计算机行业周报：反弹或将持续，关注AI、国产化、数据要素主线

Investment Rating - The industry investment rating is maintained at "Overweight" [9] Core Viewpoints - The report highlights a rebound in the computer industry, driven by supportive policies and improved expectations for IT spending [6] - Key investment themes include AI, domestic production, and data elements, with a focus on financial IT and the ongoing development of AI models [6][7] - The report emphasizes the importance of the domestic production trend, particularly led by Huawei, and the growth of the HarmonyOS ecosystem [7][8] - Data element policies are expected to be released soon, which will enhance the value of enterprise data resources [8] Market Review - During the week of September 23-27, the Shanghai Composite Index rose by 12.81%, the ChiNext Index increased by 22.71%, and the computer sector (Shenwan) index surged by 17.74%, outperforming the Shanghai Composite by 4.93 percentage points [5] Weekly Perspective - Recent financial policies from the People's Bank of China and other regulatory bodies signal strong support for economic development, which is expected to improve IT spending outlooks [6] - The report notes significant advancements in AI, including the release of new models by OpenAI and Meta, which are enhancing edge computing capabilities [6][7] Investment Recommendations - Suggested investment areas include: 1. Financial IT: Companies like Hengsheng Electronics, Topoint Software, and Jinzheng Shares [9] 2. AI Computing: Firms such as Zhongke Shuguang and Inspur Information [9] 3. AI Applications: Companies like iFlytek and Kingsoft Office [9] 4. Domestic Production: Firms including Dameng Data and China Software [9] 5. HarmonyOS: Companies like Softcom Power and Runhe Software [9] 6. Data Elements: Firms such as Taiji Shares and Yihualu [9]