计算机行业周报：北美云服务局部涨价，AI应用按下加速键

Investment Rating - The report maintains a "Recommended" investment rating for the computer industry [2] Core Insights - The North American cloud service market has recently experienced localized price increases, breaking the long-standing trend of only decreasing prices. This price hike is primarily led by Amazon Web Services (AWS) and Google Cloud, with AWS raising its EC2 machine learning capacity block prices by an average of approximately 15% [4][13] - The fundamental reasons for this price increase include a significant surge in AI application demand, leading to a supply-demand imbalance in computing resources, particularly high-performance GPUs. Additionally, cloud providers are investing heavily in infrastructure to support AI development, resulting in rising hardware and energy costs [4][14] - The emergence of Clawdbot (now OpenClaw) as a popular open-source AI project signifies a shift in AI applications from "conversational Q&A" to "agent-based execution," transforming AI into a "digital employee" capable of executing tasks autonomously [5][15][16] Summary by Sections Recent Market Trends - The computer industry index fell by 4.77% from January 26 to January 30, 2026, with notable stock performances among various companies [7] AI Infrastructure and Applications - The report emphasizes the growing trend of AI "cloud-edge-end" collaboration, with an accelerated iteration of AI application products. It suggests monitoring price fluctuations among domestic cloud service providers while maintaining the "Recommended" rating for the computer industry [18] - Key companies to watch in AI infrastructure include Haiguang Information, Cambricon Technologies, and Inspur Information, while AI application companies of interest include Kingsoft Office and iFlytek [18] Company Performance Forecasts - The report provides earnings forecasts for several companies, indicating expected growth in net profits for 2025, with some companies projecting increases of over 50% [11][12]