According to the CITIC Securities Research Report, it is expected that the computer industry's performance in various sectors and segments in the third quarter will continue to fluctuate or diverge along with downstream demand, and highlights in structural demand and new increases brought about by AI-led scientific and technological innovation will be reflected. Looking ahead to 2024, we continue to be optimistic about investment opportunities under the two main lines of “structural demand highlights” and “scientific and technological innovation”. At the same time, taking into account marginal “pro-cyclical” changes, it is recommended to seize high prosperity and bottom opportunities. It is recommended to focus on fields such as credit innovation, data industry chains, fiscal IT, and low-altitude economy where structural demand highlights exist; focus on supply innovation led by the implementation of AI innovation, focus on domestic computing power and new opportunities for strong mapping applications; and focus on segments such as financial IT, real estate and construction IT, and network security under marginal changes in the procyclical sector.

According to the CITIC Securities Research Report, it is expected that the computer industry's performance in various sectors and segments in the third quarter will continue to fluctuate or diverge along with downstream demand, and highlights in structural demand and new increases brought about by AI-led scientific and technological innovation will be reflected. Looking ahead to 2024, we continue to be optimistic about investment opportunities under the two main lines of “structural demand highlights” and “scientific and technological innovation”. At the same time, taking into account marginal “pro-cyclical” changes, it is recommended to seize high prosperity and bottom opportunities. It is recommended to focus on fields such as credit innovation, data industry chains, fiscal IT, and low-altitude economy where structural demand highlights exist; focus on supply innovation led by the implementation of AI innovation, focus on domestic computing power and new opportunities for strong mapping applications; and focus on segments such as financial IT, real estate and construction IT, and network security under marginal changes in the procyclical sector.