Core Viewpoint - The AI application sector has experienced a significant surge, with companies like 360 (601360.SH) hitting a new high and strong market performance driven by recent developments in the AI industry [1] Group 1: Company Performance - 360 (601360.SH) has seen a strong performance, closing at 13.15 yuan, marking a new high in one and a half months, with a total market capitalization of 934.44 billion yuan [1] Group 2: Industry Developments - Recent AI industry dynamics include overseas financing rounds for xAI and Anthropic, as well as the introduction of domestic policies promoting "AI + manufacturing" [1] - The stock market has reacted positively to the listings of large model companies like Zhiyu and MiniMax in Hong Kong, which have seen significant price increases [1] - The upcoming launch of DeepSeek-V4 is anticipated to trigger a new wave of enthusiasm in AI applications [1]

monday.com ( MNDY ) represents a key holding in one of my top ideas at the moment: buy software. The market appears greatly worried that generative AI is here to disrupt the software sector. This has led many software stocks to trade at aroundJulian Lin is a financial analyst. He finds undervalued companies with secular growth that appreciate over time. His approach is to look for companies with strong balance sheets and management teams in sectors with long growth runways. Julian is the leader of the inves ...

（责任编辑：董萍萍 ） 1月12日午后，AI应用持续爆发，软件赛道多只个股涨停。创业板软件ETF华夏（159256）持仓股 中，多只个股达20cm涨停。拓尔思、汉得信息、万兴科技、昆仑万维四只持仓股涨停，每日互动、润 泽科技、卫宁健康等个股涨幅超17%。创业板软件ETF华夏盘中涨幅超9%，单日成交额突破2.8亿元， 换手率突破200%，为全市场换手率第二。 相关产品：创业板软件ETF华夏（159256）、创业板200ETF华夏（159573）、人工智能AIETF （515070） 每日经济新闻 消息方面，马斯克宣布，将在一周内正式开源X平台最新的内容推荐算法。本次开源将覆盖"所有 用于决定向用户推荐自然内容和广告内容的代码"，并强调这只是第一步。后续将每四周更新一次代 码，同时附带开发者说明，标注算法和逻辑上的改动内容。 在AI产业链中，软件行业主要处于中游技术层和下游应用层，扮演着核心技术支撑和应用落地的 关键角色。具体来看，软件行业在中游技术层主要提供AI框架、开发平台和算法模型，这些技术是AI 应用开发的基础。在下游应用层，软件行业通过将AI技术与各行业结合，推动AI应用的落地。 国金证券表示，2026 ...

中银证券认为，短期来看，海外区域政治波动增加，全球配置资金对中国资产关注度增加。从市场行情 来看，2025年以来，AI产业链内部已经经历了从"海外算力"到"国产算力"再到"存力与电力"的行情轮 动，AI应用相对海外算力涨幅有限，其作为市场核心关注点仍具备较高配置性价比。 GEO意为"生成式引擎优化"，是一套专门针对生成式AI内容分发和推荐机制，进行内容结构、数据标 记、品牌权威性和对话体验等多维度优化的策略体系。其核心目标，是让品牌、产品或服务在AI生成 内容中被优先提及、引用或推荐，提升在AI搜索结果中的可见度和权威性。时下，AI应用用户规模持 续扩大，根据QuestMobile上月统计数据，原生AI市场中豆包1.55亿周活稳居榜首，DeepSeek超8000 万、元宝超2000万分别位列二三席；年底发布的阿里"千问"迅速追至第二梯队，周活已逼近千万。 在AI产业链中，软件行业主要处于中游技术层和下游应用层，扮演着核心技术支撑和应用落地的关键 角色。具体来看，软件行业在中游技术层主要提供AI框架、开发平台和算法模型，这些技术是AI应用 开发的基础。在下游应用层，软件行业通过将AI技术与各行业结合，推动AI应 ...

