Several AI concept stocks showed unusual activity! On January 20th, the three major A-share indices diverged, with the Shanghai Composite Index closing down 0.01%, the Shenzhen Component Index falling 0.97%, and the ChiNext Index dropping 1.79%. Sectors such as real estate, oil, power, steel, and banks rose against the market trend, while commercial aerospace, optical communications, and CPO led the declines. During the session, some AI application concept stocks surged against the broader market trend. Yaowang Technology and Guangdong Guangsha Media Group saw their prices rocket to the daily limit-up, while Tianlong Group, BlueFocus, and Xinhua Du followed with significant gains. Tiandi Online also briefly hit the limit-up price before retreating and turning negative in the afternoon session. Recently, the global AI industry received two major pieces of news: First, OpenAI stated that its annualized revenue surpassed $20 billion in 2025 and that it will focus on the "practical application" of artificial intelligence in 2026. Second, AI unicorn Anthropic is seeking funding at a valuation of $350 billion, a staggering increase of over 100% from its $170 billion valuation just four months ago. Reports indicate that Microsoft and Nvidia have committed to investing up to $15 billion in Anthropic collectively, with top Silicon Valley venture capital firm Sequoia Capital also participating. Analysts point out that the explosive rise in Anthropic's valuation demonstrates the confidence of top-tier international capital in the commercial prospects of AI, which may once again boost market sentiment and attract more capital to focus on and flow into the AI sector. They recommend paying attention to leading AI companies with core technologies and clear commercial pathways. Multiple AI application concept stocks showed significant movement. After experiencing a pullback from recent highs in prior sessions, some AI concept stocks became active again today, led by the AI marketing segment. By the market close, Zhewen Interconnected, Guangdong Guangsha Media Group, Yaowang Technology, and Baihe Group all hit the daily limit-up. Tianlong Group rose over 6%, while BlueFocus and Puyuan Information gained over 5%. Xinhua Du, Guangdian Network, and Dongfang Electronics also saw increases exceeding 5%. The latest signals from OpenAI provided a boost to AI application concept stocks. Recently, OpenAI's Chief Financial Officer, Sarah Friar, stated that the company is positioning 2026 as the year of "practical application." Friar mentioned that OpenAI's platform already covers text, image, voice, code, and APIs. The next phase will focus on intelligent agents and workflow automation technologies capable of sustained operation, maintaining long-term contextual memory, and executing operations across multiple tools. She indicated that in 2026, the company will prioritize "practical application," with a focus on healthcare, scientific research, and enterprise-level scenarios. Friar emphasized that the company maintains a "lightweight" balance sheet by collaborating with various partners rather than holding assets, and it builds flexible contract structures regarding suppliers and hardware types. Friar stated that OpenAI's revenue is directly linked to the availability of its technical infrastructure. She noted that the company's computing capacity grew from 0.2 gigawatts in 2023 to approximately 1.9 gigawatts in 2025, while its annualized revenue similarly increased from $2 billion in 2023 to over $20 billion in 2025. Friar added that, with Microsoft's support, OpenAI's weekly and daily active user metrics continue to hit record highs. Last week, OpenAI announced it would begin showing ads to some US users of ChatGPT, intensifying efforts to generate revenue from the AI chatbot to support the high costs of developing the technology. This past Monday, OpenAI's Head of Policy, Chris Lehane, stated that the company is on track to release its first hardware device in the second half of 2026. Earlier in January, reports suggested that OpenAI is working hard to upgrade its audio models in preparation for launching a hardware product centered around audio interaction. Recently, several domestic securities firms published research reports expressing optimism about the growth potential of AI applications. China Securities Co., Ltd. pointed out that large language models have been iterating for over three years, and CSP providers have made significant capital expenditures accordingly. 2026 is expected to be the year AI comprehensively moves towards application development, including integrating ecosystems to launch various AI assistants and generating revenue through advertising and traffic. They recommend paying close attention to the development of AI applications. CITIC Securities stated that there will be numerous catalysts for AI applications going forward, and the trend of accelerated AI application implementation is expected to continue. The CES 2026 held at the beginning of the year provided an important window to observe the direction of future AI application deployment. On the hardware side, AI is gradually permeating daily life, with hardware entry points becoming increasingly diverse, covering large terminals like cars, robots, glasses, and smart home devices, as well as wearable devices like smart glasses, rings, earphones, and niche categories like smart toys. On the software side, upgrades in model inference capabilities are accelerating the deployment of enterprise-level Agentic AI. Next-generation hardware platforms like Rubin are driving significant reductions in token and inference costs, which is expected to further accelerate application adoption. Overall, China holds advantages in the pace of application deployment and user scale, suggesting that AI applications still have substantial room for growth. A valuation of 2.4 trillion yuan! Anthropic's valuation doubles. The news of AI unicorn Anthropic's valuation doubling has also injected new momentum into the AI sector. According to a recent report by the Financial Times, Sequoia Capital is preparing a massive investment in Anthropic, marking its first backing of the AI startup as part of a fundraising round aiming to raise tens of billions of dollars. The report, citing multiple people directly familiar with the transaction, stated that the California-based venture capital group joined a funding round led by Singapore's sovereign wealth fund GIC and US investor Coatue, each contributing $1.5 billion. These sources indicated that Anthropic aims to raise a total of $25 billion or more in this round, valuing the company at $350 billion (approximately 2.4 trillion yuan), more than double its $170 billion valuation from four months ago. The sources added that tech giants Microsoft and Nvidia have committed to investing up to $15 billion collectively in Anthropic, with venture capitalists and other investors contributing another $10 billion or more. Two of the individuals mentioned that negotiations are still ongoing, and the final amounts could change. They further noted that Anthropic has not yet decided which investors will be allowed to participate in this round, but the new funding is expected to be finalized within the coming weeks. This fundraising aims to accelerate Anthropic's research and development in large language models and infrastructure construction, further enhancing its position in the global AI competition. Anthropic is a frontier technology company focused on AI research and development, with safe-aligned large language models and AI tools as its core business. It currently ranks among the top tier in the global AI field and is considered one of OpenAI's primary competitors. The company's main products and businesses include: 1) Claude series chatbots: Positioned as a competitor to OpenAI's GPT series, it is one of the most watched large language model products globally. Claude is known for its "more controllable, safer" interaction characteristics, capable of handling complex reasoning, code generation, text creation, and other tasks, widely used in enterprise services and content production scenarios. 2) AI tools for software engineers: Offering specialized AI tools for developers, it has captured a "lucrative market" in this niche segment due to precise technical applicability, forming a key differentiated competitive advantage. Prior to this latest funding round, the startup experienced a period of rapid growth, with its annualized revenue increasing approximately tenfold from $1 billion a year ago to around $10 billion currently. It has been reported that Anthropic is preparing for a potential initial public offering that could occur as early as this year. The company has hired Wilson Sonsini Goodrich & Rosati to initiate preparatory work and has held preliminary discussions with banks regarding a public listing.