Core Viewpoint - The AI corpus concept has seen a significant increase of 4.23%, ranking 9th among concept sectors, with notable stocks like Zhidao Mai and People's Daily reaching their daily limit up [1][2]. Group 1: Market Performance - The AI corpus concept sector had 44 stocks rising, with Zhidao Mai leading at a 20% increase, followed by People's Daily and Yanshan Technology, which rose by 10.01% and 15.22% respectively [1][2]. - The top gainers in the sector included Yanshan Technology (15.22%), Tuoer Si (14.56%), and Hai Tian Rui Sheng (11.30%) [1][2]. - Conversely, stocks like Juran Smart Home, Danghong Technology, and Zhangyue Technology experienced declines of 4.43%, 2.09%, and 1.06% respectively [1][2]. Group 2: Capital Flow - The AI corpus concept sector attracted a net inflow of 2.038 billion yuan, with 27 stocks receiving net inflows, and 12 stocks exceeding 100 million yuan in net inflow [2][3]. - The leading stock in terms of net capital inflow was Yanshan Technology, with a net inflow of 982 million yuan, followed by Tuoer Si and People's Daily with net inflows of 816 million yuan and 683 million yuan respectively [2][3]. - The net inflow ratios for People's Daily, Xinhua Media, and Tianyu Digital were 22.86%, 14.55%, and 12.77% respectively, indicating strong investor interest [3].

拓尔思1月14日公告，公司股票交易于2026年1月12日至14日连续三个交易日收盘价格涨幅偏离值累计超 过30%，属于股票交易异常波动情况。经核实，公司前期披露的信息无需要更正或补充，近期公共传媒 未报道可能影响公司股价的重大信息，公司经营正常，主营业务及内外部经营环境未发生重大变化。公 司、控股股东和实际控制人不存在应披露而未披露的重大事项或筹划阶段的重大事项。控股股东和实际 控制人在股票异常波动期间未买卖公司股票。 ...

证券代码：300229 证券简称：拓尔思 公告编号：2026-001 拓尔思信息技术股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导 性陈述或重大遗漏。 一、股票交易异常波动的具体情况 拓尔思信息技术股份有限公司（以下简称"公司"，证券简称：拓尔思，证券 代码：300229）股票交易于2026年1月12日、2026年1月13日、2026年1月14日连 续三个交易日收盘价格涨幅偏离值累计超过30%。根据深圳证券交易所的有关规 定，属于股票交易异常波动的情况。 二、公司关注并核实的相关情况 根据深圳证券交易所相关规定要求，公司董事会通过电话及现场问询方式对 公司控股股东、实际控制人，全体董事及高级管理人员就相关事项进行了核实， 现对有关核实情况说明如下： 四、风险提示 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息； 3、公司近期经营情况正常，主营业务未发生变化，内外部经营环境未发生 重大变化； 4、公司、控股股东和实际控制人不存在关于公司的应披露而未披露的 ...

拓尔思信息技术股份有限公司 关于公司变更保荐代表人的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在任何虚假记载、误导 性陈述或者重大遗漏。 证券代码：300229 证券简称：拓尔思 公告编号：2026-002 公司董事会对黄亚颖先生在担任公司保荐代表人期间所做的工作表示衷心 的感谢！ 特此公告。 拓尔思信息技术股份有限公司董事会 2026 年 1 月 14 日 附件：保荐代表人周岱岳先生简历 周岱岳先生，保荐代表人，硕士研究生学历，注册会计师，现任中信建投证 券股份有限公司投资银行业务管理委员会副总裁，曾主持或参与的项目有：长鑫 科技 IPO、炬光科技 IPO、软通动力向特定对象发行股票、拓尔思可转债、拓尔 思向特定对象发行股票、拓尔思发行股份购买资产、国泰集团发行股份购买资产、 光线控股可交债等，在保荐业务执业过程中严格遵守《证券发行上市保荐业务管 理办法》等相关规定，执业记录良好。 拓尔思信息技术股份有限公司（以下简称"拓尔思"、"公司"）于近日收到 中信建投证券股份有限公司（以下简称"中信建投证券"）出具的《关于变更拓 尔思向特定对象发行股票持续督导保荐代表人的函》，具体情况如下： 中 ...

Group 1 - The core viewpoint of the news highlights the significant surge in the A-share software sector, with the Software 50 ETF (159590) experiencing a rise of over 5% and attracting more than 270 million yuan in investments over two days [1][4] - On January 13, a government action plan was released to promote the high-quality development of industrial internet platforms, aiming to cultivate over 450 influential platforms and achieve over 120 million industrial device connections by 2028, with a platform penetration rate exceeding 55% [3] - Major components of the Software 50 ETF saw substantial gains, including a rise of over 8% for Yonyou Network, over 7% for Tonghuashun and Zhongke Xingtu, and over 6% for 360 [4][5] Group 2 - The AI industry is experiencing a continuous increase in popularity, with significant advancements in capital, application, and technology. Notably, two leading general model companies, Zhipu and MiniMax, successfully listed on the Hong Kong Stock Exchange, reflecting strong market recognition for the AI sector [6] - The integration of AI into various fields is accelerating, with AI for Science emerging as a new research paradigm and the rise of Generative Engine Optimization (GEO) emphasizing high-quality content in model outputs [6] - Securities firms predict that 2026 will be a pivotal year for AI applications, driven by continuous improvements in model capabilities, decreasing computing costs, and accelerated monetization processes [7]

