数据价值转化加速，高质量数据集赋能AI

Industry Investment Rating - The industry investment rating is "Outperform the Market" and is maintained [1] Core Viewpoints - The report highlights the acceleration of data value transformation, with high-quality datasets empowering AI development. The Digital China Summit emphasized the importance of high-quality datasets in driving AI advancements [4][5] - The establishment of various high-quality data collection projects across multiple cities indicates a growing focus on data-driven applications in sectors such as healthcare, transportation, education, and finance [5][6] - The report notes the launch of the first data asset securitization project in China, which marks a significant step in the marketization of data elements and provides a new financing channel for the digital economy [7][8] Summary by Relevant Sections Industry Basic Situation - The closing index is at 4675.66, with a 52-week high of 5440.49 and a low of 2805.53 [1] Relative Index Performance - The report provides a forecast of relative performance for the computer industry against the CSI 300 index, showing a potential increase of 24% to 46% from May 2024 to December 2025 [3] Key Companies and Investment Ratings - Notable companies in the industry include: - Sanwei Tiandi (Buy) with a closing price of 28.88 and a market cap of 2.23 billion - Shanghai Steel Union (Buy) with a closing price of 20.76 and a market cap of 6.62 billion - YunSai ZhiLian (Buy) with a closing price of 23.48 and a market cap of 32.11 billion - Shanda Diwei (Buy) with a closing price of 9.55 and a market cap of 3.82 billion - New Point Software (Buy) with a closing price of 33.00 and a market cap of 10.89 billion [10][12]