2025年第43周计算机行业周报：紧抓云厂商与国产算力两大国产AI核心环节-20251028

Investment Rating - The report maintains a "Positive" investment rating for the industry [9] Core Insights - The computer sector rebounded last week, rising by 3.83%, ranking 7th among major industries in the Yangtze River region, with a trading volume accounting for 6.37% of the total market [2][6][18] - Key focus areas include the cloud service industry, the domestic chip supply chain, particularly leading companies in domestic computing chips like Cambrian, and cloud service providers [8][64] Summary by Sections Market Performance - The overall market saw a significant increase, with the Shanghai Composite Index surpassing 3900 points, closing at 3950.31 points, marking a 2.88% rise [6][18] - The computer sector's performance was highlighted by active trading in quantum technology and aerospace-related stocks [20] Key Developments - Huawei officially launched the new HarmonyOS 6, enhancing its ecosystem and user experience [23][32] - Google's quantum AI lab introduced a new Quantum Echoes algorithm, achieving the first verifiable quantum advantage [34][39] Investment Opportunities - The report emphasizes the importance of cloud vendors and domestic computing capabilities as core components of the AI industry [8][64] - The domestic AI model industry is rapidly evolving, with companies like Alibaba and DeepSeek leading advancements in model performance and cost reduction [57][64] - The demand for computing power is expected to surge, driven by the rapid growth of AI applications and the need for scalable infrastructure [60][63] Policy and Innovation - The 20th Central Committee of the Communist Party of China emphasized the need for high-level technological self-reliance and innovation, which is expected to drive new productive forces [43][45] - The report suggests that emerging industries such as quantum technology, low-altitude economy, and brain-computer interfaces will benefit from supportive policies and have significant growth potential [52][64]