计算机行业周报：微软推出COPILOT+PC，“主动式AI”或将开启个人电脑新时代

Investment Rating - The investment rating for the industry is "Buy" for key companies such as iFLYTEK (002230.SZ), Taiji (002368.SZ), and Jinqiao Information (603918.SH) [6][34]. Core Insights - The report highlights the significant advancements in AI applications, particularly with Microsoft's launch of Copilot+PC, which integrates AI capabilities into personal computing, marking a transformative shift in user interaction [5][22]. - The AI computing power landscape is evolving, with Intel's upcoming Lunar Lake platform expected to exceed 100 TOPS, enhancing AI performance across various applications [10][13]. - The financing trends in the AI sector show substantial investments, with CoreWeave securing $7.5 billion for cloud GPU infrastructure, indicating strong market confidence [27]. Summary by Sections 1. Computing Power Dynamics - The rental prices for A100-80G GPUs remain stable, with specific rates reported at 9.00 CNY/hour for Hengyuan Cloud [10][11]. - Intel's Lunar Lake platform is set to launch in Q3 2024, promising over 100 TOPS of total computing power, which is a significant leap in AI capabilities [10][13]. 2. AI Application Developments - Microsoft's Copilot+PC, featuring the GPT-4o model, demonstrates a 58% improvement in multi-threaded performance compared to Apple's MacBook Air, with extended battery life for video playback and web browsing [22][24]. - The report notes a 54.75% increase in traffic for TianGong AI, indicating growing interest in AI applications [20][21]. 3. AI Financing Trends - CoreWeave and Scale AI lead the financing rounds, with CoreWeave raising $7.5 billion and Scale AI securing $1 billion, reflecting robust investment in AI infrastructure and services [27][28]. 4. Market Review - The AI computing index and application index showed fluctuations, with notable gains and losses among various companies, indicating a dynamic market environment [30][33]. 5. Investment Recommendations - The report recommends focusing on leading AI companies such as iFLYTEK and Jinqiao Information, which are expected to benefit from the growing demand for AI applications and computing power [5][34].