2024年第45计算机行业周报：关注信创+EDA，下一阶段科技卡脖子核心方向

Investment Rating - The report maintains a "Positive" investment rating for the software and services industry [7] Core Insights - The computer sector experienced a significant increase, with an overall rise of 15.41%, ranking first among major industries in the Yangtze River region [4][11] - The report emphasizes the importance of domestic innovation (信创) and Electronic Design Automation (EDA) as key areas for technological independence and growth [6][36] - The upcoming promotion cycle for domestic innovation and EDA is expected to benefit the entire industry chain, especially in light of recent political developments in the U.S. [25][36] Summary by Sections Market Performance - The overall market saw a substantial rise, with the Shanghai Composite Index surpassing 3400 points, closing at 3452.30 points, marking a 5.51% increase [4][11] - The computer sector's trading volume accounted for 11.39% of the total market, indicating strong investor interest [4][11] Key Developments - Shenzhen has initiated a high-quality construction plan for low-altitude economic infrastructure, aiming to establish over 1200 low-altitude takeoff and landing points by 2026 [5][15] - Brazil is in discussions to introduce Chinese satellite internet service providers, which could enhance international market opportunities for Chinese companies [20][24] Recommended Focus Areas - The report recommends focusing on leading companies in domestic innovation, including domestic operating systems, databases, chips, office software, servers, and EDA enterprises [6][36] - The EDA sector is highlighted as crucial for overcoming technological barriers and is expected to see significant growth due to increasing demand for advanced design tools [33][34]