Grok 4 has witnessed a remarkable enhancement in its reasoning capabilities, heralding an era where its expanded multimodal functionalities are anticipated to pave the way for innovative application scenarios. This model distinguishes itself in tackling professional disciplines and intricate tasks, not only supporting the deployment of agents in high-value contexts but also catalyzing the growth of AI infrastructure and fostering an increased demand for computing power. Investors are advised to keep a keen eye on opportunities emerging in the realms of general management software, tool software, and AI infrastructure.