计算机行业周报：一文看懂DS带动下推理算力市场空间及投资机会

Investment Rating - The industry investment rating is maintained as "Recommended" [1] Core Viewpoints - The report emphasizes increasing allocations to AI and domestic leading companies, driven by a boost in confidence for a strong technological nation and supportive policies [4][6] - Alibaba's significant capital expenditure, reaching 31.775 billion yuan in a single quarter, reflects a strong commitment to AI development, indicating a sustained high demand in the computing power supply chain [4][6] - The report suggests focusing on companies in the AI and domestic innovation sectors, particularly those with high cost-performance ratios [4][6] Summary by Sections Industry Weekly Viewpoints - The report highlights the need to enhance investments in AI and domestic leading companies, supported by recent policy initiatives emphasizing self-innovation [6] - The computing power supply chain is experiencing high demand, with major players like Alibaba increasing their investments significantly [6] DeepSeek and Inference Computing Power Market - DeepSeek has significantly reduced the training cost for large models, with a single training session costing only 5.576 million USD [8][9] - The inference computing power market shows immense growth potential, with future demand estimates ranging from 283.8 billion to 1.1036 trillion yuan under different scenarios [13][17] - The report recommends focusing on companies such as Haiguang Information, Inspur Information, and others that are adapting to DeepSeek technology [23] Market Performance Review - From February 16 to February 22, the computer index rose by 3.76%, outperforming other major indices [25] - The report notes that the computer sector ranked fourth among all industries during this period [25] Major News - The report includes significant advancements in AI, such as the introduction of new algorithms and models that enhance AI capabilities [28][30][40] - It also mentions the increasing utilization of computing power centers, driven by the demand for AI applications [42]