Core Viewpoint - The AI sector is experiencing significant growth, with the Zhongzheng AI Theme Index showing a strong increase, driven by advancements in AI technologies and upcoming product releases from major companies like Alibaba, ByteDance, and Tencent [1][2]. Group 1: Market Performance - As of January 14, 2026, the Zhongzheng AI Theme Index (930713) rose by 2.09%, with notable gains from stocks such as Yongyou Network (up 10.01%), Guangxun Technology (up 9.93%), and Runze Technology (up 9.32%) [1]. - The AI Artificial Intelligence ETF (512930) increased by 1.66%, with the latest price reported at 2.4 yuan [1]. Group 2: Upcoming Developments - Alibaba is set to release Qwen 3.5, which is expected to show significant improvements in multimodal understanding, agent capabilities, and coding abilities [1]. - Major companies like ByteDance, Tencent, and DeepSeek are anticipated to launch new models and products around the Spring Festival [1]. Group 3: Technological Advancements - Zheshang Securities believes that DeepSeek's Engram module offers a new direction for optimizing large language model architectures, enhancing model inference efficiency while reducing computational costs [1]. - The Engram model demonstrated improvements of 3.4 points and 4.0 points in knowledge tasks MMLU and CMMLU, respectively, and a 5.0 point increase in complex reasoning tasks compared to baseline models [1].
AI人工智能ETF(512930)涨超1.6%，国内大模型进展不断
Xin Lang Cai Jing·2026-01-14 06:10