中银证券：中银晨会聚焦-20250312

Core Insights - The report highlights the potential growth in the AI computing supply chain, particularly with the collaboration between DeepSeek and Ascend, which is expected to accelerate the domestic supply chain's expansion [5][6][7] - DeepSeek's web traffic reached 571 million in February 2025, marking a 122.73% month-over-month increase, indicating strong demand for AI applications [5] - The report emphasizes the importance of domestic AI hardware infrastructure, with Alibaba planning to invest over 380 billion yuan in the next three years [6] Company Focus - The report lists a selection of stocks recommended for March, including Jitu Express (1519.HK), China Petroleum (601857.SH), and Anji Technology (688019.SH) [1] - The performance of the AI computing supply chain is closely tied to the advancements in the Ascend 910C chip, which has reportedly achieved a yield rate of 40%, doubling its previous performance [7] Industry Performance - The report provides an overview of market indices, with the Shanghai Composite Index closing at 3379.83, up 0.41%, and the Shenzhen Component Index at 10861.16, up 0.33% [3] - It also highlights the performance of various industry sectors, noting that the beauty care sector saw a 4.78% increase, while the electronics sector experienced a slight decline of 0.32% [4]