13日早盘，AI赛道呈现放量分歧，创业板人工智能新高后震荡回调。以GEO为代表的AI应用依然活跃，易点天下早盘一度20CM涨停，中文在线、万兴科技 大涨超10%；以光模块+IDC为核心的算力赛道则继续调整，金信诺领跌超9%，长芯博创、锐捷网络、天孚通信等下跌5%。 热门ETF方面，双线布局"AI应用+算力"的创业板人工智能ETF（159363）场内高开低走，上探新高后跌超1.5%，实时成交额超8亿元，资金继续大幅净申 购1.3亿份。 | 分时 多日 1分 5分 15分 30分 ▼ 综合屏 F9 前复权 超级叠加 画线 工具 (2 2 » | | | | | | | --- | --- | --- | --- | --- | --- | | 159363.SZ[创业板人工智能ETF华宝] 2026/01/13 收 1.108 幅 -1.69%(-0.019) 开 1.156 高 1.157 | WP 低 | | 19 08 -0.019 -1.69% | | | | MA5 1.065 MA10 1.0331 MA20 0.9997 MA60 0.9187 MA120 0.8381 MA250 0.6591 ( ...

Core Viewpoint - The AI healthcare sector is experiencing significant growth, driven by partnerships and investments aimed at accelerating AI applications in pharmaceuticals and healthcare management [1] Group 1: Stock Performance - AI healthcare concept stocks have mostly risen, with notable increases: Ark Health (06086) up 30.8%, Medical Pulse (02192) up 5.1%, Crystal Technology (02228) up 4.63%, Alibaba Health (00241) up 3.14%, and iFlytek Medical Technology (02506) up 2.79% [1] Group 2: Major Developments - NVIDIA and Eli Lilly announced a $1 billion investment to establish a joint research lab in the San Francisco Bay Area over the next five years, aimed at accelerating AI applications in the pharmaceutical industry [1] - The lab will begin operations in early 2023, with engineers from NVIDIA collaborating with experts in biology, science, and medicine to generate large-scale data and build AI models for new drug development [1] Group 3: Industry Insights - According to Founder Securities, AI-driven healthcare is forming a new growth pole, with a positive outlook on the revolutionary potential of AI in pharmaceuticals, basic research, diagnostics, and health management [1] - Huafu Securities noted that the AI healthcare industry has entered a critical phase of commercialization, supported by national strategies and market demand, with a closed-loop demand for AI applications sustaining the sustainable development of the AI industry [1]

新华财经北京1月13日电四大证券报内容精华摘要如下： 中国证券报 ·四部门：加强政府投资基金布局规划和投向指导投资鼓励类产业要防止盲目跟风、一哄而上 国家发展改革委1月12日消息，为加强对政府投资基金布局规划和投向指导，更加突出政府引导和政策 性定位，国家发展改革委、财政部、科技部、工业和信息化部制定了《关于加强政府投资基金布局规划 和投向指导的工作办法（试行）》。国家发展改革委同步制定了《政府投资基金投向评价管理办法（试 行）》，引导政府投资基金落实国家产业调控要求，支持现代化产业体系建设。这是首次在国家层面对 政府投资基金的布局和投向作出系统规范。中国宏观经济研究院经济所研究员刘国艳表示，两项办法协 同实施，有助于引导金融资源更精准地流向实体经济急需的领域，尤其是周期长、风险高、社会资本初 期投入不足的环节，从而有效发挥政府投资基金"引导、补缺、撬动"的功能。 ·中欧电动汽车案实现"软着陆" 欧方将发布价格承诺指导文件 商务部12日发布关于中欧电动汽车案磋商进展的通报。根据通报，欧方将发布《关于提交价格承诺申请 的指导文件》。业内人士指出，这意味着经过多轮磋商，案件实现"软着陆"。通报指出，为落实中欧领 ...

