智谱AI发布新模型，创业板软件ETF华夏（159256）持仓股昆仑万维上涨超3%

Group 1 - The recent comments regarding AI replacing software companies have led to a sell-off in AI applications and their supply chains, resulting in notable declines in related stocks, although some have stabilized today with gains in companies like Zhongwen Online and Zhewen Huilian [1] - The launch of the GLM-OCR model by Zhipu AI, which features only 0.9 billion parameters, demonstrates high precision in document parsing tasks, addressing the high computational and deployment costs associated with complex document processing [1] - CITIC Securities believes that AI is transitioning from a phase driven by infrastructure construction to a period of diverse commercial application explosion, with vertical applications expected to flourish despite the absence of a universal platform giant in the short term [1] Group 2 - The software industry plays a crucial role in the AI industry chain, primarily situated in the midstream technology layer and downstream application layer, providing essential technical support and facilitating the implementation of AI applications [2] - In the midstream technology layer, the software industry offers AI frameworks, development platforms, and algorithm models, which are foundational for AI application development [2] - In the downstream application layer, the software industry integrates AI technology with various sectors to promote the practical application of AI [2]