(Citic Securities: looking forward to the second half of the year, the main line of investment in the science and technology industry is still the "AI+ digital economy"). The Citic Securities Research News pointed out that looking forward to the second half of 2023, we believe that the main line of investment in the technology industry is still the "AI+ digital economy." at the same time, it is suggested that attention should be paid to industry innovation and the pace of recovery. In terms of AI, ChatGPT has become a phenomenal product since the beginning of the year, promoting the industry to usher in the iPhone moment, and from a "small workshop" to the era of industrialization, with the accelerated development of artificial intelligence, it is recommended to focus on computing, algorithms, applications and terminal-related opportunities. In the aspect of digital economy, in recent years, the state attaches great importance to it, and the intensive release of policies pushes the plate into a period of rapid development. At the same time, we are optimistic about the structural opportunities brought about by innovation landing and demand recovery in the second half of the year, focusing on segments such as smart terminals, charging piles, energy storage and so on.