计算机行业跟踪分析：中欧有望达成电动汽车贸易协议，智驾产业链出海迎来明显边际改善

Investment Rating - The report assigns a "Buy" rating for the computer industry, indicating an expectation of stock performance exceeding the market by more than 10% over the next 12 months [2]. Core Insights - The report highlights the potential for a trade agreement between China and the EU regarding electric vehicles, which could lead to significant improvements in the smart driving industry chain's overseas expansion [2]. - The smart driving industry is experiencing rapid development, with increasing penetration rates for NOA (Navigation on Autopilot) and a relatively low valuation compared to the industry, suggesting potential investment opportunities [2][3]. - Key players in the smart driving sector, such as Desay SV and DaoTong Technology, are recommended for investment due to their strong market positions and growth prospects [2][3]. Summary by Sections Industry Overview - The report discusses the ongoing negotiations between the EU and China regarding tariffs on electric vehicles, with a focus on achieving a possible agreement to replace the high tariffs currently in place [2]. - The smart driving industry chain is sensitive to trade environments, and a stable trade agreement could lead to significant marginal improvements for the industry [2]. Company Analysis - Desay SV is highlighted as a leading domestic Tier 1 supplier with rapid growth in high-level smart driving domain controllers and successful overseas expansion [2]. - DaoTong Technology is recommended for its deep layout in the European and American new energy charging pile market, showing continuous rapid growth [2]. Investment Recommendations - The report suggests focusing on core components and service suppliers in the smart driving sector, with specific recommendations for companies like Desay SV and DaoTong Technology, as well as others such as Jingwei Hengrun and Hezhong Technology [2].