According to CICC analysis, the commercial monetization of AI is currently evident in two primary ways: firstly, by driving the growth of internal businesses, exemplified by Tencent's advertising and gaming sectors which have significantly benefited from AI technology; secondly, by empowering external enterprises, with Alibaba witnessing continued revenue growth from AI-related products, which are widely utilized across sectors including the Internet, retail, manufacturing, and cultural media. This underscores the establishment of a virtuous cycle between AI investments and business expansion. In terms of investment strategies, the computing power sector is performing robustly, and it is advisable to select stocks characterized by high growth potential, low valuations, and strong configuration prospects. Additionally, high-quality dividend assets, such as telecommunications operators, merit attention. As demand gradually recovers, sectors like military communications, submarine cables, the Internet of Things, and smart controllers are anticipated to experience enhancements in both performance and valuation.