中信建投证券指出，当前AI产业动态密集，海外xAI、Anthropic陆续融资，国内"人工智能+制造政 策"推出，智谱和MiniMax上市大涨，后续DeepSeek-V4推出有望引发新一轮AI应用热潮。随着模型能力 不断提升，尤其是推理与长窗口成本的显著下降，AI下游应用场景正加速进入商业化验证阶段，重点 关注搜索&营销、Coding、多模态、Agent、AI for Science领域，相关公司商业化进程有望进一步加速。 （文章来源：21世纪经济报道） 相关ETF方面，科创创业人工智能ETF景顺（159142）涨4.36%。 消息面上，据证券时报，上周，A股科技股集体走强。而在刚刚过去的周末，科技股又迎来好消息：彭 博行业研究表示，中国科技巨头指数在2026年的盈利增长有望迎来重大拐点，预计将自2022年以来首次 超越"美股七巨头"。 1月12日午后，AI相关板块继续爆发，中证科创创业人工智能指数(932456.CSI)上涨4.37%，该指数成分 股中，拓尔思、中文在线、华力创通、昆仑万维、新点软件20cm涨停，中科星图、润泽科技等跟涨。 ...

Core Insights - The launch of the Science and Technology Innovation and Entrepreneurship Artificial Intelligence ETF (159142) is a significant event, closely tracking the Science and Technology Innovation AI Index (932456) [1] - The ETF comprises 50 listed companies selected from the Science and Technology Innovation Board and the Growth Enterprise Market, focusing on three categories of AI business: foundational resources, technology, and applications [1] - The index has shown remarkable performance, with a one-year increase of 105.81%, significantly outperforming the CSI 300 index, which rose by 15.76% during the same period [2] ETF Composition - The ETF consists of 60% companies listed on the Growth Enterprise Market and 40% on the Science and Technology Innovation Board [1] - The top ten weighted stocks in the ETF include companies such as Zhongji Xuchuang, Xinyi Sheng, and Cambricon Technologies [1] Market Performance - The Science and Technology Innovation AI Index has outperformed other similar thematic indices, including the Growth Enterprise AI Index and the CS AI Index [2] - The report from CMB International highlights the sustained high demand for computing power, predicting a 50% increase in AI server shipments by 2026, reaching 2.32 million units [2] Future Outlook - The penetration rate of AI PCs is expected to exceed 50% by 2026, with AI glasses shipments projected to surpass 10 million units [2] - Apple's upcoming innovations, including the iPhone 18 and foldable iPhones, are anticipated to drive supply chain upgrades [2] - The rapid development of the foldable smartphone supply chain is expected to benefit components such as UTG glass and liquid metal hinges [2]