计算机行业周报：美国限制加码倒逼，AI算力国产化加速

Investment Rating - The industry investment rating is "Overweight (Maintain)" [1] Core Viewpoints - The report highlights that the increasing restrictions on AI chips from the US government are accelerating the need for self-sufficient AI computing capabilities in China, presenting a significant opportunity for the domestic computing chain [4] - Major internet companies are significantly increasing their capital expenditures on AI, with ByteDance's investment in AI reaching 80 billion yuan in 2024, and projected to reach 160 billion yuan in 2025, indicating a competitive landscape in AI computing [5] Summary by Sections Market Review - In the past week (January 13-17), the Shanghai Composite Index rose by 2.31%, the ChiNext Index by 4.66%, and the CSI 300 Index by 2.14%, while the computer (Shenwan) index increased by 6.14%, outperforming the Shanghai Composite by 3.82 percentage points, the ChiNext by 1.48 percentage points, and the CSI 300 by 4.00 percentage points, ranking third among all industries [3] Investment Suggestions - The report suggests focusing on AI computing companies such as Haiguang Information, Cambrian, Zhongke Shuguang, and others, as well as AI application companies like Kingsoft Office, iFlytek, and others [6]