2 1 Shi Ji Jing Ji Bao Dao·2025-11-03 01:56Group 1 - The three major indices opened lower on November 3, with the Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index down 0.81%. Among the constituent stocks, Foxit Software rose over 5%, while companies like Hehe Information, Aobi Zhongguang-UW, and Haitan Ruisheng also saw gains, whereas Stone Technology and Hengxuan Technology dropped over 4% [1] - The Sci-Tech Innovation Board Artificial Intelligence ETF (588930) fell 1.07% with a trading volume exceeding 20 million yuan and a premium rate of 0.04%, indicating frequent premium trading during the session [1] - The 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] Group 2 - The National Development and Reform Commission, in collaboration with other financial and regulatory bodies, has accelerated the deployment of new policy financial tools, successfully investing 500 billion yuan to support over 2,300 projects with a total investment of approximately 7 trillion yuan, focusing on digital economy, artificial intelligence, and urban renewal sectors [2] - NVIDIA has reached an agreement with major South Korean companies, including Samsung Electronics, Hyundai Motor Group, and SK Group, to supply over 260,000 accelerated chips to support AI projects in Korea, although financial terms were not disclosed [2] Group 3 - Dongwu Securities indicated that the current AI market's stagnation in downstream applications is primarily due to insufficient short-term certainty, as no breakout products or smooth business models have emerged, leading to a lack of visibility in company performance [3] - The long-term perspective suggests that AI's empowerment of various sectors will ultimately be realized through application-level breakthroughs, which are expected to have mid-term certainty and broader potential compared to upstream hardware, as validated by past trends during the "Internet+" wave [3]