On July 3, CITIC Securities issued a research report forecasting a steady growth in computer industry revenues for the second quarter of 2025, building upon the momentum from the first quarter. Notably, the report highlights computing power, information technology innovation, and AI applications as key performers. Looking ahead to the second half of the year, the report advises continuing to capitalize on the AI trend, particularly emphasizing AI Agent and computing power, which encompass sectors like management software, office software, medical IT, computing power chips, servers, and cloud service providers. Additionally, it recommends keeping an eye on structural opportunities in sectors such as stablecoins, information technology innovation, the low-altitude economy, and robotics, encompassing areas like cross-border payments, financial IT, industrial software, basic software, and military IT.