Group 1 - The core viewpoint is that the uncertainty in the global industrial chain due to U.S. tariff policies has intensified, particularly affecting high-tech industries like the new generation information technology sector, but the impact on the computer sector is relatively manageable, leading to a maintained "overweight" rating for this sector [1] - The computer sector's overseas revenue accounts for approximately 12%, with steady growth in overall revenue from CNY 0.89 trillion in 2019 to CNY 1.21 trillion in 2023, and overseas revenue increasing from CNY 113.1 billion to CNY 145.9 billion during the same period [2] - The proportion of overseas revenue in the computer sector has shown a fluctuating upward trend, with percentages of 11.20%, 11.96%, 10.80%, 11.49%, and 12.05% from 2019 to 2023 [2] Group 2 - In 2023, there are 36 computer companies with overseas revenue exceeding CNY 500 million, and 41 companies with overseas revenue accounting for more than 30% of their total revenue [2] - The top five companies by overseas revenue are Hikvision, Nasda, Dahua Technology, Digital China, and Inspur, with overseas revenues of CNY 29 billion, CNY 16.8 billion, CNY 15.3 billion, CNY 13 billion, and CNY 9.5 billion, respectively [2] - The "Belt and Road" initiative and other overseas destinations present significant market opportunities for Chinese digital enterprises, with global ICT product trade accelerating and showing a trend of increased trade among major countries and neighboring regions [3]