计算机行业 资料来源：iFinD，东莞证券研究所 相关报告 2025 年 8 月 15 日 卢芷心 S0340524100001 电话：0769-22119297 邮箱： luzhixin@dgzq.com.cn 罗炜斌 S0340521020001 电话：0769-22110619 邮箱： luoweibin@dgzq.com.cn 陈伟光 S0340520060001 电话：0769-22119430 邮箱： chenweiguang@dgzq.com.cn SAC 执业证书编号： 计 算 机 行 业 指 数 涨 跌 幅 及 估 值 ： 申 万 计 算 机 板 块 近 2 周 （2025/8/1-2025/8/14）累计上涨3.17%，跑赢沪深300指数0.77个百分 点，在31个申万一级行业中排名第13名；申万计算机板块8月累计上涨 3.17%，跑赢沪深300指数0.77个百分点；申万计算机板块今年累计上涨 16.67%，跑赢沪深300指数10.61个百分点。截至2025年8月14日，据同 花顺数据，SW计算机板块PE TTM（剔除负值）为56.04倍，处于近5年91.48% 分位、近10年82.35% ...

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整理｜冬梅 2025 年 8 月 8 日凌晨 1 点多，OpenAI 正式发布新一代大语言模型 GPT-5，瞬间吸引了全球目光， 成为科技领域乃至整个社会热议的焦点，其引发的反响如汹涌浪潮，席卷而来。 OpenAI CEO Sam Altman 对此次升级满怀期待，将其比作 "让我再也回不去" 的技术飞跃。在 AI 蓬 勃发展的当下，公众对 GPT-5 的期望极其高，盼望着它能带来前所未有的惊喜，引领人们进入一个 全新的智能时代。 然而，发布会落幕后，这款模型备受赞誉的背后也夹杂着诸多质疑与不满。部分用户反馈使用体验不 佳，吐槽新版反应变慢，即便关闭深度思考模式也无改善，回答篇幅变短，甚至在基本问题上犯错。 最让人不满的是，他们在做决策时完全无视用户意见，甚至懒得征求反馈，反而像是在嘲讽所有 人。这种做法简直匪夷所思，尤其是考虑到他们拥有庞大的用户群体，却选择一意孤行。 更离谱的是，他们竟然决定让免费用户只能使用糟糕的 5.0 版本，而付费用户却能继续访问旧版 本。作为付费用户，我虽然庆幸自己能切换回去，但这种策略完全是在自毁营销渠道——谁会因 为试用了一个烂版本而决定付费呢？以前我会毫不犹豫地向别人推荐 G ...

Core Insights - GPT-5 demonstrates superior performance in medical imaging reasoning and understanding compared to human experts, with accuracy rates exceeding human capabilities by 24.23% and 29.40% respectively [2][5][16]. Group 1: Model Comparison - A study from Emory University compared GPT-5 with its predecessors, including GPT-4o and smaller variants like GPT-5-mini and GPT-5-nano, focusing on their ability to handle multimodal information in the medical field [3][5]. - GPT-5 outperformed all other models in standardized tests, particularly in the MedXpertQA multimodal test, showing improvements of nearly 30% in reasoning and 36% in understanding over GPT-4o [5][13]. - In the MedXpertQA Text and MM tests, GPT-5 scored 56.96 and 69.99 respectively, significantly higher than human experts and other models [15][17]. Group 2: Testing Methodology - The tests included the USMLE exam, MedXpertQA, and VQA-RAD, all conducted in a zero-shot setting without data fine-tuning [7][10]. - The USMLE exam, a critical benchmark for medical education, showed GPT-5's comprehensive superiority over GPT-4o [8][10]. - MedXpertQA consists of 4460 questions across 17 medical specialties, with a multimodal subset that includes diverse images and clinical information [11][12]. Group 3: Technical Advancements - The core advancement of GPT-5 lies in its end-to-end multimodal architecture, enhancing cross-modal attention and alignment capabilities [18][19]. - Unlike GPT-4o, which relied on indirect methods for cross-modal tasks, GPT-5 integrates text, images, and audio into a unified vector space, facilitating seamless perception, reasoning, and decision-making [19]. - The collaborative effect of chain-of-thought prompting and enhanced internal reasoning capabilities in GPT-5 significantly boosts its performance in reasoning-intensive tasks [19]. Group 4: Real-World Application - Despite its impressive performance in standardized tests, GPT-5 still requires further real-world testing to validate its effectiveness in clinical settings [20][22]. - A recent ultimate exam in radiology revealed that all AI models, including GPT-5, scored lower than intern doctors, indicating a gap between AI capabilities and human expertise [20][22].

总计200万+奖金池，就业落户渠道、创业扶持、合作对接、项目孵化多重激励全方位开闸！ 不愧是目前国内规模最大、参赛主体最丰富的AI专业赛事， 第二届"兴智杯"全国人工智能创新应用大赛 ，正在招募最后一波冲线团队。 先把底牌摊开来看，"兴智杯"的含金量早已被首届赛事验证——工业和信息化部、科学技术部等共同主办，吸引1.6万+选手、9000+支参赛团 队报名，聚焦产业发展趋势及技术应用热点，受到产学研各界高度关注。 西风 发自 凹非寺 量子位 | 公众号 QbitAI 规格与影响力都摆在那儿。 第二届大赛延续权威基因，中国信息通信研究院与有关地方政府部门联合主办，定位"以赛促用、以赛促产"，面向全社会开放。 国内外AI相关企事业单位、高校团队及个人开发者均可参赛。 这次 大赛主题为"兴智赋能，创造 无界 " ，大赛包含三大主题赛再叠加其他特色方向赛。 无论你的团队是具备模型/Agent/多模态上的原创能力，还是擅长在国产软硬件栈与性能/效率/稳定性方面的工程优化，又或者在金融/能源/医 疗/网络通信等典型场景具有真实数据与方案，都能在这一届找到"刚好匹配"的赛道与评测坐标。 详细赛制规则在这里，速来围观～ 从大模 ...

德邦证券指出，电子行业成为我国经济增长的新动能，半导体行业在AI需求的强劲拉动下进入新 周期。6月全球半导体销售额达599亿美元，同比增长19.6%，同比增速保持高位。不同于以往ToC的爆 款消费电子产品拉动，本轮半导体上行周期更多由ToB的AI需求拉动，与AI相关的GPU、存储等高端半 导体产业链受益更明显，而成熟半导体需求相对平淡。从全球头部晶圆代工厂表现来看，先进代工为主 的台积电营收同比增长26.9%，显著好于行业情况，而成熟代工为主的联电表现低于行业情况。未来我 国产业结构的优化升级还将持续深化，硬科技（半导体、AI等）是核心增长极。 科创芯片ETF国泰（589100）跟踪的是科创芯片指数（000685），单日涨跌幅可达20%。该指数聚 焦于电子及半导体领域，选取科创板中涉及芯片设计、制造等关键环节的科技创新型企业作为指数样 本，以反映中国科创板芯片相关上市公司的整体表现。行业分布均衡，风格偏向成长与科技。 没有股票账户的投资者可关注国泰上证科创板芯片ETF发起联接A（024853），国泰上证科创板芯 片ETF发起联接C（024854）。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅 ...