A research report released by CITIC Securities indicates that the computer industry is poised for a significant upturn in the first half of 2025, with notable acceleration in revenue growth and substantial enhancements in net profit margins. Spurred by factors such as accelerated capital expenditures (CAPEX), technological advancements, and improved supply chain dynamics, the computing power sector is set to achieve robust revenue expansion.

The information technology innovation sector will continue its strong growth trajectory, with expectations of further acceleration in the latter half of the year. This growth is likely to be complemented by an expansion in product categories, notably encompassing industrial software. In the realm of AI applications, the contribution of AI technologies to sectoral growth is projected to rise markedly. This will lead to significant improvements in profitability, driven by cost savings and operational efficiencies. A performance inflection point appears to be on the horizon.

Looking ahead to the second half of 2025, the influence of AI on the computer sector’s growth is anticipated to amplify even further. Given the positive shifts in industry fundamentals and the profit growth spurred by cost optimization and efficiency gains, we maintain an optimistic outlook on the prospects for a new wave of market trends.