The development of large-scale models will accelerate the commoditization and淘汰 of 'simple applications,' but for applications with deep industry know-how, these models are not a threat; instead, they will become a key tool in solidifying their core advantages. The year 2026 will mark the beginning of accelerated commercialization of AI applications, transitioning from 'usable' to 'user-friendly' and finally to 'profitable.' This path to commercialization is gradually being established. Are there countless golden investment opportunities waiting to be uncovered? Which stocks would you choose to position in advance?