见证历史！A股，全线爆发！AI，彻底刷屏！还能“嗨”多久？

Core Viewpoint - The AI concept stocks have experienced a significant surge, with A-shares' major indices collectively rising, and the AI sector seeing over 150 stocks with gains exceeding 10% [1][2]. Market Performance - On January 12, A-shares saw the Shanghai Composite Index rise by 1.09%, marking a 17-day winning streak and reaching a 10-year high. The Shenzhen Component and ChiNext Index increased by 1.75% and 1.82%, respectively. The total trading volume exceeded 3.6 trillion yuan, setting a historical record [1]. - The AI marketing index surged over 10%, with specific indices like Zhiyu AI and multimodal AI rising over 8%, and AIGC and AI agent indices increasing over 7% [2]. Government Initiatives - The Minister of Industry and Information Technology, Li Lecheng, announced plans to implement the "Artificial Intelligence + Manufacturing" initiative, focusing on developing general and industry-specific large models and fostering key industry intelligent entities [1][2]. Industry Trends - The AGI—Next summit highlighted a shift in large model competition from mere chat capabilities to intelligent agents capable of performing complex tasks in real environments. The year 2026 is anticipated to be pivotal for the practical application of these models in business processes [2]. - According to Dongfang Securities, AI is expected to transition from technological innovation to industrial application and global rule-making by 2026, with retail sectors benefiting significantly from AI-driven logic [3]. AI Infrastructure Development - The CES 2026 showcased advancements in AI computing power, with companies like NVIDIA and AMD unveiling new platforms and products aimed at enhancing AI capabilities [5][6]. - Continuous improvements in global AI infrastructure are expected to drive the growth of the AI industry, with domestic models in China also advancing towards practical applications across various sectors [6]. Investment Opportunities - Analysts recommend focusing on AI applications with revenue-generating potential, including AI marketing, short-form content generation, AI e-commerce, and gamified AI experiences [7]. - The year 2026 is projected to mark the widespread adoption of edge AI applications in areas such as smart driving, embodied robotics, and assisted healthcare [7].