计算机行业跟踪周报358期：10万亿强力化债及特朗普当选背景下，建议关注信创、工业软件及顺周期领域

Investment Rating - The investment rating for the information services industry is "Outperform the Market" and is maintained [2] Core Viewpoints - The report highlights a significant increase in local government debt limits, amounting to 10 trillion yuan, aimed at addressing hidden debts and easing fiscal pressure [3] - The report anticipates that the upcoming fiscal policies will provide direct benefits to the computer industry, particularly in cyclical and fiscal IT sectors [3] - The potential re-election of Trump is expected to heighten the importance of self-sufficiency in technology, suggesting a focus on domestic innovation and software industries [3] Summary by Relevant Sections - Investment Highlights: The report discusses a comprehensive debt reduction strategy involving 6 trillion yuan in new debt limits and an additional 4 trillion yuan over five years, significantly reducing the hidden debt burden from 14.3 trillion yuan to 2.3 trillion yuan by 2028 [3] - Fiscal Policy Outlook: The Ministry of Finance is planning to enhance counter-cyclical adjustments, with a focus on implementing effective fiscal policies that will continue to support economic growth into 2025 [3] - Market Recommendations: The report suggests monitoring companies such as Dameng Data, Inspur, Kingsoft, and Hikvision, which are positioned to benefit from the anticipated fiscal policies and the emphasis on self-reliance in technology [3]