计算机行业周报：国家数据基础设施布局建设有望加快，关注数据要素投资机会

Investment Rating - The report maintains an "Overweight" rating for the computer industry [2][3]. Core Insights - The construction of national data infrastructure is expected to accelerate, creating investment opportunities in the data element industry chain [2][7]. - Huawei's HarmonyOS NEXT has entered public testing with over one million sign-ups, indicating a positive outlook for the Huawei ecosystem [2][7]. - ByteDance has released the GR-2 robot AI model, achieving an average task completion rate of 97.7%, highlighting advancements in AI model capabilities [2][8]. Summary by Sections 1. Key Insights and Investment Recommendations - The report emphasizes the potential acceleration in the construction of national data infrastructure, suggesting a focus on investment opportunities within the data element industry chain [7]. - It highlights the positive reception of Huawei's HarmonyOS NEXT, which has surpassed one million registrations for public testing, indicating a growing ecosystem [7]. - The report also notes the release of ByteDance's GR-2 robot AI model, which demonstrates significant advancements in AI capabilities [8]. 2. Market Review (2024.10.08-2024.10.11) - The A-share Shenwan Computer Index fell by 1.44%, but the sector outperformed the CSI 300 Index by 1.81 percentage points [11]. - The report ranks the computer sector as the 4th best performer among 31 first-level sub-industries [11]. 3. Investment Suggestions - The report recommends focusing on companies benefiting from the national data infrastructure initiative, such as Deep Sanda A, Shanghai Steel Union, and Guoxin Health [10]. - For the Huawei chain, it suggests looking at companies like Chinasoft International and Softcom Power [10]. - In the AI model and application sector, it recommends Wanxing Technology, Kingsoft Office, and Yingshi Network [10].