CITIC Securities' research report highlights a notable uptick in interest surrounding embodied AI and edge-side applications, spurred by pivotal industry gatherings such as OpenAI's events, NVIDIA's GTC conference, and Unitree Technology's ecosystem summit. This surge, coupled with the sector's prior adequate stock price corrections and divergent outlooks within the memory industry, has collectively propelled a significant rally in the sector's market performance. Considering that the pivotal shift in this cycle centers on the enhanced integration of model capabilities with end-user hardware, it is advisable to capitalize on edge-side investment opportunities by following three key leads: the enhancement of robot capabilities, the growing demand for data acquisition, and breakthroughs in edge-side access points. Investors should focus on two categories of stocks: firstly, market leaders with robust core businesses and concurrent strategic positioning in the edge-side industrial chain; secondly, agile stocks with a pronounced edge-side presence and fully adjusted stock valuations.