This week, A-shares ushered in a general upward trend, but among the 139 listed companies that disclosed their research this week, "AI" has almost become the only theme.

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%.

In terms of sub-sectors, the box office performance of "Nezha's Demon Boy in the Sea" exceeded 10 billion yuan, driving the media sector to rise by nearly 10% in a single week. The continuous fermentation of the AI concept has led to the upward trend of related "AI+ industry" concept stocks such as cloud computing, smart medical care, network security, and domestic software and hardware. In addition, banks, brokers, real estate, food and beverage and other weighted sectors also had impulsive performance during the week, and 25 of the 31 Shenwan first-class industries rose this week.

Although A-shares ushered in a general upward trend this week, among the 139 listed companies that disclosed their research this week, "AI" has almost become the only theme. The new prospect of combining existing business and AI is the core research direction of almost every listed company.

"AI technology has significantly improved laboratory efficiency, especially in the field of morphological examination. The AI solutions we have developed have been proven to be effective in many laboratories and are ready for product promotion, which is expected to create new business growth points. Dian Diagnostics (300244) related executives introduced when receiving the survey. Dian Diagnostics is currently focusing on the main business of "medical diagnosis comprehensive services" to carry out AI applications and cooperation in the whole life cycle of health, the company's stock price rose 46% this week, and the stock price hit a new high this year.

Since February, a number of leading companies in the digital health field have officially announced their access to DeepSeek to accelerate the implementation of AI healthcare, and the new atmosphere of relevant listed companies has also been focused on. Wu Chunhong, an analyst at Jianghai Securities, said that the breakthrough development of AI is promoting the leap of medical diagnosis and treatment from traditional empirical medicine to data-driven precision medicine, and relevant listed companies in the A-share market have ushered in new investment opportunities.

Berry Gene (000710) received a total of 88 institutions in an AI-themed conference call held this week, which was the most this week. Berry Gene revealed at the meeting that the company has access to a variety of open source models such as DeepSeek and Tongyi Qianwen to improve the company's operational efficiency and reduce operating costs through the application of large models. Among them, the access of DeepSeek is expected to enable the company to quickly carry out clinical transformation and product upgrades under controllable computing resources and limited high-quality datasets.

Wanda Information (300168), which also has an in-depth layout in the field of AI medical care, also held a special sharing on AI progress this week, and the company has now deployed the full version and distillation version of DeepSeek. Wanda Information said that the demand for AI in the medical industry has always existed, and the main obstacle faced in the past was cost performance, and the emergence of solutions such as DeepSeek that can reduce the cost of inference is expected to quickly realize the ability of local low-cost deployment in the future, so as to promote the efficient implementation of AI applications.

In addition to the AI medical field empowered by software, AI hardware fields such as humanoid robots and consumer electronics, which are more active on the disk, are also highly concerned by institutions.

"In the past industrial development process, it is rare to see that hardware development cannot catch up with software development. However, in the near future, it can be observed that due to the rapid progress of generative AI and the fact that the advancement of Moore's Law is also limited to a certain extent, the development of hardware has become a bottleneck in the development of AI. Chen Changyi, chairman of USI (601231), said with emotion when receiving the investigation.

Chen Changyi revealed that AI applications in 2024 have not yet driven a significant replacement demand for consumer products. However, at present, the company has carried out the research and development and design of new products with a number of global leading customers, including AR/VR glasses, smart speakers and mobile phones, etc., and it is conservatively expected that the SiP business of this non-large customer is expected to grow several times in the next few years.

Xinzhi Group (002664), a newly established robot motor company, attracted as many as 69 institutions to participate in the survey this week. Chen Shihai, secretary of the board of directors of the company, said that it has cooperated with a leading domestic humanoid robot company in the field of rotating motors and has delivered a small number of products. Chen Shihai also reminded the risk: "Although I am very optimistic about the development of humanoid robots and related emerging industries, there is great uncertainty in the development of related industries. ”

In addition, SMIC (688981), a leading wafer foundry company that hit a new high in the Hong Kong stock market this week, held a performance briefing. Zhao Haijun, co-CEO of SMIC, reminded everyone that in 2025, in addition to the continued rapid growth of artificial intelligence, SMIC also sees two phenomena: first, the process of transferring and switching from the automobile and other industries to the domestic chain has entered the stage of volume starting; Second, driven by the dividends of the national policy to stimulate consumption, there are more supplementary orders and urgent orders in the fields of consumption, Internet, and mobile phones.