计算机行业周报：OpenAI宣布四大更新，OpenAI推出Sora2-20251013

Investment Rating - The report maintains a "Buy" rating for the companies mentioned, 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) [8][9]. Core Insights - OpenAI announced significant updates aimed at transforming ChatGPT from a simple chat tool into a comprehensive platform integrating applications and AI capabilities [3][15]. - The launch of Sora 2 marks a pivotal moment in AI video generation, showcasing advancements in physical simulation, scene consistency, and audio-visual synchronization [4][31][37]. - The AI sector is experiencing substantial capital inflow, with xAI nearing completion of a $20 billion financing round to expand its Colossus 2 data center [44][46]. Summary by Sections 1. Computing Power Dynamics - Computing power rental prices remain stable, with specific rates for various configurations detailed [14]. - OpenAI's updates include the introduction of third-party app integration within ChatGPT, enhancing user interaction [15][16]. 2. AI Application Dynamics - Perplexity's weekly traffic increased by 31.92%, indicating growing interest in AI applications [29]. - The release of Sora 2 is expected to reshape short video content creation and social interaction through its innovative features [31][38]. 3. AI Financing Trends - xAI is advancing a $20 billion financing round, combining equity and debt to support its data center expansion [44][45]. - The report highlights the strategic necessity of funding in the AI sector, with major companies increasing investments in infrastructure [46]. 4. Market Review - The AI computing index and application index showed varying performance, with notable fluctuations in specific companies' stock prices [50][56].