Huachuang Securities·2026-01-28 04:09Investment Rating - The industry investment rating is "Recommended," indicating an expected increase in the industry index by over 5% compared to the benchmark index in the next 3-6 months [19]. Core Insights - The launch of Clawdbot, an AI assistant capable of taking over devices and performing tasks autonomously, has generated significant market interest, achieving over 50,000 stars on GitHub within days of its release [2][4]. - The report highlights the importance of low-latency and secure infrastructure support for AI agents like Clawdbot, which is expected to benefit companies involved in cloud computing, AI data centers, computing power services, and content delivery networks [8]. Industry Overview - 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 [5]. - The absolute performance of the industry over the past 1 month, 6 months, and 12 months has been 13.7%, 22.6%, and 42.4% respectively, while the relative performance has been 10.3%, 7.0%, and 19.2% [6]. Key Companies to Watch - The report suggests focusing on companies that provide secure and low-latency infrastructure, including: 1. Cloud computing: Alibaba, NET, Deepin Technology, Kingsoft Cloud, New Idea Network Group, Yuke Data 2. AI Data Centers: Runze Technology, Baoxin Software, Data Port, Guanghuan New Network, Aofei Data, Yunsai Zhili 3. Computing Power Services: Kexin Data, Hongjing Technology, Dawi Technology, Youfang Technology, Litong Electronics, Zhiwei Intelligent 4. CDN: Wangsu Technology 5. Chips: Haiguang Information, Cambricon, Muxi Co., Tian Shuzhixin, Moer Thread, Longxin Zhongke 6. Large Models: Minimax, Zhipu, iFlytek [8].