Wind统计显示，1月13日，申万31个一级行业中有21个行业获融资净买入，其中，医药生物行业获融资 净买入额居首，当日净买入30.65亿元；获融资净买入居前的行业还有计算机、传媒、家用电器、机械 设备、汽车、公用事业等。 个股方面，1月13日，有1993股获融资净买入，净买入金额在1亿元以上的有89股。其中，29股获融资净 买入额超2亿元。拓尔思获融资净买入额居首，净买入5.71亿元；融资净买入金额居前的还有用友网 络、易点天下、新易盛、世纪华通、中文在线、润泽科技、美的集团、航天动力等股。 （文章来源：证券时报网） ...

今日A股股指盘中集体下跌，盘面上，医疗服务、CRO概念、医药商业等板块领涨，商业航天、大 飞机等板块领跌，创业板软件ETF华夏（159256）盘中跌1.85%，持仓股卫宁健康大涨超16%，万兴科 技涨超10%，创业慧康、鼎捷数智、拓尔思等股涨幅居前，航天智装、慧博云通、银之杰等股跌幅居 前。 相关产品：创业板软件ETF华夏（159256）、创业板200ETF华夏（159573）、人工智能AIETF （515070）。 每日经济新闻 消息方面，1月12日，美国顶尖大模型独角兽Anthropic面向医疗保健领域，正式推出新一代模型 Claude Opus 4.5，并同步扩展其在生命科学方向的能力。Anthropic官方提到，该版本重点覆盖事前授 权、理赔申诉、护理协调以及患者消息分类等高频流程，目标是降低人工成本并提升处理效率。同时， 据Anthropic官方公布，Claude目前已接入多项核心医疗行业数据库，进一步强化其在合规与业务流程中 的应用能力。 在AI产业链中，软件行业主要处于中游技术层和下游应用层，扮演着核心技术支撑和应用落地的 关键角色。具体来看，软件行业在中游技术层主要提供AI框架、开发平台和算法 ...

数据宝统计，截至10:33，拓尔思成交额44.95亿元，创2025年2月17日以来新高。最新股价上涨6.05%， 换手率18.03%。上一交易日该股全天成交额为44.55亿元。 据天眼查APP显示，拓尔思信息技术股份有限公司成立于1993年02月18日，注册资本87362.0932万人民 币。（数据宝） （文章来源：证券时报网） ...

Market Overview - A-share market experienced a significant increase in trading volume, with a record turnover of 3.65 trillion yuan, reflecting strong market sentiment and active trading [3][11][13] - The market saw 4,144 stocks rise, with 201 stocks hitting the daily limit, indicating a broad-based rally across various sectors [3][10] Sector Performance - The technology sector, particularly computer software and AI-related stocks, led the gains, with the computer sector rising by 7.26% and the media sector by 7.80% [4][6][7] - Notable stocks included BlueFocus Communication (20.02% increase) and Tuoer Si (20.02% increase), both hitting the daily limit [5][6][10] Investment Trends - There is a notable influx of incremental capital into the market, driven by public funds and long-term institutional investors, including social security and insurance funds [11][13] - The recent surge in trading volume is attributed to the strong demand for thematic ETFs focused on artificial intelligence and satellite industries, appealing to retail investors [11][13] Market Dynamics - The current market environment is characterized by a "slow bull" consensus, with investors encouraged to maintain a positive strategic outlook [13] - The continuous inflow of northbound capital and the active participation of margin trading are contributing to the market's upward momentum [11][13] Risks and Volatility - Despite the positive market sentiment, there are concerns about potential short-term volatility and profit-taking following the high trading volume [2][14] - Some sectors are showing signs of being overbought, which may lead to increased rotation and potential pullbacks [14][15]

Core Viewpoint - The AI application sector is experiencing a significant surge, with many stocks in the ChiNext AI index hitting the 20% daily limit up, indicating strong market enthusiasm and potential for further growth [1][7]. Group 1: Market Performance - The ChiNext AI index has seen a cumulative increase of over 12% since the beginning of the year, outperforming the communication equipment index [10]. - Eight stocks, including BlueFocus, Toprays, and Han's Information, achieved the 20% limit up, with Epoint and Kunlun Wanwei showing particularly strong performance [1][7]. - The ChiNext AI ETF (159363) experienced a price increase of 7.85%, reaching a new high, with a trading volume exceeding 1 billion yuan and a net subscription of 352 million units [1][7]. Group 2: Industry Catalysts - Recent developments in AI, such as the rise of "Generative Engine Optimization" (GEO) and Elon Musk's announcement to open-source the latest content recommendation algorithm, are seen as catalysts for the AI application market [3][9]. - A report from招商证券 highlights the rapid improvement in LLM reasoning and multimodal capabilities, along with reduced training costs, accelerating the commercialization of AI applications [10]. Group 3: Investment Strategy - The current market is transitioning to a new phase where application-driven investments are prioritized, moving from infrastructure to practical applications of AI technology [5][12]. - The ChiNext AI ETF is positioned to benefit directly from the commercialization of AI technology, making it an attractive investment option for capturing growth in this sector [12].