中国银河证券行业周报：指数代码

Investment Rating - The report recommends investment in the computer industry [4] Core Insights - The upcoming 2024 U.S. presidential election is expected to significantly impact the technology sector, with different policy implications from candidates Trump and Harris [2][18] - Trump's administration is likely to reduce regulatory pressures on tech giants, favoring free market policies and potential tax cuts, while Harris may continue the Biden administration's antitrust investigations and increase taxes on large tech companies [2][19] - Both candidates aim to maintain U.S. leadership in high-tech fields such as semiconductors and innovative pharmaceuticals [2][19] Summary by Sections Global Market Performance - U.S. and Hong Kong tech stocks, as well as A-share computer stocks, have seen declines, while Chinese concept stocks have slightly increased [11] - The S&P 500 index decreased by 1.37%, the Nasdaq composite by 1.50%, and the Philadelphia semiconductor index by 4.06% [11][12] Industry News - Apple has released the M4 Max processor, achieving a record battery life of 24 hours, showcasing significant advancements in processing speed and energy efficiency [21] - OpenAI has introduced a new search feature in ChatGPT, marking its entry into the search engine market and competing with Google [26] Key Stock Performance - Notable stock movements include Google and Amazon rising by 3.64% and 5.38% respectively, while other tech giants like Apple and Tesla saw declines of 3.67% and 7.51% [15][17]