【计算机】DeepSeek V4蓄势待发，AI应用场景加速渗透——计算机行业周报

渤海证券研究01-16

连天龙证券分析师SAC No：S1150525070002行业要闻（1）苹果官宣联合Gemini推进个性化Siri等Apple Intelligence功能；（2）OpenAI同意以约1亿美元收购医疗保健初创企业Torch；（3）DeepSeek V4大模型有望于春节前后发布。公司公告（1）彩讯股份：发布向不特定对象发行可转换公司债券预案；（2）四维图新：发布2025年度业绩预告。行情回顾1月8...

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Report","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"688088":1.85,"NVDU":0.6,"NVDX":0.6,"NVD3.UK":0.6,"NVDG":0.6,"3NVD.UK":0.6,"NVDS.UK":0.6,"NVD":0.6,"NVDQ":0.6,"NVDA":1.87,"SNVD.UK":0.6,"NVD2.UK":0.6,"NVDD":0.6,"DIPS":0.6,"2NVD.UK":0.6,"NVIW.SI":0.6,"NVDY":0.6,"NVDW":0.6,"NVII":0.6,"NVDS":0.6},"content_text":"连天龙证券分析师SAC No：S1150525070002行业要闻（1）苹果官宣联合Gemini推进个性化Siri等Apple Intelligence功能；（2）OpenAI同意以约1亿美元收购医疗保健初创企业Torch；（3）DeepSeek V4大模型有望于春节前后发布。公司公告（1）彩讯股份：发布向不特定对象发行可转换公司债券预案；（2）四维图新：发布2025年度业绩预告。行情回顾1月8日至1月14日，沪深300下跌0.73%，申万计算机行业上涨13.38%，申万计算机三级子行业全部上涨（横向通用软件21.22%＞IT服务Ⅲ16.89%＞垂直应用软件12.19%＞其他计算机设备6.06%＞安防设备5.50%）。本周策略AI算力方面，英伟达在近期CES会展上发布了下一代AI芯片平台“Rubin”，该架构在性能表现以及能耗表现方面相较于上一代Blackwell架构都有显著提升，有望提升各云服务厂商AI算力供给能力。AI大模型方面，智谱与MiniMax近期正式登陆港交所，有望为后续大模型行业估值定价及融资体系建立提供关键锚点。DeepSeek V4大模型预计于农历新年期间推出，或将推动国产大模型实现新一轮技术迭代。AI应用方面，国家八部门联合印发《“人工智能+制造”专项行动实施意见》，从政策维度推动人工智能与制造业的深度融合，该政策落地有望引导平台企业将AI技术向工业全链条渗透。海外大模型厂商OpenAI收购医疗保健初创企业Torch有望催化AI医疗细分领域加速发展。国内DeepSeek V4等大模型迭代升级有望推动技术创新与应用落地加速普及。我们持续看好AI应用板块在技术落地提速与场景需求释放的双重驱动下的增长潜力，建议关注应用端具备AI技术落地实力与场景适配优势的头部企业。综上，我们维持计算机行业“中性”评级，维持虹软科技（688088）“增持”评级。风险提示宏观经济风险；行业竞争加剧的风险；供应链波动加大的风险；AI技术迭代速度不及预期的风险；AI应用落地效果不及预期的风险。以上内容来源于渤海证券研究所2026年01月16日发布的证券研究报告《渤海证券研究所晨会纪要》重要提示：通过本公众订阅号发布的观点和信息仅供渤海证券股份有限公司（以下简称“渤海证券”）客户中符合《证券期货投资者适当性管理办法》规定的专业投资者参考。因本订阅号暂时无法设置访问限制，若您并非渤海证券客户中的专业投资者，为控制投资风险，请您取消关注，请勿订阅、接收或使用本订阅号中的任何信息。对由此给您造成的不便我们表示诚挚歉意，感谢您的理解与配合！","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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