AI法律：通达海、金桥信息 AI健康：阿里健康、卫宁健康 AISaaS：光云科技、石基信息、税友股份、美登科技、安恒信息、超图软件、新华都、千方科技等 AI金融：恒生电子、高伟达、协鑫新能源 AI能源：协鑫新能源、协鑫能科、朗新集团 阿里2C事业群持续发力，阿里"云＋AI＋应用"生态加速落地 2025年底，蚂蚁刚刚在AI领域连落两子。首先是灵光上线，6天斩获200万用户，展露爆款潜质。紧接 着，蚂蚁阿福开始了地推模式，从单一医疗问答跨向全场景健康陪伴，正式切入健康陪伴大赛道，并迅 速杀入国内AI应用前五。就在外界还在消化这些密集动作之际，蚂蚁又低调推出了下一张牌：呜哩。 多方信息显示，这款产品出自蚂蚁内部新近整合的AGI组织InclusionAI，目前处于测试阶段。 阿里算力：宏景科技、数据港、欧陆通、英维克、中恒电气、亚康股份、浪潮信息、华勤技术、紫光股 份等； 阿里应用： 千问有望成为超级生活入口——重视阿里链 今天，阿里巴巴官宣1月15日10:00将召开千问APP发布会，一同见证AI如何"开启办事时代"。 [玫瑰]建议关注阿里巴巴及阿里链各生活场景的合作伙伴： 作者利益披露：转载，不作为证券推荐或投资建 ...

Group 1 - The software leading ETF (159899) has seen a net inflow of funds for three consecutive trading days, accumulating a total scale of 290 million yuan [1] - This ETF closely tracks the CSI Software Index, covering leading companies in various segments such as basic software, application software, and industrial software, with AI application-related concepts accounting for 35% of its weight [1][2] - The top ten holdings in the index include companies like Tuowei Information and Kingsoft Office, which are expected to benefit from the industry boom driven by AI technology [1] Group 2 - The AI application sector is experiencing a new wave of technological breakthroughs and ecosystem construction, highlighted by the launch of new features in the Qianwen APP, which has surpassed 10 million monthly active users within two months of its launch [2] - Ant Group has also introduced a new product called "Wuli," further expanding the AI application ecosystem [2] - Policy support is evident, with recent publications emphasizing the importance of application-driven development in the AI industry, and successful AI implementations in regulatory systems showcasing its potential in governance [3] Group 3 - Significant progress in technological self-innovation is marked by the collaboration between Zhipu and Huawei to open-source the first multi-modal SOTA model trained on domestic chips, indicating a breakthrough in AI infrastructure [3] - Market analysis suggests a shift in algorithm mechanisms from pursuing "traffic" to building "trust," which may lead to a systematic re-evaluation of content value from official media and professional publishing companies [3] - As domestic large models penetrate multiple scenarios, the AI application sector is entering a phase of accelerated industrialization [3]