计算机行业周报：群核开源空间语言模型，英伟达发布机器人计算平台Jetson Thor_老虎社区_美港股上老虎

计算机行业周报：群核开源空间语言模型，英伟达发布机器人计算平台Jetson Thor

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（以下内容从国金证券《计算机行业周报：群核开源空间语言模型，英伟达发布机器人计算平台Jetson Thor》研报附件原文摘录）本周观点8月26日，群核科技开源空间语言模型SpatialLM1.5和空间生成模型SpatialGen，主要用于解决视频模型的空间一致性问题。SpatialLM1.5是基于大语言模型训练的空间语言模型，主要解决“理解与交互”问题，该模型支持用户通过对话交互系统...

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Thor》研报附件原文摘录）本周观点8月26日，群核科技开源空间语言模型SpatialLM1.5和空间生成模型SpatialGen，主要用于解决视频模型的空间一致性问题。SpatialLM1.5是基于大语言模型训练的空间语言模型，主要解决“理解与交互”问题，该模型支持用户通过对话交互系统SpatialLM-Chat进行可交互场景的端到端生成。空间生成模型SpatialGen则专注于“生成与呈现”，主要解决当前视频模型的空间一致性问题，该模型采用“多视角扩散+3DGS重建”的技术路径。8月25日，钉钉创发布钉钉8.0版本(AI钉钉1.0版本)，该版本包含五大AI新产品，以及针对AI客服、AI营销服和Al教育的三大Al新场景方案。AI钉钉1.0的配套产品包含Agent驱动的工作信息流钉钉ONE、AI硬件DingTalk A1.AI听记、AI搜问和Al表格。AI钉钉1.0面向教育、客服、营销服推出“开箱即用”场景方案，用AI原生方式重建Agent服务，推出了在线客服Agent、主动服务Agent、服务质检Agent、VOC跟进Agent四个数字人助理，自动服务用户。谷歌近日发布图像生成与编辑模型Gemini2.5Flash lmage(代号nano-banana)。Gemini2.5Flash lmage此次更新了保持角色一致性、完全基于提示的图像编辑、原生世界知识和多图像融合四个能力。模型的价格为每百万输出token30美元，每张图片为1290个输出token，即每张图片需0.039美元。模型目前可在Gemini Apl和Google Al Studio中预览。8月26日，英伟达发布机器人计算平台Jetson Thor，该平台基于最新的Blackwell GPU架构，使AI算力大幅提升至2070TFLOPS，比上一代提高了7.5倍，能效也提高了3.5倍，此外Jetson Thor还配备128GB的超大内存。在软件优化方面，Jetson Thor原生支持NVIDlAlsaac、lsaac GR00T、Metropolis、Holoscan等平台，支持从云到边缘的统一开发和部署路径。通过FP4量化和推测解码技术，某些模型的性能可再提升2倍。Jetson Thor的开发者套件在美国售价为3499美元(约合人民币25000元)。本周25年中报披露期收尾，预计基本面及公司发展机遇的信息逐步得到传递，财务数据对股价影响的权重阶段性下降，长期发展尤其主业稳健性与新业务落地节奏的重要度提升，总体层面，我们认为计算机板块收入端预计偏平淡，细分领域看，预计AI产业链、智能驾驶、国产替代、出海等相关方向景气度相对更好，利润端预计受益于基数、减员增效、AI对内赋能下的成本费用节约，会有相比收入更好的表现，在低基数和新技术落地加快背景下，预计下半年总体经营强度会好于上半年。大的主线预计还是集中在AI产业链相关方向，AI落地在上半年预计有相比前两年更多的进展，下半年预计环比上半年有进一步的倍数增长。我们认为确定性相对高的AI落地方向，一是软硬结合的端侧AI硬件，二是C端尤其是出海方向软件，三是B端企业服务和制造业信息化相关领域，四是G端/大B端的大模型定性化、私有化部署/一体机等。细分行业景气度看，25年我们认为高景气维持的赛道包括AI算力、激光雷达；加速向上的赛道有AI应用；稳健向上的赛道包括软件外包、金融IT、量子计算、数据要素、EDA、出海、信创；拐点向上的赛道包括教育IT、网安、企业服务；底部企稳的赛道包括智慧交通、政务IT、安防、建筑地产IT；略有承压的赛道包括工业软件、医疗IT。投资建议建议关注国内生成式大模型龙头科大讯飞；AI硬件有望成为应用落地的新载体，建议关注海康威视、虹软科技、禾赛等；AI相关功能打磨能够带动付费率、Arpu值提升，建议关注迈富时等。风险提示行业竞争加剧的风险；技术研发进度不及预期的风险；特定行业下游资本开支周期性波动的风险。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}