计算机行业周报：ChatGPT免注册使用，AI算力需求有望持续扩张

Investment Rating - The report maintains an "Overweight" rating for the computer industry [1]. Core Insights - The introduction of free access to ChatGPT 3.5 is expected to create a "universal" effect for more AI applications, leading to increased demand for AI capabilities [5]. - The data factor industry is accelerating, with a focus on enhancing the national integrated computing network and data circulation infrastructure [6]. - The demand for computing power is anticipated to continue expanding due to the open access of large models, with significant free token allocations for registered users [7]. - Support policies for flying cars are being intensified across various regions, indicating potential rapid development in this sector [8]. Summary by Sections 1. Core Insights and Investment Recommendations - The report highlights the potential of ChatGPT's free access to enhance AI applications and increase computing power demand [5][6][7]. - It emphasizes the importance of the industrial software sector, data factors, operating systems, and leading AI companies for investment opportunities [9][10]. 2. Market Review - The A-share Shenwan Computer Index fell by 2.54% from April 1 to April 5, underperforming the CSI 300 Index by 3.4 percentage points [11]. - Within the Shenwan 31 first-level sub-industries, the computer sector ranked last in weekly performance [11][12]. 3. Industry News - The U.S. and U.K. have established a partnership for AI safety, marking a significant milestone in international AI cooperation [18]. - The National Data Bureau plans to pilot data labeling bases to promote AI industry development [19]. - The 135th Canton Fair will showcase over 90,000 intelligent products, reflecting the growing integration of AI and digital technologies in manufacturing [20]. 4. Company Dynamics - Kunlun Wanwei announced the public testing of its self-developed large model "Tiangong 3.0" on April 17 [26]. - Yunsai Zhili participated in the formulation of a national standard for smart city parking, set to be implemented in October 2024 [27]. 5. Company Announcements - Several companies reported their annual profits, with notable declines in net profits for some, while others like Langxin Group reported a 17.44% increase [28].