Sou Hu Cai Jing·2026-01-12 02:19Group 1 - The software sector experienced a significant surge, with the Software 50 ETF (159590) rising over 5% and a substantial trading volume, indicating strong market interest [1] - Major stocks within the Software 50 ETF saw positive performance, including Zhongke Xingtou up over 14%, Tuorisi up nearly 12%, and Keda Xunfei up over 6% [1] - The net subscription amount for the Software 50 ETF exceeded 22 million yuan shortly after the market opened [1] Group 2 - The Software 50 ETF tracks the CSI Software Index, which includes 50 constituent stocks, with approximately 67% weight in application software and over 15% in AI-related fields [6] - The index aims to provide comprehensive exposure to the entire AI software industry chain, making it a strategic investment option [6] Group 3 - The upcoming release of DeepSeek V4 is anticipated to enhance programming capabilities and understanding of data patterns, potentially reshaping the global AI competition landscape [3] - Fire Mountain Engine has become the exclusive AI cloud partner for the Spring Festival Gala, highlighting the growing importance of multi-modal capabilities in AI applications [3] Group 4 - Companies like Zhiyu and MiniMax have recently listed on the Hong Kong stock market, which is expected to accelerate their growth with capital support [4] - The shift from traditional SEO to GEO (Generative Engine Optimization) is seen as a long-term growth opportunity in AI marketing, as it enhances content visibility and brand authority [5]