BABA(US:BABA) Mei Ri Jing Ji Xin Wen·2025-09-24 06:06Core Insights - The A-share technology sector is experiencing a resurgence, with significant gains in chip, gaming, robotics, and electronics industries, particularly highlighted by the performance of the AI ETF (515070) and its constituent stocks [1] - Alibaba's CEO, Wu Yongming, emphasized the transformative role of large models in the transition from AGI to ASI, suggesting that these models will serve as the next generation of operating systems, facilitating interactions between the physical and digital worlds [1] - The demand for domestic computing power is expected to rise significantly due to the ongoing AI wave, with advancements in domestic models like DeepSeek contributing to this trend [1] Industry Overview - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713), focusing on companies providing technology, foundational resources, and application-level stocks within the AI industry chain [2] - The top ten weighted stocks in the AI ETF include leading domestic technology firms such as Zhongji Xuchuang, Xinyi Sheng, Hanwha Technology, and iFLYTEK, indicating a strong representation of key players in the AI sector [2] - Related investment products include the AI ETF (515070), Huaxia Growth Enterprise Software ETF (159256), and Huaxia Growth Enterprise 200 ETF (159573), showcasing a variety of options for investors interested in the AI market [2]