2024年第47计算机行业周报：美将出台出口新规，科技自立势在必行

Investment Rating - The report maintains a "Positive" investment rating for the industry [8]. Core Insights - The computer sector experienced significant fluctuations, with an overall decline of 3.05%. It ranked 25th among primary industries in the Yangtze River region, accounting for 13.00% of the total trading volume in the two markets. AI-related stocks showed active performance [2][5]. - The U.S. is set to introduce new export regulations that may list up to 200 Chinese chip companies under trade restrictions, emphasizing the necessity for technological self-reliance. This is expected to benefit the entire industry chain, particularly in domestic operating systems, databases, and chip sectors [7][51][68]. Summary by Sections Market Review - The computer sector faced a substantial pullback, with the Shanghai Composite Index dropping 3.06% to close at 3267.19 points, marking an overall retreat of 1.91% [5][15]. Key Developments 1. Low-altitude Economy: Six cities will pilot eVTOL (electric Vertical Take-off and Landing) projects, indicating a significant step towards urban air mobility [21][23]. 2. Quantum Technology: NVIDIA announced collaboration with Google's Quantum AI team to enhance the design of next-generation quantum computing devices, potentially accelerating advancements in this field [33][35]. 3. HarmonyOS Ecosystem: The first HarmonyOS ecosystem conference highlighted the development of over 15,000 native applications, aiming for a target of 100,000 applications in the near future [44][45]. Investment Recommendations - The report recommends focusing on domestic technology self-reliance, particularly in leading companies in operating systems, databases, chips, and office software. The emphasis is on companies like Dameng Database and leading EDA firms [7][68].