计算机行业：DeepSeek引领春节火热情绪，重视国产模型网络安全

Investment Rating - The industry rating is "Outperform the Market" indicating an expectation that the overall industry performance will surpass the market in the next six months [16]. Core Insights - DeepSeek has emerged as a significant player in the AI landscape, achieving performance comparable to OpenAI's models at a fraction of the cost, with its latest model DeepSeek-R1 demonstrating capabilities at one-tenth the cost of GPT-o1 [3]. - The launch of multiple models, including Janus-Pro and JanusFlow, has enhanced DeepSeek's product offerings, particularly in multimodal capabilities, which is expected to accelerate AI application development [3]. - Major companies like Tencent, Alibaba, and Baidu have completed cloud deployments of DeepSeek's models, indicating a growing trend towards integrating domestic AI solutions into enterprise applications [5]. Summary by Sections Industry Dynamics - The report highlights the ongoing developments in the computer industry, particularly during the Spring Festival period, with DeepSeek's advancements capturing significant attention [2]. - DeepSeek's models have been recognized for their innovative architecture and cost-effectiveness, leading to a competitive landscape characterized by a "model price war" [3]. Cybersecurity Concerns - DeepSeek has faced multiple DDoS attacks, emphasizing the critical importance of cybersecurity in the AI sector as the platform's popularity grows [4]. - The report notes that DeepSeek's AI assistant has achieved the top download ranking in 140 global markets, increasing the stakes for information security [4]. Cloud Deployment - The report details the successful cloud deployments of DeepSeek's models by major tech companies, which streamline the AI development process for users [5]. - This trend is expected to enhance the efficiency and accessibility of AI applications for developers and enterprises alike [5].