计算机行业重大事项点评：建设现代化信息支援部队，重视军工信息化产业

Investment Rating - The report maintains a "Recommendation" rating for the military information technology sector, indicating an expectation for the industry index to exceed the benchmark index by more than 5% in the next 3-6 months [22]. Core Insights - The importance of the network information system in modern warfare has been emphasized by President Xi Jinping, highlighting the need for rapid development and integration of military information capabilities [2]. - The integration of new technologies such as artificial intelligence and quantum information is expected to enhance the military's combat capabilities and drive the modernization of defense information systems [2]. - The report suggests focusing on domestic companies involved in AI and military applications, listing several firms that are positioned to benefit from the growth in military information technology [2]. Industry Overview - The computer industry consists of 336 listed companies with a total market capitalization of 45,413.52 billion and a circulating market value of 39,000.25 billion [3]. - The absolute performance of the industry over the past 1 month, 6 months, and 12 months has been 5.0%, 47.4%, and 17.0% respectively, indicating strong growth [3]. - The relative performance compared to the benchmark index (CSI 300) shows an outperformance of 8.0% over 1 month, 38.3% over 6 months, and a slight underperformance of 1.5% over 12 months [3].