The investment focus for 2026 has been clarified, with foreign and public funds strongly supporting the long-term value of AI, emphasizing domestic substitution and core enterprises.

Against the backdrop of marginal improvements in global liquidity conditions and the ongoing advancement of the technology cycle, several foreign-invested public funds have identified artificial intelligence as one of the most certain medium- to long-term main themes.

Securities Times ChinaJan 23 22:19

Milestone in 'AI Programming': Claude Code Reshapes the Global Software Industry

Claude Code has seen explosive growth with the launch of its latest model, Claude Opus 4.5. Multiple developers have noted that AI programming capabilities have made a step-like improvement, transitioning from auxiliary completion to true agent-based development. Despite being on the market for less than a year, the product’s Annual Recurring Revenue (ARR) has already reached 1 billion US dollars, making it one of Anthropic’s fastest-growing businesses. It has also profoundly transformed internal engineering collaboration within the company and expanded into broader knowledge work domains.

wallstreetcnJan 24 17:21

Jensen Huang Discusses AI's 'Five-Layer Cake Theory' at Davos: Not Taking Jobs, but Creating New Opportunities?

Intense geoeconomic competition and fierce rivalry in AI technology are pushing the old world order to the brink of collapse.

Gelonghui FinanceJan 21 22:15

Express News | Exposure of DeepSeek's New Model MODEL1: Code Suggests New Architecture

BreakingsJan 21 07:52

Power shortages in the U.S. and chip shortages in China: CICC details the underlying logic differences in AI investments between the U.S. and China.

As the 'two poles' of the global AI industry landscape, China and the United States exhibit significant differences in funding sources and investment directions due to disparities in infrastructure for computing power, chips, models, and other areas. Tracing these differences can help us understand variations in development paths and provide insights into different investment directions.

CICC InsightsJan 20 07:52

Hong Kong Stock Market Close | Major Indices Adjust Collectively, AI Application-Related Stocks Lead the Decline

① How sustainable is the strong leadership of aviation stocks? ② Why are energy and electric power stocks receiving significant market attention?

cls.cnJan 19 16:24