信息服务行业专题报告：计算机行业2024Q2持仓分析，机构持仓水平减少至历史低位2.1%

Investment Rating - The investment rating for the computer industry is currently neutral, with institutional holdings at a historical low of 2.1% in Q2 2024 [3]. Core Insights - Institutional holdings in the computer industry have shown a declining trend, reaching a low of 2.1% in Q2 2024, which is only slightly above the historical low of 2.0% recorded in Q2 2022 [3]. - The focus of institutional investments has shifted towards artificial intelligence, cloud computing, and software services, with significant holdings in companies like Dameng Data, Kingsoft Office, and iFLYTEK [3][5]. - The government is emphasizing technology reform and self-sufficiency, which may lead to increased attention on the technology sector, particularly in areas of independent control [3]. Summary by Sections Institutional Holdings Analysis - Institutional holdings in the computer industry have decreased from 6.3% in Q2 2020 to 2.1% in Q2 2024, indicating a significant decline over the years [3]. - The top ten companies by institutional holdings in Q2 2024 include Dameng Data (260 institutions), Kingsoft Office (216 institutions), and iFLYTEK (156 institutions) [5]. Market Focus - The report highlights a growing interest in self-controlled technology sectors, with a notable shift in institutional focus towards companies that align with government policies on technology independence [3]. - The recent Central Committee meeting emphasized the need for reforms in the technology sector, which may enhance the focus on self-sufficiency and innovation [3]. Company Performance - Kingsoft Office remains the highest in terms of market value held by institutions at 11.3 billion yuan, despite a decrease from 17.6 billion yuan in Q1 2024 [5]. - The report indicates that while the overall institutional interest has declined, the focus on key sectors such as AI and cloud computing remains strong, with new entrants like Dameng Data gaining traction [3][5].