字节-小米加速布局-AIDC-持续高景气

Key Points Industry Overview 1. Computer Sector Performance: The computer sector experienced a significant decline of 4.24% last week, underperforming the overall market and the创业板. This indicates the sector is oversold [2][4]. 2. AR and AI Demand: The report forecasts sustained high demand for AI computing power, particularly driven by AR applications for the 2025 Olympics. International tech giants like Facebook and Amazon have been increasing their investments in computing power, and domestic policies and corporate strategies are also promoting the construction of computing power infrastructure [2][8]. 3. AI Commercialization: AI applications have started to achieve commercial success overseas, particularly in customer service, sales, and testing. Domestic tech giants are actively deploying AI technology, leading to intense competition [6][8]. 4. Industry Outlook: The industry is expected to see robust growth in the coming year, driven by factors such as the 2025 Olympics, increasing investments in computing power, and the commercialization of AI applications [2][8]. Company Updates 1. ByteDance's AI Developments: ByteDance has released several significant products, including the DouBan design large model, which has achieved impressive user growth and is ranked second globally. The company plans to launch a more powerful version and is also developing an end-to-end real-time voice model [9][13]. 2. Xiaomi's AI Initiatives: Xiaomi is investing heavily in large models, with 1,500 GPU resources and a model with 13 billion parameters on the mobile side, which is close to the performance of a 60 billion parameter model on the cloud. Xiaomi is also collaborating with Kingsoft Cloud to expand into smart city and other areas [8][14]. Investment Recommendations 1. Focus on Key Sectors: The report suggests investors focus on companies in the semiconductor, data center, server, and switch sectors, as well as Xiaomi's ecosystem partners. These companies are expected to benefit from the rapid development of the AI industry [8][14]. 2. Specific Companies to Watch: The report recommends specific companies in various sectors, including Cambrian AI, Hygon Information, Xin Yuan Stock, Kingsoft Cloud, Runze Technology, Akan Stock, Huaguang New Network,浪潮信息, Zhongke Shuguang, Zhihui Technology, Zhihui Technology, Langxin Technology, Qianfang Technology, Gaohong Stock, and Ruixing Weitong [14].