计算机行业周报：Trump2.0时代，重视科技自主可控产业方向

Investment Rating - The report maintains a "Recommended" investment rating for the computer industry [2]. Core Viewpoints - The computer industry is experiencing a significant growth trend driven by the emphasis on technology self-sufficiency and security, particularly following the recent political developments in the U.S. [2][6]. - The computer index has shown a remarkable recovery, outperforming the broader market indices since September, with a weekly increase of 14.89% [2][11]. - The report highlights the importance of domestic policies and international dynamics, particularly the U.S.-China technology competition, which is expected to accelerate the development of self-sufficient technology sectors [7][14]. Summary by Sections Industry Weekly Viewpoint - The computer index increased by 14.89% during the week of November 4-8, 2024, outperforming the ChiNext index by 5.58 percentage points, ranking first among 30 sectors [6][11]. - The report notes that the recent political events, including Trump's election victory, have positively influenced the market sentiment towards the computer sector [6][14]. Weekly Market Review - The report details that the computer sector's performance was bolstered by significant gains from key companies, with top performers including Yintong Network and Zhisheng Information, which saw increases of 126.35% and 117.24% respectively [2][11]. - The overall market saw a net outflow of 654.23 billion CNY, while the computer sector experienced a net inflow of 92.18 billion CNY [12]. U.S.-China Technology Competition - The report discusses the historical context of the U.S. entity list and its expansion under various administrations, emphasizing the shift towards a focus on civilian and commercial technologies, particularly in communications, semiconductors, and AI [7][14]. - The ongoing U.S.-China technology rivalry is expected to drive the growth of self-sufficient and secure technology industries in China [7][14]. Technology Self-Reliance - The report identifies a turning point in the security and controllability sector, with significant performance improvements expected in 2024, following a challenging period in 2022-2023 [8][21]. - The domestic computing power sector is highlighted as a strategic focus, with government policies supporting the growth of domestic computing capabilities in response to international restrictions on high-end chip exports [8][9]. Investment Recommendations and Related Stocks - The report suggests focusing on opportunities in the security and controllability sector, domestic computing power, and industrial software, recommending specific companies such as Dameng Data, Kingsoft, and Huada Jiutian [9][10].