计算机行业周报：成本降低推动应用落地，AIInfra投入不断加大

Investment Rating - The report maintains a "Recommended" investment rating for the industry [5] Core Insights - The computer industry index rose by 3.17% during the week of February 17-21, 2025, outperforming the Shanghai Composite Index, which increased by 0.97% [10] - The DeepSeek app achieved a daily active user count of 46.84 million within a month of its launch, while ChatGPT reached 119.80 million daily active users [2] - The report highlights the significant investment in AI infrastructure by major players like Alibaba Cloud, which is expected to benefit companies within its ecosystem [3][23] Market Performance - The IT Services II, Software Development, and Computer Equipment sectors saw increases of 3.90%, 2.36%, and 3.61% respectively, indicating a positive trend across the board [12] - Notable individual stock performances included Donghua Software (48.88%), Hongjing Technology (36.31%), and Suochen Technology (31.62%) [12] Industry Data - DeepSeek's app daily active users were reported at 37.61 million on the app side, down from a peak of 41.79 million, while its web version had 9.23 million daily active users, also down from a peak of 24.77 million [16] Major Events - DeepSeek announced an "Open Source Week" to share five code repositories, enhancing transparency and collaboration with the developer community [18][23] - The launch of new AI models and technologies, such as Figure AI's Helix model and xAI's Grok-3, indicates ongoing innovation in the AI space [18][19] Earnings Outlook - Hikvision reported total revenue of approximately 92.49 billion yuan for 2024, a year-on-year increase of 3.52%, while net profit decreased by 15.23% [22] - Yoche Technology's revenue fell by 19.16% year-on-year, indicating challenges in the current market environment [22]