According to CoinMeta, a research report by CITIC Securities indicates that the application of AI is prominently reflected in Q2, and the energy and chemical sector is likely to see gradual warming in the coming period. The report analyzes that after 2022, the A-share market has exhibited a phenomenon of "structural rapid rotation," with extremely fast rotation speeds lasting generally 1 to 2 months. The common factor behind this is the insufficient breadth of earnings upgrades, and there is a scarcity of sustainable main trends. Currently, trade frictions have entered a high-incidence period, and the impact of exchange rate gains and losses is also amplifying. Going global, as one of the most important performance drivers for A-shares, faces valuation constraints, which limit the breadth of the market trend and tend to lead to rapid industry rotation. To break this deadlock, new changes are needed. Recent progress in AI has strengthened the trend of rapid growth in computing power demand, but it is not sufficient to change the long-term commercial narrative. In terms of asset allocation, the report proposes a "AI + energy and chemical" barbell strategy, with AI being prominently represented in Q2. The energy and chemical sector is therefore likely to see gradual warming in the future.