SIASUN(SZ:300024) Ge Long Hui A P P·2025-11-21 06:56Group 1 - The AI hardware sector faced significant declines due to a damaging report on Nvidia, while the release of Google's Gemini 3.0 boosted expectations for AI applications [1] - Alibaba's new AI application "Qianwen APP" quickly rose to third place in the Apple App Store's free app rankings just two days after its public testing [1] - Ant Group's AI product "Lingguang" achieved over 500,000 downloads within three days of its launch, causing server outages [1] - Tesla's upcoming mass production of robots is drawing market attention, particularly regarding notifications to domestic manufacturers expected between late November and December [1] - According to a recent report from Zhongjin International, AI application companies are showing signs of performance inflection, with Alibaba's "Qianwen" indicating the next stage of "ecological" development in AI applications [1] Group 2 - The largest robot-themed ETF, Robot ETF (562500), declined by 1.16%, with a net inflow of 2.152 billion in the last 20 days [2] - The AI + gaming ETF (159869) saw a slight increase of 0.3%, with a total scale of 11.077 billion and a net inflow of 787 million over the past 20 days [2] - Key stocks in the Robot ETF include leaders in industrial robots, harmonic reducers, and service robots [2] - The gaming ETF includes major players such as Gigabit, Kaiying Network, and Giant Network, as well as companies with strong IP advantages and leading AI technology [2]