计算机行业周报：中国联通发布3.0版车路云一体化解决方案，关注车路云投资机会

Investment Rating - The industry investment rating is maintained as "Increase" [9] Core Insights - China Unicom launched the 3.0 version of the integrated vehicle-road-cloud solution, focusing on investment opportunities in the vehicle-road-cloud sector [6][17] - The autonomous driving sector is highlighted by the commercial operation of the autonomous sanitation vehicles by WeRide in Singapore, indicating potential in the smart driving industry chain [6][19] - China Mobile released the first fully-scheduled Ethernet (GSE) DPU chip "ZhiCuan ZhuoGuang," which is expected to enhance computing power chain performance [6][19] Summary by Sections 1. Key Insights and Investment Recommendations - The report emphasizes investment opportunities in the vehicle-road-cloud sector due to China Unicom's upgraded solution [6][17] - The smart driving sector is recommended for investment, particularly in companies benefiting from WeRide's commercial operations [6][20] - The computing power chain is also highlighted, with recommendations for companies benefiting from China Mobile's DPU chip release [6][20] 2. Market Review (2024.11.18-2024.11.22) 2.1. Sector Performance - The A-share Shenwan Computer Index fell by 3.27%, underperforming the CSI 300 Index by 0.67 percentage points [7][22] - The computer sector ranked 26th among 31 first-level sub-industries in terms of weekly performance [22] 2.2. Stock Performance - Top-performing stocks included Meishi Technology (+44.38%) and Ying Shijian (+23.75%) [34][36] - Underperforming stocks included Tianji Technology (-24.07%) and Feitian Chengxin (-23.18%) [36] 3. Industry News - China Mobile, in collaboration with Huawei and others, launched the first fully-scheduled Ethernet DPU chip "ZhiCuan ZhuoGuang," which supports 200G port rates and enhances network performance by over 30% compared to traditional networks [38][39] - The first commercial autonomous sanitation project in Singapore was launched by WeRide, marking a significant milestone in the smart driving sector [42] - China Unicom's 3.0 version of the vehicle-road-cloud solution was released, focusing on smart connected vehicles and enhancing safety and efficiency [43]