AI toys have entered the new trendy annual goods, and the concept stocks of AI toys with the highest number of rating agencies have been released

In the Spring Festival of 2026, while traditional New Year goods are still competing between "time-honored brands" and "local specialties," artificial intelligence (AI) toys have sparked a "land grab battle" in the New Year goods market, leaping from niche categories to become a new consumer favorite. According to data from Data Treasure, there are a total of 24 concept stocks related to AI toys in the A-share market. As of the close on February 25, the total market capitalization of these concept stocks reached 330.504 billion yuan. Since the beginning of this year, AI toy concept stocks have averaged a rise of 6.15%, slightly outperforming the Shanghai Composite Index during the same period. In terms of institutional attention, 18 AI toy concept stocks have received an "active" rating (including buy, overweight, strong recommendation, etc.) from institutions. KINGNET, Fibocom, MeiG, H&T INTELLIGENT, and Kidswant are among those with the highest number of ratings from institutions. (Securities Times)