10月9日，商务部公告，对含有中国成分的部分境外稀土相关物项实施出口管制。除管制规则外，附件 采用WPS格式，要求相关申请文件须以中文提交两大细节引发热议。据悉，10月9日之前最新的两个公 告，文件都是word或pdf格式。 业内分析指出，政府部门公文附件使用WPS，远不止是选择一款办公软件那么简单。特别是在这次商 务部的公告上使用，也是国家推动关键技术自主可控、保障信息安全的重要体现。在当前特殊阶段里所 彰显的一种自信，采用国产WPS，体现了我国企业的技术实力。 政策面上，工信部等七部门发文提出，加强新型信息基础设施建设，深化"5G+工业互联网"融合创新和 规模化应用，按需布局算力基础设施，加速算力与行业融合应用。提升工业数据要素供给，推动数据资 源化、资产化和要素化，建设一批高质量行业数据集。 西部证券指出，特朗普宣布将对所有关键软件实施出口管制，软件国产化替代的紧迫性进一步凸显，关 注国产操作系统、工业软件、数据库、办公软件、企业管理软件、安全软件等替代机遇。 聚焦信息技术自主可控领域的信创ETF基金（562030）及其联接基金（A类：024050；C类：024051） 被动跟踪的中证信创指数，覆盖基础 ...

类型：宏观 情绪影响：正面 商务部新闻发言人表示，中国的出口管制不是禁止出口，只要是用于民用用途的、合规的出口申请，都 可以获得批准，相关企业无须担心。对于关税战，中方的立场是一贯的，我们不愿打，但也不怕打。 盘前要闻 1、商务部：稀土出口管制不是禁止出口，对符合规定的申请将予以许可 2、外围市场反攻!美股期货高开逾1%，万斯称特朗普愿与中国进行理性谈判 类型：市场 情绪影响：正面 今日早盘外围市场率先反攻，美股期货开盘走高，标普500指数期货涨1.1%，纳指期货涨1.4%，上周五 晚上狂跌的虚拟货币市场全线反攻。美国副总统万斯在接受采访时表示，特朗普愿意与中国进行理性谈 判，总统珍视他与中方建立的友谊。 3、工信部等七部门：加强新型信息基础设施建设，按需布局算力基础设施 类型：行业 情绪影响：正面 工信部等七部门发文提出，加强新型信息基础设施建设，深化"5G+工业互联网"融合创新和规模化应 用，按需布局算力基础设施，加速算力与行业融合应用。提升工业数据要素供给，推动数据资源化、资 产化和要素化，建设一批高质量行业数据集。 4、半导体业务核心资产突遭荷兰政府冻结一年，闻泰科技：坚定维护权利 2、中国银河：关税 ...

Investment Rating - The report assigns an "Overweight" rating to the computer industry, indicating an expected increase in the sector's performance exceeding the market benchmark by over 10% in the next 6-12 months [7]. Core Insights - OpenAI's release of the Sora 2 AI video generation model marks a significant advancement in physical accuracy, consistency, and controllability, potentially leading to a new era in video technology akin to the "GPT-3.5 moment" [1]. - The Sora app, based on Sora 2, has achieved over 1 million downloads within five days of its launch, surpassing the download speed of ChatGPT, indicating its potential as a landmark application in the AI era [1]. - OpenAI's collaboration with AMD to deploy 6GW of AMD GPUs, starting with an initial 1GW, highlights the growing demand for advanced computing power in AI applications [3]. - The U.S. government's announcement of export controls on all critical software emphasizes the urgency for domestic software alternatives, creating opportunities for local software companies [3]. Summary by Sections AI Developments - The Sora 2 model introduces improvements in adherence to physical laws, logical consistency in virtual environments, and audio-visual synchronization [1]. - The Sora app allows users to create and remix AI-generated content, enhancing user engagement and creativity [1]. Strategic Partnerships - OpenAI's partnership with AMD includes a potential acquisition of up to 160 million shares, which could result in OpenAI holding a 10% stake in AMD if fully executed [3]. Market Implications - The U.S. export controls on software are expected to create a "golden window" for domestic software development, accelerating the self-sufficiency of China's software industry [3]. - The report suggests monitoring various companies in the software and AI sectors, including Hikvision, Cambricon, and Kingsoft, among others, for potential investment opportunities [4].