Xin Lang Cai Jing·2026-03-27 05:49Core Insights - The news highlights the performance of the China Securities Artificial Intelligence Theme Index, which rose by 0.23% as of March 27, 2026, with significant gains from constituent stocks such as Hengxuan Technology (up 8.84%) and Lexin Technology (up 5.84) [1] - Meituan has released and fully open-sourced its native multimodal large model LongCat-Next, which integrates image, voice, and text into a unified discrete token format, marking a shift from traditional language-centric models [1] - Zhongyou Securities notes that the exponential growth in token usage indicates a shift in large model competition from capability to volume, emphasizing the need for AI infrastructure to expand in tandem with this growth [1] Industry Overview - The China Securities Artificial Intelligence Theme Index (930713) tracks 50 listed companies that provide foundational resources, technology, and application support for artificial intelligence, reflecting the overall performance of AI-related securities [2] - As of February 27, 2026, the top ten weighted stocks in the index accounted for 55.49% of the total index weight, including companies like Zhongji Xuchuang and New Yisheng [2] - The AI Artificial Intelligence ETF Ping An (512930) closely follows the index and offers various connection options for investors [2]