AtHub(SH:603881) Xin Lang Cai Jing·2026-01-14 06:39Group 1 - The technology sector experienced a narrowing of gains, with the cloud computing ETF Huaxia (516630) seeing its increase shrink to 3.01%, while stocks Data Harbor and Shiji Information hit the daily limit up [1] - The AI-focused cloud computing ETF Huaxia (516630) tracks an index with a high AI computing power content, covering popular concepts such as optical modules, computing leasing, data centers, AI servers, and liquid cooling [3] - The launch of the GLM-Image model by Zhipu in collaboration with Huawei marks a significant advancement, being the first state-of-the-art multimodal model trained entirely on domestic chips, with a cost of generating an image at only 0.1 yuan [1] Group 2 - The joint issuance of the "AI + Manufacturing" implementation opinions by eight national departments aims to promote the deep integration of AI and manufacturing, which is expected to accelerate AI application penetration in the B-end market [2] - Major internet companies in China are rapidly expanding their C-end applications, leveraging their large user bases and mature AI model technology to embed intelligent systems into existing products and business frameworks [2] - The Huaxia Entrepreneurial AI ETF (159381) tracks the entrepreneurial board AI index, focusing on companies with AI as their main business, with significant weight in optical modules and a high elasticity in performance [3]