计算机行业周报：OpenAI推出GPT-5.1Pro与GPT-5.1-Codex-Max，谷歌Gemini3刷新AI基准-20251125

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), 能科科技 (603859.SH), 嘉和美康 (688246.SH), 合合信息 (688615.SH), and 迈信林 (688685.SH) [11][12]. Core Insights - The AI industry is witnessing significant advancements with the launch of new models like OpenAI's GPT-5.1Pro and GPT-5.1-Codex-Max, and Google's Gemini3, which are setting new benchmarks in AI capabilities [5][6][30]. - The demand for AI computing power continues to grow, driven by the commercial application of AI technologies across various sectors, supported by robust infrastructure and financing activities [8][50]. Summary by Sections Computing Power Dynamics - The rental prices for computing power remain stable, with specific configurations like A100-40G priced at 5.73 RMB/hour on Tencent Cloud and 31.58 RMB/hour on Alibaba Cloud [17][20]. - Google's Gemini3 model has surpassed GPT-5.1 in multiple benchmarks, showcasing its advanced capabilities in areas like multi-modal understanding and physical simulations [18][22]. AI Application Dynamics - ChatGPT's weekly usage has increased by 28.83%, indicating a growing user engagement with AI applications [35]. - OpenAI's new models, GPT-5.1Pro and GPT-5.1-Codex-Max, have been recognized for their breakthroughs in specialized code generation and advanced reasoning capabilities, marking a new era in AI technology [38][46]. AI Financing Trends - Lambda has successfully completed over $1.5 billion in Series E funding to expand its AI data center infrastructure, highlighting the increasing investment in AI capabilities [50][51]. Investment Recommendations - Nvidia reported record revenues of $57 billion for Q3 2026, driven by its data center business, which accounted for nearly 90% of total revenue, reflecting the strong demand for AI computing resources [60]. - The report suggests a continued positive outlook for the AI application sector, driven by the ongoing commercialization of AI technologies and the robust demand for computing infrastructure [60].