Mei Ri Jing Ji Xin Wen·2025-09-18 02:09Group 1 - The core viewpoint of the articles highlights the significant developments in the AI sector, particularly focusing on Baidu and Kunlun Core Technology's recent achievements and market positioning [1][2] - Kunlun Core Technology has won a substantial order from China Mobile for AI computing devices, with a market share of 70% and 100% in various procurement packages, indicating a shift in application scenarios from internal use to telecommunications [1] - Baidu's AI-related businesses, including self-developed Kunlun chips and autonomous driving, are considered undervalued assets that may see revaluation as AI applications continue to expand [2] Group 2 - The Hang Seng Technology Index has shown resilience, surpassing the 6300-point mark, driven by optimism surrounding AI and potential inflows from southbound capital [2] - The expectation of a Federal Reserve interest rate cut may further enhance the investment landscape for technology stocks, particularly those related to AI [2] - Investors without access to the Hong Kong Stock Connect can consider the Hang Seng Technology Index ETF (513180) as a means to invest in core Chinese AI assets [2]