計(jì)算機(jī)行業(yè)華為、谷歌ai齊進(jìn)展，或?qū)⒋呋?xì)分板塊博弈行情

1、正文目錄1本周走勢(shì)回顧.....................................................................................................................32行業(yè)重要?jiǎng)討B(tài)....................................................................................

2、.................................42.1第三屆華為全聯(lián)接大會(huì)在上海隆重開(kāi)幕..............................43公司重要公告.....................................................................................................................53.1三聯(lián)虹普發(fā)布中

3、標(biāo)公告............................................53.2用友網(wǎng)絡(luò)發(fā)布重大項(xiàng)目公告........................................53.3南威軟件發(fā)布合作公告............................................53.4安居寶發(fā)布合同公告..............................................

4、53.5易華錄發(fā)布投資公告..............................................53.6中科曙光發(fā)布投資公告............................................63.7恒鋒信息發(fā)布中標(biāo)公告............................................63.8航天長(zhǎng)峰發(fā)布中標(biāo)公告...............................

5、.............63.9創(chuàng)業(yè)軟件發(fā)布中標(biāo)公告............................................63.10長(zhǎng)亮科技發(fā)布減持公告............................................63.11博思軟件發(fā)布中標(biāo)公告............................................63.12威創(chuàng)股份發(fā)布回購(gòu)公告................

6、............................63.13佳都科技發(fā)布增持公告............................................74本周新公布2018年Q3季報(bào)及業(yè)績(jī)預(yù)告.......................................................................75周策略建議..................................

7、.....................................................................................106風(fēng)險(xiǎn)提示...........................................................................................................................12圖表目

8、錄圖表1：本周計(jì)算機(jī)板塊走勢(shì)............................................................................................3圖表2：本周各行業(yè)漲跌幅（流通市值加權(quán)平均）.........................................................3圖表3：年初至今各行業(yè)漲跌幅（流通市值加權(quán)平均）.........

9、........................................3圖表4：漲跌幅前五名（%）............................................................................................4圖表5：板塊TTM估值對(duì)比............................................................

10、.........................................4圖表6：本周計(jì)算機(jī)板塊公布2018年Q3季報(bào)及業(yè)績(jī)預(yù)告..........................................7天澤信息（0.65%）及南威軟件（0.24%）。跌幅靠前的是中孚信息（24.45%）、東華軟件（22.11%）、聯(lián)絡(luò)互動(dòng)（22.02%）、寶信軟件（21.99%）和中國(guó)長(zhǎng)城（21.77%）。（注：申萬(wàn)最新的行業(yè)分類將

11、?？荡笕A改為電子行業(yè)，本周報(bào)計(jì)算機(jī)指數(shù)數(shù)據(jù)隨之更改，但覆蓋樣本暫不做更改）圖表4：漲跌幅前五名（%）股票代碼股票名稱漲跌幅股票代碼股票名稱漲跌幅000606.SZ順利辦14.39300659.SZ中孚信息24.45000662.SZ天夏智慧13.54002065.SZ東華軟件22.11300605.SZ恒鋒信息1.33002280.SZ聯(lián)絡(luò)互動(dòng)22.02300209.SZ天澤信息0.65600845.SH寶信軟件21.99603636.

12、SH南威軟件0.24000066.SZ中國(guó)長(zhǎng)城21.77來(lái)源：Wind估值方面，截止到2018年10月12日計(jì)算機(jī)板塊TTM市盈率（整體法，剔除負(fù)值）處在35.87倍，目前，板塊相對(duì)于全部A股（非金融）的溢價(jià)比為2.11。本周，計(jì)算機(jī)板塊跌幅第一，主要受外盤科技股大跌及市場(chǎng)風(fēng)險(xiǎn)偏好降低影響。圖表5：板塊TTM估值對(duì)比1601401201008060402000501060107010801090110011101120113011401