20250205-世纪证券-TMT行业周报（2月第1周）_DeepSeek出圈_建议关注国内AI产业链_14页_852kb

Summary of TMT Industry Weekly Report (February 2025 Issue)

Market Overview

The TMT sector demonstrated strong performance during the week ending January 27, 2025, with most sub-sectors outperforming the Shanghai-Hang Seng Index (SSE) by 1.2%. Computer and media sub-sectors led with significant gains, while electronic showed slight weakness. Top-performing stocks include Aishijishu-U and others in key areas.

DeepSeek Model Release

DeepSeek's R1 and V3 models offer open-source, high-performance AI with competitive pricing, supporting cost efficiency in applications and narrowing the gap with closed-source models.

Domestic Computing Demand

Increased inference demand during holidays has intensified needs for domestic computing resources due to U.S. sanctions, boosting opportunities in semiconductor and server sectors.

Risks

Potential risks include slower AI application development, such as delays in large language models.