硬科技打头阵，三大方向布局计算机投资机会

Investment Rating - The report maintains an investment rating of "Leading the Market" for the computer industry [7][24]. Core Insights - The report emphasizes the importance of hard technology in advancing China's modernization, highlighting three key investment opportunities in the computer sector [2][11]. - The semiconductor industry is identified as a focal point in the Sino-US technology competition, with significant progress in domestic computing capabilities and AI computing demand [3][12]. - The report underscores the significance of independent and controllable core software, particularly in databases and operating systems, as essential components of the domestic innovation industry [4][13]. - The evolution of basic tools and hardware is crucial for industrial upgrades, with a focus on reducing product development cycles and costs, indicating substantial growth potential for domestic manufacturers [8][14]. Summary by Sections 1. Industry Perspective - The report discusses the role of hard technology in achieving self-reliance and innovation in the computer industry, as articulated by the Chinese leadership [2][11]. 2. Market Performance Review - The computer industry index increased by 11.15% this week, outperforming both the Shenzhen Component Index and the ChiNext Index by 8.20% and 6.66%, respectively [15][16]. - The report highlights strong individual stock performances, with notable gains from companies like Renzi Hang (64.62%) and Changliang Technology (43.67%) [19][20]. 3. Industry News Overview - The report outlines government initiatives supporting small and medium enterprises, emphasizing the growth of specialized and innovative companies [21]. - It details the release of the "Action Plan for Trusted Data Space Development (2024-2028)" aimed at promoting data economy and compliance [22]. - The establishment of a dedicated low-altitude economy management bureau is noted, reflecting the government's commitment to developing this sector [23].