计算机行业周报（20241209-20241213）：Willow重大突破，量子信息产业有望加速

Investment Rating - The report maintains a "Recommended" investment rating for the computer industry [3]. Core Insights - The quantum computing sector is gaining strategic importance, with significant advancements in technology and applications expected to accelerate [27][29]. - Google's latest quantum computing chip, Willow, demonstrates a breakthrough in performance, capable of completing tasks in minutes that would take traditional supercomputers billions of years [28][42]. - The global quantum computing market is projected to exceed $20 billion by 2030, with applications in complex computational fields such as logistics, resource allocation, and cryptography [29][50]. Industry Overview - The computer industry index decreased by 0.78% during the week of December 9-13, 2024, while the ChiNext index fell by 1.40% and the Shanghai Composite index by 0.36% [25][35]. - Top performers in the sector included Lexin Technology (up 50.20%), Haitai Ruisheng (up 42.56%), and Runze Technology (up 41.54%) [25][35]. - The report highlights the strategic positioning of quantum technology in the U.S. and China, with significant investments and regulatory developments in the field [27]. Quantum Technology Developments - Google’s Willow chip, measuring 1.5 inches, can perform random circuit sampling tasks in under five minutes, showcasing a significant leap in quantum computing capabilities [28][42]. - The chip's development marks a milestone in achieving "threshold" quantum error correction, which is crucial for reliable quantum computing [44][47]. - The report suggests monitoring companies involved in quantum technology, including Guodun Quantum, Shenzhou Information, and Keda Guokuan, among others [50][54].