计算机行业周报：政策加大对AI、数据要素产业支持，市场表现值得期待

Investment Rating - The report maintains an "Overweight" rating for the computer industry [1]. Core Insights - The report highlights increased policy support for the artificial intelligence (AI) industry, which is expected to catalyze the AI application sector [5]. - The data factor industry is seen as a new form of productive force, with potential for sustained development, emphasizing the importance of digital industry clusters [6]. - The launch of OpenAI's video generation model Sora is anticipated to significantly increase demand for computing power, impacting the computing sector positively [7]. Summary by Sections 1. Core Insights and Investment Recommendations - The report emphasizes the government's enhanced support for AI development, which is expected to stimulate the AI application sector [5]. - The data factor industry is identified as a key driver of new productive forces, with digital industry clusters playing a crucial role in future development [6]. 2. Market Review 2.1. Sector Performance - During the week of March 11-15, the A-share Shenwan Computer Index rose by 2.37%, outperforming the CSI 300 Index by 1.67 percentage points [10]. - The performance of the computer sector ranked 16th among 31 first-level sub-industries [10]. 2.2. Individual Stock Performance - Top-performing stocks included Zhongdian Xingfa (+38.57%), Information Development (+33.48%), and Zhilai Technology (+30.89%) [18]. - Underperforming stocks included Zhuolang Technology (-13.76%) and Zhen Shitong (-11.49%) [19]. 3. Industry News - The emergence of the first "AI software engineer" named Devin, capable of assisting human engineers in various development tasks, has generated significant interest in the tech community [21]. - NVIDIA's next-generation DGX AI system will utilize liquid cooling technology, presenting new opportunities in the data center sector [22]. - JD.com launched an "AI All-in-One Service Package" aimed at reducing operational costs for merchants by 50% [23]. 4. Company Dynamics - Lian Technology and Wangsu Technology signed a strategic cooperation agreement to build intelligent computing cloud nodes [28]. - Dahua Technology and Runjian Technology signed a strategic cooperation agreement to promote AI technology development [29]. 5. Company Announcements - New Guodu reported a net profit of 755 million yuan for 2023, a year-on-year increase of 1586.23% [30]. - Zhongke Jincai announced a share repurchase plan using its own funds [30].