Orbbec (SH:688322) 2 1 Shi Ji Jing Ji Bao Dao·2025-12-04 02:03Group 1 - The three major indices opened higher, with the Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index rising by 0.04% as of the report time [1] - Among the constituent stocks, companies such as Obit Cloud, Sikan Technology, and Lingyun Optics saw gains exceeding 4% [1] - The Sci-Tech Innovation Board Artificial Intelligence ETF (588930) rose by 0.07%, with a premium trading rate of 0.06% during the session [1] Group 2 - There is a subtle shift in market sentiment regarding the AI sector, with discussions of a potential "bubble" emerging; however, analysts believe the AI industry has not yet reached a bubble stage [2] - Major technology companies are investing in AI due to their strong financial capabilities, and the commercialization of large models is advancing at an unprecedented pace [2] - The real challenge in the AI sector is a shortage of computing power rather than an excess [2] Group 3 - The AI industry is entering a rapid growth phase, driven by continuous innovation in AI endpoint products and the fast iteration of large language models [2] - The demand for AI terminals is being stimulated by advancements in human-computer voice interaction and the introduction of innovative products like AI phones and AI glasses [2] - OpenAI's acquisition of IO Company is expected to further accelerate innovation in the AI terminal industry [2]