GUOTAI HAITONG SECURITIES·2026-02-08 07:25Investment Rating - The report maintains an "Overweight" rating for the computer sector, recommending specific stocks including 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 received approval for its application to launch 1 million satellites, 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 disrupts the traditional SaaS software model by allowing AI to autonomously manage tasks across various business functions, indicating a shift from AI as a tool to AI as an independent worker [5]. - Zhi Bian Technology has launched MemoryLake, the first large-scale memory lake product, integrating memory capabilities with model and data platform functionalities, showcasing significant advantages in performance metrics 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 Plugin Update - The update of 11 plugins by Claude Cowork allows AI to perform tasks independently, which could threaten the SaaS software business model. This transition is seen as a pivotal moment in the software industry [5]. MemoryLake Launch - Zhi Bian Technology's MemoryLake combines multiple advanced technologies, demonstrating superior performance in cost, recall accuracy, and latency compared to competitors, marking a significant advancement in AI infrastructure [5].