计算机行业周报（20251006-20251010）：竞逐未来，关注量子计算与脑机接口产业-20251013

Investment Rating - The report maintains a "Recommendation" rating for the computer industry, expecting the industry index to outperform the benchmark index by more than 5% in the next 3-6 months [25]. Core Insights - The report emphasizes the increasing competition in core advanced technology sectors between China and the US, particularly in quantum computing and brain-computer interface technologies, which are expected to present significant investment opportunities over the next 5-10 years [6][7]. - Recent policy developments, including the signing of the "Technology Prosperity Agreement" between the US and UK, highlight a focus on advancing artificial intelligence infrastructure and next-generation quantum computing, which will drive the integration of quantum and AI technologies [7]. - The establishment of a quantum ecological alliance in China aims to enhance the development and application of quantum technologies across various sectors, including finance and governance [7][8]. - Breakthroughs in brain-computer interface technologies are accelerating clinical applications and the construction of an industrial ecosystem, with significant advancements reported by companies like Neuralink [7][8]. Summary by Sections Industry Weekly Viewpoint - The computer index decreased by 2.03% during the week of October 6-10, while the Shanghai Composite Index increased by 0.37%. The top gainers in the sector included Zhongwang Software (16.52%) and Pinming Technology (14.31%), while the largest decliners were Hengwei Technology (-16.23%) and Rongke Technology (-15.14%) [6][9]. Weekly Market Review - The report notes that the A-share market experienced a net outflow of 142.25 billion yuan, with the computer sector seeing a net outflow of 25.57 billion yuan during the same period [11]. Investment Recommendations and Related Stocks - The report suggests focusing on future technology industries, specifically: 1. Quantum Computing: Guoshun Quantum, Jingtai Holdings, Electric Security, and Sanwei Xinan 2. Brain-Computer Interface: Sanbo Brain Science, Chengyitong, Yanshan Technology, Xiangyu Medical, and Hanwei Technology [12].