Most AI concept stocks opened higher in today's trading session. At the time of writing, Knowledge Atlas (02513) surged 14.94% to HKD 182.3; MINIMAX-WP (00100) rose 9.8% to HKD 378.8; Marketingforce (02556) increased 6.44% to HKD 41.3; Weimob Inc (02013) climbed 5.97% to HKD 2.13; Mobvista (01860) advanced 4.12% to HKD 18.2; and MEITU (01357) gained 3.4% to HKD 8.2. Recent media reports indicate that DeepSeek is set to launch its new flagship large model, V4, within the coming weeks, which is expected to feature enhanced programming capabilities. According to DeepSeek's internal preliminary test results, the V4 model outperforms mainstream large models like Claude and ChatGPT in code generation tasks. Additionally, on January 10 local time, Elon Musk announced on social media platform X that he would officially open-source the platform's latest content recommendation algorithm within a week. This move is widely interpreted by the market as "Musk also venturing into GEO." China Securities (CSC) believes that the AI industry is currently experiencing a flurry of activity, with overseas companies like xAI and Anthropic securing funding successively, the domestic "AI + Manufacturing Policy" being introduced, and the successful listings and significant gains of Knowledge Atlas and MiniMax. The subsequent launch of DeepSeek-V4 is expected to potentially trigger a new wave of AI application enthusiasm. As model capabilities continue to improve, particularly with the significant reduction in reasoning and long-context window costs, downstream AI application scenarios are accelerating into the commercialization validation phase. Key areas to focus on include search & marketing, coding, multimodal applications, agents, and AI for Science, with the commercialization progress of related companies expected to further accelerate.