The wave of commercialization of multimodal artificial intelligence is accelerating across the capital market. On January 12th, the A-share multimodal AI concept sector surged strongly, with stocks such as Focus Technology, YiDian Tianxia, Yinli Media, Xinhua News, and Zheshu Culture all hitting the upper limit. Companies like Kunlun Wanwei, Zhongwen Online, Tuoersi, Yinsai Group, Wanhao Technology, and Xuanyia International also rose significantly, triggering a strong AI-themed market trend.

This market activity is not without reason. Recently, multimodal large models such as Tongyi Qianwen Qwen3-VL and GPT-5.2 have achieved significant technological breakthroughs. They can not only understand text but also accurately analyze images, videos, documents, and even complex interface information, truly achieving the ability to "understand the world." From smart hardware to content generation, from enterprise services to media integration, multimodal AI is rapidly penetrating into the application scenarios of various industries, and its commercial value has been highly recognized by the capital market.

Policy and Technology Driving Forces Building New Growth Poles

Analysts point out that the recent rise is driven by both technological advancements and industrial policies. On one hand, the national level continues to emphasize the development of general artificial intelligence and new digital infrastructure. On the other hand, leading technology companies are frequently open-sourcing multimodal models and opening API interfaces, greatly reducing the integration barriers for enterprises. Especially in fields such as content creation, intelligent customer service, digital marketing, and knowledge management, multimodal AI has shown significant potential in cost reduction and efficiency enhancement.

From "Single Modality" to "Full Perception," Investment Logic Is Being Reconstructed

The market generally believes that the era of single-text large models is passing, and AI systems with cross-modal understanding and generation capabilities will become the core of the next phase of competition. The stocks involved in this surge are mostly focused on visual understanding, AIGC content ecosystems, data elements, or vertical industry applications, and are seen as key beneficiaries of multimodal AI's practical implementation.

As the maturity of the technology increases and the application scenarios continue to expand, multimodal AI is moving from proof of concept to large-scale commercialization. This round of capital enthusiasm is not only a reaction to short-term technological progress but also a long-term bet on AI deeply integrating into the physical world and reshaping the human-computer interaction paradigm.