格隆汇11月24日｜午后，以传媒、游戏板块为首的AI应用板块强势拉升，规模最大的游戏ETF涨3.5%， 机器人ETF翻红上涨1%。 AI+游戏产能升级：游戏ETF(159869)，+3.57%，最新规模108.85亿，近20日合计净流入6.68亿元，权重 股涵盖囊括吉比特、恺英网络、巨人网络、三七互娱（维权）、神州泰岳等游戏头部玩家，以及光线传 媒（IP 优势突出）、昆仑万维（维权）（爆款游戏《梦幻星球》+AI 技术领先）等。 ③网易第三季度总营收284亿元，同比增长8.2%；净利润86亿元，同比增长32.3%，绩后获多家大行唱 好。 ④工信部公示人形机器人标准化技术委员会委员名单，宇树科技王兴兴、智元创新彭志辉等为副主任委 员。 开源证券最新研报认为，谷歌和阿里巴巴近期在模型和Agent方面的进一步发力，并将更多的垂直AI应 用整合进自身的流量入口，从而有望大幅加速AI应用商业化，其他同样具备优势的科技巨头（如微 软、Meta，腾讯、字节）相关举措也值得关注，AI应用或迎来黄金时代，继续布局商业化落地较快的 AI游戏/AI广告/AI电商等。 相关产品，及截至发稿涨跌幅： 市场规模最大的机器人主题ETF：机器 ...

中银国际最新研报称，当前AI应用垂类公司业绩已初现拐点，而阿里"千问"的推出，清晰地指向了AI应 用"生态化"的下一阶段。今年AI应用涨幅有限，仍具备较高配置性价比，产业拐点催化之下，或将迎来 补涨行情。 相关产品，及截至发稿涨跌幅： 格隆汇11月21日｜今日AI硬件和锂电产业链跌幅居前，人形机器人板块跌幅较少，AI应用午后率先翻 红，机器人ETF下跌1%，游戏ETF一度翻红上涨0.3%。 消息面上①今日一篇关于英伟达的"庞氏"报道重创AI硬件板块，而谷歌Gemini 3.0的发布带动了AI应用 端预期。 ②阿里巴巴新推出的AI应用"千问APP"，公测上线两天后冲入苹果App Store免费应用总榜第三位。蚂蚁 旗下AI产品"灵光"上线三日下载量超50万，服务器一度宕机。 ③由于特斯拉机器人明年将迎来量产，近期市场重点关注11月底至12月期间特斯拉对国内厂商的定点通 知。 市场规模最大的机器人主题ETF：机器人ETF(562500)，-1.16%，近20日合计净流入21.52亿元，权重股 包含汇川技术（工业机器人龙头）、绿的谐波（全球谐波减速器龙头）和石头科技（服务机器人龙头） 等。 AI+游戏产能升级：游戏 ...

Group 1 - The AI application sector continues to rise, with companies like 37 Interactive Entertainment and Huayi Brothers showing significant gains, indicating strong market interest in AI applications [1] - 37 Interactive Entertainment reported Q3 revenue of 3.975 billion yuan and a net profit of 944 million yuan, marking a year-on-year growth of 49.24%, driven by the development of its self-researched AI model "Xiao Qi" [1] - Kingsoft Office's Q3 revenue grew by 25% year-on-year, exceeding market expectations, attributed to an increase in active users and the paid rate of WPS AI features [1] Group 2 - The Game ETF (159869) rose by 2.73%, attracting over 2.9 billion yuan in capital over the past 20 days, with major holdings including 37 Interactive Entertainment and other leading gaming companies [2] - The Hang Seng Internet ETF (513330) saw a slight decline of 0.53%, with a high AI content of 97% in its constituent stocks, which include major players like Alibaba and Tencent [2]

Core Insights - The A-share market saw a rebound driven by the technology sector, with the Shanghai Composite Index rising by 0.04% and the ChiNext Index increasing by 0.68% [1] - The robot concept stocks experienced a surge, leading to a significant increase in the robot ETF (562500), which rose by 3.75% and reached a historical net value high [1] - Gold prices have increased over 11% since August 20, with the gold stock ETF (159562) showing a remarkable 23% rise during the same period [1] Group 1: Market Performance - The A-share market showed a clear high-low shift, with AI hardware experiencing a pullback while gaming and film sectors gained momentum [1] - The gaming ETF (159869) led the market with a strong increase of 4.38% [1] Group 2: Investment Opportunities - The robot ETF (562500) has seen a net inflow of 11.417 billion yuan this year, with a total size of 18.788 billion yuan, featuring key stocks like Huichuan Technology and Stone Technology [3] - The gaming ETF (159869) includes major players such as Light Media and Kunlun Wanwei, indicating a potential for growth driven by AI applications [3] - The gold stock ETF (159562) comprises leading companies like Zijin Mining and Shandong Gold, representing a low-cost option for gold-related investments [3] Group 3: Industry Trends - The AI sector is experiencing a rotation of funds as investors seek new leading themes, with humanoid robots and gaming becoming focal points [1] - Recent developments, such as Elon Musk's $1 billion investment in Tesla and the IPO preparations by Yushu Technology, are catalyzing interest in the robotics industry [1][2]