Mei Ri Jing Ji Xin Wen·2025-11-06 03:26Group 1 - The A-share market opened high and continued to rise, with the Shanghai Composite Index breaking through 4000 points, indicating strong resilience in the main line of the market [1] - Key stocks in the optical module and GPU sectors, such as Yuanjie Technology, Dongshan Precision, Guangku Technology, Zhaoyi Innovation, and Zhongji Xuchuang, experienced significant gains [1] - Popular ETFs, including the Huaxia AI ETF (159381) and the 5G Communication ETF (515050), rose over 2% as of 10:50 AM [1] Group 2 - Apple plans to adopt Google's 1.2 trillion parameter AI model, Gemini, to upgrade its voice assistant Siri, with an annual payment of approximately $1 billion to Google for technology usage rights [1] - The new version of Siri is expected to be launched in spring next year [1] Group 3 - According to CITIC Securities, the narrative around AI capital expenditures (CAPEX) in the US stock market is likely to continue in the short term, with projected CAPEX growth for North America's four major cloud service providers (CSP) of 61% and 27% for 2025 and 2026 respectively, and AI CAPEX growth of 94% and 159% [1] - However, visibility on growth for 2027 remains uncertain [1] - The investment strategy suggests a cautious approach, closely monitoring US macroeconomic expectations, guidance from tech giants, and developments in the AI industry over the next six months [1]