半导体：AI商业化闭环雏形已现，端侧应用前景可期

Investment Rating - The report maintains an investment rating of "Outperform" with expectations of returns exceeding the CSI 300 Index by more than 10% over the next six months [3]. Core Insights - The commercialization of AI technology is progressing, with emerging applications in edge computing expected to drive demand for computational power [2]. - The introduction of new AI models, such as OpenAI's latest offerings, is setting new industry benchmarks and enhancing the capabilities of AI applications [1]. - The report highlights the importance of lightweight models in AI, which aim to reduce size and complexity while maintaining performance, thus enabling broader applications in resource-constrained environments [1]. Summary by Sections Industry Events - In March 2024, Figure, a robotics startup, launched its first demo robot powered by OpenAI's large model, showcasing advanced interaction capabilities [1]. - Anthropic released its Claude 3 model family, which includes three advanced versions, each designed for specific applications, enhancing the competitive landscape in AI [1]. Market Trends - The report notes a significant shift towards the commercialization of AI, with various companies rapidly iterating on model development, indicating a robust growth trajectory for the industry [1]. - The demand for high-performance chips is expected to grow due to the rapid evolution of AI technologies and the opportunities presented by domestic production amid import controls [2]. Investment Recommendations - The report suggests focusing on companies within the domestic computational power supply chain, including HaiGuang Information, Longxin Zhongke, and others, as they are well-positioned to benefit from the ongoing AI advancements [2].