CITIC Construction Investment has just published its 2026 investment strategy outlook for the computer industry. The report underscores that artificial intelligence (AI) will be the driving force behind the industry's evolution, fostering synergies across areas such as localization, quantum technology, financial IT, and intelligent driving. The industry is poised for a simultaneous boost in both performance and valuation.

In the realm of AI, models are evolving at a breakneck pace, the demand for computing power remains robust, and the ecosystem is steadily maturing, all of which are expediting the commercialization journey. Localization efforts are gaining momentum, propelled by supportive policies and a surge in orders, with industrial software emerging as a vital pillar for manufacturing powerhouses. Quantum technology, recognized as a future-defining industry, is witnessing escalating global rivalry.

Simultaneously, high-growth sectors like financial IT and intelligent driving continue to offer lucrative structural opportunities. Given these dynamics, the report advises investors to concentrate on AI, localization, and cutting-edge technology sectors.