Core Insights - The AI application sectors, including software, media, and fintech, are experiencing significant activity, with the CSI Software Service Index rising by 2.1% as of 13:50 on February 3rd [1] - Several domestic model manufacturers have updated their models, showcasing advancements in AI technology, with notable releases from companies like Kuaile AI, DeepSeek, Kimi, and Alibaba [1] - CITIC Securities reports that AI applications are showing structural highlights, particularly in fintech, healthcare, and data sectors, with overall profitability expected to improve significantly by 2026 [1] Group 1 - The CSI Software Service Index includes 30 stocks related to software development and services, covering various AI application scenarios such as AI + office, AI + finance, and AI + education [1] - The top ten weighted stocks in the index, including iFLYTEK, Kingsoft Office, and Tonghuashun, account for over 60% of the index, providing investors with a streamlined way to capture investment opportunities in the AI application field [1]

消息面上，国产大模型密集发布，"春节AI竞赛"提前开幕。DeepSeek开源新的OCR2模型、Kimi发布并 开源KimiK2.5模型、阿里发布千问旗舰推理模型Qwen3-Max-Thinking。 今日（1月30日）重点布局国产AI产业链的科创人工智能ETF（589520）下探回升，场内价格现涨 1.46%，值得关注的是，此前两日连续获资金净流入，合计金额1472万元。 | 序号 | 名称 | 流鉄幅 ▼ | 两日图 | 申万一级行业 | 申万二级行业 | 申万三级行业 | 总市值 | 成交額 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 思看科技 | 20.00% | | 机械设备 | 通用设备 | 仪器仪表 | 114亿 | 1.56亿 | | 2 | 澜起科技 | 13.00% | 1 | 电子 | 法合体 | 数字芯片设计 | 2101亿 | 116.19亿 | | 3 | 本原版分 | 7.66% | min | 电子 | 未曾体 | 数字芯片设计 | 1186亿 | 44.70 Z | | 4 | 量环科技-U | ...