拐点临近，这一板块“动了”！丨每日研选

Group 1 - The AI sector is experiencing a rebound, with specific subfields like AI in pharmaceuticals, humanoid robots, and intelligent driving showing potential for significant gains if unexpected industry events occur [1] - The computer sector is seeing a recovery in revenue growth, with many companies implementing cost-cutting strategies that have led to improved profit margins, particularly among software firms like Kingsoft and Fudan Software [2][4] - The technology growth sector is expected to continue finding opportunities internally, with a focus on software and energy storage, as well as emerging themes like quantum technology and brain-machine interfaces [3] Group 2 - The computer industry is witnessing a notable improvement in operational quality, with positive trends in cash flow and accounts receivable, alongside a significant increase in AI application revenue expected to exceed double-digit percentages [4] - The recovery in profitability is driving structural market trends, with sectors like machinery, power equipment, and defense seeing rapid performance improvements, indicating that application-side AI will be a key area for investment [5]