IBM(US:IBM) 2 1 Shi Ji Jing Ji Bao Dao·2025-11-17 01:52Group 1 - The market experienced fluctuations on November 14, with the Shanghai Composite Index dropping nearly 1% and falling below 4000 points, while the ChiNext Index declined nearly 3% [1] - The CSI Computer Theme Index fell by 2.71%, and the CSI Hong Kong-Shenzhen Cloud Computing Industry Index decreased by 3.27% on the same day [1] - The cloud computing ETF Tianhong (517390) showed a significant premium at the close, with a premium rate of 0.21% [1] Group 2 - IBM announced the launch of a new quantum processor, IBM Quantum Nighthawk, and developed an experimental quantum computing chip named Loon [1] - Ant Group and Zhejiang University established a joint research center for big data cognitive computing in Hangzhou [1] - The computer ETF (159998) tracks the CSI Computer Theme Index, which includes both software and hardware sectors, reflecting the overall performance of the computer industry and serving as an efficient tool for investing in digital economy opportunities [1] Group 3 - Hu Long Securities indicated that the computer industry is expected to see stable revenue growth and profit growth exceeding revenue growth by the third quarter of 2025, signaling a clear performance recovery [2] - The AI sector is projected to have a significantly higher growth rate compared to the overall industry, driven by strong downstream demand and accelerated performance from leading companies [2] - Future growth in the computer industry is anticipated to be driven by policy catalysts, domestic innovation demand, and AI, suggesting an acceleration in the establishment of a fundamental turning point for the industry [2]