计算机行业周报：AI产业仍具高景气度，国产替代正当时

Investment Rating - The report maintains a "Recommended" rating for the computer industry [1][2]. Core Insights - The domestic AI industry is experiencing high growth, with a focus on the pace of domestic substitution. The release of Huawei's HarmonyOS NEXT integrates AI deeply with the operating system, enhancing user experience and system performance [1][12]. - The launch of iFlytek's Spark 4.0 Turbo marks a significant breakthrough in domestic large models, surpassing GPT-4 Turbo in several capabilities [1][12]. - The establishment of the domestic intelligent computing platform "Feixing No. 2" is expected to accelerate the progress of domestic substitution in the computing power sector [1][13]. Summary by Sections 1. Weekly Market Performance - From October 21 to October 25, 2024, the Shenwan Computer Index fell by 0.08%. The top five gainers included Hengtou Open Source, Micro Innovation Optoelectronics, and others, while the top five losers included Huaxin Yongdao and Yuxin Technology [6][9]. 2. Industry News - The National Data Bureau is promoting the market-oriented allocation of data elements, aiming to foster a unified national data market [9]. 3. Key Company Announcements - Nengke Technology signed a contract worth 145 million yuan for large model application scenarios, providing fully domestic computing clusters [9][10]. 4. Weekly Views 4.1 HarmonyOS NEXT Release - The HarmonyOS NEXT enhances multi-device connectivity and integrates AI, improving system fluidity by 30% and extending battery life by approximately 56 minutes [11][12]. 4.2 iFlytek Spark 4.0 Turbo Release - iFlytek's new model exceeds GPT-4 Turbo in seven core capabilities, indicating a significant advancement in domestic AI technology [12][14]. 5. Investment Recommendations - The report suggests focusing on companies such as iFlytek, Zhongke Shuguang, and others, as they are expected to benefit from the domestic substitution trend and the AI wave [2][14]. 6. Key Companies and Earnings Forecast - The report includes a table of key companies with their stock prices and earnings per share (EPS) forecasts for 2024 to 2026, highlighting companies like Shenzhou Digital and Inspur Information [2][15].