SIASUN(SZ:300024) Ge Long Hui A P P·2025-11-18 06:46Group 1 - A-shares continue to experience fluctuations, while the AI application sector shows strong performance, with Alibaba-related stocks being active. The entertainment media ETF rose by 1.53%, and the gaming ETF increased by 0.8%, with an estimated net subscription of 208 million in funds as of the report time [1] - The Q3 investment by Berkshire Hathaway in Google is interpreted as an acknowledgment of the value in the AI application layer [2] - Huawei is set to release new AI technology on November 21, which could enhance the utilization rate of GPU and NPU computing power from 30-40% to 70%, perceived as a negative for AI hardware [2] Group 2 - Tencent's Q3 domestic game revenue reached 42.8 billion, a year-on-year increase of 15%, while overseas game revenue was 20.8 billion, showing a significant growth of 43% [2] - Yushutech has officially completed its IPO counseling work, moving closer to becoming the first humanoid robot stock in A-shares [3] Group 3 - The gaming ETF (159869) increased by 0.87%, with a total net inflow of 1.047 billion over the past 20 days, including major players like Gigabit, Kaixin Network, and Giant Network [4] - The largest robot-themed ETF (562500) decreased by 0.52%, with a total net inflow of 1.89 billion over the past 20 days, featuring leading companies such as Huichuan Technology and Stone Technology [4]