The application of AI technology is poised to ignite a revolution in the retail industry. AI applications are experiencing a full-scale breakout. Multiple stocks hit their daily limit-up in the morning session. On January 12th, the A-share market witnessed another fervent trading session, with the Shanghai Composite Index closing at 4151.14 points, a gain of 0.75%, marking a new high in nearly a decade. The artificial intelligence (AI) sector saw a comprehensive surge, with AI marketing, the Sora concept, Zhipu AI, multimodal AI, and AIGC concepts leading the gains. By the morning close, over 20 stocks had surged by the 20% daily limit, with the majority linked to the highly popular AI and commercial aerospace sectors, such as Yeahka, Tianyin Mechanical & Electrical, CITIC Mobile, Ligong Navigation, and Chinese All. Among the many limit-up stocks, the AIGC concept stock Leo Group Co.,Ltd. (002131) had the highest sealed order volume, with 3.4822 million lots at the limit-up price, equivalent to approximately 2.86 billion yuan in capital. The company recently stated during an institutional survey that its subsidiary, Leo Digital, began deploying in the AI field in 2023 and launched its self-developed AIGC ecosystem platform "LEOAIAD," continuously advancing the application and iteration of AI capabilities around its digital marketing business. Walmart and Google have partnered to launch an AI shopping assistant. According to reports, Walmart and Alphabet announced on January 11th, US local time, that consumers will soon be able to shop more conveniently for products from the retail giant and its Sam's Club stores with the help of Google's AI assistant, Gemini. The incoming CEO of Walmart, John Furner, and the CEO of Alphabet, Sundar Pichai, jointly announced the partnership on stage at the National Retail Federation's annual big show, a major industry event held at the Jacob K. Javits Convention Center in New York. This collaboration with Google further aids Walmart in catering to consumer demand, as an increasing number of shoppers now rely on AI chatbots to save time and gather inspiration. As early as last October, Walmart had already partnered with Gemini's competitor, OpenAI's ChatGPT, to launch an "instant checkout" feature, allowing consumers to complete purchases without leaving the AI chatbot interface. OpenAI has recently officially launched this feature with Walmart and has also reached "instant checkout" cooperation agreements with Etsy and several Shopify merchants like Skims, Vuori, and Spanx. Walmart also possesses its own self-developed AI chatbot, the yellow smiley-faced assistant "Sparky" within its official application. "The transition from traditional web or app searches to a shopping model driven by intelligent assistants marks another significant transformation for the retail industry," Furner stated in a press release. "We are not merely passive witnesses to this change but are actively leading the wave of transformation." AI-supported shopping methods are set to become universally adopted. Oliver Jenkyn, President of Visa's Global Market Group, once predicted that with the acceleration of partnerships between payment giants and AI companies, "AI-assisted shopping" would fully enter the mainstream by 2026. Reports indicate that Jenkyn pointed out that although chatbot-based shopping features were launched in 2025, the true inflection point would arrive in 2026. By 2026, AI-supported shopping methods will be widespread. Whether on ChatGPT or other platforms, intelligent assistants will deeply intervene and assist in shopping decisions. In November 2025, OpenAI launched a shopping search feature optimized based on the GPT-5-Thinking-mini model. Through a Q&A format, the system can accurately recommend 10 to 15 products. Although it is not directly monetized at present, the intent is clear: to secure a key position at the front end of the consumer decision chain (the search stage), paving the way for future business models. In the view of Morgan Stanley, this is not merely an update of product features but the beginning of the era of "Agent-based e-commerce." Morgan Stanley predicts that by 2030, the GMV of Agent-based e-commerce will reach approximately $190 billion under a baseline scenario, and could be as high as $385 billion under an optimistic scenario. Institutions are focusing on 7 stocks with high-growth potential. In the A-share market, stocks directly related to the AI shopping theme are undoubtedly retail stocks, as well as those applying AI technology to empower shopping. According to statistics, as of the close on January 9th, the average increase for AI retail concept stocks since the beginning of the year was 6.48%. Four stocks, including Treezo Technology,熵基科技, Shanghai Nine Hundred, and One Net One创, have seen cumulative gains exceeding 20%. Treezo Technology leads with a cumulative increase of 27.32%. The company has actively explored applications of AI, upgrading its Treezo data platform by integrating AI technology to develop "Treezo Qingling," which is applied in customer service, design, and store operation segments of e-commerce operation services. In terms of institutional attention, as of now, a total of 19 AI shopping concept stocks have received "positive" ratings from 5 or more institutions. Based on consensus ratings from over 5 institutions, there are 7 concept stocks for which institutions forecast net profit growth rates exceeding 20% for both 2026 and 2027, including Yonghui Superstores, Treezo Technology, 若羽臣, Huijia Times, and Three Squirrels. Comparing the closing price on January 9th with the consensus target price from institutions, Huijia Times has the highest potential upside, reaching 37.66%. The company has formally signed a strategic cooperation agreement with ByteDance's intelligent collaboration platform Feishu, aiming for deep integration across dimensions such as intelligent store management, organizational collaboration efficiency, AI business empowerment, and the construction of a one-stop collaboration platform, jointly creating a benchmark for digital-intelligent transformation in the retail industry. Other AI shopping concept stocks for which institutions predict an upside potential of over 10% include 若羽臣, Three Squirrels, and Treezo Technology. 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