计算机行业快评报告：中共中央、国务院发布《关于数字贸易改革创新发展的意见》

Investment Rating - The industry investment rating is "Outperform the Market," indicating an expected relative increase of over 10% in the industry index compared to the broader market within the next six months [5][13]. Core Insights - The report highlights the release of a top-level design document for digital trade reform, aiming to standardize the development of digital trade in China. The goal is to increase the share of digitally deliverable service trade to over 45% of total service trade by 2029 and to 50% by 2035 [3][10]. - The document emphasizes support for various sub-sectors of digital trade, including digital product trade, digital service trade, and digital technology trade, with tailored support for each area [4][10]. - The report outlines three main areas for promoting institutional openness in digital trade and four dimensions for improving the governance system for data trade [5][10]. Summary by Sections Digital Trade Reform - The issuance of the "Opinions" document marks a significant step in the top-level design for digital trade reform in China, aiming to enhance the scale and infrastructure of digital trade [3][10]. Support for Sub-sectors - The report details specific support for sub-sectors such as digital products, services, and technologies, encouraging innovation and the growth of small and medium-sized enterprises in digital trade [4][10]. Institutional Openness and Governance - The document outlines strategies for increasing market access in the digital sector and enhancing the governance framework for data trade, focusing on international cooperation and security [5][10]. Investment Opportunities - The report suggests focusing on investment opportunities in small and medium-sized digital trade enterprises, digital industry clusters, and digital platform companies, as well as in key sectors like telecommunications and internet services [10].