Core Viewpoint - The AI sector is experiencing a divergence in performance, with applications remaining active while the computing power segment faces adjustments. The market is transitioning into a new phase where AI applications are becoming the primary focus for investment opportunities [1][2][5]. AI Applications - AI downstream applications are accelerating into the commercialization verification stage, with significant developments in both domestic and international markets. Companies like xAI and Anthropic have completed financing, and policies promoting "AI + manufacturing" are being implemented in China. The upcoming release of DeepSeek-V4 is expected to spark a new wave of AI application enthusiasm [2][9]. - The AI application index has seen a cumulative increase of over 12% since the beginning of the year, significantly outperforming the communication equipment index, indicating a strong market sentiment towards AI applications [10]. Computing Power - Major domestic companies, including ByteDance, are significantly increasing their capital expenditure plans, leading to marginal improvements in chip supply. This, combined with the continuous iteration of domestic large models, is driving a resurgence in data center bidding activities. The IDC sector is currently positioned at a valuation low, presenting an investment window for recovery and performance realization [10]. - The current price of the AI application ETF (159363) closed at 1.127 yuan, approaching the pre-rights issue closing price of 1.191 yuan, suggesting a potential "fill rights" market trend reflecting high industry sentiment [10]. Investment Products - The AI application ETF (159363) is structured to benefit directly from the commercial explosion of AI technology, with approximately 60% of its portfolio allocated to computing power and 40% to AI applications. This ETF represents a core investment in both computing power and AI applications [5][12]. - The ETF has seen significant trading activity, with a real-time transaction volume exceeding 800 million yuan and a net subscription of 130 million units, indicating strong investor interest [1][2]. Market Outlook - Goldman Sachs' research indicates that AI will remain a key investment theme in the market through 2026, reinforcing the importance of AI applications in future investment strategies [4][9].

Group 1 - The stock of Zhizhu experienced significant volatility, dropping nearly 10% to reach 188 HKD after previously rising over 8% to a price of 225.2 HKD. As of the report, Zhizhu's decline was over 8.01% with a trading volume exceeding 400 million HKD [1][7]. Group 2 - China Galaxy Securities predicts that by 2026, AI applications will transition from "AI empowerment" to "AI native." Companies that can internalize AI capabilities into their product architecture will gain a competitive advantage in the upcoming market [3][9].

人民财讯1月13日电，企查查APP显示，近日，熵基科技（301330）全资子公司厦门熵基科技有限公司 申请公布"情绪确定方法、装置、设备及可读存储介质"专利。专利摘要显示，本申请公开了一种情绪确 定方法、装置、设备及可读存储介质，该方法包括获取目标用户对应目标场景的脑波数据及情绪判断模 型；对所述脑波数据进行特征提取，得到用于表征脑部动态神经活动状态的多维度心情特征；基于所述 多维度心情特征及所述情绪判断模型，确定所述目标用户对应于所述目标场景的情绪属性；建立所述目 标场景与所述情绪属性的对应关系。可见，本申请可通过获取脑波数据与情绪判断模型，经特征提取、 情绪判断等步骤，建立目标场景与情绪属性间的对应关系，便于不同领域深入理解用户情绪，并以此为 基础为用户提供个性化服务以及心理健康干预。 ...

Core Insights - Google has confirmed a multi-year agreement with Apple to provide core AI model support for Apple's edge AI technology, including an upgraded Siri voice assistant [1][5] - This partnership is a significant benefit for both companies, with Alphabet's market capitalization surpassing $4 trillion for the first time, making it the second-largest company after Nvidia [1][7] - Apple recognizes Google's AI technology as the most capable foundation for its Apple Foundation Models, which will unlock innovative AI experiences for users [1][4] Company Developments - Following the announcement of the partnership, Alphabet's stock rose by 1%, while Apple's stock saw a less than 1% increase [3] - Apple will continue to run its Apple Intelligence AI services on consumer devices and through a secure private cloud computing system, maintaining its privacy standards [3][5] - The collaboration will leverage Google's exclusive Gemini AI model technology to support the anticipated launch of a new version of Siri [3][5] AI Technology and Market Impact - The partnership signifies a major upgrade for Apple's AI capabilities, with Google's Gemini model enhancing Siri's functionality and other Apple Intelligence features [4][12] - The integration of edge AI with cloud resources is expected to create a more personalized AI assistant experience for users, potentially transforming Siri into a more capable personal AI companion [12][13] - Market research predicts that shipments of AI smartphones with generative AI capabilities will reach 912 million units by 2028, indicating a compound annual growth rate of 78.4% from 2024 to 2028 [13] Financial Performance and Market Position - Alphabet's market capitalization reached approximately $4.02 trillion, with significant stock price increases observed since mid-October, rising over 35% [7][8] - The Gemini AI ecosystem has seen explosive growth, with active users exceeding 650 million and token processing volume increasing more than 20 times within a year [8][11] - Major investment firms are optimistic about Alphabet's stock performance and the overall Google AI ecosystem, anticipating continued historical highs [7][11]

