计算机行业周报：业界聚焦地理信息数据要素潜力，关注数据要素投资机会

Investment Rating - The industry investment rating is maintained as "Increase" [9] Core Insights - The industry is focusing on the potential of geographic information data elements, emphasizing investment opportunities in data elements [6][19] - Lyft plans to collaborate with Mobileye and other companies to introduce more autonomous vehicles by 2025, highlighting opportunities in the smart driving industry chain [6][19] - Alipay and Huawei have reached a strategic cooperation to enhance the Harmony ecosystem, indicating an improvement in the Harmony chain's prosperity [6][20] Market Review - The A-share Shenwan Computer Index increased by 14.41%, outperforming the CSI 300 Index by 8.91 percentage points and the ChiNext Index by 4.4 percentage points [7][23] - The performance of the Shenwan secondary industries includes: Software Development (16.5%), Computer Equipment (13.05%), and IT Services II (12.9%) [7][25] - The top ten stocks by performance this week include: Zhisheng Information (+117.24%), Yingshi Sheng (+77%), and Saiwei Intelligent (+73.55%) [33] Investment Recommendations - Focus on the data element sector, benefiting from the digital information catalyst, and the smart driving sector, which is driven by the overseas travel market [8][21] - Recommended stocks in the data element sector include: Deep Sanda A, Shanghai Steel Union, and Guoxin Health [8][21] - Recommended stocks in the smart driving sector include: Desay SV, and Zhongke Chuangda [8][21] - Recommended stocks in the Huawei chain include: Chinasoft International, and Softcom Power [8][21] Industry News - Alipay and Huawei's strategic cooperation aims to enhance the user experience of mobile payments and promote the "touch era" in mobile payments [37] - Lyft's collaboration with Mobileye and others will enable autonomous vehicles to operate within its network, marking a significant step in the smart driving sector [40] - The 2024 Geographic Information Technology Innovation Conference highlighted the importance of effective data utilization and management in driving innovation and development in the digital economy [41]