计算机行业周报：Deepseek如何部署？AI医药景气持续！

Investment Rating - The report maintains a positive outlook on the computer industry, indicating a "Buy" rating for the sector [3]. Core Insights - The report highlights the deployment of large models in both public and private cloud environments, detailing the characteristics and competitive advantages of various AI public cloud providers [6][7]. - There is a significant focus on AI in the healthcare sector, with both domestic and international markets emphasizing AI applications in medicine [6][27]. - Key companies such as Deepin Technology, Saiyi Information, and Tax Friend are noted for their advancements in AI and cloud services [6][39]. Summary by Sections 1. Deployment of Large Models - Large model deployment can be categorized into public cloud and local deployment, with public cloud being the more flexible and mainstream option [8][10]. - Public cloud deployment allows users to avoid initial hardware investments and provides elastic computing resources, making it an economical choice for many [10][11]. - Local deployment focuses on data privacy and low latency, suitable for industries with high compliance requirements [20][23]. 2. AI in Healthcare - The report identifies a surge in AI applications in healthcare, with companies like Tempus AI and Doximity gaining traction in the market [27][28]. - AI capabilities are expected to enhance drug discovery, disease diagnosis, and clinical treatment, leading to innovations in medical information systems and AI pharmaceuticals [27][34]. - Key investment targets in the AI healthcare space include companies involved in AI-assisted diagnostics and pharmaceutical applications [37]. 3. Key Company Updates - Deepin Technology is recognized for its AI-first strategy and potential revaluation of its cloud and security business [39][41]. - Saiyi Information is highlighted for integrating AI agents into industrial applications, enhancing operational efficiency [42][45]. - Tax Friend is noted for its AI model tailored for financial and tax processing, indicating a strong market position due to its data and knowledge barriers [46][48].