20231113-万联证券-计算机行业周观点_互联网大会乌镇峰会亮点纷呈_多个大模型相继发布_12页_1mb

Summary of Computer Industry Report (1106-1112 Week)

• Industry performance: The Shenhua Computer Industry index rose by 430% last week, significantly outpacing the 0.07% increase in the CSI 300 index. Within the 31 first-level industries, it ranked 2nd, with a valuation PE (TTM) of 47.57 times below the historical average of 48.86 times.

• Key developments focus on AI, data elements, and large models. Events like the Wuzhen Summit highlighted AI advancements, and new models were widely released (e.g., MathGPT, XVERSE-65B), along with data policy initiatives to boost digital economy.

• Market traction: High trading volume and stock gains (e.g., 90.64% of 342 stocks rose) suggest strong investor interest. Sub-industries like computer equipment and IT services saw substantial weekly and year-to-date growth.

• Investment priorities: Emphasize AI computing (servers, chips), AI applications in office, education, and finance sectors, and data element opportunities through local data operators and vertical IT leaders.

• Risks: Include potential delays in AI technology, compliance issues, policy uncertainty, competition, and slower adoption of data elements.