AI应用板块再度拉升，指数涨超5%，软件ETF易方达（562930）昨日净流入资金近4亿元

Core Viewpoint - The AI application sector is experiencing significant growth, with the Zhongzheng Software Service Index rising by 5.2% as of January 14, indicating strong investor interest in AI-related stocks [1] Group 1: Market Performance - The Zhongzheng Software Service Index, which includes 30 stocks involved in software development and services, has seen substantial gains, with key stocks like Shiji Information hitting the daily limit, and others like Hehe Information and Weining Health rising over 13% and 9% respectively [1] - The software ETF E Fund (562930) attracted nearly 400 million yuan in net inflows recently, reflecting heightened investor attention towards AI applications [1] Group 2: Industry Developments - Alibaba is set to release Qwen 3.5 soon, which is expected to show significant advancements in multimodal understanding, agent capabilities, and coding skills [1] - Major companies such as ByteDance, Tencent, and DeepSeek are anticipated to launch new models and products around the Chinese New Year, further driving innovation in the AI sector [1] - A report from Galaxy Securities highlights that the AI industry is continuously catalyzing, with vast commercial development potential in AI applications, particularly in generative search (GEO) [1] Group 3: Investment Opportunities - The Zhongzheng Software Service Index covers various AI application scenarios, including AI in office, finance, and education, with the top ten weighted stocks accounting for over 60% of the index [1] - The E Fund software ETF tracks this index, providing investors with opportunities to capitalize on the growth in the AI application field [1]