国产模型进入需求时代，看好应用与基础资源：2026年第8周计算机行业周报-20260227

Investment Rating - The report maintains a "Positive" investment rating for the software and services industry [7] Core Insights - The computer sector experienced a rebound, with an overall increase of 4.21%, ranking second among major industries in the Yangtze River region, and accounting for 8.04% of total market turnover. The AI authenticity concept is gaining traction [2][4] - Domestic model capabilities are leading investment opportunities, focusing on three main investment themes: new super entry points, domestic foundational resources, and AI agents [2][6] - The domestic model market is entering a demand era, with leading firms like Zhipu and MiniMax showing significant stock performance post-IPO, with Zhipu's stock up 523.92% and MiniMax's up 487.88% relative to their issue prices [6][47] Summary by Sections Market Performance - The computer sector saw a 4.21% increase last week, with the Shanghai Composite Index fluctuating around the 4100-point mark, closing at 4082.07 points, reflecting a 0.41% rise [4][14] Key Recommendations - Focus on applications and foundational resources as domestic models enter a demand era. The report suggests monitoring the commercialization of new entry points and large models, domestic chips (CPU+GPU), and the restructuring of software by agents [6][47] Investment Opportunities - The report highlights the potential in AI content review and the robot industry, particularly following the impressive performances of robots at the Spring Festival Gala, indicating a shift from concept to practical application in the humanoid robot sector [28][34] - The launch of Tesla's Cybercab marks a significant step in the commercialization of autonomous driving, with plans for large-scale production and deployment [35][40]