计算机行业周度点评：纯血鸿蒙发布，数据要素政策频发，持续关注基本面预期改善

Investment Rating - The report upgrades the industry rating to "outperform the market" based on improved policy expectations and potential recovery in fundamentals [7][19]. Core Insights - The launch of HarmonyOS NEXT marks a significant development for Huawei, with potential benefits for its ecosystem partners as the operating system is expected to enhance user experience and market share [6][11]. - The establishment of a national data standard system is anticipated to accelerate the development of the data element industry, benefiting companies within the data element supply chain [17][18]. - The computer sector has experienced a rapid rebound in valuations, moving from the 0th percentile to the 20th percentile over the past decade, indicating substantial room for further growth [7][19]. Summary by Sections Industry Perspectives - HarmonyOS NEXT has officially entered public testing, with Huawei's ecosystem partners likely to benefit from increased market penetration and user engagement [6][11]. - A top-level framework for data elements has been established, with policies expected to drive significant growth in the data element industry [17][18]. Market Performance - During the reporting period (September 18, 2024 - October 11, 2024), the computer index rose by 36.66%, outperforming major indices such as the Shanghai Composite and CSI 300 [20][22]. - The majority of stocks in the computer sector saw gains, with a median increase of 29.21% among 328 stocks analyzed [25][26]. Valuation Situation - As of October 11, 2024, the computer index's PE-TTM stands at 41.26, placing it in the 19.02 percentile over the past decade, indicating a relative valuation premium compared to the CSI 300 [8][29]. - The report highlights that the sector's absolute valuation is at the 19.02 percentile, suggesting potential for further upward movement [8][29]. Major Industry News - The report notes significant developments such as the launch of HarmonyOS NEXT and the establishment of a national data standard system, both of which are expected to have a profound impact on the industry [31][32][33].