计算机行业周报：AI产业高景气度持续验证，看好应用与算力投资机会-20250609

Investment Rating - The report maintains a "Recommended" investment rating for the computer industry [2][26] Core Viewpoints - The AI industry continues to show high prosperity, with a focus on application and computing power investment opportunities [1][26] - The recent updates to the DeepSeek-R1 model significantly enhance reasoning, writing, and programming capabilities, indicating ongoing iterations in domestic large models [26] - The domestic computing power industry is shifting from "single-point breakthroughs" to full industry chain collaboration, strengthening integrated development trends [26] Summary by Sections Recent Trends - The computer industry index rose by 2.79% from June 3 to June 6, 2025, with notable stock performances from companies like Huijin Co. and Qingyun Technology [11][12] Key Company Announcements - Companies such as Siwei Map and Zhizhen Technology have announced strategic partnerships and financing plans, indicating active developments in the sector [15][16] AI Model Updates - The DeepSeek-R1-0528 model update improved accuracy from 70% to 87.5% in the AIME2025 test, with a significant increase in token usage, reflecting deeper reasoning capabilities [5][21][22] - The model's hallucination rate has decreased by 45-50%, enhancing reliability in tasks such as rewriting and reading comprehension [18][21] Computing Power Catalysts - The stock price of US cloud computing company COREWEAVE has surged by 250.4% this year, indicating strong momentum in the cloud computing sector [22] - The proposed merger between Haiguang Information and Zhongke Shuguang aims to complete the full industry chain from chips to cloud, enhancing domestic computing power collaboration [23][24] - Recent announcements from computing power service providers reflect a high demand for computing resources, with significant contracts and procurement plans indicating ongoing industry growth [25] Investment Recommendations - The report suggests focusing on AI application companies such as Zhuoyi Information and Dingjie Zhizhi, as well as computing power companies like Zhongke Shuguang and Inspur Information [26][27]