计算机行业数据库：核心基础软件，深度受益信创景气提升

Investment Rating - The report maintains a positive investment rating for the computer industry, particularly focusing on domestic and AI sectors [1]. Core Viewpoints - The report emphasizes a sustained optimism towards the development of domestic and AI industries, particularly in focusing on leading companies within these segments [7]. - The computer sector has shown strong performance recently, indicating a potential bottoming out, with institutional holdings and market expectations at low levels, suggesting a high safety margin [7]. - Future positive changes are anticipated due to personnel structure optimization, the issuance of long-term government bonds improving demand, and the expected rise in mainstream sectors like domestic innovation and AI [7]. Summary by Sections 1. Industry Weekly Viewpoints - The computer sector is expected to continue its upward trend, with a focus on domestic innovation and AI opportunities [7]. - The report suggests increasing allocations to the sector as it approaches the end of the third quarter [7]. 2. Database: Core Infrastructure Software - The database industry is identified as a core area benefiting from the rise of domestic innovation, with resilient demand and a clear industry structure [9]. - The report highlights the growth of the database market, with China's market size reaching approximately 74.1 billion USD in 2023, expected to grow to 930.29 billion RMB by 2028, reflecting a CAGR of 12.23% [19][21]. - Domestic database products are gaining market share, with local vendors increasing their presence from 33.51% to 38.54% from 2021 to 2023 [22]. 3. Market Performance Review - The report notes that the CITIC computer index rose by 0.30%, outperforming both the ChiNext index and the Shanghai Composite index [30]. 4. Key Companies in the Database Sector - The report recommends focusing on key companies such as Dameng Data, Haima Data, and Softcom Power, which are expected to benefit from the domestic innovation wave [29].