计算机行业周报：DeepSeek本地化部署持续扩容，端侧AI加速落地

Investment Rating - The report maintains an "Overweight" rating for the computer industry, indicating a positive outlook for the sector's performance relative to the benchmark index over the next 12 months [4]. Core Insights - The DeepSeek model has rapidly gained popularity since its launch on January 20, achieving over 30 million users by February 1, making it the fastest application to reach this milestone [2]. - Over 200 leading enterprises have integrated DeepSeek technology, with significant adoption in the financial sector, including banks and asset management firms [2]. - The automotive industry is also embracing DeepSeek, with major manufacturers like Geely and BYD announcing their integration of the model, which is expected to accelerate the smart transformation of vehicles [2]. - The global edge AI market is projected to grow from $15.2 billion in 2022 to$143.6 billion by 2032, with a compound annual growth rate (CAGR) of 25.9% [3]. Summary by Sections Market Review - The Shanghai Composite Index rose by 1.30%, while the ChiNext Index increased by 1.88% during the week of February 10-14, 2025. The computer sector (Shenwan) index outperformed these indices, rising by 7.77% [1]. Investment Suggestions - The report suggests focusing on companies involved in AI computing, such as Haiguang Information, Cambrian, and others, as well as AI application firms like Kingsoft Office and iFlytek [4].