计算机行业周报：板块跟随市场调整，关注两会投资机会

Investment Rating - The report maintains a "Recommended" investment rating for the software and services sector [6] Core Viewpoints - The report highlights that the computer industry is expected to benefit from the ongoing development of artificial intelligence and domestic innovation policies, particularly during the upcoming Two Sessions [4][30] - The report emphasizes the importance of computing infrastructure, stating that the government is pushing for a national computing network and resource allocation, which will benefit chip manufacturers, IDC, and server companies [4][31] - The report discusses the acceleration of AI applications, noting that the decreasing costs of AI deployment will lead to increased demand across various sectors, with a focus on vertical application software and IT service providers [4][31] - The report points out that 2025 will be a critical year for the promotion of domestic innovation policies, with significant opportunities for local software and hardware manufacturers as the government pushes for self-sufficiency in technology [4][32] Summary by Sections Market Review - The computer industry index fell by 7.82% during the week of February 24 to February 28, 2025, with significant declines in IT services, software development, and computer equipment sectors [2][11] Performance Summary - Kingsoft Office reported a revenue of 512.08 million yuan for 2024, a year-on-year increase of 12.40%, with a net profit of 164.51 million yuan, up 24.84% [3][24] - Zhongkong Technology reported total revenue of 935.13 million yuan for 2024, an 8.49% increase, with a net profit of 112.99 million yuan, up 2.56% [3][27] Investment Insights - The report suggests focusing on computing infrastructure, AI applications, and domestic innovation as key areas for investment opportunities in the computer industry [4][30][31][32]