2024年第32周计算机行业周报-关键词：科技自立

Investment Rating - The report maintains a "Positive" investment rating for the computer industry [7] Core Insights - The computer sector experienced a significant decline of 4.43% this week, ranking 31st among primary industries in the Yangtze River region, with a trading volume share of 6.45% [4][10] - The report emphasizes the importance of technological self-reliance in China, suggesting that domestic technology companies are likely to enter a period of rapid development due to supply chain security considerations [6][47] - Key areas of focus include the domestic computing power industry chain, particularly leading companies in computing power chips, databases, and industrial software [6][47] Summary by Sections Weekly Review - The computer sector saw a notable drop, with the Shanghai Composite Index closing at 2862.19 points, down 1.48% [4][10] - The trading volume in the computer sector was relatively dispersed, lacking a thematic focus [4][10] Key Developments - Figure AI released a new video showcasing the Figure 02 robot, which is being tested in BMW's production line [5][12] - The National Development and Reform Commission, along with other agencies, published an action plan for building a new power system from 2024 to 2027, focusing on nine key initiatives [5][19] - The successful launch of the first batch of 18 satellites for the "Thousand Sails Constellation" marks a significant step in China's satellite internet development [5][28] Recommendations - The report recommends focusing on the domestic computing power industry chain, particularly on leading companies in computing power chips, databases (e.g., Dameng Data), and industrial software (e.g., Baoxin Software) [6][47]