Core Viewpoint - The chairman of iFlytek, Liu Qingfeng, stated that domestic large models can match international leading levels with half the parameters on the national computing power platform, indicating that self-controllable AI infrastructure has begun to take shape [1] Group 1: Company Developments - iFlytek continues to invest in AI large model research, maintaining its leading position in the artificial intelligence industry [1] - The upgraded version of "iFlytek Spark X1," trained on domestic computing power, was officially launched last year, showing continuous progress in mathematics, translation, reasoning, and text generation while maintaining industry leadership [1] Group 2: Industry Context - The advancements in domestic AI models reflect a growing capability in self-controlled AI infrastructure within the industry [1]

Group 1 - The core viewpoint emphasizes the transformation of Chinese industrial parks and commercial buildings from "space providers" to "industry enablers" driven by technological innovation and industrial integration, particularly highlighted during the "2025 Ninth New Driving Force Summit" [1] - Zhang Guobin, Deputy General Manager of Zhongguancun Development Group, outlined three strategic focuses for economic transformation: strengthening manufacturing foundations, stimulating innovation dynamics, and promoting collaborative openness [1] - High International's research manager noted that the main economic highlights for China in 2025 will stem from improved foreign trade quality and a surge in new productive forces represented by AI, with Zhongguancun's Grade A office market showing a net absorption of over 176,000 square meters, accounting for 53% of the city's total [1] Group 2 - The report indicates that industrial parks are becoming the main force in the new infrastructure and technological transformation, with diverse service demands emerging from various stakeholders, including government, operators, and enterprises [2] - Wang Weixin from Beikejian Group highlighted six characteristics of technology park operations: business diversification, asset securitization, service platformization, park greening, intelligent management, and resource aggregation [2] - Chen Xueyuan, CEO of Suan Zhi China, emphasized that industrial development is a collaborative effort, advocating for innovation as a key driver in connecting technology and industry [2] Group 3 - A list of innovative application scenarios for industrial parks was released, including various projects such as the SoReal Metaverse Park and distributed photovoltaic projects, showcasing the integration of technology and industry [3] - The scenarios also include advancements in smart agriculture and digital twin systems, reflecting the ongoing trend of applying AI and IoT in industrial settings [3]

Core Viewpoint - The multi-modal AI concept has seen a significant increase of 8.25%, ranking as the 7th highest in terms of growth among concept sectors, with notable stocks experiencing substantial gains [1][2]. Group 1: Stock Performance - A total of 138 stocks within the multi-modal AI sector rose, with companies like Zhongcheng Technology and Tianrun Technology hitting a 30% limit up, while Fushi Holdings, Tuolisi, and Meiri Interactive reached 20% limit up [1]. - Stocks with notable gains include: - Yangshan Technology up 10.05% - Sichuan Changhong up 9.96% - Tuolisi up 20.02% [3][4]. - The stocks with the largest declines include ST Zhizhi down 3.04%, *ST Shengxun down 1.25%, and Honghe Technology down 0.59% [1]. Group 2: Capital Inflow - The multi-modal AI sector attracted a net inflow of 11.976 billion yuan, with 90 stocks receiving net inflows, and 35 stocks exceeding 100 million yuan in net inflow [2]. - The top stocks by net inflow include: - Yangshan Technology with 1.485 billion yuan - Sichuan Changhong with 1.139 billion yuan - Tuolisi with 781 million yuan [2][3]. - The highest net inflow ratios were seen in companies like Yili Media at 70.24%, Liou Co. at 65.15%, and Vision China at 48.00% [3].

| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | Sora概念(文生视频) | 10.43 | 租售同权 | -0.08 | | MLOps概念 | 9.88 | 动物疫苗 | -0.04 | | AI语料 | 9.18 | 草甘膦 | -0.02 | | 智谱AI | 9.00 | 大豆 | 0.06 | | 小红书概念 | 8.79 | 磷化工 | 0.09 | | 快手概念 | 8.65 | PVDF概念 | 0.11 | | 多模态AI | 8.25 | 禽流感 | 0.21 | | ChatGPT概念 | 7.96 | 特色小镇 | 0.23 | | AIGC概念 | 7.93 | 仿制药一致性评价 | 0.32 | | 华为昇腾 | 7.82 | 猪肉 | 0.37 | 截至1月12日收盘，AI语料概念上涨9.18%，位居概念板块涨幅第3，板块内，48股上涨，福石控股、拓 尔思、每日互动等20%涨停，居然智家、岩山科技、人民网等涨停，新开普、新致软件、华策影视等涨 幅居前，分别上涨17.65%、15.09%、14.35%。 ...

Group 1 - The ChatGPT concept stock increased by 7.96%, ranking 8th among concept sectors, with 135 stocks rising, including notable gainers like Fushi Holdings and Tuorisi, which hit the 20% limit up [1] - The top gainers in the ChatGPT sector included Dingjie Zhizhi, Xinzhiyuan Software, and Hongbo Medicine, with increases of 16.78%, 15.09%, and 14.69% respectively [1] - The sector saw a net inflow of 10.553 billion yuan, with 91 stocks receiving net inflows, and 30 stocks exceeding 100 million yuan in net inflow, led by Sichuan Changhong with 1.139 billion yuan [2][3] Group 2 - The top stocks by net inflow ratio included Liou Co., Tongda Hai, and Sichuan Changhong, with net inflow ratios of 65.15%, 35.85%, and 28.48% respectively [3] - The ChatGPT concept stocks with significant trading volumes included Sichuan Changhong, Tuorisi, and Keda Xunfei, with trading volumes of 1.138 billion yuan, 781.24 million yuan, and 760.76 million yuan respectively [3][4] - Other notable stocks in the ChatGPT sector included Youyou Network and Zhongwen Online, which also experienced significant price increases of 10.03% and 20.00% respectively [4][5]

今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | Sora概念(文生视频) | 10.43 | 租售同权 | -0.08 | | MLOps概念 | 9.88 | 动物疫苗 | -0.04 | | AI语料 | 9.18 | 草甘膦 | -0.02 | | 智谱AI | 9.00 | 大豆 | 0.06 | | 小红书概念 | 8.79 | 磷化工 | 0.09 | | 快手概念 | 8.65 | PVDF概念 | 0.11 | | 多模态AI | 8.25 | 禽流感 | 0.21 | | ChatGPT概念 | 7.96 | 特色小镇 | 0.23 | | AIGC概念 | 7.93 | 仿制药一致性评价 | 0.32 | | 华为昇腾 | 7.82 | 猪肉 | 0.37 | 资金面上看，今日华为昇腾概念板块获主力资金净流入55.46亿元，其中，59股获主力资金净流入，18 股主力资金净流入超亿元，净流入资金居首的是烽火通信，今日主力资金净流入8.73亿元，净流入资金 居前的还有汉得信息、拓尔思、科大讯飞 ...

Market Overview - The Shanghai Composite Index rose by 1.09% on January 12, with 28 out of the 31 sectors experiencing gains, led by the Media and Computer sectors, which increased by 7.80% and 7.26% respectively [1] - The sectors that saw declines included Oil & Petrochemicals, Coal, and Real Estate, with decreases of 1.00%, 0.47%, and 0.29% respectively [1] Capital Flow Analysis - The net outflow of capital from the two markets was 27.468 billion yuan, with 11 sectors experiencing net inflows [1] - The Computer sector had the highest net inflow of capital, amounting to 15.774 billion yuan, while the Media sector followed with a net inflow of 5.391 billion yuan [1] Computer Sector Performance - The Computer sector saw a significant increase of 7.26%, with 321 out of 336 stocks in the sector rising, including 31 stocks hitting the daily limit [2] - The top stocks in terms of net capital inflow included Yanshan Technology with 1.485 billion yuan, China Great Wall with 978 million yuan, and Hand Information with 828 million yuan [2] Capital Inflow and Outflow Rankings - The top stocks by capital inflow in the Computer sector included: - Yanshan Technology: +10.05%, turnover rate 16.63%, capital flow 1.484 billion yuan - China Great Wall: +9.99%, turnover rate 3.88%, capital flow 978 million yuan - Hand Information: +20.01%, turnover rate 27.66%, capital flow 828 million yuan [2] - The top stocks by capital outflow included: - Huasheng Tiancai: -4.10%, turnover rate 34.38%, capital flow -1.186 billion yuan - Dawi Technology: -6.50%, turnover rate 35.33%, capital flow -442 million yuan - Aerospace Information: -6.22%, turnover rate 10.60%, capital flow -204 million yuan [4]