转自：北京日报客户端 1月12日下午2点01分，A股市场成交量再破3万亿元，这是史上第六次站上3万亿的成交高峰，说明市场 交投活跃度高。 看大盘，沪指以"十七连阳"的连涨势头，创下33年来的历史纪录；看概念，AI应用持续全面爆发，商业 航天概念延续强势突破，就连零售概念也活跃走高；看个股，全市场上涨个股超3800只，涨停股142 只，连续三日超百股涨停。值得一提的是，今年开年的6个交易日内，除了1月7日是98股涨停之外，其 它5个交易日的涨停个股超百只，赚钱效应明显。 目前，沪指、深成指、创业板指均大涨约1％，市场3800多只个股上涨，涨停股超160只。人工智能、 AI应用概念领涨。 "当前，A股的火热历史罕见，连回调都没有！"一位广州的老股民李先生惊呼，1月12日上午开盘仅一 个小时，两市成交量接近1.7万亿，半日成交额破2.31万亿元，资金跑步进场，热点全面开花。截至上午 收盘，沪指报4151.14，涨0.75%；深成指涨1.31%，创业板指走出"V"字反弹，涨1.17%。 | 今日涨幅最大 | 5日涨幅最大 | 主力净买入 热力图 | | --- | --- | --- | | 文化传媒 | 互联网服务 ...

Group 1 - The AI application and software sector is experiencing significant growth, with leading ETFs such as the software leader ETF (159899) rising over 8% and the cloud computing ETF (159890) increasing by 6.76% [1][2] - The cloud computing ETF (159890) tracks the cloud computing index, with IT services, horizontal general software, and vertical application software accounting for approximately 65% of its composition, indicating a deep investment in AI applications [1][4] - Major stocks in the software leader ETF include companies like Tuowei Information and Kingsoft, which are benefiting from the acceleration of AI applications and domestic replacements [2][6] Group 2 - The global AI computing power platforms are advancing, with Nvidia and AMD unveiling new platforms that are expected to transform AI computing capabilities [3] - The introduction of open-source models like DeepSeek is anticipated to enhance the development speed of vertical applications, allowing companies to explore and adjust applications independently [3][4] - The software leader ETF closely tracks the CSI All-Share Software Index, covering various software sectors, and is positioned as an efficient tool for investing in the AI and software sectors [6] Group 3 - The upcoming launch of the next-generation flagship model DeepSeek-V4 is expected to enhance code generation and long code context processing capabilities [7] - New player MiniMax has seen its market value exceed 100 billion HKD after a significant stock price increase, setting a new benchmark for AI model and application companies in China [7] - The competition among China's "AI four giants" has shifted from "Chat" to the "Agent" phase, indicating a new direction in AI model development [7]

大河报 近日，一款名为"死了么"的APP在社交媒体走红。 该应用是为独居人群打造的轻量化安全工具，用户需要设置紧急联系人并签到，若连续多日没在应用内 签到，系统将于次日自动发送邮件告知紧急联系人。 此前该软件关注度不高时下载免费。不过，1月1日有晒出的截图显示，该软件已经开始收费1元。而记 者1月12日查询时，价格已经涨到了8元。 | | 工具 | 死了么 - 官方正版 | | | --- | --- | --- | --- | | | ¥8.00 | | F | | 146个评分 | 年龄 | 排行榜 | 开发ქ | | 3.1 | 4+ | #1 | 10 | | ★★★☆☆ | ਜੋ | 工具 | Moonscape | | | 键打卡 | | 紧急通 | | 9:41 | | | 9:41 | | | 你的姓名之 | | 09:4 | | | 量点群用人都用 Z | | | | | | | 一条重要通知 我是许子梦,我已经连续多天 | | | | | 我的身体状态 | | | | | 一条重要通知 我是奶奶,我已经连续多天汤 | | | | | 我的身体状态 | | | 今日提到 | | 一条重要通知 ...

