Ge Long Hui·2026-01-13 01:53Group 1 - The A-share market's AI application sector continues to perform strongly, with companies like Di'an Diagnostics, Yidian Tianxia, and Tianlong Group hitting the 20% daily limit up, marking a three-day consecutive rise [1] - The AGI-Next summit initiated by Tsinghua University's key laboratory highlights a shift in large model competition from "Chat" to "Agent," focusing on executing complex tasks in real environments [1] - The acceleration of AI applications in the healthcare sector is notable, with Ant Group's "Antifufu" transforming into an AI health partner and quickly entering the top 3 of the Apple App Store, indicating strong consumer demand for integrated healthcare services [1] Group 2 - Citic Construction Investment Securities emphasizes that as model capabilities improve and costs for reasoning and long-window tasks decrease, AI downstream application scenarios are rapidly entering the commercialization verification phase, particularly in search & marketing, coding, multimodal, Agent, and AI for Science fields [2] - The stock performance of key companies in the AI sector shows significant year-to-date gains, with Yidian Tianxia up 87.36%, Di'an Diagnostics up 97.29%, and Tianlong Group up 82.26% [3]