AI视频迎来GPT-3.5时刻，算力基建持续扩张

Investment Rating - The report maintains a "Positive" investment rating for the computer industry, indicating an expectation of returns exceeding the market benchmark by over 5% [5]. Core Insights - Recent advancements in AI models, applications, and computing infrastructure are expected to boost investor confidence in the industry's future development [3]. - The report highlights significant breakthroughs in domestic AI chip technology and the expansion of computing power infrastructure [8]. Summary by Sections Investment Recommendations and Targets - Investors are advised to focus on AI applications represented by multimodal technologies, domestic computing power, and storage sectors. Key stocks include: - AI Applications: Keda Xunfei (002230, Buy), Tax Friend (603171, Buy), and others [3]. - AI Hardware: Haiguang Information (688041, Buy), Zhongke Shuguang (603019, Buy), and others [3]. Industry Developments - OpenAI's release of the Sora 2 video generation model marks a significant technological advancement, leading to its app topping the App Store, indicating strong user potential and market space for AI video generation [8]. - DeepSeek's V3.2 model introduces a sparse attention mechanism, enhancing efficiency in long text training and inference, while also reducing API call costs significantly [8]. - OpenAI's strategic partnerships with storage giants and AMD for computing power expansion reflect the growing demand for AI infrastructure, with projected monthly needs reaching 900,000 wafers, highlighting the industry's rapid growth [8].