计算机行业全球科技动态追踪：大选对科技的影响：特朗普与哈里斯的不同路径

Investment Rating - The report recommends a positive outlook for 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][19]. - Trump's administration is likely to reduce regulatory pressures on tech giants, favoring free market policies and potentially continuing tax cuts, which would benefit domestic tech companies. In contrast, Harris may maintain stricter antitrust investigations and increase taxes on large tech firms, affecting their profitability [2][20]. - Both candidates aim to maintain U.S. leadership in high-tech fields such as semiconductors and innovative pharmaceuticals, but their approaches to international cooperation and trade policies differ significantly [2][20]. Market Performance - U.S. and Hong Kong tech stocks, as well as A-share computer stocks, have seen declines, while Chinese concept stocks have experienced slight increases. The S&P 500 index fell by 1.37%, and the Nasdaq Composite index decreased by 1.50% [12][18]. - Notable individual stock performances include Google and Amazon rising by 3.64% and 5.38%, respectively, while major players like Apple and Nvidia saw declines of 3.67% and 4.34% [18]. Key Technology Developments - Apple has launched the M4 Max processor, which boasts significant improvements in battery life and processing power, utilizing a second-generation 3nm process technology [22][25]. - AMD announced plans to transition to the RDNA 4 architecture for its next-generation Radeon GPUs, expected to launch in early 2025, promising enhanced ray tracing and AI capabilities [26].