计算机周观察20260201：AI入口大战开启，商业航天产业催化持续

Investment Rating - The industry investment rating is maintained as "Recommended" [2] Core Insights - The competition for AI entry points is intensifying, with major players like Baidu and Tencent launching cash red envelope activities during the Spring Festival [1] - The commercial aerospace industry is experiencing significant catalysts, with international space competition escalating [1] Industry Overview - The industry comprises 285 stocks, with a total market capitalization of 4,533.1 billion and a circulating market value of 4,028.0 billion [2] - The absolute performance over 1 month, 6 months, and 12 months is 10.9%, 14.0%, and 38.2% respectively, while the relative performance is 9.7%, 0.6%, and 14.9% [4] AI Sector Developments - Major AI companies are launching new products and initiatives, such as Alibaba's QoderWork, a desktop agent tool designed for local task execution without cloud data upload [17] - Investment suggestions include focusing on leading AI model manufacturers like Alibaba and various vertical AI application companies [19] Commercial Aerospace Developments - SpaceX is applying to deploy a constellation of up to 1 million satellites to support advanced AI applications, aiming to provide unprecedented computational capabilities [20] - The Artemis 2 mission is set to launch on February 6, 2026, marking a significant step in NASA's lunar exploration efforts [21] - The Chinese commercial rocket sector is emphasizing reusable technology as a key focus for 2026, aiming to enhance the country's capabilities in space access [23] Market Performance Review - In the third week of 2026, the computer sector experienced a decline of 4.77%, with notable gainers including *ST Lifan and Wangsu Science & Technology [24]