Investment Rating - The report rates the computer sector as "Outperform" [1][17]. Core Viewpoints - The ongoing US tech suppression emphasizes the importance of technological self-reliance and AI development in China, which is expected to boost the computer sector [1][17]. - The halt in supply from the "Big Three" EDA companies (Synopsys, Cadence, Siemens) to some Chinese clients may accelerate the development of domestic EDA solutions [18]. - China's AI research and application capabilities are now world-class, with significant advancements in models like DeepSeek R1, which is nearing the performance of top international models [19]. Summary by Relevant Sections EDA Supply Chain - The report highlights that the EDA supply halt indicates ongoing US tech suppression, which may lead to accelerated domestic EDA development [17][18]. - Synopsys and Cadence have received notifications regarding new export restrictions, impacting their ability to supply Chinese clients [18]. AI Development - The DeepSeek R1 model has achieved top domestic scores and is approaching the performance of international models, indicating China's strong position in AI development [19]. - The Doubao App's upgrade to support video chat expands AI applications into new areas, showcasing innovation in AI technology [19]. Key Companies to Watch - The report identifies several key companies in the computer sector to watch, including: - Empyrean Technology - Dameng Database - Beijing Kingsoft Office Software - Newland Digital Technology - Jiangsu Tongxingbao Intelligent Transportation Technology Co., Ltd. - Guangzhou Sie Consulting - Wuxi Unicomp Technology Co., Ltd. - Hehe Information [1][17].