Huachuang Securities·2026-01-23 00:25Investment 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 [16]. Core Insights - NVIDIA and Eli Lilly announced a partnership to establish an AI joint innovation lab aimed at addressing challenges in the pharmaceutical industry, with a planned investment of up to $1 billion over the next five years [2][5]. - The global AI pharmaceutical market is projected to grow from approximately $1.76 billion in 2024 to $2.99 billion in 2026, with a compound annual growth rate (CAGR) of about 30% from 2021 to 2026 [5]. - Companies like 英矽智能, 华兰股份, and 晶泰控股 are highlighted as key players in the AI + biopharmaceutical sector, showcasing significant advancements and investments in AI-driven drug discovery and development [5]. Industry Data - The computer industry consists of 337 listed companies with a total market capitalization of ¥64,957.50 billion and a circulating market capitalization of ¥58,620.09 billion [2]. - The absolute performance of the industry over the past 12 months is reported at 42.4%, with a relative performance of 19.2% compared to the benchmark [3].