1月12日，AI应用端继续狂飙，聚焦数据技术、数据安全领域的大数据ETF华宝（516700）场内价格盘 中暴涨逾6%，冲击日线12连阳，场内成交也较往日显著放量。 华鑫证券指出，数据中心是AI的核心基础设施。海内外算力市场高景气度推动IDC行业稳步增长。招商 证券指出，需求侧方面，算力驱动数据中心建设热潮，带动产业链公司订单显著增长。北美、中国为核 心增量区域，海外龙头仍有大量待建项目，国内受算力卡进口受限影响暂缓后，有望迎来需求反弹。 消息面上，利好频现：1、AI大模型方面：①DeepSeekV4被曝春节前后发布，Al编程能力或超越 OpenAI GPT；②阿里千问预计发布Qwen3.5，或在多模态融合理解、Agent、Coding能力等方面提升； ③全球大模型第一股智谱1月8日在港股上市交易。2、流量应用方面：字节豆包已经明确冠名春晚，或 带来新颖玩法和大量推广投放带动tokens消耗和算力用量大幅增长；②阿里千问账号和淘宝、飞猪打 通，蚂蚁阿福热度高涨；③腾讯或发布微信Agent。互联网大厂应用层面竞争带来模型训练和推理军备 竞赛，算力作为底层支撑确定性高增长。 政策面上，工信部等鼓励AI+制造转型，有 ...

太强了！今日（1月12日）AI应用端继续狂飙，聚焦数据技术、数据安全领域的大数据ETF华宝 （516700）场内价格暴拉4.23%，冲击日线12连阳！ | 序号 | 名称 | 新跌幅 ▼ | 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 | 易点天下 | 19.47% | | 传媒 | 广告营销 | 营销代理 | 297亿 | 34.40亿 | | 2 | 中材量图 | 12.40% | Map | 计算机 | IT服务Ⅱ | II 版务Ⅲ | 5991Z | 8.83亿 | | 3 | 中国长城 | 9.99% | | 计算机 | 计算机设备 | 其他计算机设备 | 536亿 | 16.44亿 | | 4 | 税友股份 | 9.91% | ----- | 计算机 | IT服务II | IT服务Ⅲ | 317 Z | 3.60亿 | | 5 | 拓尔思 | 9.53% | | 计算机 | 软件开发 | 重直应应款件 | 211亿 | 10.96亿 ...

Group 1 - DeepSeek is set to release its next-generation flagship AI model, DeepSeekV4, in February, which demonstrates superior programming capabilities compared to leading models like Anthropic Claude and OpenAI GPT series [1] - The DeepSeekV4 model has achieved multiple breakthroughs in programming, excelling in code generation and handling long code prompts, making it suitable for complex software project development [1] - The AI programming sector is gaining significant attention due to its commercial value, with AI programming accounting for 50% of global token consumption and Anthropic's Claude Code generating an annualized revenue of $1 billion within six months of its release [2] Group 2 - The global AI programming tools market is projected to exceed $29.5 billion by 2032, with China's AI code generation market expected to grow from 6.5 billion yuan in 2023 to 33 billion yuan by 2028, reflecting a compound annual growth rate of 38% [2] - The AI programming industry encompasses a supply chain that includes foundational model providers like DeepSeek and Anthropic, tool application providers in the middle layer, and industry applications in sectors such as finance, healthcare, and manufacturing [2] - Companies like Zhongke Chuangda and Puyuan Information are actively developing AI programming tools and low-code platforms, enhancing their product capabilities and collaborating with major players in the industry [3]