消息面上，1月15日，阿里巴巴召开千问产品迭代发布会，见证AI如何"开启办事时代"。据了解，阿里计划将地图、外卖、订票、办公、学习、 购物、健康等各类生活场景接入千问，赋予其强大的"办事"能力。数据显示，千问C端上线两个月，月活跃用户数（MAU）已突破1亿，在学生 和白领中增长尤其迅猛。 1月15日，两市延续震荡。数据显示，截至11时7分，软件龙头ETF(159899)跌1.46%，石基信息、广联达强势封板！资金热度不减，据Wind Level2实时行情结合均价预估，盘中净流入超1300万，截至发稿，该基金获资金连续4日净流入。 浙商证券指出，DeepSeek发布的Engram模块通过引入可扩展的条件记忆机制，显著提升了模型在知识检索、逻辑推理与代码生成等任务上的表 现，在MMLU、CMMLU、BBH等多个权威评测中均有明显分数提升，该技术路径有望为下一代高效大模型提供新方向。这一进展凸显了AI底 层架构持续优化的潜力，也为相关算力基础设施和应用生态带来长期发展机遇。 风险提示：基金有风险，投资需谨慎。 此前，全球AI开源社区HuggingFace数据显示，截至2026年1月，阿里云旗下的通义千问系列模型累计 ...

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]

近日，AI应用赛道迎来政策定调与市场爆发的双重共振。1月14日数据显示，软件龙头ETF（159899） 连续三个交易日获资金净流入，累计2.9亿元，市场关注度快速升温。 软件龙头ETF紧密跟踪中证全指软件指数，其前十大重仓股包括拓维信息、金山办公等兼具算力与场景 落地能力的龙头企业，AI应用相关概念合计权重达35%。在"政策鼓励+技术成熟+用户认可"的共振下， 该ETF已成为投资者布局AI技术价值变现、把握"应用为王"时代红利的高效工具。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担 全部责任。邮箱：news_center@staff.hexun.com 资金涌入的背后，是产业基本面的强劲支撑。政策层面，权威媒体发文强调 "应用为王" ，为行业发展 指明核心方向。市场层面，以千问APP为代表的AI应用呈现爆发式增长，上线仅两月，其C端月活用户 已突破1亿，展现出成为AI时代"超级入口"的巨大潜力。 与此同时，技术自主创新与多场景渗透正加速落地。国内首个基于国产芯片训练的多模 ...