Xin Lang Cai Jing·2026-01-14 02:10Core Insights - The AI application sector is experiencing significant growth, with companies like Yidian Tianxia leading the surge, gaining over 11% [1]. - The ChiNext AI ETF (159363) has seen a substantial increase of 3%, with a trading volume exceeding 250 million yuan and net subscriptions surpassing 90 million units in recent days [1][5]. - The ChiNext AI Index has risen over 12% since the beginning of the year, outperforming the telecommunications equipment index, indicating a shift in investment focus towards AI applications [3][9]. Group 1: Market Performance - Yidian Tianxia has led the market with a rise of over 11%, while other stocks like Dongfang Guoxin, BlueFocus, and Wanxing Technology have increased by more than 5% [1]. - The ChiNext AI ETF has recorded a trading volume of over 250 million yuan, with net subscriptions exceeding 90 million units, reflecting strong investor interest [1][5]. - The ChiNext AI Index has outperformed the telecommunications equipment index, highlighting a significant performance divergence driven by core configuration differences [3][9]. Group 2: Industry Trends - AI applications are entering a commercialization verification phase, with significant developments in both domestic and international markets, including financing rounds for companies like xAI and Anthropic [3][9]. - The upcoming release of DeepSeek-V4 is expected to trigger a new wave of AI application enthusiasm, supported by decreasing costs in model capabilities, particularly in inference and long-window applications [3][9]. - The market is transitioning to a new investment phase where applications take precedence over computational power, with the ChiNext AI ETF strategically positioned to benefit from this trend [5][11].