计算机行业周报：智能驾驶：智能化东风正劲，车路云加速可期

Investment Rating - The report maintains a "Buy" recommendation for the computer industry, particularly focusing on the intelligent driving sector [1]. Core Viewpoints - The report emphasizes that after recent adjustments, the main theme will be rebound and rotation within the sector. The computer index experienced a 3.41% decline but outperformed the broader market, indicating potential for future growth [1][14]. - The intelligent driving ecosystem is rapidly developing, with significant advancements in Robotaxi technology and the integration of AI models into vehicles. The report highlights a notable increase in the penetration rates of L2.5 and L2.9 vehicles, suggesting a strong upward trend in the sector [19][21]. - The construction of the "vehicle-road-cloud" integration is expected to accelerate, with projected investments exceeding 1 trillion yuan over the next five years. This initiative is supported by various government policies aimed at enhancing smart transportation infrastructure [24][35]. Summary by Sections Industry Weekly Viewpoints - The report notes that the computer index reached a new high before experiencing a 7.8% adjustment, which is seen as a reasonable correction given the strong fundamentals supporting the current market rally. The overall increase from the low point in August to the recent high is 85%, indicating significant growth potential [1][14]. Intelligent Driving - The report discusses the robust development of the domestic intelligent driving ecosystem, particularly the rise of Robotaxi services. It mentions that the penetration rates for L2.5 and L2.9 vehicles have improved significantly, with L2.9 reaching 8.8% and L2.5 at 4.0% as of August 2024 [19][21]. - The integration of AI models into vehicles is accelerating, with major brands enhancing their smart cockpit capabilities. The report highlights that the domestic market is seeing a growing share of intelligent driving SoC manufacturers, which increased from 16.6% to 32.7% year-on-year [21][19]. Investment Recommendations and Target Companies - The report suggests focusing on companies involved in the intelligent driving software and hardware sectors, as well as those engaged in the "vehicle-road-cloud" integration. Notable companies include Zhongke Chuangda, Desay SV, and Wanji Technology [36][17]. - It also identifies key players in the domestic software and IT sectors, emphasizing the importance of AI applications in driving future growth [17][16].