Cathay Pacific Haitong released a research report saying that the 26H1 computer industry's revenue and profit are continuing to grow, and the growth rate is accelerating; by sector, sectors such as AI computing power, Xinchuang, IOT, fintech, and AI applications performed better. The bank believes that the country is currently in the process of strengthening policies and continuing economic recovery, IT related investment from downstream customers continues to recover, and it is expected that the computer sector's revenue side will maintain an upward trend. Furthermore, as AI industry trends gradually become clear, and AI products are formed and projects are implemented, profit side prosperity will pick up. It is recommended to focus on targets related to sectors such as AI computing power, AI applications, technological self-reliance and self-improvement, and fintech.

Cathay Pacific Haitong released a research report saying that the 26H1 computer industry's revenue and profit are continuing to grow, and the growth rate is accelerating; by sector, sectors such as AI computing power, Xinchuang, IOT, fintech, and AI applications performed better. The bank believes that the country is currently in the process of strengthening policies and continuing economic recovery, IT related investment from downstream customers continues to recover, and it is expected that the computer sector's revenue side will maintain an upward trend. Furthermore, as AI industry trends gradually become clear, and AI products are formed and projects are implemented, profit side prosperity will pick up. It is recommended to focus on targets related to sectors such as AI computing power, AI applications, technological self-reliance and self-improvement, and fintech.