计算机行业周报：量子科技：科技竞争与自强的重要方向

Investment Rating - The report maintains a "Recommended" investment rating for the computer industry, specifically highlighting quantum technology as a crucial direction for technological competition and self-reliance [1]. Core Insights - The report discusses the potential for a year-end rally in the computer sector, with the Shenwan Computer Index having risen 12.36% year-to-date, outperforming the broader market [2][13]. - It emphasizes the importance of the domestic "Xinchuang" (self-reliance) initiative, suggesting that the sector's performance may exceed expectations due to increasing demand for technological independence [3][19]. - The report identifies key investment opportunities in the quantum technology sector, particularly in applications across various industries such as transportation, pharmaceuticals, and finance [19][20]. Summary by Sections Industry Weekly Perspective - The report anticipates a comprehensive year-end rally in the computer sector, with institutional investors likely to increase their positions [2][13]. - The report highlights the potential for exceeding expectations in the "Xinchuang" sector due to external environmental changes and domestic needs for technological self-reliance [3][19]. Quantum Technology - Quantum technology is recognized as a significant area of global technological competition, with substantial investments from the U.S. government and major tech companies [16][17]. - The report notes that the application of quantum technology is becoming clearer, with significant potential in sectors like transportation and pharmaceuticals, projecting substantial economic value from these applications [19][20]. Investment Recommendations - The report suggests focusing on companies involved in quantum technology, including GuoDun Quantum, Sanwei Xinan, and others, as they are expected to benefit from the growing market [32]. - It also lists companies in the domestic "Xinchuang" initiative and those with high cost-performance ratios as potential investment targets [15][32]. Market Review - The report provides a review of the market performance for the week of November 24 to November 30, noting a 4.21% increase in the computer index, outperforming other indices [33][34]. - It highlights the top-performing stocks and their respective weekly gains, indicating strong market activity within the sector [37]. Major News - The report includes updates on significant developments in artificial intelligence and financial technology, reflecting ongoing innovation and investment in these areas [38][40]. - It also mentions the collaboration between major tech companies to advance quantum computing technologies, indicating a competitive landscape [17][29]. Company Dynamics - The report outlines recent corporate actions and investments within the sector, showcasing the active engagement of companies in expanding their technological capabilities [53][55]. - It highlights the importance of collaboration between state-owned enterprises and private companies in fostering innovation in quantum technology [27][28]. Financing Summary - The report summarizes recent financing activities in the computer industry, indicating a robust investment environment with multiple funding rounds across various technology segments [56][57].