Blue Focus(SZ:300058) Jin Rong Jie·2026-01-12 03:50Group 1 - The stock markets in Shanghai and Shenzhen continued to rise, with the media, computer, and defense sectors leading the gains. As of 11 AM, the Southern AI ETF (159382.SZ) rose by 4.48%, and BlueFocus increased by 20.02% [1] - The Ministry of Industry and Information Technology released the "Industrial Internet and Artificial Intelligence Integration Empowerment Action Plan" and the "Implementation Opinions on 'Artificial Intelligence + Manufacturing'" on January 7, marking a new phase in the systematic and large-scale promotion of industrial intelligence. The documents set quantitative goals for enterprise network transformation, industry data set construction, and model collaborative development, aiming to promote multiple general large model applications and create benchmark enterprises by 2027 [1] - The policy aligns with the "East Data West Computing" initiative and the positive performance of high-tech manufacturing, injecting growth momentum into the entire industrial chain of industrial internet, AI computing power, and intelligent equipment, accelerating the overall industrial intelligence [1] - The Ministry of Education is advancing AI in education, proposing a "Four Futures" concept and planning to introduce policies to deepen educational digitization by 2026, indicating significant potential in the education AI application sector [1] Group 2 - In the computer sector, DeepSeek is expected to officially release its next-generation V4 model in mid-February, which is anticipated to achieve breakthroughs in programming capabilities, long code understanding, data pattern learning, and reasoning reliability, potentially continuing its previous open-source influence [2] - Companies like Zhiyun and MiniMax recently listed on the Hong Kong Stock Exchange, with market capitalizations reaching nearly HKD 70 billion and over HKD 100 billion, respectively, both experiencing strong revenue growth in recent years [2] - Samsung Electronics is projected to see a significant increase in its Q4 2025 performance, with operating profit rising by 208.2% year-on-year, primarily driven by increased AI demand leading to higher storage chip prices [2] - Huawei recently forecasted that by 2035, the total computing power of society will increase by 100,000 times, with general artificial intelligence expected to drive the industry into an upward cycle [2] - The Southern AI ETF (159382.SZ) tracks the AI index on the Growth Enterprise Market, covering core areas of the AI application and hardware industry, benefiting directly from the AI capital expenditure wave, with high certainty in its growth and profitability [2]