Investment Rating - The report maintains a "Recommended" investment rating for the computer industry [5][23]. Core Insights - The computer (Shenwan) index increased by 3.22% during the week of July 7-11, 2025, outperforming the Shanghai Composite Index, which rose by 1.09%, the Shenzhen Component Index by 1.78%, and the ChiNext Index by 2.36% [1][10]. - The report highlights the introduction of the RDA (Real Data Assets) paradigm by the Shanghai Data Exchange, emphasizing the integration of real data with physical assets and its role in enhancing the authenticity and value of other assets. RDA aims to accelerate the marketization and valuation of data elements, promote the interconnected development of data and other elements, and improve the efficiency of matching physical assets with capital [3][20][21]. Summary by Sections Market Review - The computer index saw a notable increase of 3.22%, with the software development sector performing particularly well, showing a rise of 4.23% [1][12]. Major Events - Significant announcements include: 1. Qiming Star elected Yuan Jie as the chairman of the board [2]. 2. New Beiyang projected a net profit of 34.7-38.2 million yuan for the first half of 2025, marking a year-on-year growth of 100-120% [2]. 3. Ruiming Technology is planning to list on the Hong Kong Stock Exchange to enhance its global strategy [2][18]. Investment Perspective - The report suggests focusing on companies with RDA-related case studies and tracking their business progress to assess their contribution to performance. RDA is characterized by five key features: real data integration, transparency, reliable returns, value reconstruction, and ecological collaboration [3][21].