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2024年中期计算机行业投资策略报告：向新而行，随需而动，以智致远-万联证券
行业回顾：从市场表现看，2024上半年申万计算机行业指数表现较差，下跌24.88%，跑输沪深300 和创业板指，估值处于历史较低水平。丛业绩表现看，申万计算机行业整体营收表现逐渐回暖，归母净利润承压较为明显；子板块中安防设备子板块业绩表现较好，营收、归母净利润同比双增长；行业2023年主营构成中国外业务收入同比增速优于行业整体，且营收占比同比提升。从持仓表现看，申万计算机行业24Q1基金重仓比例连
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