TENCENT(HK:00700) 2 1 Shi Ji Jing Ji Bao Dao·2025-10-31 02:00Group 1 - A-shares opened lower on October 31, with the three major indices declining collectively [1] - The Sci-Tech Innovation Board Artificial Intelligence ETF (588930) fell by 2.41% with a trading volume exceeding 19 million yuan and a premium rate of 0.11% [1] - Among the constituent stocks, Hehe Information rose over 11%, while Qi Anxin-U and Foxit Software led in gains [1] Group 2 - The Sci-Tech Innovation Board Artificial Intelligence ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index, which selects 30 large-cap stocks involved in providing foundational resources, technology, and application support for artificial intelligence [1] - The "International Forward-looking Artificial Intelligence Safety and Governance Conference" was held on October 30, launching the "Beijing General Artificial Intelligence Industry Innovation Partner Program" [1] - The conference released reports on "Artificial Intelligence Model Safety Assessment and Industry Practice" and "Beijing Artificial Intelligence Governance Case Collection" [1] Group 3 - Guosen Securities noted that AI has shown significant effects on the advertising business scenarios of internet giants, cloud computing scenarios, and enterprise efficiency [2] - Tencent's advertising maintained a 20% growth in Q2, while Alibaba Cloud's growth rate accelerated to 26% [2] - Companies like Tencent, Tencent Music, and Kuaishou have shown notable improvements in operational efficiency [2] - Recent developments include Baidu and Alibaba launching self-developed chips, completing a full-chain layout of chips, models, and applications, which is expected to enhance market share for cloud service providers [2] - Continued focus on the AI theme is recommended [2]