Sou Hu Cai Jing·2026-01-13 05:06Core Insights - The Computer ETF (159998) has seen active trading with a turnover of 13.75% and a transaction volume of 446 million yuan, while the tracked CSI Computer Theme Index (930651) decreased by 0.33% [1] - The ETF has experienced a net subscription of over 120 million shares during the trading session, indicating strong investor interest [1] - As of January 12, the Computer ETF reached a new high with a total scale of 3.217 billion yuan and a total share count of 2.777 billion [2] - The ETF has recorded continuous net inflows over the past eight days, totaling 488 million yuan, with a peak single-day inflow of 302 million yuan [2] - The ETF focuses on the hard technology sector, covering various sub-sectors such as software, hardware, and cloud computing, aligning with trends in the digital economy and AI development [2] Related Events - The launch of China's first financial meteorological AI model "Entropy Machine" on January 11 aims to explore the impact of meteorological factors on financial asset pricing, providing innovative tools for risk management and investment decisions [2] - Apple and Google announced a long-term partnership to upgrade Siri using Google's Gemini model, which boasts 1.2 trillion parameters, significantly enhancing Siri's capabilities in natural language understanding and complex task planning [3] Institutional Perspectives - Domestic AI large model technology is entering a critical breakthrough period, with expectations for increased commercialization of AI applications. The release of the V4 version of the DeepSeek plan is intensifying competition among leading general-purpose large models [4] - The advancements in AI programming tools, exemplified by Cursor and GitHub Copilot, are showing promising commercial prospects, and similar domestic products are expected to accelerate their development [4]