Lates News

CITIC Securities research report stated that it is expected that the computer industry's revenue will continue to grow steadily in 2025Q2, following the trend in Q1, with strong demand in areas such as computing power, digital creativity, and AI applications. Looking ahead to 2025H2, it is recommended to continue to grasp the opportunity of the "AI theme", with a focus on AI Agent and computing power-related sectors such as management/office software, healthcare IT, computing chips, servers, and cloud providers; at the same time, it is suggested to also consider stable coins, digital creativity, low-altitude economy, and robotics, as structural opportunities, such as cross-border payments/financial IT, industrial software, basic software, and military IT sectors.