Group 1 - The computer sector, particularly in areas like AI industry chain, intelligent driving, and overseas expansion, is experiencing favorable conditions [1] - Profitability is expected to benefit from base effect, workforce reduction, efficiency improvements, and cost savings driven by AI, with performance anticipated to exceed revenue growth [1] - The second half of the year is expected to show stronger operational intensity compared to the first half, with significant progress in AI implementation projected to achieve multiple growth compared to the first half [1] Group 2 - High-certainty AI implementation directions include hardware-software integrated edge AI hardware, C-end overseas software, B-end enterprise services and manufacturing information technology, and G-end private deployment of large models [1] - The CS Computer Index (930651) tracks companies involved in software development, IT services, and hardware manufacturing, reflecting the overall performance of listed companies in the computer industry [1] - Investors without stock accounts can consider the Guotai Zhongzheng Computer Theme ETF Link C (010210) and Guotai Zhongzheng Computer Theme ETF Link A (160224) [1]