计算机行业周报：GTC大会全景展示，见证AI变革时刻

Investment Rating - The report maintains the investment rating for the computer industry [1] Core Insights - The earnings season is approaching, and it is recommended to focus on leading companies with strong performance growth. The 2023 annual reports are being disclosed, and the Q1 2024 earnings forecasts will be released in early April. The quality of company operations will significantly impact stock prices, suggesting a focus on companies with strong Q1 performance certainty and good annual growth potential [3][8] - The AI industry trend is strengthening, with continuous investment opportunities in the AI sector. Recent developments include NVIDIA's GTC conference, where the new Blackwell architecture GPU chip B200 was announced, and domestic advancements such as the Kimi intelligent assistant capable of processing up to 2 million words and Alibaba's free access to long document processing [3][8] Summary by Sections 1. Industry Weekly Viewpoints - The report emphasizes the importance of balancing performance and industry trends as the earnings season begins. It suggests increasing allocations to leading companies with strong growth potential [3][8] 2. Chip Computing Power and Software Platforms - NVIDIA's GTC conference showcased significant advancements in hardware and software. The new B200 chip, based on the Blackwell architecture, offers performance improvements of up to 2.5 times compared to the previous generation H100 chip, with a total of 208 billion transistors [10][11] - The GB200 super chip was also introduced, achieving a performance capability of 40 petaflops, significantly outperforming the H100 in various benchmarks [12][14] 3. Market Performance Review - From March 17 to March 23, the computer (CITIC) index rose by 3.51%, outperforming the ChiNext index by 4.30 percentage points and the Shanghai Composite index by 3.73 percentage points, ranking third among all industries [24][25] 4. Major News - The report highlights significant developments in AI, including the open-sourcing of Elon Musk's Grok model and the United Nations passing its first resolution on AI, emphasizing the need for equitable access to AI technology [28][32] 5. Company Dynamics - Key companies to watch include Kingsoft Office, Haiguang Information, Inspur Information, and others, which are positioned well within the AI and computing sectors [4][9]