计算机行业周报：DeepSeek应用上线20天日活超2000万，R1模型强化学习技术突破

Investment Rating - The report maintains a "Buy" rating for several key companies in the AI sector, including 科大讯飞 (002230.SZ), 寒武纪 (688256.SH), 鼎通科技 (688668.SH), 亿道信息 (001314.SZ), 迈信林 (688685.SH), and 泓淋电力 (301439.SZ) [17][53]. Core Insights - The AI application DeepSeek has achieved over 22.15 million daily active users (DAU) within 21 days of its launch, making it the fastest-growing AI application globally, surpassing ChatGPT's DAU by 41.6% [8][31]. - AMD's upcoming AI accelerator, Instinct MI400, is set to feature eight acceleration chips and an independent multimedia I/O chip, enhancing performance for AI training and inference tasks [25][28]. - The report highlights significant advancements in AI models, particularly the DeepSeek-R1 model, which has shown superior performance in various benchmark tests compared to its predecessors and competitors [36][39]. Summary by Sections 1. Computing Power Dynamics - The rental prices for computing power remain stable, with specific pricing details for various configurations provided [24][26]. - AMD's Instinct MI400 accelerator is expected to integrate advanced features, including multiple acceleration chips and improved communication structures [25][28]. 2. AI Application Dynamics - DeepSeek's rapid user growth is noted, with a monthly active user (MAU) count of 33.7 million, and a significant portion of its user base located overseas [8][31]. - The DeepSeek-R1 model has been developed using a novel reinforcement learning approach, achieving impressive results in benchmark tests [36][39]. 3. AI Financing Trends - Anthropic has secured $1 billion in funding, positioning itself as a leading player in the AI financing landscape [41][42]. 4. Market Review - The report provides insights into the performance of various AI indices, noting significant fluctuations in stock prices among key players [45][46]. 5. Investment Recommendations - The report emphasizes the potential for growth in AI hardware and software sectors, recommending a focus on leading companies in the field [51][52].