计算机行业周报：数据要素催化不断，AI产业加速推进

Investment Rating - The report maintains a "Recommended" investment rating for the computer industry [1]. Core Insights - The report highlights the continuous catalysis of data elements and the timely construction of data infrastructure, emphasizing the importance of data as a production factor in the transformation and upgrading of traditional industries [1][4]. - The National Data Bureau has issued the "Action Plan for the Development of Trusted Data Spaces (2024-2028)", aiming to establish over 100 trusted data spaces by 2028 [21]. - The AI application ecosystem is expanding, with significant developments in AI applications and a sustained high demand for computing power [4][31]. Summary by Sections 1. Market Performance - From November 18 to November 22, 2024, the Shenwan Computer Index fell by 3.27%, with notable gainers and losers among individual stocks [15]. 2. Industry News - The National Data Bureau's recent initiatives include the "Action Plan" for trusted data spaces, focusing on capability building, promotion, and foundational actions [21]. 3. Key Company Announcements - Companies like Kingsoft Office and others have made significant announcements regarding partnerships and service agreements, indicating active engagement in the market [22]. 4. Weekly Insights 4.1 Data Element Catalysis - The report discusses the roadmap for data infrastructure development from 2024 to 2029, aiming for a comprehensive and interconnected data infrastructure across various sectors [23][25]. 4.2 Microsoft AI Agent Ecosystem - Microsoft's recent product launches during the "Microsoft Ignite" event indicate a strong momentum in AI applications, with a significant percentage of Fortune 500 companies utilizing Microsoft 365 Copilot [30]. 5. Investment Recommendations - The report suggests focusing on companies involved in data elements and AI industries, including Cloudwise Intelligence, GuoDianYunTong, and others, highlighting their potential for growth [32].