中信证券：拥抱新模型+新算力 下半年挖掘创新成长

Core Viewpoint - The report from CITIC Securities highlights the expectation of a new wave of innovation in the computer industry by the second half of 2025, driven by advancements in AI and structural innovations across various sectors [1] Investment Directions - AI Industry Chain: The report emphasizes the importance of focusing on the "AI main line," with a positive outlook on opportunities in AI applications and computing power sectors [1] - Structural Innovations: It suggests paying attention to opportunities in areas such as trusted computing, financial technology innovations, and specialized IT, indicating a trend towards structural innovation within the industry [1]