全球科技行业周报：谷歌Gemini 2.0即将发布，化债有望带来计算机行业整体景气

Investment Rating - The industry investment rating is "Overweight" [1] Core Insights - The upcoming release of Google's Gemini 2.0 is expected to enhance the overall performance of the computer industry, potentially improving market conditions [3] - A significant increase in local government debt limits, amounting to 10 trillion yuan, is anticipated to support the computer industry's growth over the next five years [3] - The computer industry's accounts receivable reached 354.6 billion yuan in 2023, reflecting a year-on-year growth of 7.0%, with operating cash flow increasing by 35.8% to 69.3 billion yuan [3] Summary by Sections Market Review - From November 4 to November 8, 2024, the Shanghai Composite Index rose by 5.51%, while the ChiNext Index increased by 9.32%. The CSI 300 Index also saw a rise of 5.5% [20] - The computer index experienced a weekly increase of 14.41%, indicating strong performance within the sector [20] AI Developments - Google's Gemini 2.0 is set to launch soon, showcasing significant improvements in response speed compared to its predecessor, Gemini 1.5 Pro [32] - Tencent has open-sourced Hunyuan3D-1.0, the first 3D open-source model supporting both text and image generation, capable of generating 3D assets in 10 seconds [33] - Xiaopeng has released its first self-developed chip, the "Xiaopeng Turing AI Chip," which supports local execution of models with up to 30 billion parameters [33] Investment Recommendations - For overseas AI, companies such as Meta, Adobe, Microsoft, Nvidia, and Amazon are recommended for attention [5] - In the domestic AI sector, companies like Wanxing Technology, iFlytek, Alibaba-SW, Meitu, and Tencent Holdings are highlighted [6] - In AI hardware, companies such as Meta, Microsoft, Nvidia, AMD, and Amazon are suggested for investment [7]