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2024年计算机行业中期策略报告：AI催化数字基建新周期，把握从云到端机遇-中国银河
计算机行业上半年行情回顾：2024年以来，受多重因素影响，计算机行业跑输沪深300，一方面由于下游需求相对不振，另一方面本轮人工智能技术变革目前仍在高端算力供不应求阶段从而并未真正传导到应用端，此外，市场趋向于高股息板块以及政策力度较大、筹码结构阻力较小的方向，行业整体走势承压。2月计算机指数跌幅触底。2\~3月，行业指数小幅反弹；4月年报季过后至今，行业指数继续回调，持续底部区间徘徊
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