计算机行业2024Q3持仓分析，机构持仓水平恢复至2.4%仍处历史低位

Investment Rating - The investment rating for the information services industry is "Outperform the Market" and is maintained [1] Core Insights - The report highlights a recovery in institutional holdings in the computer industry, reaching 2.4% in Q3 2024, although this remains historically low [1] - There is a notable focus on artificial intelligence, cloud computing, and self-controlled companies among institutional investors [1] - Recent favorable policies are expected to enhance market liquidity and confidence, suggesting a positive outlook for the computer sector [1] Summary by Sections Institutional Holdings Analysis - Institutional holdings in the computer industry have fluctuated from 6.3% in Q2 2020 to a low of 2.0% in Q2 2022, with a recent recovery to 2.4% in Q3 2024 [1] - The top ten companies by the number of institutional investors in Q3 2024 include Dameng Data (288), Kingsoft Office (246), and iFLYTEK (140) [2] - In terms of market value, Kingsoft Office leads with 16.1 billion, followed by iFLYTEK with 7.0 billion [2] Sector Focus - The report indicates a shift in institutional focus towards financial technology and self-controlled sectors, with significant adjustments in holdings from Q2 to Q3 2024 [1] - New entries in the top ten holdings include Hehe Information and Nasta, while Kingsoft Office's market value increased from 11.3 billion to 16.1 billion [1][2] Policy Impact - Recent policies, including a reduction in the reserve requirement ratio by the People's Bank of China, are expected to provide approximately 1 trillion yuan in long-term liquidity to the market [1] - The emphasis on technological innovation by the government is anticipated to further boost interest in the computer sector [1] Recommended Stocks - The report suggests focusing on companies such as Inspur Information, Zhongke Shuguang, Hikvision, Kingsoft Office, Baoxin Software, Softcom Power, and Dameng Data [1]