计算机行业周报：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 introduction of AI large model integrated machines is expected to lower the barriers for AI usage and meet security needs in data-sensitive industries such as finance, energy, government, and healthcare [6][15]. - Numerous manufacturers are actively launching DeepSeek integrated machines, reflecting optimism in this market [24]. Summary by Sections Industry Overview - The report highlights a significant increase in the demand for private AI deployment driven by the DeepSeek model, with cloud access and usage surging post-launch [10]. - AI large model integrated machines are designed to combine AI servers with private deployment, offering advantages such as high stability, simplified deployment, and model customization [12][14]. Recommended Companies and Ratings - The report recommends the following companies with a "Buy" rating: - Zhimi Intelligent - iFLYTEK - Lenovo Group - Inspur Information - Digital China - China Greatwall [4][24]. Market Developments - As of February 12, 2025, 13 partners have developed their own DeepSeek integrated machine products based on Ascend products, catering to diverse market needs [18]. - Various manufacturers have launched DeepSeek integrated machines based on domestic computing chips, indicating a broadening application of AI technology across industries [21][23].