SIASUN(SZ:300024) Ge Long Hui A P P·2025-11-24 06:32Group 1 - The AI application sector, led by media and gaming, saw a strong rally with the largest gaming ETF rising by 3.5% and the robotics ETF increasing by 1% [1] - Google's Gemini 3 Pro and its image model Nano Banana Pro became the biggest tech highlights over the weekend [2] - Alibaba's AI assistant Qianwen App reached over 10 million downloads within a week of its public testing, surpassing ChatGPT and becoming the fastest-growing AI application in history [2] Group 2 - NetEase reported third-quarter total revenue of 28.4 billion yuan, a year-on-year increase of 8.2%, and a net profit of 8.6 billion yuan, up 32.3% year-on-year, leading to positive ratings from multiple major banks [2] - The Ministry of Industry and Information Technology announced the committee members for the standardization of humanoid robots, with notable figures from Yushu Technology and Zhiyuan Innovation appointed as deputy directors [2] - Open Source Securities' latest report suggests that Google's and Alibaba's advancements in models and agents, along with the integration of vertical AI applications into their traffic channels, could significantly accelerate the commercialization of AI applications [2] Group 3 - The largest robotics-themed ETF, with a current scale of 23.526 billion yuan, saw a 1.07% increase and a net inflow of 2.567 billion yuan over the past 20 days, featuring key stocks like Huichuan Technology and Stone Technology [3] - The AI + gaming sector ETF increased by 3.57%, with a current scale of 10.885 billion yuan and a net inflow of 668 million yuan over the past 20 days, including major players like Gigabit and 37 Interactive Entertainment [3]