计算机行业周报：2025开幕在即，DeepSeek-V3开启普惠AGI新篇章

Investment Rating - The report maintains a "Buy" rating for companies such as 科大讯飞 (iFlytek), 寒武纪 (Cambricon), and 鼎通科技 (DingTong Technology) with expected price increases of over 20% [65][68]. Core Insights - CES 2025 is anticipated to be a pivotal event for global consumer electronics, showcasing advancements in AI applications and technologies [6][87]. - The launch of DeepSeek-V3 has generated significant industry interest, demonstrating superior performance in various benchmarks compared to leading models [82][93]. - The AI computing sector is expected to continue its growth, with a focus on domestic computing power and AI applications, particularly in areas like AI PCs and smart driving [10][72]. Summary by Sections Market Performance - The computer industry has shown a performance increase of 7.5% over the past month, contrasting with a decline of 3.2% in the CSI 300 index [106]. Computing Power Dynamics - The rental prices for computing power have remained stable, with specific configurations such as A100-40G priced at 28.64 CNY/hour on Tencent Cloud and 31.58 CNY/hour on Alibaba Cloud [101][107]. AI Application Dynamics - Discord's search traffic increased by 5.40% week-on-week, indicating growing interest in AI applications [121]. - The launch of DeepSeek-V3 has positioned it as a leading model in performance metrics, significantly enhancing user experience with a threefold increase in generation speed [94][93]. AI Financing Trends - The companies 阶跃星辰 (Step Star) and Cursor have secured significant funding, with amounts reaching hundreds of millions of dollars, indicating robust investment interest in AI technologies [86][129]. Investment Recommendations - The report suggests a continued positive outlook for AI computing and applications, emphasizing the importance of monitoring developments in the sector [10][72].