计算机行业周报：持续关注国内AI应用、算力投资机会

Investment Rating - The report maintains a "Recommended" investment rating for the computer industry [2][15]. Core Insights - The report emphasizes the continuous focus on domestic AI applications and computing power investment opportunities, highlighting the significant advancements in AI model capabilities and cost reductions [4][12][15]. - The report notes that the average daily token usage of the Doubao model has increased over 33 times since its release, indicating a strong trend of "cost reduction and efficiency improvement" in AI applications [4][12]. - The report suggests that the ongoing competition among overseas tech giants in AI technology is a positive signal for the industry, with a large potential user base for domestic AI applications [15]. Summary by Sections Recent Market Performance - From December 30, 2024, to January 3, 2025, the Shenwan Computer Index fell by 12.49% [9]. - The top five gainers in the sector included Huijin Technology, ST Yingfeituo, and others, while the top five losers included Kaiwang Technology and others [9]. Industry News - In the first eleven months of 2024, China's software business revenue reached 12,290.3 billion yuan, a year-on-year increase of 10.7% [11]. - The report highlights significant announcements from key companies, including Da Shi Intelligent and Neusoft Group, regarding project wins and acquisitions [11]. Investment Recommendations - The report recommends focusing on AI application companies such as Kingsoft Office, iFlytek, and others, as well as AI computing power companies like Inspur Information and others [15][16]. - The report provides earnings forecasts for key companies, indicating potential growth in earnings per share (EPS) and price-to-earnings (PE) ratios for companies like Digital China and Sugon [16].