Core Viewpoint - The A-share AI application sector is experiencing a significant surge, driven by favorable policies and industry chain developments, leading to increased investment interest in AI applications [3][4]. Group 1: Market Performance - On December 31, A-share AI application stocks saw a strong performance, with companies like BlueFocus and Wanshili hitting a 20% limit up, while others like Nanjing Xingsheng and Zhangyue Technology also recorded significant gains [4]. - The overall market sentiment is positive, with multiple stocks in the AI sector showing robust growth, indicating a strong investor appetite for AI applications [4]. Group 2: Policy Support - The Chongqing Municipal Government has launched the "Starry Sky" action plan to enhance the software and information service industry, focusing on AI applications and intelligent agents to modernize urban governance [6]. - The Ministry of Education plans to advance AI in education, aiming to develop a future-oriented educational system that incorporates AI across various educational stages [7]. Group 3: Industry Developments - Meta has announced a multi-billion dollar acquisition of the parent company of AI application Manus, marking its third-largest acquisition to date, which underscores the growing importance of AI applications in the tech industry [8]. - Multiple brokerage firms are optimistic about the AI application sector's performance in 2026, highlighting the convergence of policy, technology, and demand as key growth drivers [9]. Group 4: Investment Opportunities - Analysts suggest that investment opportunities in the AI industry will expand from hardware to application sectors, with a focus on domestic large models making breakthroughs in various applications [3][9]. - There is a strong recommendation to invest in AI applications across various fields such as content creation, social media, search, proofreading, advertising, education, e-commerce, and finance, as commercialization is expected to accelerate [9]. Group 5: Future Projections - A survey by TechCrunch indicates that most venture capital firms expect an increase in corporate AI budgets by 2026, with a trend towards concentrated investments in fewer partnerships rather than widespread funding [10].

第五届双创大赛已整装待发，它是一场比赛，更是一个汇聚智慧、资本与梦想的生态平台。诚挚邀请全 球每一位怀揣技术理想、致力于用数字创新改变世界的创业者和团队，踊跃参与，携手在粤港澳大湾区 这片热土上，共同开启云上新征程，智联产业新未来。 据悉，双创大赛由中央网信办信息化发展局、广东省委网信办指导，中国互联网发展基金会、中国互联 网投资基金及深圳市委网信办主办，深圳市互联网行业联合会承办，旨在进一步构筑连接技术创新、资 本活力与产业未来的坚实平台。自创办以来，双创大赛已成功举办四届，从首届吸引187个项目参赛， 到第四届汇聚508个优质项目同台竞技，大赛见证了参赛数量与质量的跨越式提升，更吸引了超过30家 知名投资机构深度参与，构建起一个日益完善的"孵化-成长-融资"创新生态链。往届项目广泛覆盖跨境 电商、物联网、云计算、网络安全、区块链等前沿领域，一批批优秀企业由此脱颖而出，有力彰显了深 圳及粤港澳大湾区作为全国创新策源地和产业高地的核心实力。（中国互联网发展基金会车联网专项基 金支持项目） 报名通道现已全面开启 本届大赛全面升级，聚焦国家战略与未来产业发展方向，精心设置了十大竞赛赛道，以容纳更广泛的数 字创新力 ...