沪深两市半日成交额达2.31万亿元，较上个交易日放量2455亿元。个股涨多跌少，全市场共3801只个股上涨，143只个股涨停，有1501只个股下跌。 从板块看，文化传媒、软件开发、商业航天等板块涨幅居前，Sora概念股强势走高，光伏设备、医疗服务板块拉升；保险、石油天然气等板块下挫。 AI应用再度爆发 Sora概念股强势走高 上午，AI应用再度爆发，Sora概念股强势拉升，多只概念股涨停。 个股掀"涨停潮"。其中，流金科技录得30cm涨停，拓尔思（300229）、易点天下（301171）、中文在线（300364）均录得20cm涨停，博瑞传播 （600880）、国脉文化（600640）、视觉中国（000681）等录得10cm涨停。 | Sora概念 (文 | 盯着 | 问财 | | --- | --- | --- | | 名称 | 分时 | 涨幅/现价 | | 流金科技 | | +29.92% | | 920021 | | 9.51 | | 拓尔思 | | +20.02% | | 300229 | | 26.44 | | 易点天下 | | +20.00% | | 301171 | | 63.23 | | 值得买 ...

Group 1 - The internet services and software development sectors are experiencing significant gains, with the CSI Software Service Index rising by 6.43% as of 11:05 AM on January 12, 2026 [1] - Key stocks such as Keda Xingtong, Hehe Information, and Weining Health have seen substantial increases, with respective rises of 16.05%, 14.97%, and 14.89% [1] - The CES 2026 exhibition highlights the continuous improvement in global AI computing power, with NVIDIA launching the mass-produced NVIDIA Rubin platform and AMD previewing the new Helios platform and MI500 series GPUs [1] Group 2 - CITIC Securities notes that Chinese independent third-party model vendors like MiniMax have significant commercial potential compared to leading US players, with MiniMax reporting $53.44 million in revenue for the first three quarters of 2025, indicating a potential for exponential growth [2] - The top ten weighted stocks in the CSI Software Service Index as of December 31, 2025, include iFLYTEK, Kingsoft Office, and Tonghuashun, collectively accounting for 60.89% of the index [2] - The Software ETF (159852) tracks the CSI Software Service Index, providing an accessible investment tool for the computer software industry, with additional opportunities available through the Software ETF linked fund (012620) for AI software investments [2]

Core Viewpoint - The AI application sector continues to show strong momentum, with significant gains in the domestic AI industry chain, particularly highlighted by the performance of the Huabao AI ETF (589520) which surged by 4.55% [1][4]. Group 1: Market Performance - The Huabao AI ETF experienced a jump of 5% during intraday trading, marking its third consecutive day of gains [1]. - Key stocks in the AI sector saw substantial increases, with Zhongke Xingtou rising by 16.07%, Hehe Information by 15.32%, and others like Haitaian Ruisheng and Xinghuan Technology also showing strong performance [2][7]. Group 2: Industry Dynamics - The AI industry is witnessing a surge in activity, with significant financing rounds for overseas companies like xAI and Anthropic, and the introduction of domestic policies promoting "AI + manufacturing" [2][3]. - The upcoming release of DeepSeek's next-generation V4 model is anticipated to enhance programming capabilities and improve data pattern understanding, potentially reshaping the global AI competitive landscape [3]. Group 3: Future Outlook - Analysts predict that 2026 will be a "golden year" for AI applications, driven by technological maturity, supportive policies, and market demand [4]. - The domestic large model industry is transitioning from a phase of technological catch-up to systematic layout and ecosystem construction, with expectations of achieving leadership in certain areas by 2026 [4]. Group 4: Investment Opportunities - The Huabao AI ETF focuses on a balanced allocation across application software, terminal applications, terminal chips, and cloud chips, reflecting a shift from reliance on foreign technology to self-sufficiency [4][5]. - The ETF is positioned as an efficient tool for investing in domestic computing power, with a high concentration in semiconductor stocks [5].