计算机行业跟踪周报357期：英特尔被建议进行安全审查，信创领域有望受益

Investment Rating - The report does not explicitly provide an investment rating for the industry or specific companies mentioned Core Insights - The China Cyberspace Security Association has raised concerns regarding Intel Corporation's products, highlighting four major issues: frequent security vulnerabilities, poor reliability, user monitoring under the guise of remote management, and hidden backdoors threatening network security [2][6][7] - The association suggests initiating a network security review of Intel, indicating potential benefits for the information innovation sector, especially in light of rising overseas product security issues [7][8] - Huawei's upcoming launch of HarmonyOS NEXT is anticipated to significantly advance its ecosystem, with over 13,000 native applications and services already available [8][9] - Huawei has introduced an incentive plan for developers to create native applications for HarmonyOS, which may accelerate commercialization [9] Summary by Sections Intel Corporation - The report identifies four critical issues with Intel's products: frequent security vulnerabilities, poor reliability, user monitoring, and hidden backdoors [6][7] - Intel's global annual revenue exceeds 50 billion USD, with nearly a quarter derived from the Chinese market, raising concerns about its actions against Chinese interests [7] Huawei and HarmonyOS - Huawei is set to launch HarmonyOS NEXT on October 22, with a focus on a single-framework architecture that is not compatible with Android applications [8] - The public beta of HarmonyOS NEXT began on October 8, and the system is expected to be commercially available in Q4 2024 [8][9] - Huawei's incentive plan for developers includes cash rewards, aiming to enhance the ecosystem and drive rapid commercialization [9] Information Innovation Sector - The report emphasizes the potential growth of the information innovation sector due to increased scrutiny of overseas products and the need for enhanced cybersecurity measures [7][8]