Group 1 - The internet services and software development sectors are experiencing significant gains, with the CSI Software Service Index rising by 6.43% as of 11:05 AM on January 12, 2026 [1] - Key stocks such as Keda Xingtong, Hehe Information, and Weining Health have seen substantial increases, with respective rises of 16.05%, 14.97%, and 14.89% [1] - The CES 2026 exhibition highlights the continuous improvement in global AI computing power, with NVIDIA launching the mass-produced NVIDIA Rubin platform and AMD previewing the new Helios platform and MI500 series GPUs [1] Group 2 - CITIC Securities notes that Chinese independent third-party model vendors like MiniMax have significant commercial potential compared to leading US players, with MiniMax reporting $53.44 million in revenue for the first three quarters of 2025, indicating a potential for exponential growth [2] - The top ten weighted stocks in the CSI Software Service Index as of December 31, 2025, include iFLYTEK, Kingsoft Office, and Tonghuashun, collectively accounting for 60.89% of the index [2] - The Software ETF (159852) tracks the CSI Software Service Index, providing an accessible investment tool for the computer software industry, with additional opportunities available through the Software ETF linked fund (012620) for AI software investments [2]
软件暴力拉升，GEO概念活跃，软件ETF(159852)一键布局AI软件投资机遇
Xin Lang Cai Jing·2026-01-12 03:53