计算机行业周报：江苏印发数据要素政策文件，关注产业链投资机会

Investment Rating - The industry investment rating is maintained as "Increase" [4] Core Insights - The report highlights the release of a policy document by Jiangsu Province aimed at accelerating the value of data elements and fostering the data industry, with an expected annual growth rate exceeding 20% by 2027 [2][6][22] - Waymo is developing an end-to-end autonomous driving model using Google's Gemini large language model, indicating advancements in smart driving commercialization [7][21] - The Huawei ecosystem is being enhanced with the launch of the pure HarmonyOS version of the Cloud Flash Payment app, which supports various payment functionalities [7][19] Summary by Sections 1. Key Insights and Investment Recommendations - The report emphasizes investment opportunities in the data element sector due to the new policy, as well as in smart driving and Huawei's ecosystem [2][8] - Recommended stocks include: - Data Elements: Deep Sanda A, Shanghai Steel Union, Guoxin Health - Smart Driving: Desay SV, Zhongke Chuangda - Huawei Ecosystem: Chinasoft International, Softcom Power [3][8] 2. Market Review (2024.10.28-2024.11.01) 2.1. Sector Performance - The A-share Shenwan Computer Index fell by 0.98%, outperforming the CSI 300 Index by 0.7 percentage points and the ChiNext Index by 3.49 percentage points [9] - The performance of secondary industries within the computer sector varied, with software development down by 2.32% and computer equipment up by 1.2% [9][11] 2.2. Stock Performance - Top performing stocks included China Great Wall (+53.29%), New China Securities (+43.91%), and Lingzhi Software (+33.33%) [14][15] - Underperforming stocks included Hengtou Open Source (-29.14%) and Haofeng Technology (-27.62%) [14][15] 3. Industry News - Jiangsu Province's new policy aims to build a comprehensive data element market by 2027, fostering 1,000 data enterprises and creating 2,000 typical data products [22][23] - The Hong Kong FinTech Week 2024 showcased innovations in cross-border financial solutions [16] - China Petrochemical and Huawei signed a strategic cooperation agreement to deepen collaboration in AI, cloud computing, and new energy [18][20]