Market Overview - The total scale of equity ETFs in the market reached 52,595.73 billion yuan, with an increase of 2,430.91 billion yuan in total scale over the past week, and a net inflow of 201.06 billion yuan [1] - Industry and thematic sector ETFs saw a net inflow of 204.65 billion yuan, primarily driven by the non-ferrous metals sector, while broad-based and strategic sector ETFs experienced a net outflow of 148.43 billion yuan [2] Fund Positioning - In the broad-based and strategic sector ETFs, the top three sectors for net inflow were: CSI 500, CSI 300, and CSI 1000; the top three sectors for net outflow were: CSI A500, ChiNext 50, and Sci-Tech 50 [3] - For industry and thematic sector ETFs, the top five sectors for net inflow were: non-ferrous metals, military industry, non-bank financials, chemicals, and the internet; the top five sectors for net outflow were: artificial intelligence, semiconductor chips, food and beverage, robotics, and state-owned enterprises [3] Key Focus Areas - The Sci-Tech 100 ETF (588220) achieved a 14-day consecutive increase, with the technology sector overall rising, particularly in commercial aerospace and AI applications [5] - The fund saw a net inflow of 1,562.30 million yuan, with a total of 7.78 billion yuan net inflow over the past eight trading days [6] - The Media ETF (159805) experienced a 7-day consecutive increase, driven by the explosive growth in AI applications, with the GEO (Generative Engine Optimization) market projected to grow significantly [7][8] Sector Performance - The non-ferrous metals sector had a net inflow of 100.65 billion yuan, while the military industry and non-bank financials followed with inflows of 86.45 billion yuan and 50.67 billion yuan, respectively [4] - The artificial intelligence sector faced a net outflow of 51.80 billion yuan, indicating a shift in investor sentiment [4]

今日A股科技赛道涨跌分化，AI应用板块延续强势，人工智能、AI智能体、软件开发板块盘中跳水后震 荡调整，沪市规模最大的人工智能AIETF（515070）跌0.6%，持仓股用友网络涨超8%，合合信息涨超 6%，奥比中光-UW、深信服、科大讯飞涨幅居前，复旦微电、恒玄科技、光迅科技、和而泰跌幅居 前。 （文章来源：每日经济新闻） 国盛证券表示，字节跳动等国内大厂资本开支规划显著提升，芯片供给端出现边际改善，叠加国产大模 型持续迭代，推动国内大厂数据中心招投标活动重启，通信行业内部的板块轮动再次聚焦到IDC（数据 中心）。IDC市场正处于供需格局转变中，这一转变的核心驱动因素是芯片供给的边际改善与国产AI应 用需求的爆发。当前IDC板块估值和位置均处于底部区间，为修复提供了空间。 人工智能AIETF（515070）跟踪CS人工智能主题指数（930713），成分股选取为人工智能提供技术、 基础资源以及应用端个股，聚集人工智能产业链上中游，俗称"机器人"大脑"缔造者"，万物互联"地 基"。前十大权重股包括中际旭创、新易盛、寒武纪-U、中科曙光、科大讯飞、豪威集团、海康威视、 澜起科技、金山办公、紫光股份等国内科技龙头。 ...

Investment Rating - The investment rating for the industry is "Outperform the Market" [1]. Core Insights - OpenAI has launched ChatGPT Health, marking the beginning of a new era in AI-driven healthcare. This product allows users to connect their medical records and health apps to receive AI-assisted interpretations of complex medical reports and personalized health plans [2][11]. - AI for Science (AI4S) is identified as a crucial direction for artificial intelligence, with significant implications for various fields including drug development and materials science. It is expected to transition from laboratory stages to industrial applications, becoming a competitive area for global tech giants [2][24]. - The reliability of AI healthcare models is emphasized as critical for improving human health. The newly developed HealthBench aims to address existing evaluation system deficiencies by providing a more accurate assessment of AI models in real-world medical scenarios [17][21]. Summary by Sections OpenAI Launches ChatGPT Health - ChatGPT Health is designed to enhance user engagement with their health data, providing insights and recommendations based on individual health information [11][12]. - The system architecture of ChatGPT Health incorporates "data isolation" to enhance privacy, ensuring that medical data is securely managed and not used for training the main model [12]. AI for Science Initiates a New Era in Healthcare - AI4S is recognized as a strategic focus for major technology companies, with applications in drug discovery and materials science. The year 2026 is anticipated to be a pivotal year for AI4S technology [24]. - Significant advancements in AI-driven drug discovery have been reported, including a platform that dramatically increases the speed and accuracy of virtual drug screening [24][31]. Related Companies - Companies such as Dean Diagnostics and Crystal Technology are highlighted for their roles in AI diagnostics and drug development, respectively. These firms are positioned to leverage AI technologies to enhance their offerings in the healthcare sector [40].