计算机行业周报：AI龙头企业迭代大模型产品，AI产业化进展持续

Investment Rating - The report maintains an "Accumulate" rating for the industry [2][11]. Core Insights - The industrial software market in China showed robust growth in 2023, with revenues reaching 282.4 billion yuan, a year-on-year increase of 12.3%, indicating a strong development momentum in the sector [9][11]. - The establishment of data bureaus across multiple provinces is accelerating the development of the data factor market, which is expected to enhance data governance from central to local levels [9][11]. - The first quantum computing operating system in China has been officially recognized, and the related supply chain is anticipated to benefit from this development [9][11]. - Leading AI companies in China, such as iFlytek and Wanxing Technology, are continuously iterating their large model products, indicating ongoing progress in AI industrialization [9][11]. Summary by Sections 1. Core Insights and Investment Recommendations - The report emphasizes the growth potential in the industrial software sector and suggests focusing on companies like Saiyi Information and Dingjie Software [11]. - It highlights the opportunities in the data factor market, recommending attention to companies related to government data, medical data, and financial data [11]. - In the operating system segment, it suggests monitoring companies like China Software and Zhongke Chuangda [11]. - For AI multimodal applications, it recommends keeping an eye on Wanxing Technology and Kunlun Wanwei [11]. 2. Market Review - During the week of January 29 to February 2, the A-share Shenwan Computer Index fell by 14.2%, underperforming the CSI 300 Index by 9.58 percentage points [12]. - The report ranks the computer sector as 29th among 31 first-level sub-industries in terms of weekly performance [12]. 3. Industry News - The Yangtze River Delta region is accelerating the cultivation of new productive forces with a series of strategic emerging industry projects [24]. - iFlytek launched its first large model based on domestically produced computing power, showcasing significant improvements in various capabilities [31]. - Wanxing Technology introduced the first domestic audio and video multimedia large model, enhancing the creative ecosystem [25].