计算机行业重大事项点评：DeepSeek-Prover-V2发布，专注数学推理

Investment Rating - The report maintains a "Recommendation" rating for the computer industry, expecting the industry index to outperform the benchmark index by more than 5% in the next 3-6 months [20]. Core Insights - The release of DeepSeek-Prover-V2, a large language model focused on mathematical reasoning, marks a significant advancement in AI mathematics capabilities. The model features 671 billion parameters and employs a mixture of experts (MoE) architecture, enhancing its efficiency and performance in formal theorem proving [4][7]. - The report highlights the successful integration of formal and informal mathematical proofs, with DeepSeek-Prover-V2 achieving an 88.9% pass rate on the MiniF2F-test dataset, setting a new industry benchmark [7]. - Investment opportunities are identified in various sectors related to AI applications, including office software, finance, large models, industrial applications, medical technology, and more, suggesting a broad range of companies to consider for investment [7][8]. Industry Overview - The computer industry comprises 336 listed companies with a total market capitalization of 426.57 billion yuan and a circulating market value of 363.99 billion yuan [4]. - The absolute performance of the industry over the past 12 months has been 27.0%, with a relative performance of 22.4% compared to the benchmark index [5]. Related Research Reports - The report references several related studies, including a commentary on Alibaba's open-source Qwen3 model and a weekly report on the development trends in the intelligent driving industry [7].