Sou Hu Cai Jing·2025-11-24 07:16Core Viewpoint - Alibaba's AI assistant Qianwen App has achieved over 10 million downloads within a week of its public testing, surpassing competitors like ChatGPT, Sora, and DeepSeek, marking it as the fastest-growing AI application in history [3] Group 1: Stock Performance - Alibaba-related stocks, including Shiji Information and Data Port, have seen significant price increases, with both stocks hitting the daily limit up [3] - The big data industry ETF (516700) focused on data security has also experienced a price increase, rising over 3.2% during trading [1][3] Group 2: Industry Insights - CITIC Securities highlights the expanding investment opportunities in AI, particularly in the computing power industry chain and AI applications, predicting a potential long-term bullish market similar to the US stock market's performance in 2023 [3] - The big data industry ETF tracks the CSI Big Data Industry Index, heavily investing in sectors like data centers, cloud computing, and big data processing, with key stocks including Inspur, iFLYTEK, and China Software [4] Group 3: Policy and Market Trends - The call for "technology to take the lead" suggests a potential breakthrough in new productive forces [6] - The top-level design for Digital China aims to activate digital productivity and accelerate the process of domestic substitution [6] - The rise of the Xinchuang (domestic innovation) trend indicates a promising future for technology self-reliance [6]