计算机行业：DeepSeek加快AI在政企的应用落地，Grok~3进一步提升大模型性能上限

Investment Rating - The industry investment rating is "Outperform the Market" (maintained) [1] Core Viewpoints - The report highlights the acceleration of AI applications in government and enterprise sectors through DeepSeek, with multiple local government systems integrating the model to enhance digital transformation [2][5] - Grok-3, a new large model from xAI, has significantly improved performance benchmarks and is now available for free, which is expected to further accelerate AI application deployment [2][9] - The computer industry index rose by 3.17% last week, outperforming the CSI 300 index by 2.17 percentage points, indicating strong market performance [14][17] Summary by Sections Industry News and Commentary - Multiple local government systems have adopted DeepSeek, with major telecom operators like China Mobile, China Telecom, and China Unicom successfully implementing the model [2][5] - Grok-3 has been released by xAI, showcasing superior performance in various benchmarks compared to other models, supported by substantial computational power [2][9] Key Company Announcements - Companies such as Huace Navigation, Deepin Technology, and Hikvision have reported their 2024 annual performance, with varying growth rates in revenue and net profit [13] Weekly Market Review - The computer industry index has shown a cumulative increase of 23.44% since the beginning of the year, significantly outperforming the CSI 300 index [14] - The overall P/E ratio for the computer industry stands at 56.3 times, with 237 out of 361 A-share stocks in the sector experiencing price increases last week [17] Investment Recommendations - The report suggests a strong outlook for the computer industry, recommending specific sectors such as the Xinchuang sector, Huawei supply chain, AI sector, low-altitude economy, and financial IT sector, with particular companies highlighted for investment [21]