Recently, artificial intelligence (AI) has regained its popularity. Concept sectors such as semiconductors, humanoid robots, AI glasses, Zhipu AI, and Douyin Doubao have all strengthened, and technology stocks are regarded by many investors as the "pillar" of the A-share market. As AI big models fully enter the consumer field, the logic of successful AI commercialization is gradually being fulfilled. Many public and private equity fund personnel said that the full penetration of AI technology is an inevitable trend, and the implementation of related commercialization models will have a far-reaching impact on consumer electronics and other fields, and will also stimulate the market's investment enthusiasm in related industries.