Core Insights - The AI application sector is experiencing a significant surge, with multiple stocks in the ChiNext index hitting the 20% daily limit up, indicating strong market enthusiasm for AI-related investments [1] - The ChiNext AI ETF (159363) has seen a substantial price increase of 7.85%, reflecting a robust inflow of capital, with a net subscription of 352 million units [1][3] - The overall performance of the ChiNext AI index has outpaced the communication equipment index, with a cumulative increase of over 12% since the beginning of the year [3] Group 1: Market Performance - Eight stocks, including BlueFocus, Toprays, and Han's Information, achieved the 20% limit up, showcasing the bullish sentiment in the AI sector [1] - The ChiNext AI ETF has recorded a trading volume exceeding 1 billion yuan in a single day, indicating strong investor interest [1] - The current price of the ChiNext AI ETF is approaching its pre-dividend closing price, suggesting a potential "fill the gap" scenario, which reflects high industry optimism [1] Group 2: Industry Developments - New catalysts for AI applications have emerged, particularly the growing interest in "Generative Engine Optimization" (GEO) as a new AI sector [3] - Elon Musk announced the upcoming open-source release of the latest content recommendation algorithm for the X platform, which is expected to enhance AI capabilities [3] - A report from China Merchants Securities highlights the rapid advancement in AI applications, driven by improved reasoning capabilities and reduced training costs, with expectations for better revenue realization by 2026 [3] Group 3: Investment Strategy - The ChiNext AI index is structured to cover a wide range of assets from computing infrastructure to deep integration of AI technologies across various industries, indicating a strategic shift towards application-driven investments [4] - The market is perceived to have entered a new phase of AI investment, where applications are prioritized over mere computational power, emphasizing the importance of a dual strategy in "computing power + AI applications" [4]

12日，A股全线飙升，沪指午后涨超1%，创业板指涨近2%，北证50指数大涨超5%；港股亦走高，恒生 指数涨超1%，恒生科技指数涨超3%。 具体来看，两市股指早盘震荡上扬，午后再度攀升，沪指涨超1%，续创逾10年新高；创业板指逼近 3400点，创4年新高。截至收盘，沪指涨1.09%报4165.29点，续创逾10年新高；深证成指、创业板指涨 近2%，北证50指数涨5.35%，沪深北三市合计成交约3.64万亿元，突破前期高点，创历史新纪录。 全A超4100股飘红，逾200股涨停。AI应用概念集体爆发，万兴科技（300624）、海天瑞声、昆仑万维 （300418）等涨停，星环科技尾盘亦涨停续创新高；商业航天概念热度不减，邵阳液压（301079）4日 大涨超100%，创历史新高；天力复合、铂力特、理工导航等均创新高；脑机接口概念午后拉升，道氏 技术（300409）20%涨停，倍益康、爱朋医疗（300753）等涨超10%。此外，16倍大牛股天普股份 （605255）复牌跌停。 脑机接口概念活跃 脑机接口概念盘中强势拉升，截至收盘，道氏技术20%涨停，创历史新高，熵基科技（301330）涨超 17%亦创新高，倍益康、爱朋医 ...

Group 1 - The market experienced a significant rally on January 12, with all three major indices rising over 1%, and the total trading volume in the Shanghai and Shenzhen markets reaching 3.6 trillion yuan [1] - The Software ETF fund (561010) hit the daily limit, increasing by 9.97%, with a turnover rate of 30.33% and a transaction volume of 49.55 million yuan, indicating active market trading [1] - Key stocks in the software sector, including Torus, New Point Software, and Keda Guokuan, among others, also reached the daily limit [1] Group 2 - According to Dongfang Securities, the upcoming release of the DeepSeek V4 model in mid-February is expected to surpass mainstream models in programming tasks and has made significant improvements in handling long code prompts [2] - Major internet companies are accelerating their AI application strategies, with Alibaba launching the "Qianwen" app for personal AI assistance and Ant Group releasing a multimodal assistant named "Lingguang" [2] - The Software ETF fund closely tracks the CSI All-Share Software Development Index, providing investors with analytical tools to assess the performance of various industry companies [2]

