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OpenAI宣布将启动广告测试,传媒ETF(159805)涨超1.6%
Xin Lang Cai Jing· 2026-01-19 02:31
Group 1 - OpenAI plans to test advertising in its free and Go subscription tiers in the coming weeks, marking a significant shift towards commercialization to enhance revenue from its popular chatbot [1] - CITIC Securities forecasts a high certainty in computing power development by 2026, with supernode technology reaching a pivotal opportunity, and an increase in competitiveness among domestic computing power manufacturers, suggesting investment opportunities in domestic computing chips and system-level manufacturers [1] - The rapid enhancement of model capabilities is expected to lead to a flourishing of AI applications, with a focus on office, coding, agent, and multimodal AI applications, alongside opportunities arising from overseas expansion and domestic policy support [1] Group 2 - As of December 31, 2025, the top ten weighted stocks in the CSI Media Index (399971) include Focus Media, Giant Network, BlueFocus, Yanshan Technology, Liou Co., Kaiying Network, Kunlun Wanwei, 37 Interactive Entertainment, Light Media, and Shenzhou Taiyue, collectively accounting for 51.52% of the index [2]