计算机行业周报：科技攻势持续，聚焦核心主线

Industry Investment Rating - Overweight (maintained) [4] Core Views - The computer industry underperformed the Shanghai Composite Index by 1.25 percentage points, the ChiNext Index by 2.08 percentage points, and the CSI 300 Index by 0.88 percentage points, ranking 29th among all industries [4] - Huawei's HarmonyOS NEXT, the first domestic mobile operating system, has surpassed 1 billion devices and is expected to release a PC version in Q4 2024 [5] - Data element policies are entering a period of intensive implementation, with 7 policy documents expected to be issued [6] - The AI Agent era is accelerating, with domestic and international model innovations driving sustained demand for AI computing power [7] Market Review - The Shanghai Composite Index rose 1.17%, the ChiNext Index rose 2.00%, and the CSI 300 Index rose 0.79% over the past week (10.21-10.25) [4] Huawei - HarmonyOS NEXT has over 15,000 native applications and services, covering 99.9% of the market's commonly used applications [5] - OpenHarmony 5.0 Release version was pre-released on October 12, aligning with HarmonyOS and expected to achieve ecosystem integration [5] Data Elements - The "Opinions on Accelerating the Development and Utilization of Public Data Resources" was issued on October 9, marking the introduction of a top-level plan for public data [6] - The National Data Bureau plans to issue 7 policy documents on enterprise data development, high-quality development of the data industry, and public data resource registration [6] AI - Microsoft integrated 10 autonomous AI Agents into Dynamics 365, supporting OpenAI's latest model o1 with self-learning capabilities [7] - Anthropic launched the upgraded Claude 3.5 Sonnet and the new Claude 3.5 Haiku, with the former boasting industry-leading coding capabilities [7] - Domestic AI Agent applications are accelerating, with iFlytek and Zhipu launching AI assistants for various scenarios [7] Investment Recommendations - Focus on Huawei-related companies such as SoftBank, ChinaSoft, and Runhe Software [8] - Pay attention to data element-related companies like Yihua, Guoxin Health, and Yunsai Zhilian [8] - Consider companies in the domestic computing power sector, including Hygon, Cambricon, and Sugon [8]