On January 25, Tencent Yuanbao and Baidu App made headlines by declaring their plan to distribute a staggering 1.5 billion yuan in cash red packets during the Spring Festival, a move that has undoubtedly piqued the interest of the market. As we step into 2026, the relentless endeavors of key industry frontrunners in the AI application realm have emerged as a pivotal driving force, prompting institutions to view investment prospects in this area with optimism.

Recently, the AI application sector has demonstrated a general trend of stabilization in performance. The industry consensus is that AI applications are poised to become an indispensable element for enterprise development in 2026. There is a widespread expectation of an accelerated expansion in the domestic user base and a swift progression in the commercialization journey. Consequently, it is advisable for investors to zero in on the AI application sector when formulating their investment strategies. Within this sector, several sub-segments, such as AI advertising and marketing, are recognized as holding substantial investment merit.