MACD金叉信号形成，这些股涨势不错！ 消息面上，上周，被称为中国"AI六小虎"的智谱与稀宇科技(MiniMax)相继登陆港交所，而百度年初亦宣布分拆昆仑芯赴港上市，相关利好持续引爆AI板 块。热潮下，多家AI视频领域企业近期成为市场关注焦点。其中，AIGC软件A股上市公司万兴科技因在大模型和AI应用的落地表现，受到广泛关注。 万兴科技(300624.SZ)今日午后强势拉升并封死20cm涨停，最终收报99.06元，股价创2023年6月27日以来逾30个月新高；该股2026年喜获开门红，开年以来6 个交易日已累涨超40%，远远跑赢大盘表现(同期A股三大指数涨幅4%~6%)。 万兴科技业务覆盖全球200多个国家和地区，累计活跃用户超过20亿，在全球视频创意工具市场中具备广泛的用户基础。2025年6月，公司推出万兴天幕音视 频多媒体大模型2.0，其海外版本在VBench-2.0文生视频评测中跻身全球前三。而公司旗下多款海外产品已接入谷歌新一代图像生成与编辑模型Nano Banana Pro、新一代AI视频生成模型Veo 3.1，以及OpenAI新一代视频生成模型Sora 2。此外，在AIGC软件领域，万兴科技已推出 ...

消息面上，上周，被称为中国"AI六小虎"的智谱与稀宇科技(MiniMax)相继登陆港交所，而百度年初亦宣布分拆昆仑芯赴港 上市，相关利好持续引爆AI板块。热潮下，多家AI视频领域企业近期成为市场关注焦点。其中，AIGC软件A股上市公司万 兴科技因在大模型和AI应用的落地表现，受到广泛关注。万兴科技业务覆盖全球200多个国家和地区，累计活跃用户超过20 亿，在全球视频创意工具市场中具备广泛的用户基础。2025年6月，公司推出万兴天幕音视频多媒体大模型2.0，其海外版本 在VBench-2.0文生视频评测中跻身全球前三。而公司旗下多款海外产品已接入谷歌新一代图像生成与编辑模型Nano Banana Pro、新一代AI视频生成模型Veo 3.1，以及OpenAI新一代视频生成模型Sora 2。此外，在AIGC软件领域，万兴科技已推出万 兴喵影、万兴图示等爆火创意设计软件产品。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：钟离 1月12日，万兴科技(300624.SZ)今日午后强势拉升并封死20cm涨停，最终收报99.06元，股价创2023年6月27日以来逾30个月 新高；该股2026年喜获开门红，开年以 ...

Group 1 - The core viewpoint of the news highlights the significant surge in AI application stocks, particularly in the software sector, with multiple stocks reaching the daily limit increase of 20% [1] - The software sector is positioned in the midstream technology layer and downstream application layer of the AI industry chain, providing essential technical support and facilitating the implementation of AI applications [1] - The China Securities report indicates that 2026 will be a pivotal year for AI applications transitioning from "technology validation" to "commercial promotion," emphasizing four key directions: super entry points, AI infrastructure, high growth, and high barriers [2] Group 2 - The report identifies that the software industry plays a crucial role in offering AI frameworks, development platforms, and algorithm models, which are foundational for AI application development [1] - The software sector is expected to leverage AI technology to drive commercial applications in various industries, enhancing the integration of AI with real-world scenarios [2] - Specific products mentioned include the China Securities ETFs focused on software and AI, such as the创业板软件ETF华夏 (159256) and the人工智能AIETF (515070) [2]

