Minsheng Securities released the investment strategy for the computer sector in 2025: Fully embracing the AI+ Era. The computer sector is expected to show weak performance in 2024 followed by strong recovery, with institutional Hold Positions still at historical lows. AI applications have crossed the commercialization threshold, fully welcoming the AI+ Era. The end of every technological revolution is marked by the prosperity of applications, which often develop at an astonishing speed after surpassing the tipping point of commercial closure. Investment suggestion: The new quality productivity is driven by revolutionary technological breakthroughs, innovative allocation of production factors, and deep transformation and upgrading of industries. AI, as the leader of the new round of technological revolution, will drive the great opportunities of the era centered on 'AI+': the rise of domestic AI computing power is already an inevitable trend. On one hand, AI is driving an unprecedented revolution in terminal Hardware, and on the other hand, AI+ applications are reaching a comprehensive implementation tipping point. In addition, the quantum industry is expected to become the 'engine' of new quality productivity, and Satellite Internet and Xinchuang have also entered the stage of large-scale implementation. Minsheng Securities strongly recommends leading companies in the 'AI+' theme such as Hangzhou Hikvision Digital Technology, Beijing Kingsoft Office Software, Inc, Iflytek Co.,ltd., Thunder Software Technology, Hithink RoyalFlush Information Network, Cambricon, Elink, Hundsun Technologies Inc., and Inspur Electronic Information Industry.