计算机行业点评：央国企、政务单位积极推动DeepSeek私有化部署

Investment Rating - The industry investment rating is "Leading the Market" [2][6] Core Insights - Central state-owned enterprises and government units are actively promoting the privatization deployment of the DeepSeek model, enhancing the application of AI technology in various sectors, particularly in energy and government services [5] - The report highlights the significant growth in the computer industry, with a 32.02% increase over the past month and a 60.97% increase over the past year, outperforming the CSI 300 index [3][5] - The demand for privatized deployment from central state-owned enterprises and government units is expected to remain strong, with recommendations to focus on companies like Unisplendour, Inspur Information, Haiguang Information, and Zhongke Shuguang [5] Summary by Sections Industry Performance - The computer industry has shown a remarkable performance with a 32.02% increase in the last month, 4.84% in the last three months, and 60.97% over the past year, significantly outperforming the CSI 300 index [3][5] Key Developments - The successful privatization deployment of DeepSeek by China Mobile and its application in various government services indicates a growing trend towards localized AI solutions due to data security and compliance concerns [5] - The introduction of integrated training and inference machines by telecom operators and ICT manufacturers is facilitating the privatization deployment of AI models [5] Investment Recommendations - The report suggests a focus on specific stocks such as Unisplendour, Inspur Information, Haiguang Information, and Zhongke Shuguang, as the privatization of DeepSeek is expected to enhance their market value [5]