SIASUN(SZ:300024) Ge Long Hui A P P·2025-11-19 06:46Group 1 - The AI application sector experienced a broad pullback, with the robotics ETF down 0.6% and the large-scale gaming ETF down 1.9%, despite a net subscription of 57 million shares during the day, with an estimated net subscription amount of 77.97 million yuan and a net inflow of 1 billion yuan over the past 20 days [1] - Major companies like Berkshire Hathaway investing in Google and Google's launch of Gemini 3, along with Alibaba's successful public testing of Qianwen and Baidu's Q3 AI revenue growth exceeding expectations, indicate a significant financial commitment to AI applications, transitioning from storytelling to data and user metrics [1] - The gaming sector continues to show strong growth trends, with Q3 revenue increasing by 23.30% year-on-year and net profit attributable to shareholders rising by 73.95%, suggesting sustained high growth potential driven by AI technology [1] Group 2 - The gaming ETF (159869) is down 1.94%, including major players like Gigabit, Kaiying Network, Giant Network, and others, while the largest robotics ETF (562500) is down 0.62%, featuring leading companies such as Huichuan Technology and Stone Technology [2]