SIASUN(SZ:300024) Ge Long Hui A P P·2025-11-04 06:41Group 1 - The AI application sector experienced a significant decline, with the only game ETF of over 100 billion scale dropping by 2.7%, while it saw a net inflow of 150 million yuan during the session and a total net inflow of 2 billion yuan over the past 20 days [1] - The overall revenue of the gaming industry in Q3 reached 30.36 billion yuan, representing a year-on-year growth of 28.61%, and the net profit attributable to the parent company increased by 111.65% year-on-year, both exceeding the media industry [1] - The number of game licenses issued from January to October has reached 1,441, surpassing the total for the entire year of 2024, indicating a rich product reserve that is expected to continue driving industry growth [1] Group 2 - The robot industry is experiencing an "IPO wave," with companies such as Leju Robotics, Yundongchu, Zhiyuan, and Yushu making progress in their IPOs [1] - The Tesla humanoid robot GEN3 production timeline has been confirmed, making the Tesla shareholder meeting on November 7 an important observation window [1] - The largest robot-themed ETF saw a decline of 2.92%, with key stocks including Huichuan Technology, Lide Harmony, and Stone Technology [2]