Xin Lang Cai Jing·2026-01-14 03:57Group 1 - The A-share software sector has shown strong performance, with the CSI Software Index rising by 6.61% and reaching over 7% at one point, driven by stocks like Yonyou Network and Shiji Information hitting the daily limit [1] - The Ministry of Industry and Information Technology has issued an action plan for the high-quality development of industrial internet platforms from 2026 to 2028, emphasizing the integration of industrial internet and artificial intelligence [1] - According to Shenwan Hongyuan Securities, 2024 will be a period of rapid iteration for foundational large models, with AI applications expected to commercialize significantly by 2026, leading to a rapid increase in the market value of the software industry [1] Group 2 - The AI large models are transitioning from "generation" to the "agent" stage, focusing on transforming user behavior and task processes, which will accelerate the commercialization of AI applications in enterprises by 2026 [1] - The Tianhong CSI Software Service Index tracks 30 listed companies involved in software development and services, reflecting the overall performance of the software service industry [2]