Group 1 - Recent advancements in artificial intelligence (AI) include DeepSeek's introduction of "conditional memory" mechanisms, significantly enhancing the performance of large language models in knowledge retrieval and computational efficiency [1] - Alibaba's "Qianwen" app has achieved over 100 million monthly active users (MAU) within two months of launch, integrating with various Alibaba ecosystem services such as Taobao and Alipay [1] - Zhiyun Securities highlights that the acceleration of AI application commercialization is a core driver of increasing computing power demand, driven by the rapid evolution of domestic large model capabilities and the commercialization efforts of overseas giants like OpenAI [1] Group 2 - As of January 15, 2026, the CSI Sci-Tech Innovation and Entrepreneurship AI Index (932456) shows mixed performance among constituent stocks, with Hehe Information leading at a 3.45% increase [2] - The CSI Sci-Tech Innovation and Entrepreneurship AI ETF (588410) has a recent price of 1.13 yuan, with a turnover rate of 8.72% and a transaction volume of 38.094 million yuan during the trading session [2] - The top ten weighted stocks in the CSI Sci-Tech Innovation and Entrepreneurship AI Index, as of December 31, 2025, include companies like Zhongji Xuchuang and Xinyi Sheng, collectively accounting for 58.76% of the index [2]

早盘工业互联网、AI应用概念活跃，消息面上，1月13日，工信部印发《推动工业互联网平台高质量发 展行动方案（2026—2028年）》。方案提出，引导平台企业、制造企业等共建平台开源生态，强化与开 源鸿蒙等操作系统的适配。 太平洋证券指出，工业软件是工业AI应用的基础，AI与工业软件有望加速融合。根据IDC预测，2024- 2029年中国AI+工业软件细分市场复合增速将到达41.4%，远超同期核心工业软件 (CAD/CAE/EDA/PLM/MES等)19.3%的年复合增长率，到2029年，AI+工业软件的渗透率也将从2024年 的9%提升至22%。工业软件厂商积极拥抱AI技术，推出相关产品。工信部的政策为AI垂直应用指明了 方向。 截至2026年1月14日 09:39，中证科创创业人工智能指数(932456)强势上涨2.5%，成分股东方国信上涨 9.50%，合合信息上涨9.28%，润泽科技上涨6.08%，卫宁健康，云从科技等个股跟涨。科创创业人工智 能ETF鹏华(588410)上涨1.61%，最新价报1.14元。 科创创业人工智能ETF鹏华紧密跟踪中证科创创业人工智能指数，中证科创创业人工智能指数从科创板 和创 ...