计算机行业周报：科技自主可控主线清晰，数据要素政策密集落地

Investment Rating - The industry investment rating is maintained at "Overweight" [3][5] Core Viewpoints - The computer industry is experiencing a clear focus on technological self-reliance, with significant policy developments regarding data elements [4] - Recent reports indicate that the demand for the Xinchuang (信创) industry is expected to open up comprehensively due to external disturbances and event catalysts [4] - The National Development and Reform Commission has initiated a series of policies aimed at establishing a national data standard system by the end of 2026, marking the beginning of a concentrated period for data element policies [4] Market Review - During the week of October 14-18, the Shanghai Composite Index rose by 1.36%, the ChiNext Index increased by 4.49%, and the CSI 300 Index went up by 0.98%. The computer (Shenwan) index surged by 10.29%, outperforming the Shanghai Composite Index by 8.92 percentage points, the ChiNext Index by 5.80 percentage points, and the CSI 300 Index by 9.31 percentage points, ranking first among all industries [3] Investment Suggestions - Suggested companies to focus on include: 1. Xinchuang: Dameng Data, China Software, Kingsoft Office, Nasda, Haiguang Information 2. Public Data Authorization Operations: Yihualu, Taiji Co., Guoxin Health, Zhongke Jiangnan, Yunsai Zhiliang, Jiuyuan Yinhai, Shensanda, Guangdian Yuntong 3. Data Elements X: Anheng Information, Puyuan Information, Xinghuan Technology, Shanghai Ganglian, COSCO Shipping Science and Technology, Aerospace Hongtu, Qianfang Technology [5]