AI应用持续进化，计算机板块上行，计算机ETF（512720）盘中涨超2.3%

Core Insights - The AI application is continuously evolving, with a significant turning point expected around the 2026 Spring Festival, marking the widespread adoption of AI among consumers [1] - The competition in the industry is shifting from model parameters to practical applications, user experience, and business models [1] - Domestic AI chips are experiencing rapid growth, with domestic large models ranking in the top three on OpenRouter, maintaining a leading position globally despite limitations in computing power and data [1] Industry Trends - The demand for AI cloud services is anticipated to remain strong, leading to increased opportunities in the software sector [1] - The concept of tokens is expected to evolve into a fundamental utility, similar to electricity and bandwidth, as AI agents can operate continuously throughout the day [1] - The CS Computer Index (930651), which the Computer ETF (512720) tracks, reflects the overall performance of publicly listed companies in the computer hardware, software, and services sectors within the information technology industry [1]