计算机行业跟踪周报356期：财政部将推出一揽子增量政策，建议关注计算机顺周期

Investment Rating - The investment rating for the industry is "Outperform the Market" and maintains a "Market Perform" rating [1] Core Insights - The report emphasizes a series of incremental policies introduced by the Ministry of Finance, suggesting a focus on cyclical opportunities within the computer industry [1][2] - The report highlights the government's commitment to support local governments in managing debt risks, which is expected to create a more favorable environment for growth in the IT and cyclical sectors [1][2] - The report outlines specific measures aimed at enhancing public data resource development, which is anticipated to accelerate the growth of the data factor industry by 2025 and beyond [1][2] Summary by Sections Investment Rating - The report maintains an "Outperform the Market" rating, indicating an expectation of returns exceeding the benchmark index by over 10% [1][4] Policy Insights - The Ministry of Finance plans to introduce a comprehensive set of policies to support local governments in addressing hidden debt risks, which includes increasing debt limits and issuing special government bonds to bolster the capital of state-owned banks [1][2] - The report notes that these policies are the most significant in recent years and are aimed at stabilizing growth and expanding domestic demand [1][2] Data Resource Development - The report discusses the release of guidelines aimed at accelerating the development and utilization of public data resources, with a target to establish a mature system by 2030 [1][2] - Specific measures include promoting data sharing, encouraging public data open access, and enhancing data service capabilities, which are expected to foster a robust data industry ecosystem [1][2]