计算机行业：中办、国办发布《关于加快公共数据资源开发利用的意见》，公共数据运营有望开闸

Investment Rating - The investment rating for the computer industry is "Positive (Maintain)" [1] Core Viewpoints - The release of the "Opinions on Accelerating the Development and Utilization of Public Data Resources" by the Central Committee of the Communist Party of China and the State Council emphasizes the importance of public data and aims to break systemic barriers to its circulation and use, thereby enhancing market innovation [2] - The document sets development goals for public data, aiming for preliminary establishment of relevant institutional rules by 2025 and more mature rules by 2030, which is expected to facilitate the true opening and utilization of public data [2] - The public data authorization operation is anticipated to officially commence, with various regions already exploring different operational models, indicating a significant opportunity in this sector [2] - The report suggests that multiple enterprises are likely to benefit from the public data utilization process, particularly those involved in data storage, governance, and regional public data operations [3] Summary by Sections Industry Overview - The computer industry is experiencing a broad increase, with new hotspots expected in computing power, AI, and autonomous driving [2] Policy Impact - The issuance of the "Opinions" document is seen as a crucial step in breaking down institutional barriers and promoting the development of public data resources [2] Investment Recommendations - Companies that possess data storage and governance capabilities, as well as those involved in public data operations, are recommended for investment consideration, including specific companies like GuoXin Health and Guangdian Yuntong [3]