计算机行业周报：豆包AI助手将上线莲花

Investment Rating - The report maintains an "Accumulate" rating for the computer industry [5] Core Insights - The report highlights the progress of the domestic large model base, specifically the expected completion of the Spark X1 version by iFLYTEK within March, which aims to match or exceed OpenAI's capabilities in mathematical problem-solving and logical reasoning [1][11] - Qirobot, a domestic special robot company, has completed a 40 million yuan Series A financing round to expand production and enhance R&D for its robots designed for hazardous environments [2][11] - The launch of the Doubao AI assistant in Lotus cars is anticipated to integrate real-time voice and AI Q&A capabilities [2][12] Market Review - The A-share Shenwan Computer Index rose by 7.77%, outperforming the CSI 300 Index by 6.58 percentage points and the ChiNext Index by 5.2 percentage points [3][14] - Within the Shenwan 31 first-level sub-industries, the computer sector ranked second in weekly performance, with software development up by 8.65%, computer equipment by 3.47%, and IT services II by 9.92% [15][19] Investment Recommendations - The report recommends focusing on the large model sector benefiting from iFLYTEK's advancements, the robot sector supported by Qirobot's financing, and the smart driving sector driven by the Doubao AI assistant's integration [4][13] - Suggested companies include YunSai ZhiLian, Runze Technology, and Shanghai Ganglian for the large model sector; Nengke Technology for the robot sector; and Desai Xiwai and Zhongke Chuangda for the smart driving sector [4][13] Company Dynamics - Yan2.0, developed by Yan Mountain Technology, is set to launch in 2025, featuring a new architecture that significantly enhances training efficiency and memory capabilities [25] - Qianfang Technology is expanding its AI applications across various sectors, showcasing its capabilities at the 2024 China International Public Safety Products Expo [26] Key Company Announcements - Jin Qiao Information announced an adjustment to its share repurchase price limit from 13.94 yuan to 22.00 yuan per share [28] - Anbo Tong's subsidiary secured a significant sales contract worth approximately 1.492 billion yuan [28]