CITIC Securities highlights that while the computer industry's overall revenue is projected to grow steadily in 2024, shareholders' net profit and non-deductible net profit may encounter challenges. The performance of various segments is expected to differ significantly, with servers and the AI sector emerging as standouts. Moving into the first quarter of 2025, the industry's total revenue is anticipated to continue growing, accompanied by a marked improvement in profitability, signaling the emergence of an inflection point. Consequently, investors are advised to concentrate on the 'AI Mainline', particularly on directions such as AI Agents and computing power, encompassing areas like management software, office software, educational IT, computing power chips, servers, and cloud service providers. Additionally, it is recommended to keep an eye on structural opportunities within sectors like information innovation, low-altitude economy, and robotics, which include industrial software and basic software.