Roborock(SH:688169) 2 1 Shi Ji Jing Ji Bao Dao·2025-10-22 02:01Core Viewpoint - The A-share market experienced a collective decline, particularly in the artificial intelligence sector, with the AI-themed ETF showing a slight decrease, while some individual stocks performed positively [1][2]. Group 1: Market Performance - On October 22, the three major A-share indices opened lower, reflecting a pullback in the artificial intelligence concept [1]. - The Sci-Tech Innovation Board AI ETF (588930) fell by 0.57%, while stocks like Stone Technology rose over 1% [1]. - The Sci-Tech Innovation Board AI ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, which includes 30 large-cap companies involved in providing foundational resources, technology, and application support for AI [1]. Group 2: Policy Developments - On October 21, Guangdong Province released the "Action Plan for High-Quality Development of Manufacturing Empowered by Artificial Intelligence (2025-2027)," outlining 16 policy measures aimed at enhancing key supply, promoting application, building support systems, and optimizing resource guarantees [1]. - The plan focuses on driving the digital transformation and upgrading of the manufacturing sector, aiming to create a globally influential AI-enabled manufacturing development demonstration zone [1]. Group 3: Industry Outlook - Dongxing Securities believes the artificial intelligence industry is currently in a phase of policy, technology, and demand resonance, supported by top-down policy empowerment and potential funding [2]. - The performance of domestic chip and cloud computing leaders is gradually validating their results, while major companies continue to invest in capital expenditures, enhancing the certainty of industry development [2]. - The AI sector is expected to maintain upward momentum, solidifying its leading position in technology investment [2].