Seek .(US:SKLTY) Jin Rong Jie·2026-01-12 03:50Core Viewpoint - The AI application sector continues to show strong momentum, with significant gains in the domestic AI industry chain, particularly highlighted by the performance of the Huabao AI ETF (589520) which surged by 4.55% [1][4]. Group 1: Market Performance - The Huabao AI ETF experienced a jump of 5% during intraday trading, marking its third consecutive day of gains [1]. - Key stocks in the AI sector saw substantial increases, with Zhongke Xingtou rising by 16.07%, Hehe Information by 15.32%, and others like Haitaian Ruisheng and Xinghuan Technology also showing strong performance [2][7]. Group 2: Industry Dynamics - The AI industry is witnessing a surge in activity, with significant financing rounds for overseas companies like xAI and Anthropic, and the introduction of domestic policies promoting "AI + manufacturing" [2][3]. - The upcoming release of DeepSeek's next-generation V4 model is anticipated to enhance programming capabilities and improve data pattern understanding, potentially reshaping the global AI competitive landscape [3]. Group 3: Future Outlook - Analysts predict that 2026 will be a "golden year" for AI applications, driven by technological maturity, supportive policies, and market demand [4]. - The domestic large model industry is transitioning from a phase of technological catch-up to systematic layout and ecosystem construction, with expectations of achieving leadership in certain areas by 2026 [4]. Group 4: Investment Opportunities - The Huabao AI ETF focuses on a balanced allocation across application software, terminal applications, terminal chips, and cloud chips, reflecting a shift from reliance on foreign technology to self-sufficiency [4][5]. - The ETF is positioned as an efficient tool for investing in domestic computing power, with a high concentration in semiconductor stocks [5].