AI is accelerating towards the critical window period for applications to land. The GEM Artificial Intelligence ETF of Huabao rose by 1.61% at noon, and Allwinner Technology rose by 3.99%.

On September 18th, by the midday break, the ChiNext Artificial Intelligence ETF Huabao rose by 1.61%, with a trading volume of 7.63 billion yuan. All constituent stocks rose, with Allwinner Technology up 3.99%, Deepin Technology up 3.75%, Runze Technology and Wangsu Technology up by over 2%, and Beijing Junzheng, and Hisoft Dynamics following suit. On the news front, the research paper on the DeepSeek-R1 reasoning model, completed by the DeepSeek team and authored by Liang Wenfeng, made it to the cover of the prestigious international journal "Nature". DeepSeek-R1 is also the world's first mainstream large language model to undergo peer review. Nature commented: "Almost all mainstream large models have not yet undergone independent peer review, and this gap has finally been broken by DeepSeek." China-Thai Securities pointed out that DeepSeek is helping domestic AI software and hardware collaboration, and AI is accelerating into a critical window of application landing. AI is expected to usher in a real policy-industry resonance, and it is recommended to pay attention to AI computing power and AI application-related targets. Industry insiders believe that the AI-dominated large technology industry is likely to be the leading sector in this current bull market, with the strong getting stronger. Unlike the "Internet +" trend of 2015, which was a tool for reforming production relations, this round of AI is a means of production, with penetrative coverage across all industries, and its stimulating effect on various sectors will continue to be released.