Seek .(US:SKLTY) Xin Lang Cai Jing·2026-01-07 11:42Group 1 - The core viewpoint of the news is that the AI sector, particularly the entrepreneurial board AI index, is experiencing significant growth, driven by advancements in computing hardware and AI applications [1][5][7] - The entrepreneurial board AI index reached a new high, with a cumulative increase of over 114% from January 1, 2025, to January 7, 2026, outperforming other AI-themed indices [3][7] - Key stocks in the AI sector, such as Zhishang Technology and Changxin Bochuang, saw substantial gains, with Zhishang Technology leading with an increase of over 7% [1][5] Group 2 - The upcoming launch of DeepSeek's next-generation flagship system R2 is expected to catalyze further growth in AI applications [7] - Meta's acquisition of Manus for billions is seen as a strategic move to enhance its AI capabilities and accelerate the commercialization of AI technologies [3][7] - The demand for computing power is projected to remain strong, with both domestic and international markets investing heavily in computing infrastructure, benefiting companies involved in optical interconnection solutions [3][7] Group 3 - The entrepreneurial board AI ETF (159363) has shown strong liquidity, with a daily trading volume exceeding 600 million yuan and a recent price increase of 0.79% [1][5] - The ETF is designed to track the entrepreneurial board AI index, which has shown varying annual performance from 2018 to 2025, including a notable increase of 106.35% in 2025 [4][8] - The ETF's portfolio is heavily weighted towards computing hardware, with over 70% allocated to this sector and more than 20% to AI applications, positioning it well to capture AI market trends [8]