计算机行业周报：端侧AI进展积极

Investment Rating - The industry investment rating is "Overweight (Maintain)" [6] Core Viewpoints - Major hardware and software companies are actively laying out plans, with significant progress in edge AI. Microsoft launched Copilot+PC with OpenAI's GPT-4o model, and several PC manufacturers are set to release various models by June 18 [7][12] - The computer sector has shown resilience, with the computer index outperforming major indices like the Shanghai Composite and ChiNext [14][17] Summary by Sections Market Review - From May 27 to May 31, the Shanghai Composite Index fell by 0.07%, the ChiNext Index by 0.74%, and the CSI 300 Index by 0.60%. In contrast, the computer (Shenwan) index rose by 0.32%, outperforming the Shanghai Composite by 0.39 percentage points, the ChiNext by 1.06 percentage points, and the CSI 300 by 0.92 percentage points, ranking 8th among all sectors [14][20] Industry News - Significant developments include the upcoming Apple WWDC on June 10, where AI integration into iOS 18 is expected to be showcased, and Huawei's developer conference from June 21 to 23, which will feature the release of the Pangu model 5.0 [8][12] - Notable overseas dynamics include Elon Musk's xAI planning to build a supercomputing center to enhance its AI capabilities, with a projected completion in 2025 [22][24] Company Dynamics - Companies are engaging in strategic collaborations and share buybacks. For instance, Huaxin Yongdao partnered with Zhiyu AI for a government service AI model launch, while several companies have initiated share repurchase programs [25][26] - The computer industry has seen significant financing activities, with xAI raising $6 billion in its latest funding round, marking one of the largest in the AI sector [29]