Recently, the A-share market has ushered in a wave of general rise, and the performance of the technology sector led by the AI concept is particularly eye-catching. This week (February 10-14), the main A-share indexes rose across the board, with the Shanghai Composite Index rising 1.3% for the week to close at 3,346.72 points, the Shenzhen Component Index rising 1.64%, and the ChiNext Index rising 1.88%.

Among the 139 publicly traded companies that disclosed their research, "AI" was almost the only theme. Thanks to the box office performance of "Nezha's Demon Boy in the Sea" of over 10 billion yuan, the media sector rose by nearly 10% in a single week. At the same time, the continuous fermentation of the AI concept has driven the rise of related "AI+ industry" concept stocks such as cloud computing, smart healthcare, network security, and domestic software and hardware.

Touhou IC

It is particularly noteworthy that the stock price of Dian Diagnostics (300244) rose 46% this week, hitting a new high this year, and the limit was achieved on one of the trading days. According to the company's survey, AI technology has significantly improved laboratory efficiency, especially in the field of morphological examination, and the AI solutions developed have been verified to be effective in many laboratories and are expected to create new business growth points.

Berry Gene (000710) hosted 88 institutions in an AI-themed conference call this week, becoming the company with the largest number of institutions this week. Berry Gene revealed that the company has been connected to a variety of open source models such as DeepSeek, and the application of large models has improved the company's operational efficiency and reduced operating costs.

Wanda Information (300168) also held a special sharing on AI progress this week, and the company has deployed the full version and distillation version of DeepSeek, which is expected to quickly realize the ability of local low-cost deployment in the future and promote the efficient implementation of AI applications.

In the field of AI hardware, companies such as USI (601231) and Xinzhi Group (002664) have also attracted research from a number of institutions. Chen Changyi, chairman of USI, said that the company is working with a number of global leading customers to develop and design new products, including AR/VR glasses, smart speakers and mobile phones, and it is expected that the SiP business of non-major customers will grow several times in the next few years.

SMIC (688981) hit a new high in the Hong Kong stock market, and the company's co-CEO Zhao Haijun pointed out at the results briefing that in addition to the rapid growth of artificial intelligence, it has also seen the acceleration of the transfer of industries such as automobiles to the domestic chain, as well as an increase in orders in the fields of consumption, Internet, and mobile phones. (Wen Xin).