计算机行业周报：数据要素或进入政策密集落地期

Investment Rating - The industry investment rating is maintained at "Overweight" [6] Core Viewpoints - The recent release of top-level planning for public data development signifies a major step for the data element industry, with public data being recognized as a crucial national strategic resource [7] - The government aims to establish a national data standard system by the end of 2026, indicating a strong commitment to the development of data elements [7] - The introduction of a "1+3" policy framework for public data resource development is expected to lead to a series of detailed supporting policies from various departments [7] Summary by Relevant Sections Market Review - During the week of October 7-11, the Shanghai Composite Index fell by 3.56%, while the computer (Shenwan) index decreased by 1.44%, outperforming the Shanghai Composite Index by 2.12 percentage points [6] Investment Suggestions - Companies to focus on for public data authorized operations include: Yihualu, Taiji Co., Guoxin Health, Zhongke Jiangnan, Yunsai Zhili, Jiuyuan Yinhai, Shensanda, and Guangdian Yuntong [8] - Companies related to data elements include: Anheng Information, Puyuan Information, Xinghuan Technology, Shanghai Ganglian, COSCO Shipping Technology, Aerospace Hongtu, and Qianfang Technology [8]