计算机行业周报：数据要素进入政策密集落地期

Investment Rating - The industry investment rating is maintained at "Overweight" [4][14]. Core Viewpoints - The report highlights the intensive rollout of data element policies, emphasizing the importance of data infrastructure and market-oriented reforms to enhance the data industry ecosystem [4][5]. - The report notes the significant impact of the "Global Data Cross-Border Flow Cooperation Initiative," which aims to promote international cooperation in data flow and expand the data element industry globally [6]. Market Review - In the past week (November 18-22), the Shanghai Composite Index fell by 1.91%, the ChiNext Index dropped by 3.03%, and the CSI 300 Index decreased by 2.60%. The computer (Shenwan) index declined by 3.27%, underperforming the Shanghai Composite Index by 1.36 percentage points, the ChiNext Index by 0.23 percentage points, and the CSI 300 Index by 0.67 percentage points, ranking 26th among all industries [3]. Weekly Insights - The report discusses the significance of public data top-level planning, indicating the government's commitment to developing the data element industry through various policy documents and local regulations [5]. - The report suggests that the focus on public data authorization operations presents investment opportunities in companies such as Yihualu, Taiji Co., Guoxin Health, and others [8]. Investment Suggestions - The report recommends attention to companies involved in public data authorization operations and those leveraging data elements, including Anheng Information, Puyuan Information, and others [8].