Group 1 - The global AI application landscape is accelerating, with Microsoft reporting 15 million paid seats for Microsoft 365 Copilot, marking a record high for quarterly additions [1] - Domestic AI large model upgrades are emerging, with Alibaba launching the Qwen3-Max-Thinking model, which competes with OpenAI's GPT-5.2-Thinking and Google's Gemini 3 Pro [1] - DeepSeek and Kimi have also released new models, enhancing capabilities in complex image processing and visual understanding, respectively [1] Group 2 - Anticipation for new AI applications is high around the Spring Festival, with several domestic models and applications set to launch, including ByteDance's AI Spring Festival Gala and Doubao's 1 billion red envelope initiative [1] - Internationally, AWS and Google Cloud have raised prices, and major overseas companies are entering earnings season, revealing progress in AI application commercialization [1] - The A-share and H-share markets are seeing positive trends in AI applications, with specific ETFs showing promising signals [2]
AI应用产业再加速节点，软件ETF易方达(562930)备受关注
Xin Lang Cai Jing·2026-01-29 03:16