Beijing Shiji Information Technology (SZ:002153) Sou Hu Cai Jing·2026-01-15 03:22Group 1 - The stock market experienced fluctuations on January 15, with the software leading ETF (159899) declining by 1.46%, while companies like Shiji Information and Guanglianda saw strong performance [1] - The net inflow of funds into the software leading ETF exceeded 13 million, marking four consecutive days of net inflow [1] Group 2 - Alibaba held a product iteration release event for its Qianwen AI, aiming to integrate various life scenarios such as maps, food delivery, ticket booking, office work, learning, shopping, and health into the platform [3] - Qianwen's monthly active users (MAU) surpassed 100 million within two months of its launch, with significant growth among students and white-collar workers [3] - The cumulative download of Alibaba Cloud's Tongyi Qianwen series models is expected to exceed 700 million by January 2026, making it the highest downloaded open-source AI series on the HuggingFace platform [3] - According to Shenwan Hongyuan Securities, the flow of traffic is shifting towards AI applications with better user experiences, positioning Alibaba favorably due to its top-tier large model capabilities and extensive consumer ecosystem [3] Group 3 - DeepSeek released a significant research paper focusing on a conditional memory module for large models, which enhances performance in knowledge retrieval, reasoning, coding, and mathematical tasks [4] - The Engram module introduced by DeepSeek shows notable score improvements in various authoritative evaluations, indicating a promising direction for the next generation of efficient large models [4] - The advancements in AI foundational architecture highlight the potential for ongoing optimization, presenting long-term development opportunities for related computational infrastructure and application ecosystems [4]