Jin Rong Jie·2026-01-12 03:50Group 1 - AI software stocks experienced a significant rally on January 12, with the cloud computing ETF (159890) rising by 6.76%, and major stocks like iFlytek and Kingsoft increasing by over 8% and 7% respectively, while Runze Technology surged by over 17% [1] - The cloud computing ETF (159890) saw a net inflow of approximately 14 million yuan during intraday trading, indicating strong investor interest [1] - Several stocks, including Youfu Network, TaxFriend, and China Great Wall, hit the daily limit up, while Hand Information and Zhongke Star Map rose by over 17% [1] Group 2 - DeepSeek plans to launch its next-generation flagship model, DeepSeek-V4, in mid-February, focusing on enhancing code generation and long code context processing capabilities [3] - Zheshang Securities highlights DeepSeek's strengths in being open-source and cost-effective, making it one of the most user-friendly models for AI applications [3] - The demand for private and dedicated cloud models among large domestic clients, who are sensitive to data and security, is increasing, and DeepSeek's pricing is significantly lower than OpenAI's while outperforming many models [3] Group 3 - The cloud computing ETF (159890) tracks the CSI Cloud Computing and Big Data Theme Index, with IT services, horizontal general software, and vertical application software accounting for approximately 65% of the index, indicating a deep investment in AI applications [5] - The top ten constituent stocks of the index include leaders in optical modules, electronic terminals, and software development, suggesting a comprehensive solution for the AI computing era [5]