大数据ETF(159739)，场外联接(A：021090；C：021091；I：022882)。 大数据ETF紧密跟踪中证云计算与大数据主题指数，中证云计算与大数据主题指数选取50只业务涉及提 供云计算服务、大数据服务以及上述服务相关硬件设备的上市公司证券作为指数样本，以反映云计算与 大数据主题上市公司证券的整体表现。 数据显示，截至2025年12月31日，中证云计算与大数据主题指数(930851)前十大权重股分别为科大讯 飞、金山办公、中际旭创、新易盛、浪潮信息、中科曙光、紫光股份、恒生电子、润泽科技、拓维信 息，前十大权重股合计占比50.01%。 GEO概念全线爆发，AI大模型持续发展下，市场认为GEO推动广告投放升级，AI应用有望呈现高景 气。消息面上，马斯克当地时间1月10日在社交媒体平台X发文称，将在一周内正式开源X平台最新的内 容推荐算法。这一举动被市场普遍解读为"马斯克也要涉足GEO"。 太平洋证券认为，GEO生成式引擎优化是面向生成式AI应用的广告投放技术，其通过广告内容投喂， 使得广告内容被纳入AI信息库，进而提升广告内容在AI生成内容中的被引用概率。从投放策略来看， GEO不仅涉及投放执行 ...

招商证券表示，建议投资者围绕产业趋势最为明确的AI、政策驱动最为确定的信创以及最为受益"牛 市"Beta 的金融科技坚定布局。资料显示，云计算ETF华夏（516630）跟踪云计算指数（930851），费 率最低。该指数聚焦国产AI软硬件算力，算机软件+云服务+计算机设备合计权重高达83.7%，deep seek、AI应用含量均超40%。场外联接（A类：019868；C类：019869） 1月12日，AI+方向集体沸腾，截至13:35，低费率云计算ETF华夏(516630)上涨6.47%， 冲击3连涨，持 仓股拓尔思、汉得信息、易点天下20cm涨停，万兴科技，中科星图等个股跟涨。拉长时间看，截至 2026年1月9日，云计算ETF华夏近1周累计上涨9.33%。 消息面上，DeepSeek将于2月发布新一代旗舰AI模型DeepSeek V4，该模型具备强大的编程能力，预计 将对当前的AI竞争格局产生重大影响。V4是DeepSeek继2024年12月发布的V3模型之后的最新版本。知 情人士称，DeepSeek内部的初步测试表明，V4在编程能力上超过了目前市场上的其他顶级模型，如 Anthropic的Claude和Op ...

（文章来源：证券时报网） 数据宝统计，截至14:04，万兴科技成交额36.40亿元，创2024年12月11日以来新高。最新股价上涨 20.00%，换手率23.27%。上一交易日该股全天成交额为22.70亿元。 据天眼查APP显示，万兴科技集团股份有限公司成立于2003年09月28日，注册资本19333.6324万人民 币。 ...

Core Viewpoint - The company is leveraging the AI wave to transform AI capabilities into actual productivity, focusing on a multi-dimensional product strategy that includes video, drawing, documentation, and tools, while enhancing AI integration across its product lines [1] Group 1: Company Strategy - The company is committed to a multi-end matrix product strategy, promoting mobile and AI capabilities across its four main product lines [1] - The company aims to capture opportunities in niche verticals by continuously incubating new AI products and solidifying product quality for a long-term competitive edge [1] Group 2: Industry Trends - The recent CES 2026 showcased advancements in AI computing infrastructure, highlighting a shift from "digital intelligence" to "embodied intelligence" and the rapid integration of AI into physical hardware [1] - AI applications are increasingly permeating all aspects of production and daily life, driving a new wave of efficiency revolution [1] Group 3: Technological Innovation - The company plans to release the Wankey Tianmu Multimedia Model 2.0 in June 2025, which boasts a 90% performance improvement over its predecessor, with notable advancements in professional camera work, 3D sound generation, and intelligent frame transition [1] - The company is enhancing the AI capabilities of its video, document, and drawing software product matrix, with the recent launch of Wankey PDF 2025 featuring new AI functions like intelligent encryption and professional translation [1] Group 4: Talent Acquisition - The company is intensifying its focus on AI talent acquisition, recently launching a "Million Annual Salary Plan" for campus recruitment for the 2026 class, which has garnered significant attention [2]