AI Models Set for Wave of Updates During Holiday Season, Sparking Interest in China Southern Science and Technology Innovation and Entrepreneurship AI ETF (159139)

Since mid-January 2026, the AI industry chain has experienced a continuous correction amid market uncertainty regarding the business models and genuine demand for AI applications. However, investor attention towards related products has been increasing against the trend. For instance, the China Southern Science and Technology Innovation and Entrepreneurship AI ETF (159139) has seen net capital inflows for six consecutive trading days (from January 30 to February 6, 2026), with a cumulative amount exceeding 94 million yuan. This has driven its share count and asset size to grow to 420 million units and 456 million yuan, respectively, potentially indicating investor confidence in the sector's long-term development prospects.

Looking ahead, major domestic players are expected to roll out intensive updates for their large-scale models around the Spring Festival period, including Doubao 2.0, SeedDance 2.0, and Qwen 3.5, which could serve as significant catalysts for the development of the AI industry chain. Specifically, ByteDance plans to launch three new AI models in February: Doubao 2.0 (a new-generation flagship large language model), Seedream 5.0 (an image generation model), and SeedDance 2.0 (a video generation model). The new flagship AI model Qwen 3.5 is also scheduled for release during the Spring Festival. On the product front, Yuanbao, Doubao, and Qianwen are engaging in a competitive AI red envelope campaign for the holiday. As a core segment of the industry chain, the iterative upgrades of large models are expected to generate more demand and industrial opportunities, driving the evolution and development of the entire AI ecosystem.

It is reported that the China Southern Science and Technology Innovation and Entrepreneurship AI ETF (159139) closely tracks the CSI Science and Technology Innovation and Entrepreneurship AI Index, which is the first AI-themed index to select stocks across both the Science and Technology Innovation Board and the ChiNext Board. By extracting the most AI-relevant core components from each sector, it integrates the hard technology strength of the STAR Market with the high growth potential and application vitality of the ChiNext Board, helping investors to efficiently gain exposure to a cluster of A-share companies with distinct technological innovation attributes and prominent growth prospects in the AI field.

The fund manager of the China Southern Science and Technology Innovation and Entrepreneurship AI ETF (159139), China Southern Asset Management, is one of the first ETF managers in China. In addition to sector-specific ETFs, the firm has deep expertise in broad-market and dividend-themed index products. Its "Dividend Suite" series includes the China Southern Dividend ETF (510880), the China Southern Low Volatility Dividend ETF (512890), the China Southern Hong Kong Stock Connect Dividend ETF (513530), the China Southern Central SOE Dividend ETF (561580), and the China Southern Hong Kong Stock Connect Low Volatility Dividend ETF (520890), which may serve as ideal defensive components in a "barbell strategy" investment approach.

A MACD golden cross signal has formed, indicating positive momentum for these stocks.