2024年第50计算机行业周报：谨慎采购美国芯片，重视国产算力机遇

Investment Rating - The report maintains a "Positive" investment rating for the industry [8]. Core Insights - The computer sector experienced a slight decline of 0.57%, ranking 20th among primary industries in the Yangtze River region, with a market share of 12.16% in trading volume [5][16]. - Google announced the launch of its latest quantum chip "Willow," achieving significant breakthroughs in quantum error correction [6][22]. - The report emphasizes the importance of cautious procurement of American chips and highlights opportunities in domestic computing power, particularly focusing on leading domestic chip companies like Cambricon [7][57]. Summary by Sections Market Overview - The computer sector faced a turbulent week with an overall decline of 0.57%, while the Shanghai Composite Index fell by 2.01%, closing at 3391.88 points [5][16]. - The trading volume in the computer sector accounted for 12.16% of the total market [5][16]. Key Developments - Google introduced the "Willow" quantum chip, which has made significant advancements in quantum error correction, solving challenges that have persisted for nearly 30 years [6][22][24]. - Beijing released four local standards for integrated vehicle-road-cloud systems, which are expected to standardize the construction of related infrastructure [33][41]. Recommendations - The report advises caution in purchasing American chips due to concerns over their reliability and safety, suggesting that domestic chip production is likely to see significant growth opportunities [7][57]. - It recommends focusing on the entire domestic chip supply chain, particularly on leading companies in computing power like Cambricon [7][57].