Kingsoft Office(SH:688111) 2 1 Shi Ji Jing Ji Bao Dao·2025-10-28 02:13Core Viewpoint - The artificial intelligence (AI) industry is experiencing significant growth driven by policy support, technological advancements, and increasing demand, with a focus on investment opportunities in infrastructure and application software [1][2]. Group 1: Market Performance - The three major indices opened lower on October 28, with the Sci-Tech Innovation Board AI ETF (588930) down 0.42% and a trading volume exceeding 340 million yuan, reflecting a turnover rate of 1.58% and a premium trading rate of 0.04% [1]. - Among the constituent stocks of the AI ETF, Kingsoft Office rose over 6%, while companies like Hehe Information, Foxit Software, and Star Ring Technology-U also showed leading gains [1]. Group 2: Index and Composition - The Sci-Tech Innovation Board AI ETF (588930) closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index (950180.CSI), which selects 30 large-cap companies involved in providing foundational resources, technology, and application support for AI [1]. Group 3: Industry Insights - Huatai Securities highlights the improving AI application ecosystem, with rapid penetration of large model technologies in finance, healthcare, and education, exceeding market expectations for commercialization [1]. - The artificial intelligence industry is expected to benefit from increased policy support and accelerated domestic computing power development, particularly for leading companies across various segments of the AI supply chain [1]. - Dongxing Securities notes that the AI industry is currently in a phase of policy, technology, and demand synergy, with domestic chip and cloud computing leaders gradually validating their performance, thus enhancing industry growth certainty [2].