计算机行业周报：比亚迪宋PLUS智驾版SUV将上市，配备“天神之眼”系统

Investment Rating - The industry investment rating is "Maintain Accumulate" [6] Core Insights - The report highlights the rapid adoption of the DeepSeek open-source model by three major telecommunications companies during the Spring Festival, enhancing AI service capabilities across various sectors [13][14] - DeepSeek has achieved a milestone of over 30 million daily active users, making it the fastest application to reach this figure, following the release of the DeepSeek-R1 model [2][14] - The upcoming launch of BYD's Song PLUS Intelligent Driving version SUV, equipped with the "Tian Shen Zhi Yan" system, is anticipated to boost the intelligent driving sector [3][15] Market Review - The A-share Shenwan Computer Index rose by 13.47%, outperforming the CSI 300 Index by 11.49 percentage points and the ChiNext Index by 7.52 percentage points [4][16] - Within the Shenwan 31 first-level sub-industries, the computer sector ranked first in weekly performance, with secondary industry performance as follows: Software Development (14.74%), Computer Equipment (9.61%), IT Services II (14.9%) [4][17] Investment Recommendations - The report recommends focusing on the intelligent driving sector benefiting from BYD's new model launch and the AI large model sector driven by DeepSeek's release [15] - Suggested companies to watch in the large model sector include YunSai ZhiLian, Runze Technology, and Shanghai Steel Union [15] - Suggested companies to watch in the intelligent driving sector include Desay SV and Zhongke Chuangda [15] Company Dynamics - Nanwei Software has integrated the DeepSeek open-source model to enhance AI capabilities in digital government products, emphasizing its efficiency and suitability for private deployment [27] - Unisplendour's subsidiary, H3C, has developed a one-stop large model service platform that supports DeepSeek models, aiming to facilitate their commercial application [28]