According to CITIC Securities' research report, the technology sector's investment focus in the second half of 2025 is anticipated to revolve primarily around artificial intelligence (AI). As large AI models continue to evolve and Chinese tech firms delve deeper into ecosystem development and scenario applications, AI is transitioning from a niche technology to a comprehensive productivity driver. It has already reshaped product formats and boosted production efficiency in industries like advertising, gaming, management software, and smart vehicles, infusing these sectors with newfound value. The anticipated release of DeepSeek R2 and GPT-5 in the latter half of the year underscores the ongoing revaluation of China's tech industry. Investors are advised to maintain a keen eye on emerging opportunities stemming from the expansion of the AI ecosystem and the deployment of practical applications.