Investment Rating - The investment rating for the companies mentioned in the report is "Buy" for Weike Technology (301196.SZ), Nengke Technology (603859.SH), Hehe Information (688615.SH), and Maixinlin (688685.SH) [10][13]. Core Insights - OpenAI launched the GPT-5.2-Codex, which is positioned as the most advanced coding model to date, enhancing software engineering automation and improving long-term context understanding and instruction adherence [4][25]. - Google's Gemini3Flash was released, breaking the traditional notion that speed and intelligence cannot coexist, indicating a new phase in AI technology and application paradigms [5][37]. - Lovable completed a $330 million Series B financing round, achieving a valuation of $6.6 billion, reflecting a 266% increase from its previous valuation [48][49]. Summary by Sections 1. Computing Power Dynamics - The rental prices for computing power remained stable, with specific configurations priced at 26.97 CNY/hour for Tencent Cloud and 31.58 CNY/hour for Alibaba Cloud [24]. - The token consumption for AI models increased, with OpenAI's models leading in usage [18][19]. 2. AI Application Dynamics - Deepl's weekly usage increased by 56.70%, indicating a significant rise in user engagement [36]. - Gemini3Flash demonstrated exceptional performance, achieving three times the response speed of its predecessor and excelling in complex cognitive tasks [39][40]. 3. AI Financing Trends - Lovable's financing round was led by CapitalG and MenloVentures, with participation from several notable venture capital firms, highlighting strong investor confidence in AI-native programming tools [48][49]. 4. Market Review - The AI application index and AI computing power index showed varying performance, with notable gains and losses among specific companies [54][56].