A-share evening hot topics | Jack Ma appears at Ant Group campus! Possibly related to AI strategy

1. Ma Yun appeared in the Ant Group wearing a work badge and a duckbill cap, showing a low-key demeanor. On November 18th, a netizen spotted Ma Yun wearing a work badge at the Ant Group, accompanied by Ant Group Chairman Jing Xiandong and Ant Group CEO Han Xinyi. Industry insiders speculate that Ma Yun's appearance at the Ant Group may be related to a recent series of AI product strategies. According to industry insiders, concept stocks related to Alibaba are expected to substantially benefit from the evolution of the Alibaba Questioning App. According to Securities Times statistics, 21 concept stocks related to Alibaba are expected to continue to grow, with institutions predicting net profit growth rates of over 30% in 2026 and 2027, with ratings from 5 or more rating agencies. Among them, stocks such as Beijing Shiji Information Technology and Wondershare Technology Group are predicted by institutions to have net profit growth rates of over 50% in the next two years. In addition, Alibaba has made continuous big moves in AI recently. On the 17th, Alibaba officially announced the "Questioning" project, and on the 18th, the Ant Group officially released the multimodal universal AI assistant "Lingguang." In the market, AI application concept stocks responded positively. 2. Xiaomi's Q3 adjusted net profit hits a new high! Revealing progress in electric cars and AI On the evening of November 18th, Xiaomi Group's third-quarter performance showed that Xiaomi's quarterly revenue was 113.1 billion RMB, a year-on-year increase of 22.3%, breaking the billion mark for the fourth consecutive quarter; adjusted net profit was 11.3 billion RMB, a year-on-year increase of 80.9%. Xiaomi's total revenue for the first three quarters reached 340.4 billion RMB, close to the total for the previous year, with adjusted net profit of 32.8 billion RMB, exceeding last year's total. Revenue from innovative business segments such as smart electric vehicles and AI reached 29 billion RMB, a year-on-year increase of over 199%. The revenue from smart electric vehicles was 28.3 billion RMB, with other related revenue at 700 million RMB, and this quarter the innovative business segment of Xiaomi's electric cars and AI achieved a positive operating profit for the first time, with an operating profit of 700 million RMB for the quarter. Comment: Xiaomi Group, once the market darling, has gone from being the worst-performing tech stock in China in just a few months. With the new high in adjusted net profit, Xiaomi's electric car and AI business segments also reported their first quarterly profit. We can expect some rise in the stock price in the future. (Translation of remaining texts can be continued, if needed)