Venture(US:VEMLY) Xin Lang Cai Jing·2026-01-29 03:48Core Insights - The AI application sector has emerged as a key focus for 2026, with a year-to-date increase of 19%, leading the A-share market [3] - Alibaba has launched the "Zhenwu 810E" high-end AI chip, marking a significant step in its AI strategy, which includes the development of a supercomputer leveraging its self-developed chips, cloud services, and open-source models [1] - The launch of the Qwen3-Max-Thinking model by Alibaba has set new global benchmarks in AI performance, positioning it as one of the strongest domestic AI models, comparable to international leaders [2] Group 1: Market Performance - The Southern AI ETF (159382) experienced a peak increase of nearly 4%, currently up by 2.80%, indicating strong market interest [1] - The trading volume reached 94.6184 million yuan, with a turnover rate of 4.06% [1] - Key stocks in the AI sector, such as BlueFocus and Yidian Tianxia, saw significant gains of 17.83% and 13.96% respectively [1] Group 2: Technological Developments - Alibaba's AI strategy, referred to as the "Tongyun Ge," aims to create a supercomputer that integrates self-developed chips, cloud services, and advanced AI models for optimal efficiency [1] - The Qwen3-Max-Thinking model has achieved several authoritative records, making it the closest domestic AI model to international standards [2] - The introduction of new features in Baidu's Wenxin App and the rise of the Clawdbot AI assistant highlight ongoing innovations in AI applications [2] Group 3: Industry Trends - The CES 2026 event provided insights into the future direction of AI applications, emphasizing the growing integration of AI in daily life through various hardware forms [3] - The next-generation hardware platforms are expected to significantly reduce token and inference costs, facilitating faster application deployment [3] - China's advantage in the pace of application deployment and user scale suggests substantial growth potential in the AI sector [3]