计算机行业周报：HarmonyOS6发布，行业喜迎新机遇-20251027

Investment Rating - The report maintains a "Recommended" investment rating for the computer industry [6]. Core Insights - The computer industry index (Shenwan) rose by 3.58% during the week of October 20-24, 2025, outperforming the Shanghai Composite Index, which increased by 2.88% [1][11]. - The release of HarmonyOS 6 by Huawei on October 22 is a significant event, focusing on deep ecological collaboration and enhanced user experience, with a 15% improvement in smoothness compared to HarmonyOS 5 [4][22]. - The report highlights the strong performance of sub-sectors, with the computer equipment index rising by 4.74%, IT services II by 3.00%, and software development by 3.29% [1][12]. Summary by Sections 1. Index Performance - The computer industry index increased by 3.58%, ranking high among other indices, with notable performances from sub-sectors [1][11][12]. 2. Major Events - Huawei's launch of HarmonyOS 6 is a pivotal development, enhancing user experience and ecosystem collaboration [4][22]. - Other significant announcements include Kuaishou's AI programming products and ByteDance's 3D generation model [16][18]. 3. Key Announcements - Guangdian Yuntong obtained a Money Service Operator License in Hong Kong, marking a key advancement in cross-border payment services [2][20]. - Tonghuashun reported a 56.72% year-on-year increase in revenue for Q3 2025, reaching 1.481 billion yuan [2][20]. 4. Investment Perspective - The report suggests focusing on companies deeply involved in the HarmonyOS ecosystem, as it is expected to drive new momentum for domestic software development [4][22].