2026-01-12 13:25:19

A recent clear market signal: traditional sectors such as media, software, internet, and gaming suddenly surged collectively. The driving force behind this is quite clear— the real implementation and commercialization of AI applications.

From a technical framework perspective, this rally is not just hype but a reflection of fundamentals. As AI moves from the conceptual stage to practical application, the industries that can directly integrate AI functionalities are the first to benefit. Content generation, code assistance, creative design—demand in these areas has been ignited.

Interestingly, players who anticipated this trend have already been positioning themselves accordingly. Now, this wave of market activity, to some extent, confirms the market’s judgment of those who preemptively secured their positions. Based on today’s performance, the AI application track is truly the direction attracting capital, rather than those vague concept hype.

Looking ahead, as more scenarios are implemented, the valuations of these companies may have further room to grow.

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StillBuyingTheDip

· 01-12 13:55

I've already said it, real money is in the application layer, and those purely conceptual ones should have been phased out long ago. With the market rising so much, it all depends on who can truly implement AI. Early positioning was indeed satisfying; now those who want to jump in need to quickly research who still has room. After this wave, valuations should continue to rise; first, let's see which targets can withstand the pressure.

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GateUser-0717ab66

· 01-12 13:52

I've been optimistic about this wave for a long time; media software and these sectors really should rise. AI implementation is the real deal; concept hype has long deserved to die. Early players in the game are now laughing happily. Is there still room for valuation? Then I need to review my holdings. But to be honest, how many real application scenarios are there? If this wave turns into just hype again, it would be funny. Content generation and coding assistance definitely have high demand; I agree with that. The gaming sector benefits the most; AI NPCs are coming. Wait, is this another prelude to a sell-off? Early entrants indeed made profits; I am still observing.

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MetadataExplorer

· 01-12 13:39

I've been optimistic about this wave for a long time, just didn't take heavy action. Wait, could this be another false dawn before sunset? Sounds good, but how many projects that truly materialize are there? Positioning definitely made a profit, but is it a bit late to jump on now? Don't misuse the term 'fundamentals'; it depends on the financial reports. I just want to know where the next hot trend is; this one might be reaching its peak. All the big companies are hyping AI, which one do you think is promising?

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StablecoinAnxiety

· 01-12 13:36

I've already said that this wave is a real application implementation, not a typical money-grabbing scheme. Hold tight to those who started early with AI; we're just getting started. This time is truly different, the fundamentals are supporting it. Companies that have positioned themselves well have enormous potential ahead. The AI concept is dead; AI applications are the real king.

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