计算机行业：DeepSeek开源模型发布，多家云厂商宣布接入

Investment Rating - The industry investment rating is maintained at "Overweight" [4] Core Insights - The report highlights the launch of DeepSeek-R1 model by DeepSeek, which has garnered support from multiple cloud service providers globally, indicating a significant advancement in AI capabilities [4][5] - The performance of DeepSeek-R1 in various tasks is comparable to OpenAI's models, suggesting a competitive edge in the AI market [4] - The report anticipates a surge in AI assistant applications as various companies integrate DeepSeek models into their services, indicating potential growth in the AI application sector [5] Summary by Sections Industry Performance - Over the past 12 months, the industry has shown a relative return of 39.35% compared to the CSI 300 index, with an absolute return of 55.28% [2] Key Events - Google launched Gemini 2.0 and OpenAI initiated a new product release cycle, indicating ongoing innovation in the AI sector [3] - The report notes the acceleration of smart driving processes powered by AI technologies [3] Investment Recommendations - The report suggests focusing on upstream server companies such as Inspur Information, Sugon, and China Great Wall, as well as IDC-related companies like Runze Technology and Baoxin Software [5] - It also recommends monitoring AI application companies like Wanjing Technology, Chuangye Heima, Kingsoft Office, and Meitu, as the integration of DeepSeek models is expected to drive growth in this area [5]