兴业计算机团队·2026-01-24 15:03Core Viewpoint - The article discusses the current state and trends in the computer industry, highlighting the allocation of public funds and the performance of key stocks within the sector. Group 1: Industry Allocation and Performance - The relative allocation of public funds in the computer industry shows a significant interest in top stocks, with the most held stocks being Kingsoft Office, Hikvision, and Inspur Information [6][9]. - The top twenty stocks by fund holdings include notable companies such as Kingsoft Office, Keda Xunfei, and Deepin Technology, indicating a concentrated investment strategy among funds [6][9]. - The market value held by funds in these top stocks reflects a strong confidence in their performance, with Kingsoft Office leading with a market value of 184 billion [9]. Group 2: Fund Holdings and Changes - The article lists the top twenty stocks with the highest fund holdings, emphasizing the dominance of companies like Keda Xunfei and Kingsoft Office in terms of both number of funds and market value [9][10]. - The stocks with the highest increase in fund holdings include Keda Xunfei and Zhongke Xingtai, suggesting a growing interest and potential bullish sentiment towards these companies [8][10]. - The analysis of fund holdings indicates a strategic shift towards companies that are perceived to have strong growth potential in the computer sector [6][8].