentially exceeding $100 billion by 2027 [25][26]. - The introduction of new AI models, such as DeepSeek-V3.2-Exp and Qwen3-Max, demonstrates advancements in training efficiency and performance, with significant improvements in coding and agent capabilities [28][32]. Summary by Sections Domestic and International AI Industry Progress - The report outlines the recent performance of major stock indices, with notable gains in technology stocks, particularly in the AI sector, reflecting a robust market environment [11]. - Key developments include OpenAI's release of Sora2, which significantly enhances video generation capabilities, and the introduction of the Sora API for developers [12][20]. Market Performance Review - The computer sector saw a 2.47% increase in the last week of September 2025, with top-performing stocks including Pinming Technology and Chuling Information [38]. - The report provides a detailed overview of stock performance, highlighting the top gainers and losers in the market [39].