计算机行业周报：英伟达发布Cosmos平台，关注AI产业投资机会

Industry Investment Rating - The report maintains a "Recommend" rating for the computer industry [2] Core Views - Physical AI is driving advancements in autonomous driving and humanoid robotics, with continued optimism for investment opportunities in AI applications, large models, and AI computing power [4][13] - NVIDIA's release of the Cosmos platform is expected to accelerate the development of physical AI, promoting the deployment of world models on the edge, which will positively impact the fields of humanoid robotics and autonomous driving [4][17] - The Cosmos platform, introduced by NVIDIA, aims to advance physical AI development and is already being utilized by companies in AI, humanoid robotics, and autonomous driving sectors such as 1X, Figure AI, XPeng Motors, and Uber [4][16] - The report highlights the potential of world models to become the next frontier in generative AI model competition, with multimodal inputs and outputs expected to drive increased demand for AI computing power [4][16] Market Performance - From January 6 to January 10, 2025, the Shenwan Computer Index fell by 1.30% [9] - Top gainers in the sector included Maidi Technology (603990.SH), Saiwei Intelligent (300044.SZ), Lifang Digital (300344.SZ), Haitian Ruisheng (688787.SH), and Tianmai Technology (300807.SZ) [9] - Top decliners in the sector included Chuangshi Technology (300941.SZ), Langke Technology (300042.SZ), Zhongyi Technology (301208.SZ), Huichen Co (688500.SH), and Yunsai Zhilian (600602.SH) [9] Key Industry News - On January 3, 2025, the US Bureau of Industry and Security (BIS) revised the Export Administration Regulations (EAR), adding 13 entities to the Entity List, including 11 from China [12] Company Announcements - Xinzhi Software announced a shareholder plan to reduce holdings by up to 3% of the company's shares on January 7, 2025 [12] - Caixun Co announced the transfer of 25% of its equity in Xi'an Green Point Information Technology Co for RMB 21 million on January 8, 2024 [12] - Calight announced a share repurchase plan on January 8, 2024, with a repurchase price not exceeding RMB 58.23 per share and a total repurchase amount between RMB 50 million and RMB 100 million [12] Investment Recommendations - The report recommends focusing on AI application and large model segments, highlighting companies such as Kingsoft Office (688111.SH), iFlytek (002230.SZ), Tors (300229.SZ), Zhiyuan Interconnect (688369.SH), and Foxit Software (688095.SH) [4][17] - In the AI computing power segment, the report suggests paying attention to Inspur Information (000977.SZ), Sugon (603019.SH), Digital China (000034.SZ), and Chinasoft International (301236.SZ) [4][17] Key Company Financials and Forecasts - Digital China (000034.SZ) is forecasted to have EPS of RMB 2.11, 2.58, and 3.16 for 2024E, 2025E, and 2026E, respectively, with a "Buy" rating [6] - Inspur Information (000977.SZ) is expected to achieve EPS of RMB 1.55, 1.93, and 2.31 for 2024E, 2025E, and 2026E, respectively, with no rating provided [6] - iFlytek (002230.SZ) is projected to have EPS of RMB 0.26, 0.42, and 0.57 for 2024E, 2025E, and 2026E, respectively, with no rating provided [6] - Sugon (603019.SH) is forecasted to have EPS of RMB 1.48, 1.79, and 2.16 for 2024E, 2025E, and 2026E, respectively, with a "Buy" rating [6]