信息服务行业月报：北京发布算力设施建设方案，商汤日日新5.0大模型实现全面对标GPT-4 Turbo

Investment Rating - The report does not explicitly state an investment rating for the computer industry but suggests potential targets for May, indicating a positive outlook for specific companies [9]. Core Insights - The CITIC Computer Index decreased by 3.03% from 4793 to 4648 points as of April 30, 2024, while the Shanghai Composite Index increased by 2.09% [9]. - Beijing's "Computational Power Infrastructure Construction Plan (2024-2027)" emphasizes the importance of domestic computational power and aims to enhance the development of foundational AI models in China [9]. - SenseTime's SenseNova 5.0 model has been upgraded to match the performance of GPT-4 Turbo, showcasing significant advancements in AI capabilities [9]. - Institutional holdings in the computer industry fell to 3.0% in Q1 2024, indicating a more diversified investment landscape with a focus on AI, cloud computing, and software services [9]. Summary by Relevant Sections Industry Overview - The report highlights a significant drop in the CITIC Computer Index, contrasting with gains in other major indices, indicating a challenging environment for the computer sector [9]. - The focus on domestic computational power through Beijing's new plan is expected to drive growth in the AI sector, particularly in foundational models [9]. Company Highlights - SenseTime: The release of SenseNova 5.0 positions the company as a leader in AI, with capabilities that are competitive on a global scale [9]. - Digital China, Inspur Information, Hangzhou Hikvision, Kingsoft Office Software, Xgd Inc, Thinker Automatic Equipment, Jiangsu Hoperun Software, and SenseTime are identified as potential investment targets for May, reflecting optimism in their growth prospects [9]. Market Trends - The report notes a decrease in institutional holdings, suggesting a shift towards a more diversified investment strategy within the computer industry, particularly in AI and cloud computing sectors [9].