20cm速递|AI应用正步入关键爆发期，科技主线催化，关注科创200ETF国泰（589223）投资价值

Core Insights - The year 2026 is identified as a critical period for AI applications, transitioning from proof of concept to large-scale practical use [1] - Major technology companies are accelerating the deployment of various AI applications [1] Group 1: Market Dynamics - The domestic market is experiencing a multi-faceted growth, with various companies making significant advancements [1] - ByteDance is actively sponsoring the Spring Festival Gala through its "Doubao" initiative and deepening collaborations with mainstream smartphone manufacturers to promote rapid penetration of AI assistants [1] - DeepSeek is maintaining its position at the forefront of technology, with new papers and models set to be released soon [1] - Alibaba's ecosystem is expanding comprehensively, with its Tongyi Qianwen large model and "Ant Aifu" applications working in synergy to achieve full-scenario coverage from consumer to enterprise services [1]