Sou Hu Cai Jing·2026-01-12 10:08Core Insights - The AI application sector is experiencing a significant surge, with multiple stocks in the ChiNext index hitting the 20% daily limit up, indicating strong market enthusiasm for AI-related investments [1] - The ChiNext AI ETF (159363) has seen a substantial price increase of 7.85%, reflecting a robust inflow of capital, with a net subscription of 352 million units [1][3] - The overall performance of the ChiNext AI index has outpaced the communication equipment index, with a cumulative increase of over 12% since the beginning of the year [3] Group 1: Market Performance - Eight stocks, including BlueFocus, Toprays, and Han's Information, achieved the 20% limit up, showcasing the bullish sentiment in the AI sector [1] - The ChiNext AI ETF has recorded a trading volume exceeding 1 billion yuan in a single day, indicating strong investor interest [1] - The current price of the ChiNext AI ETF is approaching its pre-dividend closing price, suggesting a potential "fill the gap" scenario, which reflects high industry optimism [1] Group 2: Industry Developments - New catalysts for AI applications have emerged, particularly the growing interest in "Generative Engine Optimization" (GEO) as a new AI sector [3] - Elon Musk announced the upcoming open-source release of the latest content recommendation algorithm for the X platform, which is expected to enhance AI capabilities [3] - A report from China Merchants Securities highlights the rapid advancement in AI applications, driven by improved reasoning capabilities and reduced training costs, with expectations for better revenue realization by 2026 [3] Group 3: Investment Strategy - The ChiNext AI index is structured to cover a wide range of assets from computing infrastructure to deep integration of AI technologies across various industries, indicating a strategic shift towards application-driven investments [4] - The market is perceived to have entered a new phase of AI investment, where applications are prioritized over mere computational power, emphasizing the importance of a dual strategy in "computing power + AI applications" [4]