GUOTAI HAITONG SECURITIES·2026-02-08 06:23Investment Rating - The report maintains an "Overweight" rating for the computer sector, recommending stocks such as Xinguodu, Rilian Technology, Kingsoft Office, Hehe Information, Hikvision, Newland, Haiguang Information, and Zhongke Shuguang [5][6]. Core Insights - SpaceX has confirmed its merger with xAI, and its application for 1 million satellites has been accepted, marking a significant step into the space data center era. This merger aims to establish a data center in space utilizing solar energy with low operational costs [5]. - Claude Cowork has updated 11 plugins, which disrupt the traditional SaaS software model by allowing AI to autonomously read, edit, and create documents through natural language commands. This development is seen as a pivotal shift from AI as a tool to AI as an independent worker, leading to significant sell-offs in the software sector [5]. - Zhi Bian Technology has launched MemoryLake, the first large-scale memory lake product, integrating memory capabilities, model capabilities, and data platform capabilities. This product demonstrates significant advantages in cost, recall accuracy, and latency compared to competitors [5]. Summary by Sections SpaceX and xAI Merger - SpaceX's merger with xAI is a strategic move to create a space-based data center, leveraging solar energy and low maintenance costs. The FCC has accepted the application for 1 million satellites [5]. Claude Cowork Developments - The update of 11 plugins by Claude Cowork allows for a comprehensive AI assistant that can manage tasks across various business functions, indicating a major transformation in the software industry [5]. MemoryLake Launch - MemoryLake combines multiple advanced technologies into a single product, showcasing superior performance metrics compared to existing solutions in the market [5].