TENCENT(HK:00700) 2 1 Shi Ji Jing Ji Bao Dao·2025-05-22 02:21Group 1 - Major stock indices opened lower on May 22, with sectors like AI smartphones, wireless charging, and automotive chips showing gains [1] - The software ETF (159852) saw a net inflow of 99.66 million yuan from May 20 to 21, indicating strong investor interest [1] - The software ETF (159852) tracks the CSI Software Service Index, which includes 30 listed companies involved in software development and services [1] Group 2 - Tencent's large model strategy was showcased at the 2025 Tencent Cloud AI Industry Application Summit, highlighting upgrades in its product matrix [2] - The mixed Yuan TurboS model ranked among the top eight globally on the Chatbot Arena platform, demonstrating strong capabilities in coding and mathematics [2] Group 3 - Guosen Securities is optimistic about the AI industry entering a rebound cycle, supported by healthy demand from US tech companies [3] - The first quarter reports from companies like Google and META indicate robust advertising demand and significant AI efficiency improvements [3] - Despite a decline in cloud CAPEX due to supply chain constraints, revenue continues to accelerate, with AI trends expected to drive stock prices for major internet companies [3]