计算机：Deepseek一体机大潮开启

Investment Rating - The industry investment rating is "Positive" indicating an expected overall return exceeding 5% above the CSI 300 index in the next six months [27] Core Insights - The demand for private deployment of DeepSeek models is surging, with many enterprises exploring simpler private deployment options due to instability in direct API calls [5][10] - The launch of DeepSeek integrated machines by multiple manufacturers reflects optimism in the market, with a focus on companies like Zhimi Intelligent, iFLYTEK, Lenovo Group, Inspur Information, Digital China, and China Greatwall [24][7] - The DeepSeek integrated machine can lower the AI usage threshold and meet security needs for data-sensitive industries, ensuring data is processed locally without internet connectivity [6][15] Summary by Sections Section 1: DeepSeek Integrated Machine Demand - The demand for private AI deployment is increasing significantly, with cloud access and usage surging after the DeepSeek model's adaptation and launch [10] - Many manufacturers are releasing various specifications and configurations of integrated machine solutions to meet this demand [10] Section 2: Features of AI Large Model Integrated Machines - Integrated machines are designed for AI large model applications, combining AI servers with private deployment capabilities [10] - Advantages of private deployment using integrated machines include high stability, simplified deployment, and model customization [12][14] Section 3: Manufacturer Activity - Several manufacturers, including Huawei, Inspur Information, and Lenovo, are actively launching DeepSeek integrated machines, catering to diverse market needs [21][22] - As of February 12, 13 partners have developed their own DeepSeek integrated machine products based on Huawei's Ascend products [18] Section 4: Investment Recommendations - The report highlights a positive outlook for companies such as Zhimi Intelligent, iFLYTEK, Lenovo Group, Inspur Information, Digital China, and China Greatwall, indicating strong investment potential [24][4]