每经AI快讯，1月12日，科大讯飞(002230)董事长刘庆峰在第九届深商盛典暨中国企业家俱乐部20年活 动上表示，科大讯飞开发者团队数在2025年底已突破1000万，去年新增200万，其中50%与工业直接有 关，海外开发者突破50万。（证券时报） ...

Group 1 - The A-share market saw a strong performance in brain-computer interface concept stocks, with several companies approaching or hitting their daily limit up [1] - Notable gainers included Entropy Technology, which approached a 20% limit up, and Dao's Technology and Yingkang Life, both rising over 13% [1] - Other significant performers included Tom Cat, which increased by over 10%, and Yanshan Technology, which hit a 10% limit up [1] Group 2 - The table lists various companies with their respective stock codes, percentage increase, total market capitalization, and year-to-date performance [2] - Entropy Technology (301330) had a 19.40% increase, with a market cap of 11.7 billion and a year-to-date increase of 50.11% [2] - Dao's Technology (300409) rose by 13.91%, with a market cap of 25.9 billion and a year-to-date increase of 47.49% [2] - Yingkang Life (300143) increased by 13.01%, with a market cap of 10 billion and a year-to-date increase of 35.43% [2] - Other companies like Tom Cat (300459) and Yanshan Technology (002195) also showed significant gains, with year-to-date increases of 29.63% and 60.65% respectively [2]

Core Viewpoint - The A-share market has seen a strong performance in brain-computer interface concept stocks, with several companies approaching or hitting their daily price limits [1] Group 1: Stock Performance - Entropy Technology (熵基科技) approached a 20% daily limit increase, with a rise of 19.40% and a market capitalization of 11.7 billion [2] - Dao's Technology (道氏技术) increased by 13.91%, reaching a market cap of 25.9 billion [2] - Yingkang Life (盈康生命) rose by 13.01%, with a market cap of 10 billion [2] - Tom Cat (汤姆猫) saw a 10.19% increase, with a market cap of 20.9 billion [2] - Rock Mountain Technology (岩山科技) hit a 10% daily limit increase, with a market cap of 64.6 billion [2] - Three Seven Entertainment (三七互娱) approached a 10% daily limit increase, with a rise of 9.97% and a market cap of 66.4 billion [2] - Other notable performers include Aipeng Medical (爱朋医疗) at 9.99%, Lens Technology (蓝思科技) at 9.80%, and Nanjing Panda (南京熊猫) at 9.33% [2] Group 2: Year-to-Date Performance - Entropy Technology has a year-to-date increase of 50.11% [2] - Dao's Technology has risen 47.49% year-to-date [2] - Yingkang Life has a year-to-date increase of 35.43% [2] - Tom Cat has increased by 29.63% year-to-date [2] - Rock Mountain Technology has a significant year-to-date increase of 60.65% [2] - Aipeng Medical has a year-to-date increase of 54.31% [2] - Nanjing Panda has a remarkable year-to-date increase of 63.01% [2] - Other companies like Innovation Medical (创新医疗) and Keda Xunfei (科大讯飞) have year-to-date increases of 74.01% and 19.29%, respectively [2]